天风证券:国际天然气价格有望回落,短期看城燃企业毛差进入修复阶段

智通财经2021-11-29

智通财经APP获悉,天风证券发布研究报告称,需求方面,在极端天气扰动因素减弱,以欧洲为代表的地区需求放缓以及美国产量逐渐恢复的背景下,国际天然气价格有望回落;供给方面,美国LNG新增液化产能势头强劲。截至今年2月,已经在建或者获批的LNG项目共有1.37亿吨,其中有25.6%在北美。天风证券预计未来以美国为代表的LNG巨头的产能扩充有望增大全球LNG市场供应的灵活性,缓解短期内偶发性因素导致的供需...

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