方正证券：能源危机持续演绎煤炭供需刚性相较原油更大

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智通财经APP获悉，方正证券发布研报称，地缘政治往往会导致能源价格上涨，煤-油比均呈现出上涨趋势，主要因为各国大多有完善的原油储备，煤炭的主要职能是发电需求更为刚性，因此煤炭供需刚性相比原油而言更大。若本次美伊冲突缓解、对海峡封锁时间较短，煤价上涨空间相对有限；若封锁时间较长、甚至转为常态化，煤炭价格中枢将整体上移，其作为能源压舱石的地位有望进一步巩固。随着能源危机持续演绎，煤炭的替代需求增长，...

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方正证券：能源危机持续演绎 煤炭供需刚性相较原油更大

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方正证券：能源危机持续演绎煤炭供需刚性相较原油更大