大摩：全球LNG市场极度紧张 20%供应中断价格或持续走高

金融界04-03

摩根士丹利在研报中称，全球液化天然气（LNG）市场进入极度紧张阶段，约20%的供应仍处于离线状态。冲突前从卡塔尔出发的“在途库存”已基本交付完毕，这意味着4月现货市场将更加紧张。摩根士丹利表示，全球LNG市场2026年预计出现约1500万吨（约4%）供应缺口。摩根士丹利对2026年LNG价格持看涨态度，显著高于远期曲线预测。分析师预计，2026年第三季度JKM价格将达到30美元/mmbtu，四季度...

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大摩：全球LNG市场极度紧张 20%供应中断 价格或持续走高

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大摩：全球LNG市场极度紧张 20%供应中断价格或持续走高