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下週歐洲降溫了,天然氣、原油會瘋漲?
uSMART盈立智投 10-08 22:13

據報道,從下週開始,歐洲氣溫將出現下降,這將增加整個地區的供暖需求,並使已經緊張的能源市場壓力倍增,歐洲能源危機將愈演愈烈。

氣溫下降、風力減弱

根據Weather Company數據建立的模型,歐洲西北部的天氣預報顯示,下週氣溫將低於正常水平,然後從11月8日起再次下降。另外,有報告顯示,下週風力發電量將降至較低水平,在供暖需求可能增加之際,供應將受到限制。

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歐洲西北部未來一個月天氣預報

根據Maxar Technologies的一份報告中稱,未來兩週,橫跨東南部的低壓天氣系統將爲歐洲大陸大部分地區帶來低於正常溫度的天氣。在10月13日至17日期間,該地區採暖度日數爲40.6,而10年來正常情況爲32。

另外,有機構預計,從下週二開始,英國的風力發電量將下降。一家電網運營商在其冬季展望中表示,相比此前預期,電力利潤率趨緊,未來有可能會發布多次市場警告,表明電站運營商需要增加供應,以幫助平衡需求。

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英國的風力預測

還有報告指出,在10月15日之前,德國風力發電量將在下週大部分時間處於低位。

德國國家氣象預報員Deutscher Wetterdienst在一份報告中稱,預計未來兩週,德國南部地區的氣溫將低於平均水平。而從10月18日開始,東部的大風天氣預計將蔓延到整個德國。

能源市場價格波動

如今,能源危機的嚴重程度完全取決於今年冬季的天氣狀況。一段時間的寒冷天氣可能會導致市場崩潰,創紀錄的能源價格和不斷追加的保證金要求可能會將部分公司推向絕境。但如果天氣溫和,可能意味着大規模拋售。

而目前,在能源價格方面,市場正經歷歷史上最大的價格波動。上週五,荷蘭即月天然氣價格上漲8.7%,至105歐元/兆瓦時(合121.25美元),低於週三創下的162.13歐元/兆瓦時記錄。同時,交易所數據顯示,德國11月份的電力價格變化不大,從創紀錄的350歐元/兆瓦時降至209歐元/兆瓦時。

貿易公司Energi Danmark在一份報告中對此表示:“由於波動性依然極高,一切仍懸而未決。”

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