美股異動丨Peabody Energy(BTU.US)盤前漲近3% 油氣價格上漲或將帶動全球煤炭需求增加
格隆匯3月4日丨Peabody Energy(BTU.US)盤前漲近3%,報23.62美元。油氣價格上漲或將帶動全球煤炭需求增加,煤炭供需缺口或將進一步加大。由於顯著的比價優勢,單位發熱量的價格煤炭顯著低於油氣,可預期的油氣價格上升有望使全球能源消費向煤炭傾斜,而俄羅斯的煤炭受制於鐵路港口等基礎設施建設滯後問題,很大程度上不會很快流轉到國際煤炭市場,從而加劇全球煤炭供需矛盾,帶動國際煤炭價格上漲。而Peabody Energy則是美國最大的煤炭供應商。

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