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高盛:東北亞炎熱天氣增加LNG需求 或影響歐洲採購
阿思達克 07-14 15:03
高盛分析師Samantha Dart發表報告,稱東北亞地區的較熱天氣增加當地對LNG的需求,在競爭加劇下有可能會抑制歐洲的進口量。 報告稱,JKM(日韓基準液化天然氣)溢價逐步擴大,因東北亞氣溫升高,導致日本進口量自1月以來首次錄得按年增長,同時亦支持南韓的購買量。雖然中國的LNG進口量與去年相比仍然下降,但跌幅已在減少,表明需求將繼續復甦。
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