【惠誉:上调短期天然气价格预期 维持油价预期不变】金十数据3月18日讯,惠誉评级上调了对2025年TTF天然气价格的预期,以及HenryHub天然气2025-2026年价格的预期,反映了今年迄今的价格上涨、今年的寒冷冬季以及供应紧张。油价和天然气中期的假设不变。2025-2026年HenryHub价格上涨的假设得到了今年迄今价格上涨的支持,原因是寒冷的天气和天然气储存的大量枯竭,以及液化天然气市场需求的增加,导致出口增加。到目前为止,我们预计短期内供应不会大幅上升。短期价格可能会继续波动。2025年TTF价格假设上调反映出,由于天气寒冷和欧洲库存提前枯竭,今年迄今价格较高,需要从市场上购买更多的天然气,以便在下一个冬天之前补充储备。
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