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市场调查报告书
商品编码
1502727
欧洲能源价格：2024年6月Europe Energy Prices: June 2024 |
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报告概述
欧洲能源价格提供了2050年欧洲燃料、碳和电力价格的全面展望。天然气价格走软，但由于地缘政治紧张局势限制了供应，到2026年天然气供应紧张和波动性将会加剧。2026年至2029年，新一波液化天然气供应将衝击市场，带来结构性变化与价格下行压力。经过短暂的復苏后，新一波供应将引发2032年至2035年的另一个低价週期。商品价格下跌在短期内对电价有重大影响。再生能源波动的增加也增加了价格的下行压力。然而，电气化是能源转型关键驱动力的不断成长的市场创造灵活的需求并有助于长期价格稳定。
Report Summary:
Europe energy prices provides a comprehensive outlook for fuels, carbon and power prices in Europe to 2050. Gas prices have softened but tightness and volatility remain, amplified by geopolitical tensions, until 2026 as supply availability remains limited. As a new wave of LNG supply hits the market this brings structural change and downward pressure on prices over 2026 to 2029. After brief rebound, another wave of new supply will trigger another low-price cycle over 2032 to 2035. Lower commodity prices exert major influence on power prices in the near-term. Increasing volumes of variable renewables in the mix also add downward pressure. But in growing markets, where electrification is a key driver of energy transition, flexible demand emerges helping to stabilise long-term prices.
