市场调查报告书
商品编码
1581331
北美电力市场短期预测:2024年10月North America Power Markets Short-term Outlook: October 2024 |
由于天然气价格低迷,2024年开局艰难,但下半年电价随着天然气价格回升而回升。这将成为 2025 年及以后的踏脚石。由于预计冬季天气将比平常温暖,天然气价格曲线的前端正在软化,但预计未来五年价格将逐渐上涨。再加上大负载导致的需求成长以及由此导致的供应紧张,该国许多地区的电价短期内上涨的可能性很高。
After a challenging start to 2024 due to the cheap natural gas price environment, power prices have rebounded over the second half of the year in conjunction with recovering natural gas prices. This sets the stage for 2025 and beyond. Though warmer than normal winter weather forecasts have softened the front of the natural gas price curve, there remains the expectation of gradually increasing prices over the next five years. When this is pitted against demand growth driven by large loads and the resulting tighter supply stacks, there is a lot of upside potential in power prices over the short term across many regions of the country.