
受美国可能对伊朗发动袭击的风险加剧影响,能源市场整体走高,法国一年期电力价格涨至每兆瓦时100欧元以上。
French year-ahead power prices rose above €100 a megawatt-hour as renewed risks of US strikes on Iran pushed broader energy markets higher.
根据欧洲能源交易所(EEX)的数据,法国一年期电力期货本周上涨约7%,紧随天然气价格的飙升。
French year-ahead power futures are up by about 7% this week, tracking a surge in gas prices, according to data from EEX.
这是自2023年12月以来法国电价首次达到这一水平,当时俄乌冲突引发的能源危机正开始缓解。
The last time French prices were this high was in December 2023, when the energy crisis triggered by Russia’s full-scale invasion of Ukraine began to ease.
尽管德国作为欧洲最大经济体对天然气依赖严重,受战争影响最大,但法国庞大的核电规模此前为其提供了一定保护。
While Germany, Europe’s biggest economy, relies heavily on gas and has borne the brunt of the war’s impact on energy markets, France’s large nuclear fleet has so far offered it some protection.
然而,随着欧洲电力市场高度互联且冬季临近,冲突的影响正日益波及这一欧洲核电大国的长期合同。
But with European power markets closely interconnected and winter approaching, the effects of the conflict are increasingly feeding into longer-term contracts in the continent’s atomic powerhouse.
虽然核能发电并未直接受到中东局势影响,但今年夏季的高温停运影响持续至9月,拖累了法国的核电产量。
Nuclear generation isn’t directly affected by developments in the Middle East, yet heat-related outages this summer have lingered into September and weighed on French nuclear output.

根据法国输电网公司(RTE)的数据,9月份的发电量为2022年以来同期最低。与此同时,天然气发电量约为去年同期的三倍。
Generation in September was the lowest for that month since 2022, according to RTE data, when widespread corrosion issues affected the country’s reactor fleet. Meanwhile, gas-fired generation was about three times the level recorded in the same month last year.
法国政府正面临生活成本危机带来的不满,总理塞巴斯蒂安·勒科尔尼周三晚间承诺将控制今冬能源账单。
The French government is dealing with discontent over a cost-of-living crisis, with Prime Minister Sebastien Lecornu vowing late Wednesday to keep a lid on energy bills this winter.
他要求国有能源巨头法国电力公司(EDF)最大限度地提高电力生产以确保用户账单可控,并表示法国将释放柴油储备以降低油价。
He called on state-owned energy giant Electricite de France SA to maximize power production to make sure customer bills remain under control, and said France would also release diesel reserves to lower prices at the pump.
根据彭博社对RTE数据的计算,周四法国核电可用率约为65%,可用容量比去年同期低近6吉瓦。德国一年期电力期货周四也出现上涨。
French nuclear availability stood at about 65% on Thursday, with available capacity almost 6 gigawatts lower than at the same time last year, according to Bloomberg calculations using data from grid operator RTE. German year-ahead power futures also rose on Thursday, reaching € per megawatt-hour.