日本次日现货电价因燃料成本上升与计划检修导致发电量下降而达到近四年最高水平。
Japan’s next-day spot electricity price hit the highest in nearly four years as elevated fuel costs coincided with lower power generation due to scheduled maintenance.
根据日本电力交易所数据，全国现货价格周比上涨超过四分之一，周一达到每千瓦时31.15日元（0.19美元）。各主要用电地区现货价格均上涨，东京地区较一周前上涨19%。关西和中部地区价格同期分别上涨61%和19%。
The nationwide price surged more than a quarter on a weekly basis to 31.15 yen ($0.19) a kilowatt-hour on Monday, according to data from Japan Electric Power Exchange. Spot prices rose across all major power-consuming regions, with Tokyo clocking an advance of 19% from a week earlier. Kansai and Chubu prices climbed 61% and 19% over the same period, respectively.
由于美伊战争导致燃料供应持续中断，日本能源结构中重要燃料——液化天然气价格飙升，部分国家因此转回煤炭以保障能源安全。
Continuing fuel supply disruptions due to the US-Iran war have spiked prices of liquefied natural gas, a key fuel in Japan’s energy mix, and prompted some countries to pivot back to the energy security afforded by coal.
然而，需求增加叠加印尼等主要产煤国供应滞后，也推高了煤炭价格。纽卡斯尔基准煤期货自八月下旬起持续上涨，上周五达到每吨150.4美元，较伊朗战争爆发前水平高出约30%。
However, that higher demand, coupled with lagging supply from top producer Indonesia, has boosted coal prices too. Benchmark Newcastle futures have been on an upward trend since late August, reaching $150.4 per ton last Friday, about 30% higher than the level seen just before the outbreak of the war in Iran.
紧张的燃料供应形势与日本发电量下降同步发生。根据JEPX数据，周一可用发电容量较一个月前同一天下降约12%，原因是部分设施已提前进入冬季前的计划检修。
The tight fuel supply conditions coincided with lower power generation in Japan, where available capacity for Monday was down about 12% from the same day a month earlier, as some facilities have entered scheduled maintenance ahead of winter, according to JEPX data.