
意大利能源集团埃尼(ENI.MI)贸易主管认为,尽管受涉及伊朗的战争推动的最新涨价影响,天然气价格不太可能回到2022年达到的高点,当时俄罗斯削减了对欧洲的供应。
The head of trading at Italian energy group Eni (ENI.MI) does not expect natural gas prices to return to the peaks reached in 2022, when Russia slashed supplies to Europe, despite the latest surge driven by the war involving Iran.
中东供应中断和欧洲天然气储存量低位推高了价格,尤其是在欧洲。基准荷兰TTF天然气合约周三首次自2022年12月以来触及每兆瓦时100欧元(111.47美元)。
Supply disruptions in the Middle East and low gas storage levels in Europe have pushed prices higher, particularly in Europe. The benchmark Dutch TTF gas contract touched €100 ($111.47) per megawatt hour on Wednesday for the first time since December 2022.
这仍远低于2022年能源危机的高峰,当时TTF合约在俄罗斯入侵乌克兰后升至每兆瓦时300欧元以上。
That remains well below the peak of the 2022 energy crisis, when the TTF contract climbed above €300 per MWh after Russia's invasion of Ukraine.
“今天的情况不同……我们认为价格很难回到2022年出现的水平,”埃尼全球投资组合与贸易总监斯特法诺·普贾蒂(Stefano Pujatti)表示。
"Today's situation is different ... We believe it is difficult that prices will return to the levels seen in 2022," Eni's Director Global Portfolio and Trading, Stefano Pujatti, said.
普贾蒂表示,当前危机影响的是全球天然气市场,而非仅欧洲,液化天然气货物可以在全球范围内重新调运。他还表示,市场预计中东局势最终将趋于稳定。
Pujatti said the current crisis affects the global gas market rather than Europe alone, with liquefied natural gas cargoes able to be redirected around the world. He also said markets expect conditions in the Middle East to stabilise eventually.
他补充称,近年来欧洲的再气化能力也大幅提升,这应有助于限制荷兰TTF枢纽的进一步价格上涨。
Europe's regasification capacity has also increased significantly in recent years, he added, which should help limit further price rises at the Dutch TTF hub.