市場調查報告書
商品編碼
1502727
歐洲能源價格:2024年6月Europe Energy Prices: June 2024 |
歐洲能源價格提供了2050年歐洲燃料、碳和電力價格的全面展望。天然氣價格走軟,但由於地緣政治緊張局勢限制了供應,到2026年天然氣供應緊張和波動性將會加劇。2026年至2029年,新一波液化天然氣供應將衝擊市場,帶來結構性變化與價格下行壓力。經過短暫的復甦後,新一波供應將引發2032年至2035年的另一個低價週期。商品價格下跌在短期內對電價有重大影響。再生能源波動的增加也增加了價格的下行壓力。然而,電氣化是能源轉型關鍵驅動力的不斷成長的市場創造靈活的需求並有助於長期價格穩定。
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.