市場調查報告書
商品編碼
1581331
北美電力市場短期預測:2024年10月North America Power Markets Short-term Outlook: October 2024 |
由於天然氣價格低迷,2024年開局艱難,但下半年電價隨著天然氣價格回升而回升。這將成為 2025 年及以後的踏腳石。由於預計冬季天氣將比平常溫暖,天然氣價格曲線的前端正在軟化,但預計未來五年價格將逐漸上漲。再加上大負載導致的需求成長以及由此導致的供應緊張,該國許多地區的電價短期內上漲的可能性很高。
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.