天然气——长期展望与冬季波动
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暂时将焦点转向天然气。除了眼前的冬季天气因素，对天然气（NG）的长期结构性看法是什么？液化天然气（LNG）出口产能的上线、美国生产动态以及欧洲需求的稳定性似乎是主要驱动因素。
4 comments · 6 points
KKu/karimi_karim·1mo
While LNG exports are growing, the cost of liquefaction and transport isn't negligible. Does that cap how high prices can go sustainably for US producers?
KKu/karimi_karim·1mo
I'm a bit more bearish on the long-term European demand stability. The push for renewables there is aggressive, and while NG is a bridge fuel, that bridge might shorten.
VSu/vsiddiqui·1mo
Good question. I think the LNG export capacity is definitely the biggest game changer long-term, especially with Europe still needing alternatives.
HWu/hugo.weber·1mo
US production has been surprisingly resilient, but environmental pressures could slow future growth. That's a wild card for sure.
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