雷斯塔：全球能源转型或将延缓

中国石化新闻网讯 据离岸能源3月20日消息，今年，疫情已经彻底动摇了能源市场，造成了燃料价格难以置信的波动。但是，挪威能源咨询机构雷斯塔的一项分析显示，还有一种能源没有受到影响，那就是煤炭。在当前的危机中，煤炭在能源中的趋势可能会走强。

雷斯塔德周五表示，在危机爆发之前，煤炭价格就已经低迷。

煤炭开采中使用的燃料——石油的价格已经变得越来越便宜，雷斯塔认为这将使每吨煤炭的生产成本降低几美元。

雷斯塔能源全球煤炭研究负责人史蒂夫?赫尔顿表示:“由于ARA石油中心的价格已经如此之低，任何成本的下降都可能会让处境艰难的煤炭生产商有一点喘息的空间，而不是让价格进一步下跌。”

澳大利亚和俄罗斯等主要煤炭出口国的货币大幅贬值是一个重要因素，但在煤炭价格和利润率方面往往被忽视。3月中旬，由于国际投资者寻求美元的传统安全性，澳元触及17年低点;由于油价暴跌，俄罗斯卢布也创下新低。

裘寅 编译自 离岸能源

原文如下：

Coronavirus crisis could slow the rate of energy transition, Rystad says

The COVID-19 pandemic has shaken energy markets to the core this year, creating incredible volatility for fuel prices. The one energy source that hasn’t blinked though is coal, a fuel that may come out stronger through the current crisis, a Rystad Energy analysis shows.

The price of coal was already depressed before the coronavirus crisis, and the demand curtailment in China during the lockdowns was accompanied by a domestic production drop, balancing the market, Rystad said on Friday.

Oil, which is used as a fuel in coal mining, has grown cheaper and is seen by Rystad Energy as reducing coal output costs by a few dollars per ton.

“With ARA prices already so low, any cost decrease will potentially give struggling producers selling to Europe a little breathing room, rather than allowing prices to move down any further,” says Steve Hulton, Rystad Energy’s Head of Global coal research.

The large falls in the currency of the major coal exporting countries like Australia and Russia is a significant, but often overlooked factor with regards to coal prices and margins. In mid-March, the Australian dollar hit a 17-year low as international investors sought the traditional safety of US dollars; the Russian ruble has also reached new record lows due to the collapsing oil price.