e公司讯，国盛证券研报认为，地缘主导油价波动，供需面调整能源溢价空间。中东地区地缘政治紧张局势持续，进而对供应的压力担忧支撑油价。欧洲天然气价格已基本调整至低位水平，高库存水平仍是长期中枢价格的主要压力。煤炭方面，海运煤价依旧处于淡季，重点关注短期受油价催化，全球能源共振，对煤、气价格超基本面的影响。
国盛证券:全球煤、气价格逐渐回归供需面主导
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