中国可再生能源：公用事业行业挑战与机遇 - 中东冲突后原油、LNG 价格走高带来的利好-China Renewables Utility Sector Headwinds Tailwinds from Higher Oil LNG Prices Following the Middle East Conflict

Flash | Tailwinds – PRC utilities & renewable sector companies likely to see tailwinds from higher Oil & LNG prices in our view include: (i) Upstream gas company ENN Natural Gas – it deals with upstream direct gas sales. It has secured a large amount of LNG supply via take-or-pay contracts at relatively steady unit costs. Moreover, it sells this LNG at spot prices or via forward contracts. 13 Mar 2026 12:44:20 ET │ 10 pages China Renewables & Utility Sector Headwinds & Tailwinds from Higher Oil & LNG Prices ...