能源行业：冲击之后-天然气需求减少，煤炭与柴油需求提升-Energy_ Beyond the Shock_ Less Gas, More Coal & More Diesel
2026-03-30 05:15
March 22, 2026 10:02 PM GMT Energy | Asia Pacific Beyond the Shock: Less Gas, More Coal & More Diesel LNG infrastructure damage in Qatar shifts LNG markets from glut to balanced, making alternative fuel demand (coal and diesel) move higher against prior estimates. Coal equipment, upstream oil, refiners, fertilisers and specific power producers benefit, while gas producers see consumption slow. We now assume a two-month outage for the full Qatar and UAE export complex, up from 4-6 weeks previously. Further, ...