據(jù)安迅思馬德里6月24日消息，德國(guó)投資銀行巴德爾銀行周五表示，考慮到可能出現(xiàn)的天然氣供應(yīng)下降，德國(guó)政府本周宣布了一項(xiàng)緊急計(jì)劃，德國(guó)化工企業(yè)正在為天然氣價(jià)格上漲做準(zhǔn)備。

不過，該行的股票分析師表示，他們“有信心”認(rèn)為，德國(guó)化工行業(yè)有能力將更高的成本轉(zhuǎn)嫁給客戶。

周四，德國(guó)內(nèi)閣表示，正在實(shí)施天然氣應(yīng)急計(jì)劃的第二階段。

分析師們表示：“德國(guó)政府周四的聲明從理論上講，將使政府有可能允許各自的天然氣供應(yīng)商通過違反現(xiàn)有合同（比如與德國(guó)化工企業(yè)的合同），立即提高價(jià)格?！?/p>

今年5月，巴德爾銀行表示，對(duì)大國(guó)天然氣的全面禁運(yùn)，可能會(huì)讓德國(guó)化工企業(yè)多付出26億至79億歐元的能源成本。

巴德爾銀行周五表示，巴斯夫、贏創(chuàng)、K+S、科思創(chuàng)和瓦克化學(xué)等德國(guó)大型石化和化肥生產(chǎn)商短期內(nèi)面臨的額外天然氣成本風(fēng)險(xiǎn)最大。

分析師們表示：“贏創(chuàng)告訴我們，該公司已在數(shù)家工廠進(jìn)行投資，以使它們的天然氣發(fā)電廠/蒸汽廠為使用石油或液化石油氣為燃料做好準(zhǔn)備，這將是相當(dāng)小的投資，每家工廠的投資規(guī)模在50萬至100萬歐元之間?！?/p>

龐曉華 摘譯自 ICIS

原文如下：

German chems prepare for higher natural gas costs 

German chemical companies are preparing for higher natural gas costs after the federal government this week announced an emergency plan given possible lower supplies, investment bank Baader Bank said on Friday.

However, equity analysts at the bank said they are “confident” that the sector will be able to pass the higher costs on to customers.

On Thursday, the German cabinet said it was implementing Phase 2 of its natural gas emergency plan, or “Energiesicherungsgesetz”.

“This announcement [on Thursday] would theoretically give the government the possibility to allow respective gas suppliers to immediately increase prices by breaking existing contracts, for example with German chemical companies,” said the analysts.

In May, Baader Bank said a full embargo on natural gas could cost German chemical companies between 2.6-7.9bn in additional energy costs.

On Friday, it said large petrochemicals and fertilizers producers in Germany such BASF, Evonik, K+S, Covestro and Wacker Chemie are the most exposed to additional gas costs in the short term.

“Evonik told us that the company is already undertaking investments at several plants to make their gas power/steam plants ready for oil or LPG [liquefied petroleum gas] consumption, which would be rather small investments in the range of 500,000-1m per plant,” said the analysts.