Despite LNG supply disruptions via the Strait of Hormuz and higher gas prices from the Middle East war, Southeast Asian countries are continuing to build gas-fired power plants and expand LNG import capacity, Global Energy Monitor said. The net-zero–focused think tank estimates roughly 100 GW of new gas-fired generation and about 70 GW of additional LNG import capacity are under construction in the region. Global Energy Monitor warned that continued expansion of LNG import infrastructure could h

2026-09-24

Despite LNG supply disruptions via the Strait of Hormuz and higher gas prices from the Middle East war, Southeast Asian countries are continuing to build gas-fired power plants and expand LNG import capacity, Global Energy Monitor said. The net-zero–focused think tank estimates roughly 100 GW of new gas-fired generation and about 70 GW of additional LNG import capacity are under construction in the region. Global Energy Monitor warned that continued expansion of LNG import infrastructure could heighten vulnerability to supply interruptions and price volatility exposed during crises. It added that Southeast Asia could raise domestic gas output to reduce LNG dependence, but that would take time.

其他消息
2026-09-24

白酒整体需求仍偏谨慎,而且品牌、地区和消费场景之间的分化正在扩大。安徽好于去年、河南大致稳定,江苏、山东、四川仍有压力;宴席需求明显比商务和送礼需求更有韧性。茅台在主要品牌中表现相对突出,飞天批价继续上涨、渠道库存很低;五粮液正在主动降低库存,而老窖及部分次高端品牌面临更明显压力。 今年中秋和国庆分开,使中秋后的第二轮补货成为重要观察窗口。高盛认为,9月28—29日飞天茅台和普五批发价能否保持稳定,将是判断国庆补货意愿的一个关键指标。(不同白酒股预测见下图,高盛9月18日报告)

2026-09-24

As of Sep 23, Shanghai Stock Exchange margin financing balance was 1,340.782 bln yuan, down 0.015 bln yuan from the previous session; Shenzhen Stock Exchange 1,276.028 bln yuan, down 1.044 bln yuan; combined mainland margin balance 2,616.81 bln yuan, down 1.059 bln yuan.