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卡塔尔气源前景不明 法国电力暂停出售意大利子公司Edison股权

2026-10-14 · 世界 · GSM News

据路透社10月14日报道,法国电力公司(EDF)已搁置出售其意大利子公司爱迪生(Edison)股权的计划,原因是来自卡塔尔的天然气供应前景不明。Edison首席执行官尼古拉·蒙蒂(Nicola Monti)周三表示,出售流程可能在明年初恢复。

美伊之间旷日持久的冲突扰乱了经霍尔木兹海峡的能源运输——在战争爆发前,全球约五分之一的液化天然气(LNG)供应经由该海峡。自今年4月以来,卡塔尔能源公司(QatarEnergy)取消了多批原定交付Edison的LNG货物,Edison不得不寻找替代气源。在最近一次正式通知中,卡塔尔能源公司表示,至少在12月上半月之前不会向Edison交付LNG货物。

蒙蒂说:「目前,无论是我们还是卡塔尔能源公司,似乎都无法作出更长远的预测。我们希望明年年初能恢复交付,但现阶段我们完全没有可见度。」

EDF Pauses Edison Stake Sale as Qatari Gas Supply Uncertainty Clouds Outlook

France's EDF has put plans to sell a stake in its Italian subsidiary Edison on hold due to uncertainty over gas supplies coming from Qatar, Edison's chief executive said on Wednesday, adding that the process could resume early next year, Reuters reported on October 14.

The prolonged conflict between the U.S. and Iran has disrupted energy flows passing through the Strait of Hormuz, a key conduit for around one fifth of global liquefied natural gas (LNG)supplies before the start of the war. Edison has been forced to replace LNG cargoes that QatarEnergy has cancelled since April. In its last official notice, the Qatari energy group said it would not deliver LNG cargoes to Edison until at least the first half of December.

"At the moment, neither we nor, it seems, QatarEnergy are in a position to make longer-term forecasts. We hope deliveries can resume at the beginning of next year, but we have no visibility at this stage," Edison CEO Nicola Monti said.

图片来源:液化天然气(LNG)运输船(示意)。图片来源:Wikimedia Commons,Gordon Leggett 摄,CC BY-SA 4.0 授权

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