据安迅思马德里6月24日消息，德国投资银行巴德尔银行周五表示，考虑到可能出现的天然气供应下降，德国政府本周宣布了一项紧急计划，德国化工企业正在为天然气价格上涨做准备。
不过，该行的股票分析师表示，他们“有信心”认为，德国化工行业有能力将更高的成本转嫁给客户。
周四，德国内阁表示，正在实施天然气应急计划的第二阶段。
分析师们表示：“德国政府周四的声明从理论上讲，将使政府有可能允许各自的天然气供应商通过违反现有合同（比如与德国化工企业的合同），立即提高价格。”
今年5月，巴德尔银行表示，对大国天然气的全面禁运，可能会让德国化工企业多付出26亿至79亿欧元的能源成本。
巴德尔银行周五表示，巴斯夫、赢创、K+S、科思创和瓦克化学等德国大型石化和化肥生产商短期内面临的额外天然气成本风险最大。
分析师们表示：“赢创告诉我们，该公司已在数家工厂进行投资，以使它们的天然气发电厂/蒸汽厂为使用石油或液化石油气为燃料做好准备，这将是相当小的投资，每家工厂的投资规模在50万至100万欧元之间。”
庞晓华 摘译自 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.
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