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亚洲LNG价格因需求疲软及库存充足而下跌

   2022-01-17 互联网综合消息
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核心提示:据天然气加工网站1月14日报道 亚洲液化天然气现货价格本周下跌。由于充足的库存水平和温和的气温预测,需求

据天然气加工网站1月14日报道 亚洲液化天然气现货价格本周下跌。由于充足的库存水平和温和的气温预测,需求仍然疲软,有助于维持运往欧洲的稳定货流,亚洲液化天然气现货价格本周下跌。

业内人士称,2月份交付至东北亚的液化天然气平均价格降至32.60美元/百万英热单位,较上周下跌1.70美元,跌幅为4.95%。

3月份交货的价格估计为25美元/百万英热单位左右。

数据情报公司ICIS的液化天然气分析师亚历克斯·弗罗利表示:“亚洲合理的库存和美国工厂强劲的产量,使得大量美国液化天然气继续流向欧洲,有助于抵消俄罗斯管道流量的下降。”

根据雷斯塔能源的数据,欧洲在12月份和1月份迄今已经接收了超过1000万吨的液化天然气。

迄今为止,几艘液化天然气油轮抵达欧洲,这有助于缓解对从德国通过亚马尔-欧洲管道连续 25 天逆流至波兰的价格和供应担忧。

Capra能源集团董事总经理塔米尔·德鲁兹表示:“对于液化天然气和全球天然气市场来说,这是我们见过的最有活力的冬季,这是一场库存充足、平衡良好的东亚液化天然气市场与极度紧张的欧洲天然气市场之间的拔河比赛。”

他补充说:“我们从未见过(荷兰)天然气价格比东北亚液化天然气价格有如此长时间和巨大的溢价。总体而言,我们预计市场将继续在一个广泛但高的范围内交易,天气等短期动态将对每周的走势起决定性作用。”

荷兰天然气价格在周五早上上涨,因为2月中旬之前天气较为寒冷以及挪威天然气流量减少。

市场的波动性使得液化天然气市场有了一些不同寻常的航程:美国的Hellas Diana油轮在中途穿越太平洋驶向亚洲,然后改道驶向英国。弗罗利表示,其在一次航行中两次穿越巴拿马运河。

他补充说:“尽管情况有所缓解,但如果冬季剩下的几个月出现寒流,或者欧洲的管道供应中断,情况仍有可能再次恶化。”

数据情报公司Spark Commodities亨利·贝内特表示,太平洋液化天然气现货运价周五跌至9个月来的最低水平,为43750美元/天,而大西洋液化天然气运价则降至30250美元/天,也是9个月来的最低水平。

交易员表示,在其他地方,泰国PTT正在寻求4批液化天然气货物,以船上交货的方式,在1月27日至2月23日之间交货。

王磊 摘译自 天然气加工

原文如下:

Asian prices fall on lukewarm demand, ample inventories

Asian spot LNG prices fell this week as demand remained lukewarm amid ample stock levels and a mild temperature forecast, helping to maintain a steady flow of cargoes heading to Europe.

The average LNG price for February delivery into Northeast Asia fell to $32.60 per metric MM British thermal units (mmBtu), down $1.70 or 4.95% from the previous week, industry sources said.

The price for March delivery was estimated at around $25.00 per mmBtu, they added.

"Reasonable stocks in Asia and strong output from U.S. plants are allowing a large amount of U.S. LNG to continue heading to Europe, helping offset lower pipeline flows from Russia," said Alex Froley, LNG analyst at data intelligence firm ICIS.

Europe has attracted more than 10 MM tons of LNG across December and month-to-date in January, according to Rystad Energy.

The arrival of several LNG gas tankers into Europe has helped to ease prices and supply concerns over reverse flows from Germany to Poland via the Yamal-Europe pipeline for 25 successive days so far.

"This is the most dynamic winter we have ever seen for LNG and global gas markets. It has been a tug-of-war between a well-stocked and well-balanced East Asian LNG market and an extraordinarily tight European gas market," said Tamir Druz, managing director at Capra Energy Group.

"We have never seen such a prolonged and substantial premium in (Dutch) gas over north-east Asian LNG prices. Overall, we expect the market to continue trading within a wide, yet high range, with short-term dynamics like weather playing a deciding role in guiding weekly direction," he added.

Dutch gas prices rose on Friday morning on a colder weather outlook until mid-February and lower Norwegian flows.

The market volatility has allowed some extraordinary voyages in the LNG market: the Hellas Diana tanker from the U.S. went halfway across the Pacific towards Asia before reversing course to head to the UK instead. It ended up crossing the Panama Canal twice in one voyage, Froley said.

"Although the situation has eased, it could still worsen again if there were cold snaps in the remaining months of winter, or disruptions to pipeline supplies to Europe," he added.

Pacific LNG freight spot rates fell to their lowest level in nine months at $43,750 per day on Friday, while Atlantic rates fell to $30,250 per day, also a nine-month low, according to Henry Bennett at data intelligence firm Spark Commodities.

Elsewhere, Thailand's PTT is seeking four LNG cargoes for delivery between January 27 and February 23 on a delivered ex-ship basis, traders said.



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