據(jù)能源世界網(wǎng)8月7日新加坡報(bào)道,亞洲液化天然氣(LNG)現(xiàn)貨價(jià)格本周跳升至逾四個(gè)月高位,跟隨歐洲和美國(guó)天然氣價(jià)格走強(qiáng),且北亞主要城市面臨較往常溫暖的天氣,可能提振需求。
據(jù)估計(jì),本周9月份運(yùn)往東北亞的液化天然氣平均價(jià)格約為3.1美元/百萬(wàn)英熱單位(mmBtu),較前一周上漲40美分。
預(yù)計(jì)10月份交貨的貨物價(jià)格約為3.50美元/百萬(wàn)英熱。
一位新加坡的液化天然氣貿(mào)易商表示,由于戈?duì)栘暎℅orgon)的供應(yīng)問(wèn)題以及歐洲和美國(guó)天然氣市場(chǎng)堅(jiān)挺,市場(chǎng)看漲。他指的是雪佛龍?jiān)诎拇罄麃喗?jīng)營(yíng)的液化天然氣工廠推遲了生產(chǎn)線的重啟。
Gorgon項(xiàng)目2號(hào)生產(chǎn)線的維護(hù)工作于5月下旬開始,但最初計(jì)劃于7月中旬進(jìn)行的重新啟動(dòng)已推遲至9月初。
這位貿(mào)易商稱,最近現(xiàn)貨價(jià)格的上漲已經(jīng)使買家以與往年相比仍然較低的價(jià)格搶購(gòu)貨物。
本周,由于俄羅斯石油流量減少,以及美國(guó)亨利港的石油價(jià)格則因天氣異常炎熱而上漲,歐洲各地的石油價(jià)格上漲。
根據(jù)Refinitiv的天氣數(shù)據(jù)顯示,東京、北京和上海下周的氣溫預(yù)計(jì)將比平時(shí)高,這可能會(huì)推動(dòng)電力需求,因?yàn)槿藗儠?huì)打開空調(diào)。
一位業(yè)內(nèi)消息人士稱,馬來(lái)西亞國(guó)家石油公司(Petronas)以約2.90美元/百萬(wàn)英熱的價(jià)格向貢沃爾(Gunvor)出售了一批9月中旬裝運(yùn)的Gorgon液化天然氣廠的貨物。
貿(mào)易商表示,庫(kù)頁(yè)島和巴布亞新幾內(nèi)亞的液化天然氣工廠以每百萬(wàn)英熱逾3美元的價(jià)格銷售9月份裝運(yùn)的液化天然氣,而新日鐵(Nippon Steel)以每百萬(wàn)英熱約3-3.15美元的價(jià)格購(gòu)買了一批。
他們稱,印度的信實(shí)工業(yè)和印度石油公司,韓國(guó)的PRISM Energy和KOMIPO,日本的Tohoku Electric和中國(guó)的深圳能源都在市場(chǎng)上尋找9月至10月的貨物。
郝芬 譯自 能源世界網(wǎng)
原文如下:
GLOBAL LNG: Asian LNG prices hit over 4-month high on firm Europe, US gas prices
Asian spot liquefied natural gas (LNG) prices jumped to a more than four-month high this week, tracking firmer gas prices in Europe and the United States, and as major cities in North Asia face warmer-than-usual weather potentially boosting demand.
The average LNG price for September delivery into northeast Asia was estimated at about $3.10 per million British thermal units (mmBtu) this week, up 40 cents from the previous week.
Prices for cargoes to be delivered in October were estimated at about $3.50 per mmBtu.
"Market is bullish due to supply issues from Gorgon and also because European and U.S. gas markets are firm," said a Singapore-based LNG trader, referring to the delayed restart of a production line at the Chevron-operated LNG plant in Australia.
The maintenance on Train 2 of the Gorgon project began in late May, but a restart initially planned for mid-July has been delayed until early September.
The recent rise in spot prices has seen buyers snap up cargoes at prices that are still low compared with previous years, the trader said.
Prices across Europe rose this week on the back of lower Russian flows, while those at the Henry Hub in the United States gained on hotter-than-normal weather.
Tokyo, Beijing and Shanghai are expected to see warmer-than-usual temperatures next week, according to Refinitiv weather data, potentially boosting demand for electricity as people switch on air conditioners.
Malaysia's Petronas sold a cargo from the Gorgon LNG plant for mid-September loading to Gunvor at about $2.90 per mmBtu, one industry source said.
Sakhalin and Papua New Guinea LNG plants sold September-loading cargoes at above $3 per mmBtu, while Nippon Steel bought a cargo at about $3 to $3.15 per mmBtu, traders said.
India's Reliance Industries and Indian Oil Corp, South Korea's PRISM Energy and KOMIPO, Japan's Tohoku Electric, and China's Shenzhen Energy were in the market looking for September to October cargoes, they said.
標(biāo)簽:液化天然氣
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