據(jù)天然氣加工新聞網(wǎng)5月12日?qǐng)?bào)道,亞洲LNG現(xiàn)貨價(jià)格周五連續(xù)第三周下跌,跌至近兩年最低水平,由于該地區(qū)主要進(jìn)口國(guó)需求疲弱,且?guī)齑婢痈卟幌隆?/p>
據(jù)業(yè)內(nèi)消息人士估計(jì),6月份運(yùn)往東北亞的液化天然氣平均價(jià)格今年下跌了近三分之二,跌至10.50美元/百萬(wàn)英熱單位,較前一周下降4.5%,是自2021年5月底以來(lái)的最低水平。
7月交貨的平均價(jià)格估計(jì)為10.67美元/百萬(wàn)英熱單位。
盡管預(yù)測(cè)未來(lái)幾周將出現(xiàn)高溫天氣,但韓國(guó)和日本公用事業(yè)的高庫(kù)存水平繼續(xù)限制需求。據(jù)咨詢(xún)公司雷斯塔能源表示,截至4月23日,日本主要電力公司的液化天然氣庫(kù)存為256萬(wàn)噸,而2022年4月下旬為196萬(wàn)噸,2023年4月下旬的五年平均水平為195萬(wàn)噸。
某大宗商品定價(jià)機(jī)構(gòu)的液化天然氣定價(jià)主管古德(Samuel Good)表示,據(jù)預(yù)測(cè),東京和首爾在未來(lái)幾周內(nèi)都將出現(xiàn)短暫的高溫天氣,但這并沒(méi)有刺激液化天然氣的大量購(gòu)買(mǎi),而亞洲南部地區(qū)的氣溫在5月下旬之前都將持續(xù)低于平均水平。
大西洋液化天然氣公司執(zhí)行主編里德(Allen Reed)表示,在歐洲,5月11日,標(biāo)普全球商品觀察評(píng)估了6月份交貨的西北歐(NWE)每日液化天然氣基準(zhǔn)價(jià)格,以目的港船上交貨價(jià)(DES)為基礎(chǔ),為9.739美元/百萬(wàn)英熱單位,與TTF荷蘭天然氣中心6月份天然氣價(jià)格相比有1.375美元/百萬(wàn)英熱單位的折扣。上周是自2021年6月以來(lái),天然氣價(jià)格首次跌破10美元/百萬(wàn)英熱單位。由于大西洋和亞太盆地的購(gòu)買(mǎi)力不溫不火,市場(chǎng)一直疲軟。這與歐洲溫和的天氣和強(qiáng)勁的天然氣儲(chǔ)存水平相結(jié)合。
他稱(chēng),然而,本周歐洲市場(chǎng)重新燃起一些購(gòu)買(mǎi)興趣,這縮小了液化天然氣市場(chǎng)對(duì)天然氣市場(chǎng)的折扣,這使西北歐天然氣和液化天然氣之間的價(jià)差降至3月中旬以來(lái)的最低水平。
在液化天然氣運(yùn)費(fèi)方面,研究機(jī)構(gòu)Spark Commodities的分析師Edward Armitage表示,太平洋現(xiàn)貨運(yùn)費(fèi)本周走軟,周五跌至4.55萬(wàn)美元/天,為2022年夏季以來(lái)的最低水平。
周五,大西洋運(yùn)費(fèi)跌至每天4萬(wàn)美元。
郝芬 譯自 天然氣加工新聞網(wǎng)
原文如下:
Asian spot LNG prices fall for third straight week to near 2-yr low
Asian spot LNG prices fell for the third straight week on Friday to the lowest level in nearly two years due to weak demand from top regional importers and as inventories remained high.
The average LNG price for June delivery into northeast Asia, which has fallen nearly two-thirds this year, slumped to $10.50 per million British thermal units (mmBtu), industry sources estimated, a 4.5% fall from the previous week and the lowest level since end-May 2021.
The average price for July delivery was estimated at $10.67/mmBtu.
High inventory levels at South Korean and Japanese utilities continue to cap demand, despite forecasts of high temperatures in the coming weeks. As of April 23, major Japanese power utilities held 2.56 million tons of LNG in storage, versus 1.96 million tons in late April 2022, and the five-year average of 1.95 million tons in late April 2023, according to consultancy Rystad Energy.
"Tokyo and Seoul have each been forecast to see a brief spell of high temperatures in the coming couple of weeks, but this has not spurred any significant LNG purchasing, while southern Asia broadly appears set to keep seeing below-average temperatures until the second half of May," said Samuel Good, head of LNG pricing at commodity pricing agency.
In Europe, S&P Global Commodity Insights assessed its daily Northwest Europe (NWE) LNG Marker price benchmark for cargoes delivered in June on an ex-ship (DES) basis at $9.739/mmBtu on May 11, a discount of $1.375/mmBtu to the June gas price at the TTF Dutch gas hub, said Allen Reed, managing editor, Atlantic LNG.
"The past week has been the first stretch of sub $10/mmBtu prices since June 2021. The market has been weak due to tepid buying in both the Atlantic and Asia-Pacific basins. This has combined with mild European weather and strong European gas storage levels," Reed said.
"However, there was some renewed buying interest in Europe this week that has narrowed the discount of the LNG market to the natural gas market," he said, which brought the Northwest Europe spread between natural gas and LNG to their narrowest point since mid-March.
On LNG freight, Pacific spot rates softened this week, falling to $45,500 per day on Friday, its lowest levels since the summer of 2022, said Edward Armitage, an analyst at Spark Commodities.
Atlantic rates fell to $40,000 per day on Friday.
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