據天然氣加工網站5月14日消息 受全球供應收緊影響,亞洲液化天然氣現貨價格上漲。
業內人士稱,6月份交付至東北亞的液化天然氣平均價格估計約為10.15美元/每百萬英熱單位,比前一周上漲0.50美元。
交易員稱,7月交貨的價格估計約為10.25美元/每百萬英熱單位,幾乎是2月水平(5.60美元)的兩倍。
業內人士表示,澳大利亞、秘魯、印度尼西亞、馬來西亞和尼日利亞的出口問題,在全球最大買家日本和韓國保持夏季發電的液化天然氣需求強勁之際,導致全球供應緊張。
在創紀錄的高碳價格和寒冷天氣下,歐洲的液化天然氣價格也一直在接近1月份以來的最高水平。美國銀行全球研究公司的數據顯示,非洲大陸的發電需求強勁,因為每年此時的庫存低于歷史水平,有可能在明年冬季之前出現庫存短缺。
該公司表示,受此影響,歐洲電力價格升至每兆瓦時25歐元以上,而去年5月為每兆瓦時3.50歐元。
美銀大宗商品和衍生品策略師弗朗西斯科·布蘭奇在一份報告中說:“市場在天氣調整的基礎上仍然吃緊,將庫存進一步推向赤字。”
兩位業內人士表示,澳大利亞西北大陸架(NWS)項目已要求日本至少一家買家推遲交貨。
據一位交易員稱,埃及天然氣公司提供了一批5月22日至23日從伊德庫或達米埃塔裝船的液化天然氣貨物,投標截止日期為5月17日。
業內人士稱,馬國油7月1日至7日期間從文萊液化天然氣向北亞出售的一批貨物價格超過10美元/每百萬英熱單位。
吳恒磊 編譯自 天然氣加工
原文如下:
GLOBAL-LNG Asian spot prices hit $10 on global supply disruptions
Asian spot prices for LNG rose on the back of tightened supplies around the world.
The average LNG price for June delivery into Northeast Asia was estimated at about $10.15 per million British thermal units (mmBtu), up $0.50 from the previous week, industry sources said.
The price for July delivery was estimated at about $10.25 per mmBtu, according to traders, almost twice as much February levels ($5.60).
Export issues in Australia, Peru, Indonesia, Malaysia and Nigeria have contributed to a tight global supply at a time when Japan and Korea, among the world's largest buyers, are keeping LNG demand strong for summer power generation, industry sources said.
LNG prices in Europe have also been trading near their highest level since January, amid record-high carbon prices and cold weather. Demand for power generation in the continent is strong, as inventories are below historical levels for this time of the year, threatening a potential stocking shortage ahead of next winter, according to BofA Global Research.
As a result, European power prices rose to more than 25 euros per megawatts-hour (MW/h), compared to 3.50 euros per MWh last May, the firm said.
"The market remains tight on a weather adjusted basis, pushing storage inventories further into deficit," BofA's commodity and derivatives strategist Francisco Blanch said in a report.
Australia's North West Shelf (NWS) project has asked at least one buyer in Japan to defer deliveries, two industry sources said.
Egypt's Gas Co offered an LNG cargo for May 22-23 loading from Idku or Damietta, with bids are due May 17, according to one trader.
Petronas sold a cargo from Brunei LNG for delivery between July 1-7 to North Asia above $10 per mmBtu, industry sources said.
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