???? 據天然氣加工網站5月28日消息 亞洲的液化天然氣現貨價格正在上漲,因為買家預計夏季比往常暖和將刺激對空調機組的需求,因此囤積了發電燃料。
????業內人士稱,7月份交付東北亞的液化天然氣平均價格估計約為10.30美元/每百萬英熱單位,比前一周上漲70美分。
????來自Refinitiv Eikon的天氣數據顯示,未來兩周,北京、東京、首爾和上海的氣溫預計將高于平均水平,這可能會增加降溫的天然氣需求。
????咨詢公司伍德麥肯茲表示,液化天然氣現貨價格季節性高點分別出現在北半球冬季和夏季供暖和空調需求旺盛的時期,全年仍應受到需求旺盛的壓力。
????伍德麥肯茲液化天然氣短期、天然氣和液化天然氣研究主管羅伯特西姆斯在一份報告中表示:“冬季市場動態將越來越緊張。”
????自美國的供應上個月達到歷史水平,本周減少,出口工廠進入季節性維護,加劇了緊張的市場。
????據貿易商稱,托克7月17日至7月21日向維多出售了一批貨物,交貨期為7月17日至7月21日,價格比歐洲液化天然氣價格高出1.45美元/每百萬英熱單位。超過1美元/每百萬英熱單位的保費往往能補償到亞洲的長途旅行費用,吸引船只向東航行。
????不過,一位交易員表示,買家不愿支付遠高于10美元/每百萬英熱單位價格的貨物。
????一位交易員表示,馬來西亞國家石油公司在7月7日至8日以及7月23日至24日期間向北亞出售了兩批貨物,價格略高于10美元/每百萬英熱單位。
????一位業內人士表示,日本靜岡天然氣公司從巴布亞新幾內亞液化天然氣廠購買了一批9月下旬裝船的貨物,價格約為10.30美元/每百萬英熱單位。
????吳恒磊 編譯自 天然氣加工
????原文如下:
????LNG Asian spot prices rise on summer demand
????Asian spot prices for LNG are on the rise, as buyers stocked up the power-generating fuel on anticipation that a warmer-than-usual summer will spur demand for air-conditioning units.
????The average LNG price for July delivery into Northeast Asia was estimated at about $10.30 per million British thermal units (mmBtu), up 70 cents from the previous week, industry sources said.
????Temperatures in Beijing, Tokyo, Seoul, and Shanghai are expected to be higher than average over the next two weeks, weather data from Refinitiv Eikon showed, which could increase gas demand for cooling.
????Spot LNG prices seasonably peak in the northern hemisphere winter and summer periods of high demand for heating and air-conditioning, respectively, and should remain under pressure throughout the year on high demand, consultancy Wood Mackenzie said.
????"Winter will see market dynamics getting increasingly tighter," Robert Sims, head of LNG Short-Term, Gas and LNG Research at Wood Mackenzie, said in a note.
????Supply coming from the United States, which hit historical levels last month, decreased this week with export plants entering seasonal maintenance, adding to a strained market.
????Trafigura sold a cargo to Vitol for delivery between July 17 and July 21,with a premium of $1.45 per mmBtu over European LNG prices, according to traders. Premiums over $1 per mmBtu tend to compensate for the longer trip costs to Asia, attracting ships to head East.
????Buyers, nevertheless, were resistant to pay for cargoes offered well above the $10 per mmBtu range, a trader said.
????Petronas sold two cargoes for delivery between July 7 and 8, and July 23-24 to North Asia for slightly more than $10 per mmBtu, a trader said.
????Japan's Shizuoka Gas bought a cargo for second-half September loading from Papua New Guinea LNG plant at around $10.30 per mmBtu, an industry source said.
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