據天然氣加工網站12月10日報道 亞洲液化天然氣價格本周上漲,原因是韓國冬季以及印度長期的供熱需求。業內人士稱,1月份交付至東北亞的液化天然氣平均價格升至35.80美元/百萬英熱單位,較上周上漲1.20美元。
2月份交付的貨物價格估計約為34.80美元/百萬英熱單位。消息人士稱,韓國GS能源正在尋求1月份交貨的貨物,韓國天然氣公司則購買了4-6批液化天然氣貨物,1至2月份交貨。土耳其天然氣進口公司也在尋求1月和2月交付的5批貨物。
兩位業內人士周四表示,印度天然氣公司H-Energy正在尋求從2022年4月開始的四年內每年交付8批液化天然氣貨物。
不過,一位天然氣買家表示,許多公司已經為冬季采購了現貨貨物,除非突然出現寒流,否則不太可能需要更多的現貨。該消息人士補充稱:“目前的價格水平根本不可接受,因此許多人目前已停止采購。”俄羅斯和埃及的供應限制了價格上漲。
消息人士稱,俄羅斯諾瓦泰克提供了三批貨物在1月至3月期間運往歐洲,埃及的EGAS則提供了一批貨物在12月裝貨。阿布扎比國家石油公司還提供了未來兩年內交付的9批貨物。本周液化天然氣的運費也有所下滑,這有助于支撐貨運價格。
王磊 摘譯自 天然氣加工
原文如下:
Asian LNG prices rise boosted by South Korean winter demand
Asia LNG prices rose this week amid heating demand from South Korea during winter and from India for the longer term. The average LNG price for January delivery into Northeast Asia rose to $35.80 per metric MMBtu, up $1.20 from the previous week, industry sources said.
Prices for cargoes delivered in February are estimated to be about $34.80 per mmBtu, they added. South Korea's GS Energy is seeking a cargo for delivery in January while Korea Gas Corp (KOGAS) bought 4 to 6 LNG cargoes for delivery for January to February, the sources said. Turkish state energy company Botas is also seeking five cargoes for delivery for January and February.
Still, many companies have already procured spot cargoes for winter and are unlikely to need further volumes unless there is a sudden cold snap, one gas buyer said. "The current price levels are not acceptable at all, so many have halted procurement for now," the source added. Supply was seen from Russia and Egypt which capped price gains.
Russia's Novatek has offered three cargoes for delivery to Europe over January to March, while Egypt's EGAS offered a cargo for loading in December, sources said. Abu Dhabi National Oil Co (ADNOC) has also offered nine cargoes for delivery over the next two years. Freight rates to ship LNG have also slipped this week, which helped support cargo prices.
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