中国石化新闻网讯 据天然气加工新闻网3月17日报道,亚洲液化天然气现货价格本周持平,打破了自去年12月中旬以来的连续下跌,因为市场对于购买的兴趣阻止了价格进一步下跌。
据行业消息人士估计,5月份交付至东北亚
大宗商品定价机构Argus的液化天然气定价主管Samuel Good表示,在更广泛的亚太地区,我们继续看到某些国家和买家的需求增加,而这些国家和买家去年基本上没有出现在现货市场上。
本周发布的投标书包括印度石油公司要求向计划中的达姆拉液化天然气终端运送货物,韩国GS Energy要求在初夏运送货物。
Good补充道:“我们也在考虑下一季度新的市场进入者的范围,计划在此期间在菲律宾启动两个项目,然后在越南建立一个进口设施,计划于2023年第三季度启动。”
目前天然气价格较2022年8月的创纪录高位下跌了81%,今年迄今为止已下跌超过50%,这刺激了孟加拉国和印度等价格敏感市场的需求。
Trident LNG全球交易主管托比·科普森表示,虽然亚洲的需求不足以维持看涨势头,但“我们似乎已经找到了近几个月内的底线——预计从目前到第三季度,这一价格将降至十几美元”。
在欧洲,天然气价格周五下跌,因为良好的供应和较低的需求帮助抵消了法国针对政府计划中的养老金改革罢工的担忧,该罢工已进入第二周。
Engie子公司Elengy运营的三个液化天然气终端预计将被封锁至3月21日,而自罢工开始以来,至少有7艘前往法国的液化天然气船改变了航线。
Good表示,在最近几周出现小幅下跌后,法国液化天然气进口终端的罢工,对法国核电产量的担忧,以及多变的天气预报,上周晚些时候推高了欧洲天然气中心的价格。随着法国液化天然气终端的罢工,我们看到从法国到邻近市场的管道出口陷入停顿,并在一些地方出现逆转,这提振了法国的地下天然气开采,并提高了荷兰和比利时等邻近市场的终端输送。
此外,咨询公司FGE的分析师Lee Ken Kiat表示,在欧洲,用于发电的天然气消耗量已经开始回升,TTF的交易处于煤改气切换范围的低端。我们预计TTF将不得不在煤改气切换范围以上进行交易,以激励足够的需求破坏,以保持欧洲天然气市场的平衡,并确保欧洲能够实现2023/2024年冬季的储存目标。
3月16日,知名全球大宗商品研究机构评估了5月份交付西北欧洲LNG Marker每日基准价格,以船上交货价为基础,为12.80美元每百万英热单位,较荷兰天然气TTF枢纽5月份的天然气价格低了1.35美元每百万英热单位。
3月16日,Argus对西北欧洲船上交货LNG价格的评估为12.35美元每百万英热单位。
Spark Commodities全球定价主管Henry Bennett表示,在液化天然气现货运费方面,由于船舶供应量增加,特别是在大西洋流域,本周运费有所下降。
周五,大西洋运费降至55250美元/天,而太平洋运费也降至77750美元/天。
郝芬 译自 天然气加工新闻网
原文如下:
Asian spot prices stay flat at 20-month low and held by buying interest
Asian spot prices of liquefied natural gas (LNG) stayed flat this week, breaking a losing streak of declines since mid-December, as buying interest kept prices from sliding further.
The average LNG price for May delivery into northeast Asia
"In the broader Asia Pacific region, we've continued to see the ramping up of demand from certain countries and buyers that had been largely absent from the spot market through last year," said Samuel Good, head of LNG pricing at commodity pricing agency Argus.
Tenders that have been issued this week include Indian Oil Corp's request for cargoes to the planned Dhamra LNG terminal, and South Korea's GS Energy seeking an early summer cargo.
"We're also looking at the scope for new market entrants in the coming quarter, with an import projects and two in the Philippines scheduled to start-up in the period, followed by an import facility in Vietnam planned to start in the third quarter 2023," Good added.
Prices are now down 81% from its record-high August 2022 levels and have shed over 50% so far this year, incentivizing demand from price sensitive markets like Bangladesh and India.
While Asian demand isn't quite there to sustain bullish momentum, "we appear to have found a floor>In Europe, gas prices declined>The three LNG terminals operated by Engie subsidiary Elengy are expected to remain blocked until March 21, while at least seven LNG ships heading to France have changed course since the strike started.
"A combination of strikes at French LNG import terminals, concerns for French nuclear output, and variable weather forecasts lifted European gas hub prices late last week, after the incremental falls seen in recent weeks," said Argus' Good.
"With the strikes at French LNG terminals, we've seen pipeline exports from France to neighboring markets ground to a halt and reverse in places, buoying underground gas withdrawals in France and lifting terminal send out in these neighboring markets such as the Netherlands and Belgium."
Additionally in Europe, gas consumption for power generation has begun to pick up, with TTF trading at the low end of the coal-to-gas switching range, said Lee Ken Kiat, an analyst at consultancy firm FGE.
"We expect TTF will have to trade above the coal-to-gas switching range to incentivize sufficient demand destruction to keep Europe's gas market balanced and ensure that Europe can meets its winter 2023/2024 storage targets."
S&P Global Commodity Insights assessed its daily north-west Europe LNG Marker (NWM) price benchmark for cargoes delivered in May>Argus' assessment for Northwest Europe DES LNG price was at $12.35/mmBtu>On LNG spot freight, rates declined this week on the back of higher vessel availability, particularly in the Atlantic basin, said Henry Bennett, global head of pricing at Spark Commodities.