据天然气加工网站5月14日消息 受全球供应收紧影响,亚洲液化天然气现货价格上涨。
业内人士称,6月份交付至东北亚的液化天然气平均价格估计约为10.15美元/每百万英热单位,比前一周上涨0.50美元。
交易员称,7月交货的价格估计约为10.25美元/每百万英热单位,几乎是2月水平(5.60美元)的两倍。
业内人士表示,澳大利亚、秘鲁、印度尼西亚、马来西亚和尼日利亚的出口问题,在全球最大买家日本和韩国保持夏季发电的液化天然气需求强劲之际,导致全球供应紧张。
在创纪录的高碳价格和寒冷天气下,欧洲的液化天然气价格也一直在接近1月份以来的最高水平。美国银行全球研究公司的数据显示,非洲大陆的发电需求强劲,因为每年此时的库存低于历史水平,有可能在明年冬季之前出现库存短缺。
该公司表示,受此影响,欧洲电力价格升至每兆瓦时25欧元以上,而去年5月为每兆瓦时3.50欧元。
美银大宗商品和衍生品策略师弗朗西斯科·布兰奇在一份报告中说:“市场在天气调整的基础上仍然吃紧,将库存进一步推向赤字。”
两位业内人士表示,澳大利亚西北大陆架(NWS)项目已要求日本至少一家买家推迟交货。
据一位交易员称,埃及天然气公司提供了一批5月22日至23日从伊德库或达米埃塔装船的液化天然气货物,投标截止日期为5月17日。
业内人士称,马国油7月1日至7日期间从文莱液化天然气向北亚出售的一批货物价格超过10美元/每百万英热单位。
吴恒磊 编译自 天然气加工
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.
免责声明:本网转载自其它媒体的文章,目的在于弘扬石化精神,传递更多石化信息,并不代表本网赞同其观点和对其真实性负责,在此我们谨向原作者和原媒体致以敬意。如果您认为本站文章侵犯了您的版权,请与我们联系,我们将第一时间删除。