据天然气新闻2021年5月20日新加坡报道，贸易和航运消息人士称，尽管中东地区供应状况良好满足了本地区的需求，但由于亚洲价格走软和超大型天然气运输船（VLGC）费率坚挺导致套利交易被关闭，6月份从美国向东方市场出口的大约7船液化石油气（LPG）货物被取消。
“Netbacks US/East已经关闭，因此许多方很难以这样的水平敲定发货，”一名航运消息人士如是说。
这名航运消息人士说：“这是一个有点奇怪的市场，因为6月份美国以外的运费一直在上涨，而与此同时，亏损并不受欢迎。到目前为止，我们看到6月份在美国以外地区已取消16-17船LPG货物，至少还会有10船LPG货物被取消，所以我想知道是否会有更多的LPG货物被取消。6月份(美国)LPG发货似乎相当紧张。”
贸易消息人士称，预计美国6月份装船7月份到达亚洲的LPG货物为230万吨。预计美国6月份装船6月份到达亚洲的LPG货物为200万吨。
数据显示，休斯敦-日本航线的VLGC费率5月19日升至95美元/吨，为1月26日触及107美元/吨以来的最高水平。
另一位消息人士称，6月的套利约为每吨113- 110美元，目前休斯敦-日本的运费在每吨90美元左右，它没有留下多少终端费。
李峻 编译自 天然气新闻
原文如下：
US LPG cancellations could reach 7-10 cargoes in June as Asia arbitrage shuts
about seven Eastbound LPG cargoes due to load in June from the US are canceled as the arbitrage is shut due to softening Asian prices and firm Very Large Gas Carrier rates, even as healthy Middle East supplies satisfy demand in this region, trade and shipping sources said.
"Netbacks US/East have been closed, hence it's tough for many parties to conclude shipping at these levels," a shipping source said.
"It's a bit strange market, as freight has been going up ex-US in June at the same time as netbacks are not in favor. We see about 16-17 fixtures done in June so far ex-US and there should at least be 10 more [fixtures], so I wonder if more cancellations will come or not. Shipping looks quite tight for June ex US."
June-loading US cargoes due to arrive in Asia in July are estimated at 2.3 million mt. US May-loading cargoes due to arrive in Asia in June were estimated at 2 million mt, trade sources said.
VLGC rates on the Houston-Japan route rose to $95/mt May 19, the highest since hitting $107/mt Jan. 26, data showed.
Another source said the arbitrage for June is about $113-$110/mt and with current Houston-Japan freight in the mid-$90s/mt, it did not leave much for terminal fees.
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。
