据天然气加工网站5月28日消息 亚洲的液化天然气现货价格正在上涨,因为买家预计夏季比往常暖和将刺激对空调机组的需求,因此囤积了发电燃料。
业内人士称,7月份交付东北亚的液化天然气平均价格估计约为10.30美元/每百万英热单位,比前一周上涨70美分。
来自Refinitiv Eikon的天气数据显示,未来两周,北京、东京、首尔和上海的气温预计将高于平均水平,这可能会增加降温的天然气需求。
咨询公司伍德麦肯兹表示,液化天然气现货价格季节性高点分别出现在北半球冬季和夏季供暖和空调需求旺盛的时期,全年仍应受到需求旺盛的压力。
伍德麦肯兹液化天然气短期、天然气和液化天然气研究主管罗伯特西姆斯在一份报告中表示:“冬季市场动态将越来越紧张。”
自美国的供应上个月达到历史水平,本周减少,出口工厂进入季节性维护,加剧了紧张的市场。
据贸易商称,托克7月17日至7月21日向维多出售了一批货物,交货期为7月17日至7月21日,价格比欧洲液化天然气价格高出1.45美元/每百万英热单位。超过1美元/每百万英热单位的保费往往能补偿到亚洲的长途旅行费用,吸引船只向东航行。
不过,一位交易员表示,买家不愿支付远高于10美元/每百万英热单位价格的货物。
一位交易员表示,马来西亚国家石油公司在7月7日至8日以及7月23日至24日期间向北亚出售了两批货物,价格略高于10美元/每百万英热单位。
一位业内人士表示,日本静冈天然气公司从巴布亚新几内亚液化天然气厂购买了一批9月下旬装船的货物,价格约为10.30美元/每百万英热单位。
吴恒磊 编译自 天然气加工
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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