据天然气加工新闻网6月25日报道,亚洲的液化天然气现货价格因发电燃料的强劲需求而上涨,因为世界不同地区的夏季比往常暖和,增加了空调用电量。
据业内消息人士称,8月份运往东北亚的液化天然气平均价格,预计约为12.5美元/百万英热单位(mmBtu),较前一周上涨0.80 美元。
根据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,这可能会减少库存 ,增加降温用气需求。
在美国,对未来两周天气将变热的预测也推动天然气期货升至29个月高点,而此时美国的天然气储量低于预期,出口也在增长 。
欧洲天然气储量低于过去5年的平均水平,增加了补充库存的需求。
一名伦敦贸易商表示,空调使用量增加,库存减少,推高了价格。
供应方面的中断也令市场吃紧。俄罗斯生产商萨哈林能源公司(Sakhalin Energy)表示,其计划从7月份开始停产约一个月,以 进行维护。
马来西亚国家石油公司(Petronas)以12美元左右的价格出售PFLNG Dua的一批8月份交付的货物。
郝芬 译自 天然气加工新闻网
原文如下:
LNG-Asian spot prices rise on air-conditioning demand
Asian spot prices for LNG increased on firm demand for the power generation fuel, as a warmer than usual summer in different parts of the world boosted electricity usage for air-conditioning.
The average LNG price for August delivery into Northeast Asia
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 reduce inventories and increase gas demand for cooling.
In the United States, forecasts for hotter weather over the next two weeks also helped push natural gas futures to a 29-month high, at a time of smaller-than-expected storage build and rising exports.
Europe gas storage is below the average of the past five years, increasing demand for restocking.
"You have more air-conditioning use and low stocks pushing prices up," one London-based trader said.
Disruptions on the supply side also kept the market tight. Russian producer Sakhalin Energy said it plans to stop output for around a month starting in July to carry out maintenance.
Petronas sold a cargo from PFLNG Dua for delivery in August for around mid-$12.
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