亚洲LNG现货价格因夏季需求和供应紧张而上涨

   2021-08-23 互联网讯

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核心提示:   据天然气加工网站7月30日消息 亚洲液化天然气现货价格本周上涨,因为在全球供应紧张和整个地区高温的

   据天然气加工网站7月30日消息 亚洲液化天然气现货价格本周上涨,因为在全球供应紧张和整个地区高温的情况下,买家寻求获得用于发电的燃料。

  业内人士称,1月份交付至东北亚的液化天然气平均价格估计约为15.60美元/每百万英热单位,较上周上涨1.15美元。

  除了1月份的价格峰值外,这是2014年以来的最高水平,因为夏季比往常更暖,导致空调用电需求增加。

  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。

  休斯顿的一位交易员表示:“欧洲的天然气库存也仍然很低,因此亚洲和欧洲正在争夺供应。”

  业内人士称,巴基斯坦液化天然气是同意支付超过15美元/每百万英热单位9月份交货的买家之一,以避免电力短缺。该公司还寻求在10月和11月交付7批货物。该公司表示,投标截止日期为8月24日,有效期至9月8日。

  安哥拉的液化天然气项目提供了一批货物,将于8月至9月运送至巴西、欧洲、墨西哥、印度、巴基斯坦和东南亚,并将装载至油轮Cubal上。

  虽然现货市场受到供应限制,但美国开发商Tellurian为美国的长期供应提供了一些缓解措施。该公司表示,已获得在路易斯安那州建造拟议的2750万吨/年Driftwood出口工厂的销售,结束了一系列的延期。

  Tellurian表示,将向荷兰皇家壳牌公司的一家子公司出售液化天然气,这是该公司在10周内达成的第三份价值数十亿美元的供应协议。该公司计划在今夏晚些时候开始建设,第一期工程预计耗资168亿美元。

  吴恒磊 编译自 天然气加工

  原文如下:

  LNG-Asian spot prices rally on summer demand, supply crunch

  Asian spot prices for LNG rose this week as buyers sought to secure the fuel used for power generation amid a global supply crunch and high temperatures across the region.

  The average LNG price for January delivery into Northeast Asia was estimated at about $15.60 per million British thermal units (mmBtu), up $1.15 from the previous week, industry sources said.

  Except for a price peak in January, this is the highest level since 2014, as a warmer than usual summer drives up demand for electricity to power air-conditioners.

  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.

  "Natural gas inventories in Europe are also still low, so Asia and Europe are competing for supply," a trader in Houston said.

  Pakistan LNG was among buyers that agreed to pay more than $15/mmBtu for September delivery in a bid to avoid power shortages, industry sources said. The company is also seeking seven cargoes for delivery in October and November. The tender closes on Aug. 24 and remains valid until Sept. 8, it said.

  Angola's LNG project has offered a cargo for delivery over August to September into Brazil, Europe, Mexico, India, Pakistan and Southeast Asia and will be loaded on the tanker Cubal.

  While the spot market suffers from supply constraints, U.S. developer Tellurian Inc offered some relief for long term-supply coming out of the United States. The company said it has secured sales to build its proposed 27.5-MTPA Driftwood export plants in Louisiana, ending a series of delays.

  Tellurian said it will sell LNG to a unit of Royal Dutch Shell Plc - its third multi-billion dollar supply agreement in 10 weeks. It plans to start construction later this summer, with the first phase estimated at a $16.8 billion cost.



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