据天然气加工网站2月25日消息 周五,由于担心全球能源和大宗商品受到破坏,JKM基准价格上涨了近28%。
4月交付的JKM液化天然气价格从周四的两个月高点上涨27.8%,至37.01美元/百万英热单位。
德国周二暂停了对北溪-2天然气管道项目的认证,该项目将使俄罗斯通过波罗的海向德国的管道出口能力增加一倍。
北溪-2管道的中断引发了人们对欧洲天然气供应的担忧,周四天然气价格上涨了50%-60%。
欧洲一直在增加液化天然气的使用,预计将寻求尽可能多的货物,与亚洲最大的进口地区竞争。
然而,全球液化天然气供应紧张,卡塔尔等大型生产商的大部分产量都被锁定在主要面向亚洲买家的长期合同中。
一位业内人士表示:“如果欧洲决定放弃俄罗斯的天然气并寻求液化天然气,这将使全球能源市场陷入动荡,因为没有哪个生产商有那么多剩余产能来抵消俄罗斯向欧洲输送的天然气。”
吴恒磊 编译自 天然气加工
原文如下:
JKM LNG price for April jumps 28%
The benchmark Japan-Korea-Marker (JKM) price for LNG jumped nearly 28% on Friday on fears of disruption to global energy and commodities.
The JKM LNG price for April delivery rose by 27.8% to $37.01 per metric million British thermal units from Thursday's levels, a two-month high.
Germany on Tuesday halted certification of the Nord Stream 2 gas pipeline project, which would double Russia's pipeline export capacity via the Baltic Sea to Germany.
The halt of Nord Stream 2 pipeline prompted concern about European gas supply and gas prices jumped by between 50% and 60% on Thursday.
Europe, which has been increasing its use of LNG, is expected to seek as many cargoes as possible, competing with top-importing region Asia.
However, global supply of LNG is tight and most of the volumes of big producers such as Qatar are locked into long-term contracts mostly to Asian buyers.
"If Europe decides to get rid of Russian natural gas and looks for LNG, this will put the global energy market into turmoil, because no producer has that much spare capacity to offset the Russian volumes to Europe," an industry source said.
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