据天然气加工新闻网3月24日报道，亚洲液化天然气现货价格本周下跌，跌至21个月低点，由于东北亚地区需求疲软继续压低价格。
据业内消息人士估计，5月份向东北亚输送的LNG平均价格为13美元/百万英热单位，较前一周下降50美分，跌幅3.7%。
今年迄今为止，价格已下跌53%，较2022年8月70.50美元/百万英热单位的峰值下跌81%左右。
某大宗商品定价机构液化天然气定价主管塞缪尔·古德(Samuel Good)表示，东北亚买家的需求仍普遍疲弱，几乎没有终端用户需要进入现货市场获得额外的即时供应。
在欧洲，由于需求强劲，以及法国抗议养老金制度改革的行动影响了核电站和液化天然气终端的运营，天然气价格周五上涨。
欧洲的天然气价格也受到天气略微变冷和风力减弱的支撑。
Trident LNG全球交易主管托比·科普森(Toby Copson)表示，“本周结束时，市场出现了冲突，欧洲表现出了一些上行潜力，通常会拉升亚洲价格。然而，近期的即时招标价格低于交付条款的预期，加上北亚缺乏一些实际需求。我不得不说，在一些需求驱动因素出现之前，亚洲的价格短期内前景看跌”。
另有市场观察人士Good补充道，市场还继续关注大西洋盆地几个液化终端的潜在生产问题，包括美国自由港液化天然气和安哥拉液化天然气。
据贸易消息人士本周透露，安哥拉唯一的液化天然气项目最近因其工厂的生产问题取消了招标，而该公司发言人表示，该工厂目前的运营速度有所下降。
与此同时，贸易消息人士告诉路透社，美国第二大液化天然气出口工厂自由港在长达八个月的停运后，由于重启障碍，已取消了多达四批液化天然气。
《大西洋液化天然气》总编辑Allen Reed表示，标普全球商品洞察公司于3月24日评估了其5月交付的货物的每日西北欧液化天然气标记（NWM）价格基准为12.334美元/百万英热单位，比荷兰天然气TTF中心5月的天然气价格低1.475美元/百万英热单位。
Reed表示，随着冬季的结束以及天然气库存的强劲，3月20日，运往西北欧的液化天然气价格创下11.226美元的21个月低点。随着法国液化天然气接收站罢工的延长，价格一直处于低迷状态。
3月23日，Argus预估西北欧DES液化天然气价格为12.70美元/百万英热单位。
Spark Commodities分析师Eleni Balomenou表示，自上周五以来，大西洋和太平洋流域的液化天然气现货运费每天下降6250美元。大西洋运费率降至50000美元/天以下，为2022年8月以来的最低水平，而太平洋运费率也降至71500美元/天。
郝芬 译自 天然气加工新闻网
原文如下：
Asia spot prices of LNG slip as weak northern demand remains
Asian spot prices of LNG declined this week, falling to a 21-month low, as weak demand in the northeast Asia region continues to pressure prices down.
The average LNG price for May delivery into northeast Asia was $13 per million British thermal units (mmBtu), down 50 cents, or 3.7%, from the previous week, industry sources estimated.
Prices have fallen 53% year-to-date and around 81% from the August 2022 peak at $70.50/mmBtu.
"Demand from northeast Asian buyers still remains broadly weak, with few end-users needing to step into the spot market for additional prompt supply," said Samuel Good, head of LNG pricing at commodity pricing agency.
In Europe, gas prices rose on Friday due to firm demand and as industrial action protesting against pension system changes in France affected operations at nuclear plants and LNG terminals.
European gas prices had also been supported by mildly colder weather and less wind.
"A conflicted market to end the week, Europe showing some upside potential which would ordinarily pull Asia up with it. However, recent prompt tender rates have been lower than expected for delivered terms, coupled with a lack of any real demand for North Asia," said Toby Copson, global head of trading at Trident LNG.
"I'd have to say short-term bearish outlook on Asian pricing until some demand driver emerges."
The market has also continued to eye the potential for production issues across several Atlantic basin liquefaction terminals, added Good, including at Freeport LNG in the United States and Angola LNG.
Angola's only LNG project had recently cancelled tenders due to production issues at its plant, according to trading sources this week, while a company spokesperson said the plant is currently operating at reduced rates.
Meanwhile, the second biggest U.S. LNG export plant, Freeport, had cancelled up to four shipments of LNG due to restart snags after an eight-month-long outage, trading sources told Reuters.
S&P Global Commodity Insights assessed its daily north-west Europe LNG Marker (NWM) price benchmark for cargoes delivered in May on ex-ship (DES) basis at $12.334/mmBtu on March 24, a discount of $1.475/mmBtu to the May gas price at the Dutch gas TTF hub, said Allen Reed, managing editor, Atlantic LNG.
"The price of delivered LNG into Northwest Europe hit a 21-month low of $11.226 on March 20 as winter ended alongside strong natural gas inventories," said Reed. "The price has remained depressed alongside the extension of strikes at French LNG terminals."
Argus' assessment for Northwest Europe DES LNG price was at $12.70/mmBtu on March 23.
On LNG spot freight, rates declined $6,250/day in both the Atlantic and Pacific basins since last Friday, said Eleni Balomenou, analyst at Spark Commodities. Atlantic rates fell below $50,000/day, the lowest since August 2022, while Pacific rates also declined to $71,500/day.
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