据天然气加工新闻网5月12日报道，亚洲LNG现货价格周五连续第三周下跌，跌至近两年最低水平，由于该地区主要进口国需求疲弱，且库存居高不下。
据业内消息人士估计，6月份运往东北亚的液化天然气平均价格今年下跌了近三分之二，跌至10.50美元/百万英热单位，较前一周下降4.5%，是自2021年5月底以来的最低水平。
7月交货的平均价格估计为10.67美元/百万英热单位。
尽管预测未来几周将出现高温天气，但韩国和日本公用事业的高库存水平继续限制需求。据咨询公司雷斯塔能源表示，截至4月23日，日本主要电力公司的液化天然气库存为256万吨，而2022年4月下旬为196万吨，2023年4月下旬的五年平均水平为195万吨。
某大宗商品定价机构的液化天然气定价主管古德（Samuel Good）表示，据预测，东京和首尔在未来几周内都将出现短暂的高温天气，但这并没有刺激液化天然气的大量购买，而亚洲南部地区的气温在5月下旬之前都将持续低于平均水平。
大西洋液化天然气公司执行主编里德（Allen Reed）表示，在欧洲，5月11日，标普全球商品观察评估了6月份交货的西北欧（NWE）每日液化天然气基准价格，以目的港船上交货价（DES）为基础，为9.739美元/百万英热单位，与TTF荷兰天然气中心6月份天然气价格相比有1.375美元/百万英热单位的折扣。上周是自2021年6月以来，天然气价格首次跌破10美元/百万英热单位。由于大西洋和亚太盆地的购买力不温不火，市场一直疲软。这与欧洲温和的天气和强劲的天然气储存水平相结合。
他称，然而，本周欧洲市场重新燃起一些购买兴趣，这缩小了液化天然气市场对天然气市场的折扣，这使西北欧天然气和液化天然气之间的价差降至3月中旬以来的最低水平。
在液化天然气运费方面，研究机构Spark Commodities的分析师Edward Armitage表示，太平洋现货运费本周走软，周五跌至4.55万美元/天，为2022年夏季以来的最低水平。
周五，大西洋运费跌至每天4万美元。
郝芬 译自 天然气加工新闻网
原文如下:
Asian spot LNG prices fall for third straight week to near 2-yr low
Asian spot LNG prices fell for the third straight week on Friday to the lowest level in nearly two years due to weak demand from top regional importers and as inventories remained high.
The average LNG price for June delivery into northeast Asia, which has fallen nearly two-thirds this year, slumped to $10.50 per million British thermal units (mmBtu), industry sources estimated, a 4.5% fall from the previous week and the lowest level since end-May 2021.
The average price for July delivery was estimated at $10.67/mmBtu.
High inventory levels at South Korean and Japanese utilities continue to cap demand, despite forecasts of high temperatures in the coming weeks. As of April 23, major Japanese power utilities held 2.56 million tons of LNG in storage, versus 1.96 million tons in late April 2022, and the five-year average of 1.95 million tons in late April 2023, according to consultancy Rystad Energy.
"Tokyo and Seoul have each been forecast to see a brief spell of high temperatures in the coming couple of weeks, but this has not spurred any significant LNG purchasing, while southern Asia broadly appears set to keep seeing below-average temperatures until the second half of May," said Samuel Good, head of LNG pricing at commodity pricing agency.
In Europe, S&P Global Commodity Insights assessed its daily Northwest Europe (NWE) LNG Marker price benchmark for cargoes delivered in June on an ex-ship (DES) basis at $9.739/mmBtu on May 11, a discount of $1.375/mmBtu to the June gas price at the TTF Dutch gas hub, said Allen Reed, managing editor, Atlantic LNG.
"The past week has been the first stretch of sub $10/mmBtu prices since June 2021. The market has been weak due to tepid buying in both the Atlantic and Asia-Pacific basins. This has combined with mild European weather and strong European gas storage levels," Reed said.
"However, there was some renewed buying interest in Europe this week that has narrowed the discount of the LNG market to the natural gas market," he said, which brought the Northwest Europe spread between natural gas and LNG to their narrowest point since mid-March.
On LNG freight, Pacific spot rates softened this week, falling to $45,500 per day on Friday, its lowest levels since the summer of 2022, said Edward Armitage, an analyst at Spark Commodities.
Atlantic rates fell to $40,000 per day on Friday.
免责声明：本网转载自其它媒体的文章及图片，目的在于弘扬石化精神，传递更多石化信息，宣传国家石化产业政策，展示国家石化产业形象，参与国际石化产业舆论竞争，提高国际石化产业话语权，并不代表本网赞同其观点和对其真实性负责，在此我们谨向原作者和原媒体致以崇高敬意。如果您认为本站文章及图片侵犯了您的版权，请与我们联系，我们将第一时间删除。
