據天然氣加工新聞網6月25日報道,亞洲的液化天然氣現貨價格因發電燃料的強勁需求而上漲,因為世界不同地區的夏季比往常暖和,增加了空調用電量。
據業內消息人士稱,8月份運往東北亞的液化天然氣平均價格,預計約為12.5美元/百萬英熱單位(mmBtu),較前一周上漲0.80 美元。
根據Refinitiv Eikon的天氣數據顯示,未來兩周,北京、東京、首爾和上海的氣溫預計將高于平均水平,這可能會減少庫存 ,增加降溫用氣需求。
在美國,對未來兩周天氣將變熱的預測也推動天然氣期貨升至29個月高點,而此時美國的天然氣儲量低于預期,出口也在增長 。
歐洲天然氣儲量低于過去5年的平均水平,增加了補充庫存的需求。
一名倫敦貿易商表示,空調使用量增加,庫存減少,推高了價格。
供應方面的中斷也令市場吃緊。俄羅斯生產商薩哈林能源公司(Sakhalin Energy)表示,其計劃從7月份開始停產約一個月,以 進行維護。
馬來西亞國家石油公司(Petronas)以12美元左右的價格出售PFLNG Dua的一批8月份交付的貨物。
郝芬 譯自 天然氣加工新聞網
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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