據電力新聞2021年7月15日報道,法國道達爾能源公司7月15日在巴黎表示,其今年第二季度權益液化天然氣(LNG)平均已實現的銷售價格為6.59美元/百萬英熱單位(MMBtu),這是自2019年第一季度以來的最高已實現價格。
根據統計數據,道達爾能源公司今年第二季度權益LNG平均銷售價格環比上漲了8%,同比上漲了50%。
道達爾能源公司第二季度平均LNG價格比同期JKM近月LNG價格低10.04美元/MMBtu。
1月中旬,受東北亞地區天氣相關的天然氣需求增加、有限的儲存能力和區域液化中斷等因素的影響,JKM基準價格達到了歷史最高水平32.5美元/ MMBtu。
整個第二季度都保持在相對較高的水平,7月14日評估為13.34美元/ MMBtu。
然而,全球大量長期LNG供應仍在與石油掛鉤的基礎上收縮,這意味著現貨價格的上漲對道達爾能源公司等大公司的投資組合影響有限。
道達爾能源公司此前曾表示,LNG價格指標反映了長期合同和現貨銷售的銷量和價格的綜合效應。
這是道達爾能源公司連續第六個季度公布其LNG的平均銷售價格,主要表示其引入這個價格是為了“更好地了解”該公司的綜合天然氣業務部門的業績。
2020年,道達爾能源公司的權益LNG銷售達到1760萬噸,比前一年增長了8%。 總的來說,道達爾能源公司2020年LNG銷量同比增長了12%,達到了3830萬噸。
道達爾能源公司7月15日還公布了其今年第二季度全球天然氣平均銷售價格為4.43美元/ MMBtu,高于第一季度的4.06美元/ MMBtu。
李峻 編譯自 電力新聞
原文如下:
France's TotalEnergies Q2 equity LNG sales price hits two-year high
France's TotalEnergies said July 15 its average realized sales price for equity LNG in the second quarter of 2021 was at $6.59/MMBtu, its highest realized price since Q1 2019.
The Q2 average sales price was up by 8% quarter on quarter and by 50% year on year.
The Q2 average was, however, below that of the JKM front-month LNG price in the period, of $10.04/MMBtu.
The JKM benchmark price reached an all-time high of $32.50/MMBtu in mid-January, driven by a combination of incremental weather-related gas demand in Northeast Asia, limited storage capacity and regional liquefaction outages.
It remained at relatively high levels through the second quarter, and on July 14 was assessed at $13.34/MMBtu.
A large amount of long-term LNG supply globally remains contracted on an oil-indexed basis, however, meaning the spot price increase would only have a limited impact on the portfolio of big players such as TotalEnergies.
TotalEnergies has said previously that the LNG price indicator reflected the combined effect of sales volumes and prices of long-term contracts and spot sales.
It is the sixth consecutive quarter TotalEnergies has published an average sales price for its LNG, with the major saying it introduced the price to allow for a "better understanding" of the company's integrated gas business unit performance.
In 2020, TotalEnergies' equity LNG sales amounted to 17.6 million mt, up 8% from the previous year. Overall, LNG sales were up 12% on the year in 2020 at 38.3 million mt.
TotalEnergies also published July 15 its average global gas sales price of $4.43/MMBtu for Q2 2021, which was up from $4.06/MMBtu in Q1 2021.
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