據天然氣加工網站7月30日消息 亞洲液化天然氣現貨價格本周上漲,因為在全球供應緊張和整個地區高溫的情況下,買家尋求獲得用于發電的燃料。
業內人士稱,1月份交付至東北亞的液化天然氣平均價格估計約為15.60美元/每百萬英熱單位,較上周上漲1.15美元。
除了1月份的價格峰值外,這是2014年以來的最高水平,因為夏季比往常更暖,導致空調用電需求增加。
來自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。
休斯頓的一位交易員表示:“歐洲的天然氣庫存也仍然很低,因此亞洲和歐洲正在爭奪供應。”
業內人士稱,巴基斯坦液化天然氣是同意支付超過15美元/每百萬英熱單位9月份交貨的買家之一,以避免電力短缺。該公司還尋求在10月和11月交付7批貨物。該公司表示,投標截止日期為8月24日,有效期至9月8日。
安哥拉的液化天然氣項目提供了一批貨物,將于8月至9月運送至巴西、歐洲、墨西哥、印度、巴基斯坦和東南亞,并將裝載至油輪Cubal上。
雖然現貨市場受到供應限制,但美國開發商Tellurian為美國的長期供應提供了一些緩解措施。該公司表示,已獲得在路易斯安那州建造擬議的2750萬噸/年Driftwood出口工廠的銷售,結束了一系列的延期。
Tellurian表示,將向荷蘭皇家殼牌公司的一家子公司出售液化天然氣,這是該公司在10周內達成的第三份價值數十億美元的供應協議。該公司計劃在今夏晚些時候開始建設,第一期工程預計耗資168億美元。
吳恒磊 編譯自 天然氣加工
原文如下:
LNG-Asian spot prices rally on summer demand, supply crunch
Asian spot prices for LNG rose this week as buyers sought to secure the fuel used for power generation amid a global supply crunch and high temperatures across the region.
The average LNG price for January delivery into Northeast Asia was estimated at about $15.60 per million British thermal units (mmBtu), up $1.15 from the previous week, industry sources said.
Except for a price peak in January, this is the highest level since 2014, as a warmer than usual summer drives up demand for electricity to power air-conditioners.
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.
"Natural gas inventories in Europe are also still low, so Asia and Europe are competing for supply," a trader in Houston said.
Pakistan LNG was among buyers that agreed to pay more than $15/mmBtu for September delivery in a bid to avoid power shortages, industry sources said. The company is also seeking seven cargoes for delivery in October and November. The tender closes on Aug. 24 and remains valid until Sept. 8, it said.
Angola's LNG project has offered a cargo for delivery over August to September into Brazil, Europe, Mexico, India, Pakistan and Southeast Asia and will be loaded on the tanker Cubal.
While the spot market suffers from supply constraints, U.S. developer Tellurian Inc offered some relief for long term-supply coming out of the United States. The company said it has secured sales to build its proposed 27.5-MTPA Driftwood export plants in Louisiana, ending a series of delays.
Tellurian said it will sell LNG to a unit of Royal Dutch Shell Plc - its third multi-billion dollar supply agreement in 10 weeks. It plans to start construction later this summer, with the first phase estimated at a $16.8 billion cost.
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