據(jù)天然氣加工網(wǎng)站1月14日?qǐng)?bào)道 亞洲液化天然氣現(xiàn)貨價(jià)格本周下跌。由于充足的庫存水平和溫和的氣溫預(yù)測(cè)，需求仍然疲軟，有助于維持運(yùn)往歐洲的穩(wěn)定貨流，亞洲液化天然氣現(xiàn)貨價(jià)格本周下跌。
業(yè)內(nèi)人士稱，2月份交付至東北亞的液化天然氣平均價(jià)格降至32.60美元/百萬英熱單位，較上周下跌1.70美元，跌幅為4.95%。
3月份交貨的價(jià)格估計(jì)為25美元/百萬英熱單位左右。
數(shù)據(jù)情報(bào)公司ICIS的液化天然氣分析師亞歷克斯·弗羅利表示：“亞洲合理的庫存和美國工廠強(qiáng)勁的產(chǎn)量，使得大量美國液化天然氣繼續(xù)流向歐洲，有助于抵消俄羅斯管道流量的下降。”
根據(jù)雷斯塔能源的數(shù)據(jù)，歐洲在12月份和1月份迄今已經(jīng)接收了超過1000萬噸的液化天然氣。
迄今為止，幾艘液化天然氣油輪抵達(dá)歐洲，這有助于緩解對(duì)從德國通過亞馬爾-歐洲管道連續(xù) 25 天逆流至波蘭的價(jià)格和供應(yīng)擔(dān)憂。
Capra能源集團(tuán)董事總經(jīng)理塔米爾·德魯茲表示：“對(duì)于液化天然氣和全球天然氣市場(chǎng)來說，這是我們見過的最有活力的冬季，這是一場(chǎng)庫存充足、平衡良好的東亞液化天然氣市場(chǎng)與極度緊張的歐洲天然氣市場(chǎng)之間的拔河比賽。”
他補(bǔ)充說：“我們從未見過（荷蘭）天然氣價(jià)格比東北亞液化天然氣價(jià)格有如此長時(shí)間和巨大的溢價(jià)。總體而言，我們預(yù)計(jì)市場(chǎng)將繼續(xù)在一個(gè)廣泛但高的范圍內(nèi)交易，天氣等短期動(dòng)態(tài)將對(duì)每周的走勢(shì)起決定性作用。”
荷蘭天然氣價(jià)格在周五早上上漲，因?yàn)?月中旬之前天氣較為寒冷以及挪威天然氣流量減少。
市場(chǎng)的波動(dòng)性使得液化天然氣市場(chǎng)有了一些不同尋常的航程：美國的Hellas Diana油輪在中途穿越太平洋駛向亞洲，然后改道駛向英國。弗羅利表示，其在一次航行中兩次穿越巴拿馬運(yùn)河。
他補(bǔ)充說：“盡管情況有所緩解，但如果冬季剩下的幾個(gè)月出現(xiàn)寒流，或者歐洲的管道供應(yīng)中斷，情況仍有可能再次惡化。”
數(shù)據(jù)情報(bào)公司Spark Commodities亨利·貝內(nèi)特表示，太平洋液化天然氣現(xiàn)貨運(yùn)價(jià)周五跌至9個(gè)月來的最低水平，為43750美元/天，而大西洋液化天然氣運(yùn)價(jià)則降至30250美元/天，也是9個(gè)月來的最低水平。
交易員表示，在其他地方，泰國PTT正在尋求4批液化天然氣貨物，以船上交貨的方式，在1月27日至2月23日之間交貨。
王磊 摘譯自 天然氣加工
原文如下：
Asian prices fall on lukewarm demand, ample inventories
Asian spot LNG prices fell this week as demand remained lukewarm amid ample stock levels and a mild temperature forecast, helping to maintain a steady flow of cargoes heading to Europe.
The average LNG price for February delivery into Northeast Asia fell to $32.60 per metric MM British thermal units (mmBtu), down $1.70 or 4.95% from the previous week, industry sources said.
The price for March delivery was estimated at around $25.00 per mmBtu, they added.
"Reasonable stocks in Asia and strong output from U.S. plants are allowing a large amount of U.S. LNG to continue heading to Europe, helping offset lower pipeline flows from Russia," said Alex Froley, LNG analyst at data intelligence firm ICIS.
Europe has attracted more than 10 MM tons of LNG across December and month-to-date in January, according to Rystad Energy.
The arrival of several LNG gas tankers into Europe has helped to ease prices and supply concerns over reverse flows from Germany to Poland via the Yamal-Europe pipeline for 25 successive days so far.
"This is the most dynamic winter we have ever seen for LNG and global gas markets. It has been a tug-of-war between a well-stocked and well-balanced East Asian LNG market and an extraordinarily tight European gas market," said Tamir Druz, managing director at Capra Energy Group.
"We have never seen such a prolonged and substantial premium in (Dutch) gas over north-east Asian LNG prices. Overall, we expect the market to continue trading within a wide, yet high range, with short-term dynamics like weather playing a deciding role in guiding weekly direction," he added.
Dutch gas prices rose on Friday morning on a colder weather outlook until mid-February and lower Norwegian flows.
The market volatility has allowed some extraordinary voyages in the LNG market: the Hellas Diana tanker from the U.S. went halfway across the Pacific towards Asia before reversing course to head to the UK instead. It ended up crossing the Panama Canal twice in one voyage, Froley said.
"Although the situation has eased, it could still worsen again if there were cold snaps in the remaining months of winter, or disruptions to pipeline supplies to Europe," he added.
Pacific LNG freight spot rates fell to their lowest level in nine months at $43,750 per day on Friday, while Atlantic rates fell to $30,250 per day, also a nine-month low, according to Henry Bennett at data intelligence firm Spark Commodities.
Elsewhere, Thailand's PTT is seeking four LNG cargoes for delivery between January 27 and February 23 on a delivered ex-ship basis, traders said.
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