據(jù)天然氣加工新聞網(wǎng)3月24日?qǐng)?bào)道，亞洲液化天然氣現(xiàn)貨價(jià)格本周下跌，跌至21個(gè)月低點(diǎn)，由于東北亞地區(qū)需求疲軟繼續(xù)壓低價(jià)格。

據(jù)業(yè)內(nèi)消息人士估計(jì)，5月份向東北亞輸送的LNG平均價(jià)格為13美元/百萬(wàn)英熱單位，較前一周下降50美分，跌幅3.7%。

今年迄今為止，價(jià)格已下跌53%，較2022年8月70.50美元/百萬(wàn)英熱單位的峰值下跌81%左右。

某大宗商品定價(jià)機(jī)構(gòu)液化天然氣定價(jià)主管塞繆爾·古德(Samuel Good)表示，東北亞買家的需求仍普遍疲弱，幾乎沒(méi)有終端用戶需要進(jìn)入現(xiàn)貨市場(chǎng)獲得額外的即時(shí)供應(yīng)。

在歐洲，由于需求強(qiáng)勁，以及法國(guó)抗議養(yǎng)老金制度改革的行動(dòng)影響了核電站和液化天然氣終端的運(yùn)營(yíng)，天然氣價(jià)格周五上漲。

歐洲的天然氣價(jià)格也受到天氣略微變冷和風(fēng)力減弱的支撐。

Trident LNG全球交易主管托比·科普森(Toby Copson)表示，“本周結(jié)束時(shí)，市場(chǎng)出現(xiàn)了沖突，歐洲表現(xiàn)出了一些上行潛力，通常會(huì)拉升亞洲價(jià)格。然而，近期的即時(shí)招標(biāo)價(jià)格低于交付條款的預(yù)期，加上北亞缺乏一些實(shí)際需求。我不得不說(shuō)，在一些需求驅(qū)動(dòng)因素出現(xiàn)之前，亞洲的價(jià)格短期內(nèi)前景看跌”。

另有市場(chǎng)觀察人士Good補(bǔ)充道，市場(chǎng)還繼續(xù)關(guān)注大西洋盆地幾個(gè)液化終端的潛在生產(chǎn)問(wèn)題，包括美國(guó)自由港液化天然氣和安哥拉液化天然氣。

據(jù)貿(mào)易消息人士本周透露，安哥拉唯一的液化天然氣項(xiàng)目最近因其工廠的生產(chǎn)問(wèn)題取消了招標(biāo)，而該公司發(fā)言人表示，該工廠目前的運(yùn)營(yíng)速度有所下降。

與此同時(shí)，貿(mào)易消息人士告訴路透社，美國(guó)第二大液化天然氣出口工廠自由港在長(zhǎng)達(dá)八個(gè)月的停運(yùn)后，由于重啟障礙，已取消了多達(dá)四批液化天然氣。

《大西洋液化天然氣》總編輯Allen Reed表示，標(biāo)普全球商品洞察公司于3月24日評(píng)估了其5月交付的貨物的每日西北歐液化天然氣標(biāo)記（NWM）價(jià)格基準(zhǔn)為12.334美元/百萬(wàn)英熱單位，比荷蘭天然氣TTF中心5月的天然氣價(jià)格低1.475美元/百萬(wàn)英熱單位。

Reed表示，隨著冬季的結(jié)束以及天然氣庫(kù)存的強(qiáng)勁，3月20日，運(yùn)往西北歐的液化天然氣價(jià)格創(chuàng)下11.226美元的21個(gè)月低點(diǎn)。隨著法國(guó)液化天然氣接收站罷工的延長(zhǎng)，價(jià)格一直處于低迷狀態(tài)。

3月23日，Argus預(yù)估西北歐DES液化天然氣價(jià)格為12.70美元/百萬(wàn)英熱單位。

Spark Commodities分析師Eleni Balomenou表示，自上周五以來(lái)，大西洋和太平洋流域的液化天然氣現(xiàn)貨運(yùn)費(fèi)每天下降6250美元。大西洋運(yùn)費(fèi)率降至50000美元/天以下，為2022年8月以來(lái)的最低水平，而太平洋運(yùn)費(fèi)率也降至71500美元/天。

郝芬 譯自 天然氣加工新聞網(wǎng)

原文如下：

Asia spot prices of LNG slip as weak northern demand remains

Asian spot prices of LNG declined this week, falling to a 21-month low, as weak demand in the northeast Asia region continues to pressure prices down.

The average LNG price for May delivery into northeast Asia was $13 per million British thermal units (mmBtu), down 50 cents, or 3.7%, from the previous week, industry sources estimated.

Prices have fallen 53% year-to-date and around 81% from the August 2022 peak at $70.50/mmBtu.

"Demand from northeast Asian buyers still remains broadly weak, with few end-users needing to step into the spot market for additional prompt supply," said Samuel Good, head of LNG pricing at commodity pricing agency.

In Europe, gas prices rose on Friday due to firm demand and as industrial action protesting against pension system changes in France affected operations at nuclear plants and LNG terminals.

European gas prices had also been supported by mildly colder weather and less wind.

"A conflicted market to end the week, Europe showing some upside potential which would ordinarily pull Asia up with it. However, recent prompt tender rates have been lower than expected for delivered terms, coupled with a lack of any real demand for North Asia," said Toby Copson, global head of trading at Trident LNG.

"I'd have to say short-term bearish outlook on Asian pricing until some demand driver emerges."

The market has also continued to eye the potential for production issues across several Atlantic basin liquefaction terminals, added Good, including at Freeport LNG in the United States and Angola LNG.

Angola's only LNG project had recently cancelled tenders due to production issues at its plant, according to trading sources this week, while a company spokesperson said the plant is currently operating at reduced rates.

Meanwhile, the second biggest U.S. LNG export plant, Freeport, had cancelled up to four shipments of LNG due to restart snags after an eight-month-long outage, trading sources told Reuters.

S&P Global Commodity Insights assessed its daily north-west Europe LNG Marker (NWM) price benchmark for cargoes delivered in May on ex-ship (DES) basis at $12.334/mmBtu on March 24, a discount of $1.475/mmBtu to the May gas price at the Dutch gas TTF hub, said Allen Reed, managing editor, Atlantic LNG.

"The price of delivered LNG into Northwest Europe hit a 21-month low of $11.226 on March 20 as winter ended alongside strong natural gas inventories," said Reed. "The price has remained depressed alongside the extension of strikes at French LNG terminals."

Argus' assessment for Northwest Europe DES LNG price was at $12.70/mmBtu on March 23.

On LNG spot freight, rates declined $6,250/day in both the Atlantic and Pacific basins since last Friday, said Eleni Balomenou, analyst at Spark Commodities. Atlantic rates fell below $50,000/day, the lowest since August 2022, while Pacific rates also declined to $71,500/day.