據今日油價5月14日消息,交易商周三對路透表示,亞洲液化天然氣(LNG)現貨價格在一周內大漲逾20%,因主要進口國中國和韓國的需求回升,同時買家也取消了美國的LNG貨物。
幾位交易商對路透社表示,本周幾批液化天然氣現貨價格在每百萬英熱單位2.4美元至2.65美元之間波動,上周僅為每百萬英熱單位2美元。
在放松封鎖和商業活動恢復的情況下,亞洲的需求開始回升。與此同時,亞洲和歐洲的買家據稱已在4月取消了美國LNG項目的約20批貨物。
本周,需求的上升和供應的減少推動了液化天然氣價格的上漲。
隨著亞洲國家放松封鎖,亞洲LNG現貨價格上周開始緩慢上漲,這創造了一些需求。在此之前,亞洲LNG現貨價格已連續三周下跌,因新冠肺炎疫情導致需求低迷,且現貨供應過剩。
即使在病毒疫情之前,由于全球天然氣和液化天然氣供應超過需求增長,天然氣價格——從亞洲現貨LNG價格到歐洲西北部樞紐和美國基準亨利港的價格——就已經下跌。由于亞洲許多地區冬季氣候變暖、新液化天然氣(尤其是來自美國和澳大利亞的)供應激增以及中國進口增長放緩,LNG現貨價格已經跌至10年來的低點。
隨后,北亞迎來了一個較為溫和的冬季,整個亞洲的LNG庫存在冬季都很高。所有這些因素導致LNG價格跌至多年低點。然后,隨著商業活動在封鎖期間陷入停滯,疫情進一步重創了液化天然氣市場。
裘寅 編譯自 今日油價
原文如下:
Asian LNG Prices Spike 20% As Demand Returns
The spot price of liquefied natural gas (LNG) in Asia has surged by more than 20 percent in one week after demand in key importers China and South Korea picked up, while buyers have also canceled U.S. LNG cargoes, traders told Reuters on Wednesday.
The spot price at which several LNG cargoes have been traded have ranged between $2.40 per million British thermal units (MMBtu) and $2.65/MMBtu this week, up from just $2/MMBtu last week, according to several traders who spoke to Reuters.
Demand started to snap back in Asia on relaxed lockdowns and a return to business activity. At the same time, buyers in Asia as well as Europe were said to have canceled in April some 20 cargoes from U.S. LNG projects.
This week, the uptick in demand and the lower supply have sent LNG prices jumping.
LNG spot prices in Asia began to crawl up last week as countries in the region eased lockdowns, which created some demand. Before that, LNG spot prices in Asia had fallen for three weeks in a row amid sluggish demand in the COVID-19 pandemic and an excess of spot supply.
Even before the pandemic, natural gas prices - from Asia’s spot LNG prices to the price in northwest Europe’s hubs and the U.S. benchmark Henry Hub - were falling because natural gas and LNG supply globally exceeded the growth in demand. LNG spot prices had hit a decade low due to warmer winter weather in many parts of Asia, booming new LNG supply—especially from the U.S. and Australia—and slower import growth in China.
Then came a milder winter in North Asia and high LNG inventories across Asia in the winter season. All these factors sent LNG prices to multi-year lows. And then came the pandemic that further cratered the LNG market as business activity stalled during lockdowns.
標簽:液化天然氣
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