MuEurope, musika uri kudzikira svondo rino sezvo nzvimbo yeTroll muNorway iri kudzikisa kugadzirwa kwezvinhu kupfuura zvaitarisirwa kare, zvinhu zvegasi rechisikigo zvakakwira zvakanyanya asi zvakadzikira, asi mitengo yeTTF yeramangwana yakaderera sezvo masheya munharaunda iyi awanda zvakanyanya.

MuUnited States, musi wa28 Chikunguru, panguva yemuno, pombi yegesi yechisikigo yakapwanyika pedyo neStrasburg, Virginia, yakadzokera pakufamba kwayo kwakajairika, uye kuendeswa kwegasi rechisikigo kunzvimbo yegesi yechisikigo yakanyungudika yeCove Point kwakadzokera pakushanda kwayo kwakajairika, uye ramangwana regasi rechisikigo rePort Henry (NG) rakadzikira mushure mekukwira.

a) Pfupiso yemusika

Kubva musi wa1 Nyamavhuvhu, mutengo wenguva yemberi wegesi yechisikigo yeHenry Port (NG) yeUnited States waive 2.56 US dollars/miriyoni yekupisa kweBritain, zvichienzaniswa nenguva yakapfuura (07.25) wakaderera ne0.035 US dollars/miriyoni yekupisa kweBritain, wakaderera ne1.35%; Mutengo wenguva yemberi wegesi yechisikigo yeDutch (TTF) waive $8.744 / miriyoni BTU, wakaderera ne $0.423 / miriyoni Btu kubva panguva yakapfuura (07.25), kana 4.61%.

MuUnited States, mitengo yemangwana yeHenry Port (NG) yeUnited States yakakwira ndokuzodzikira mukati mevhiki, tembiricha dzemuno muUnited States dzichiri pamusoro, kudiwa kwekushandiswa kwegasi rechisikigo mudzimba kwakanyanya, asi musi wa28 Chikunguru panguva yemuno, pombi yegasi rechisikigo yakapwanyika pedyo neStrasburg, Virginia, yakatangazve kufamba zvakanaka, uye kuendeswa kwegasi rechisikigo kunzvimbo yeCove Point ine gasi rechisikigo rakanyungudika kwakatangazve kufamba zvakanaka. Gasi rechisikigo reUS Port Henry (NG) rakadzoka shure mushure mekukwira.

Panyaya yekutengeserana kunze kwenyika, kudiwa kwemusika weEurasian kwakagadzikana vhiki rino, kutengeswa kweLNG muUnited States kuri kukanganiswa nemutemo wekufamba kwePanama Canal, kumhanya kwekufamba muNortheast Asia kwakaganhurirwa, kutengeswa kwegasi rechisikigo muUnited States kuri kumanikidzwa kudzikira, uye kutengeswa kwegasi rechisikigo muUnited States kuri kudzikira.

Kubva pamaonero ehunyanzvi, US Henry Port futures (NG) iri kudzikira, mutengo weUS Henry Port futures (NG) wakasvika pamadhora ekuAmerica 2.57/miriyoni BTU, KDJ yakaramba ichidzikira mushure mekufa, simba rekudzika rakakura, MACD ichiri kuratidza kudzikira mushure mekufa, gare gare icharamba ichidzikira, mutengo weUS Henry Port futures (NG) vhiki rino waratidza kudzikira.

MuEurope, zvinhu zviri mumusika weEurope zvakaderera, zvichienderana nedata reEuropean Natural Gas Infrastructure Association zvinoratidza kuti kubva musi wa31 Chikunguru, zvinhu zvose zviri muEurope zvaive 964Twh, mugove wenzvimbo yekuchengetera zvinhu ye85.43%, 0.36% yakaderera pane zuva rapfuura.

Misika yeEurope iri kudzikira svondo rino sezvo nzvimbo yeTroll muNorway iri kudzikisa kugadzirwa kwezvinhu kupfuura zvaitarisirwa kare, zvinhu zvegasi rechisikigo zvakakwira zvakanyanya asi zvakaderera, asi mitengo yeTTF yeramangwana yakaderera sezvo masheya munharaunda iyi awanda zvakanyanya.

Kubva musi wa1 Nyamavhuvhu, US Port Henry Natural Gas (HH) inotarisirwa kuona mitengo ye$2.6 / mmBTU, kuderera kwe$0.06 / mmBTU, kana 2.26%, kubva muchikamu chapfuura (07.25). Mutengo weCanadian Natural Gas (AECO) waive $2.018 / mmBTU, kukwira kwe$0.077 / mmBTU, kana 3.99%, kubva mumwedzi wapfuura (07.25).

Port Henry Natural Gas (HH) inotarisira kuti mitengo yakaderera uye mafuta eCove Point achatangazve, asi Port Henry Natural Gas (HH) inotarisira kuti mitengo yakaderera nekuda kwekudzikira kwekutengeswa kweLNG kubva kuUS nekuda kwezvirambidzo zvekuyerera kwePanama Canal.

Kubva musi wa1 Nyamavhuvhu, mutengo wekusvika kwenzvimbo dzekuNortheast Asia muChina (DES) waive 10.733 US dollars/miliyoni BTU, wakaderera ne0.456 US dollars/miriyoni BTU kubva muchikamu chakapfuura (07.25), wakaderera ne4.08%; Mutengo wenzvimbo dzekutengeswa kweTTF waive $8.414 / mmBTU, wakaderera ne $0.622 / mmBTU kubva muchikamu chakapfuura (07.25), kudzikira ne6.88%.

Mutengo wezvinhu zvinoshandiswa nevanhu vakawanda waderera, kudiwa kwezvinhu muEurope neAsia kwakaramba kwakasimba, zvinhu zviri mumusika wemuno zvakaramba zvakakwana, uye musika wakaramba wakawandisa, izvo zvakakonzera kudzikira kwemitengo yezvinhu zvinoshandiswa munyika yese.

b) Zvinhu zviri mudura rezvinhu

Kubva pavhiki rakapera musi wa21 Chikunguru, zvichienderana nemushumo weUS Energy Agency, huwandu hwegasi rechisikigo reUnited States hwaive 2,987 bhiriyoni cubic feet, kuwedzera kwe16 bhiriyoni cubic feet, kana 0.54%; Zvinhu zvaive 5,730 cubic feet, kana 23.74%, zvakakwirira kupfuura gore rapfuura. Izvi zviri 345 bhiriyoni cubic feet, kana 13.06%, pamusoro peavhareji yemakore mashanu.

Muvhiki yakapera musi wa21 Chikunguru, zvichienderana nedata reEuropean Gas Infrastructure Association, zvinhu zvakachengetwa mugasi rechisikigo muEurope zvaive 3,309,966 bhiriyoni cubic feet, zvichikwira ne79.150 bhiriyoni cubic feet, kana 2.45%; zvinhu zvakachengetwa mugasi rechisikigo zvaive 740.365 bhiriyoni cubic feet kupfuura gore rapfuura, kuwedzera kwe28.81%.

Vhiki rino, tembiricha muEurope nemuUnited States yakawedzera zvishoma nezvishoma, uye kudiwa kwegasi rechisikigo munharaunda kwakawedzera, zvichikonzera kuwedzera kwekushandiswa kwegasi rechisikigo, uye zvichikonzera kukura kwezviwanikwa zvegasi rechisikigo muEurope nemuUnited States, pakati pazvo huwandu hwezvinhu zviri kutengeswa muUnited States hwaderera, uye kukura kwezviwanikwa kwaderera zvikuru.

Mafambiro epasi rose ekutenga gasi rechisikigo

c) Kupinza nekuburitsa kunze kwemvura

Kutenderera uku (07.31-08.06) kunotarisirwa kuti US itengese 0m³; Huwandu hwezvinhu zvinotengeswa kunze kwenyika hunotarisirwa kuUnited States i3700000m³, hwakaderera ne5.13% pane huwandu chaihwo hwezvinhu zvinotengeswa kunze kwenyika hwe3900000m³ mudenderedzwa rapfuura.

Parizvino, kudiwa kwemafuta eLNG kubva kuEurasian kuchiri kugadzikana, zvichikanganiswa nemiganhu yekuyerera kwemvura muPanama Canal, uye kutengeswa kwemafuta eLNG kubva kuUnited States kwaderera.

a) Pfupiso yemusika

Kubva musi wa2 Nyamavhuvhu, mutengo weLNG waive 4106 yuan/tani, wakaderera ne0.61% kubva svondo rapfuura, wakaderera ne42.23% gore negore; Mutengo wenzvimbo huru yekugadzira waive 3,643 yuan/tani, wakaderera ne4.76% kubva svondo rapfuura uye 45.11% gore negore.

Mitengo yemuno yakaramba ichiderera, mitengo yezviwanikwa zvemuno yakadzikira, zvichiita kuti zvinhu zvitumirwe mumigwagwa yemuno zvienderere mberi, nzvimbo dzekugamuchira zvinhu dzakaramba dzakagadzikana, uye mutengo wezvinhu zvese zvemumusika wakaderera.

Kubva musi wa2 Nyamavhuvhu, avhareji yemutengo weLNG wakagamuchirwa munyika yese yaive 4,051 yuan/tani, yakaderera ne3.09% kubva pasvondo rapfuura uye yakaderera ne42.8% gore negore. Kudzikira kwemitengo kwakaderera, kudzikira kwemitengo kwave kutonga mitengo iri pasi, uye mitengo iri kutengeswa pamusika inoderera.

Kubva musi wa2 Nyamavhuvhu, huwandu hwese hwezvinhu zvemumafekitori eLNG emuno hwaive matani 306,300 pazuva rimwe chete, zvichikwira ne4.43% kubva munguva yakapfuura. Nekuda kwekukanganiswa nedutu guru, zvinhu zvinotumirwa kumusoro kwerwizi zvakamiswa, uye kutengeswa kumusoro kwerwizi kwakaramba kuchidzikisa mitengo, asi kudiwa kwemvura kwakaderera, uye zvinhu zviri mumafekitori zvakawedzera.

Chati yemitengo yeLNG yemuno

b) Zvekugovera

Vhiki rino (07.27-08.02) 233 data reongororo yehuwandu hwekushanda kwezvimiti zveLNG zvemuno rinoratidza kuti kugadzirwa chaiko kwe635,415 miriyoni masikweya, chiyero chekushanda cheChitatu chino che56.6%, chakafanana nesvondo rapfuura. Chiyero chekushanda chakabudirira che56.59% cheChitatu chino, chakaderera ne2.76 muzana kubva svondo rapfuura. Huwandu hwezvimiti zvitsva zvekuvharwa nekugadzirisa i4, zvine huwandu hwemamiriyoni masere ema cubic metres/zuva; Huwandu hwemafekitori matsva akatangwazve hwaive 7, nehunhu hwemamiriyoni mana nemakumi matanhatu nemaviri ema cubic metres/zuva. (Cherechedza: Kugona kushanda kunotsanangurwa sekunge kugadzirwa kwakamiswa kwemakore anopfuura maviri; Kugona kushanda kunoreva kugona kweLNG mushure mekusabvisa kugona kushanda. Huwandu hwese hwekugadzira LNG yemuno i159.75 miriyoni yema cubic metres/zuva, ne28 kuvharwa kwenguva refu, mamiriyoni manomwe nemakumi maviri nemapfumbamwe ema cubic metres/zuva uye mamiriyoni zana nemakumi mana nematanhatu ema cubic metres/zuva.

Panyaya yemvura yemugungwa, huwandu hwengarava dzinotakura LNG makumi maviri dzakagamuchirwa pazviteshi gumi nemana zvekugamuchira ngarava mudunhu iri, huwandu hwengarava dzinogamuchira ngarava imwe chete hushoma pane hwevhiki rapfuura, uye huwandu hwengarava dzinosvika pachiteshi hunosvika matani mamiriyoni 1.403, zvichikwira ne13.33% kubva pamatani mamiriyoni 1.26 svondo rapfuura. Nyika huru dzinotenga ngarava idzi ndiAustralia, Qatar neRussia, dzine matani 494,800, matani 354,800 uye matani 223,800 zvichiteerana. Panyaya dzezviteshi zvekugamuchira ngarava, CNOOC Dapeng neState Grid Diafu zvakagamuchira ngarava nhatu, CNOOC Zhuhai neState Grid Tianjin imwe neimwe yakagamuchira ngarava mbiri, uye dzimwe nzvimbo dzekugamuchira ngarava imwe neimwe yakagamuchira ngarava imwe chete.

c) Kudiwa

Huwandu hwese hweLNG yemuno vhiki rino (07.26-08.01) hwaive matani 702,900, kudzikira kwematani 10,500, kana 1.47%, kubva vhiki rapfuura (07.19-07.25). Kutumirwa kwemafekitori emuno kwakasvika matani 402,000, kudzikira nematani mamiriyoni 0.17, kana 0.42%, kubva vhiki rapfuura (07.19-07.25). Kutengeswa kwemafekitori emvura kwakadzikisa mitengo, asi nekuda kwekufamba kwedutu, kuchikanganisa kutumirwa kwemvura, huwandu hwese hwekutumira mafekitori emuno hwakaderera zvishoma.

Panyaya yemvura yemugungwa, huwandu hwese hwezvinhu zvinotumirwa mudzimba hwaive mota 14327, zvichidzika ne2.86% kubva pamotokari 14749 svondo rapfuura (07.19-07.25), uye kudzikira kwemutengo wezvinhu zvinotumirwa kwaive kudiki, uye nzvimbo yekutengesa mumusika yakaderedzwa, izvo zvakaita kuti matangi atumirwe adzikire.6