MuEurope, musika uri kudzikira svondo rino sezvo munda weTroll muNorway uri kudzikisa kugadzirwa kupfuura chiyero chezvirongwa zvekugadzirisa zvekare, zvigadzirwa zvegasi zvakasikwa zvakakwira kusvika pakakwirira asi zvakaderera, asi TTF yeramangwana mitengo yakadonha semasheya mudunhu iri. zvino zvanyanya.

MuUnited States, muna Chikunguru 28, nguva yeko, pombi yegasi yechisikigo yakaputsika pedyo neStrasburg, Virginia, yakadzokera pakuyerera kwenguva dzose, uye kuendeswa kwegasi rechisikigo kuCove Point rakanyungudutswa gasi rinomira rakadzokera kune yakajairika, uye Port. Henry gasi rechisikigo (NG) ramangwana rakadonha mushure mekusimuka.

a) Kuongorora kwemusika

Kubva munaAugust 1, United States Henry Port gasi rekare (NG) mutengo weramangwana waiva 2.56 US madhora / mamiriyoni eBritish thermal, zvichienzaniswa neyakapfuura kutenderera (07.25) pasi 0.035 US madhora / mamiriyoni eBritish thermal, pasi 1.35%; The Dutch gasi rechisikigo (TTF) remangwana mutengo waiva $8.744 / mamiriyoni BTU, pasi $0.423 / miriyoni Btu kubva yapfuura kutenderera (07.25), kana 4.61%.

MuUnited States, United States Henry Port (NG) mitengo yeramangwana yakasimuka uye yakaramba pakati pevhiki, tembiricha yeUnited States yemumba inoramba yakakwira, gasi rekushandisa gasi rinodiwa rakakura, asi musi waChikunguru 28 nguva yemuno, pombi yegasi rechisikigo. iyo yakaputsika pedyo neStrasburg, Virginia, yakatangazve kuyerera, uye kuendeswa kwegasi rechisikigo kuCove Point rakanyungudutswa gasi remagetsi rakatangazve. US Port Henry gasi rechisikigo (NG) remangwana rakadzokera shure mushure mekusimuka.

Panyaya yezvinotengeswa kunze kwenyika, kudiwa kwemusika weEurasian kwakagadzikana svondo rino, iyo LNG yeUnited States inotengeswa kunze kwenyika inokanganiswa nePanama Canal traffic traffic zvinhu, kukurumidza kwekufamba muNortheast Asia kunogumira, iyo United States gasi rechisikigo kuendesa kunze kwenyika kunomanikidzwa. kuderedza, uye kutengeswa kweUnited States kunze kwenyika kuri kuderera.

Kubva pakuona kwehunyanzvi, iyo US Henry Port futures (NG) iri kuderera, iyo US Henry Port futures (NG) mutengo kune 2.57 US madhora / miriyoni BTU, KDJ yakaramba ichiderera mushure mekufa kweforogo, kuderera kunowedzera. yakakura, iyo MACD ichiri kuratidza kuderera kwemaitiro mushure mekufa kweforogo, iyo yakazotevera icharamba ichiderera, iyo US Henry Port ramangwana (NG) mutengo vhiki ino yakaratidza kuderera.

MuEurope, musika weEuropean inventory wakadzikira, maererano neEuropean Natural Gas Infrastructure Association data inoratidza kuti kubva munaChikunguru 31, iyo yakazara inventory muEurope ndeye 964Twh, kuchengetedza huwandu hwe85.43%, 0.36% pasi pezuva rapfuura.

Misika yeEurope iri kuderera svondo rino sezvo munda weTroll muNorway uri kuderedza kugadzirwa kwepamusoro pezvirongwa zvekugadzirisa kwekare, zvigadzirwa zvegasi zvakasikwa zvakakwira kusvika pakakwirira asi zvakaderedzwa, asi TTF yeramangwana mitengo yakaderera sezvo mashizha munharaunda ikozvino akawandisa.

Kubva muna Nyamavhuvhu 1, iyo US Port Henry Natural Gas (HH) inotarisirwa kuona mitengo yemadhora mazana maviri nemakumi matanhatu / mmBTU, ichidzika $0.06 / mmBTU, kana 2.26%, kubva pakota yapfuura (07.25). Iyo Canadian Natural Gas (AECO) mutengo wenzvimbo yaive $2.018 / mmBTU, yakakwira $0.077 / mmBTU, kana 3.99%, kubva pamwedzi wapfuura (07.25).

Port Henry Natural Gasi (HH) inotarisira kuti mitengo yenzvimbo ichadzikira uye Cove Point feedstock gasi rekushandisa kuti ritangezve, asi Port Henry Natural Gas (HH) inotarisira kuti mitengo yenzvimbo ichadzikira nekuda kwekudzikiswa kweUS LNG kunze kwenyika nekuda kwezvirambidzo zvekuyerera kwePanama Canal.

Kubva munaAugust 1, mutengo weNortheast Asia nzvimbo yekusvika China (DES) yaiva 10.733 US madhora / mamiriyoni eBTU, pasi 0.456 US dollars / mamiriyoni BTU kubva kukota yapfuura (07.25), pasi 4.08%; TTF nzvimbo mutengo waiva $8.414 / mmBTU, pasi $0.622 / mmBTU kubva yapfuura kota (07.25), kuderera kwe6.88%.

Mutengo wenzvimbo yekushandiswa kwenzvimbo inodzikira, kudiwa muEurope neAsia kwakaramba kwakagadzikana zvachose, musika wepamusika wakaramba wakakwana, uye musika wakaramba uchiwandisa, izvo zvakonzera kudzikira. mitengo yenzvimbo munyika yose.

b) Inventory

Sezvo yevhiki yakapera July 21, maererano nemushumo weUnited States Energy Agency, iyo United States gasi yezvinyorwa zvayo yaiva 2,987 bhiriyoni cubic feet, kuwedzera kwe16 bhiriyoni cubic feet, kana 0.54%; Inventories yaive 5,730 cubic tsoka, kana 23.74%, yakakwira kupfuura gore rapfuura. Ndiyo 345 bhiriyoni cubic tsoka, kana 13.06%, pamusoro peavhareji yemakore mashanu.

Muvhiki yakapera July 21, maererano nemashoko eEuropean Gas Infrastructure Association, European natural gas inventories yaiva 3,309,966 bhiriyoni cubic tsoka, kusvika 79.150 bhiriyoni cubic tsoka, kana 2.45%; Inventories yaive 740.365 bhiriyoni cubic tsoka yakakwira kupfuura gore rapfuura, kuwedzera kwe28.81%.

Vhiki rino, tembiricha muEurope neUnited States yakawedzera zvishoma nezvishoma, uye kudiwa kwegasi rechisikigo mudunhu iri kwakawedzera, kuri kufambisa kuwedzera kwekushandiswa kwegasi rechisikigo, uye kutyaira mwero wekukura kwezvigadzirwa zvegasi muEurope nekuUnited States. yakaderera, pakati peiyo kukwira kwepamusoro muUnited States kwakaderera, uye chiyero chekukura kwezvinyorwa chakaderera zvikuru.

International natural gas inventory maitiro

c) Liquid import uye export

Kutenderera uku (07.31-08.06) US inotarisirwa kuunza 0m³; Huwandu hunotarisirwa kutumira kunze kwenyika hweUnited States i3700000m³, inova yakaderera ne5.13% pane iyo chaiyo vhoriyamu yekutengesa kunze kwenyika ye3900000m³ mukutenderera kwapfuura.

Parizvino, kudiwa kweEurasian LNG yekunze kunoramba kwakagadzikana, kukanganiswa nePanama Canal kuyerera kurambidzwa, iyo United States LNG inotengeswa kunze kwenyika yadzikira.

a) Kuongorora kwemusika

Kubva munaAugust 2, LNG yekugamuchira chiteshi mutengo waiva 4106 yuan / ton, pasi 0.61% kubva vhiki yapfuura, pasi 42.23% gore negore; Mutengo wenzvimbo huru yekugadzira waive 3,643 yuan/ton, pasi 4.76% kubva svondo rapfuura uye 45.11% gore-pagore.

Mitengo yemumba yairatidza kudzikira, mutengo wemidziyo yemvura yemumba wakadonha, uchityaira kukwidza nerwizi, kugamuchira zviteshi zvakazara zvakadzikama, uye mutengo wekutengesa pamusika wese wakadzikira.

Kubva muna Nyamavhuvhu 2, avhareji mutengo weLNG yakagamuchirwa munyika yose yaive 4,051 yuan/ton, yakaderera 3.09% kubva svondo rapfuura uye pasi 42.8% gore-pagore. Kudzikira kwepasi hakuna kusimba, kudzikiswa kwemitengo kunobva pazasi, uye mitengo yemusika inodzikira.

Kubva muna Nyamavhuvhu 2, huwandu hwese hwezvidyarwa zveLNG zvemumba hwaive matani mazana matatu nemakumi matatu nemazana matatu pazuva rimwe chete, kukwira 4.43% kubva panguva yapfuura. Nekuda kwekukonzeresa kwechamupupuri, kutakurwa kwemvura kumusoro kwakavharwa, uye kutengesa kukwidza kwakaramba kuchidzikisa mitengo, asi kudiwa kwepasi kwakaderera, uye zvigadzirwa zvefekitori zvakakwira.

Domestic LNG mutengo chati

b) Supply

Vhiki rino (07.27-08.02) 233 mudzimba LNG chirimwa kushanda mwero ongororo data inoratidza kuti chaiyo kugadzirwa 635,415 mamiriyoni square, ichi Chitatu kushanda mwero 56,6%, zvakafanana svondo rapfuura. Ichi Chitatu chinoshanda chekushandisa chiyero che56.59%, pasi pe2.76 muzana kubva svondo rapfuura. Nhamba yezvirimwa zvitsva zvekuvhara nekugadzirisa ndeye 4, ine huwandu hunosvika mamiriyoni masere cubic metres / zuva; Huwandu hwemafekitari achangotangwazve hwaive 7, aine huwandu hwe4.62 miriyoni cubic metres/zuva. (Cherechedza: Kusashanda simba kunotsanangurwa sekugadzirwa kwakamiswa kweanopfuura makore maviri; Kubudirira kwesimba kunoreva kusimba kweLNG mushure mekusabatanidza kusaita basa. Iyo yakazara mudzimba LNG yekugadzira simba ndeye 159.75 miriyoni cubic metres / zuva, ine makumi maviri nemasere-kuvharika kwenguva refu, 7.29 miriyoni cubic metres/zuva rekusashanda simba uye 152.46 miriyoni cubic metres/zuva rekuita hunoshanda.

Panyaya yemvura yemugungwa, huwandu hwemakumi maviri evatakuri veLNG hwakagamuchirwa pazviteshi gumi nezvina zvekugamuchira mudzimba mukutenderera uku, nehuwandu hwezvikepe zvakagamuchira ngarava imwe isingasviki svondo rapfuura, uye huwandu hwekusvika kwechiteshi hwematani emamiriyoni e1.403, zvichikwira 13.33% kubva 1.26 miriyoni matani svondo rapfuura. Nyika huru dzinobva kunze kwenyika mune ino kutenderera iAustralia, Qatar neRussia, ine vanosvika 494,800 matani, 354,800 matani uye 223,800 matani, zvichiteerana. Panyaya yekugamuchira zviteshi, CNOOC Dapeng uye State Grid Diafu vakagamuchira zvikepe zve3, CNOOC Zhuhai uye State Grid Tianjin imwe neimwe yakagamuchira zvikepe zve 2, uye imwe nhepfenyuro yakagamuchira imwe neimwe yakagamuchira 1 chikepe.

c) Kudiwa

Yese yemukati LNG inodiwa svondo rino (07.26-08.01) yaive 702,900 matani, kudzikira kwegumi nemakumi mashanu ematani, kana 1.47%, kubva svondo rapfuura (07.19-07.25). Kutakurwa kwefekitori yemumba kwakasvika matani mazana mana nemakumi mana nemaviri, pasi pematani 0.17 miriyoni, kana 0.42%, kubva svondo rapfuura (07.19-07.25). Kutengeswa kwefekitari yeLiquid kwakaderedza mitengo, asi nekuda kwekufamba kwechamupupuri, kuchikanganisa kutakurwa kwemvura, huwandu hwese hwekutakura fekitori hwepamba hwakadzikira zvishoma.

Panyaya yemvura yemugungwa, huwandu hwese hwekutakura kwezviteshi zvekugamuchira mudzimba hwaive 14327 mota, pasi 2.86% kubva 14749 mota svondo rapfuura (07.19-07.25), uye kudzikira kwese kwemutengo wekugamuchira zviteshi kwaive kudiki, uye kutengesa kwemusika. radius yakatetepa, izvo zvakaita kuti kuderedzwa kwekutakura matangi.6