石油设备网讯 据路透社伦敦报道,本周亚洲液化天然气(LNG)价格的上升趋势发生逆转,因为大量的货物供应饱和了需求有限的市场。
据消息人士称,在4月份第二周,液化天然气价格连续两周上涨至每百万英热单位6美元以上后,6月份交付东北亚的LNG价格降至每百万英热单位5美元左右。
由于需求疲软和欧洲天然气价格下跌,6月份的平均价格在周四估计为每百万英热单位5.40美元。
三个贸易消息来源称,澳大利亚的Ichthys 项目和马来西亚国家石油公司(马国油/Petronas)也提供了报价,都是六月的货物。
两位消息人士说,BP和荷兰皇家壳牌也在提供6月份的货物。
在需求方面,日本东宝天然气公司正在寻找7月交付的货物,而亚洲其他的需求在上周基本满足。
LNG交易商表示,韩国GS能源上周购买了一批货物,将于6月初交货,价格接近每百万英热单位6美元。
一位活跃在印度市场的消息人士表示,印度企业继续寻找货物,但有限的进口能力并没有给现货交付留下多少空间。6月份对该国供应价格跟随东北亚价格下跌的趋势,周四估计为每百万英热单位5.10美元。印度石油公司6月的交货招标将持续到4月24日。
在欧洲,交易活动受到抑制,在欧洲天然气市场普遍供过于求的情况下,只对液化天然气感兴趣。
交易员表示,在过去的一周里,荷兰的LNG即月合约价格已经下跌了近每百万英热单位30美分,周四的交易价格略低于每百万英热单位5美元,液化天然气的价格比基准天然气枢纽价格低30美分左右。
自3月中旬以来,本周亚洲LNG即月合约价格首次较荷兰即月合约价格有所上涨。然而,这一溢价仍然太小,不足以开启太平洋和大西洋流域之间的套利,并刺激大西洋货物到亚洲的现货贸易。
詹晓晶摘自路透社
【注】Front-month Price:即月合约价格,又称即期合约价格,近期交割价格。
原文如下:
New cargo offers depress LNG prices
LonDON (Reuters) - The upward trend in Asian liquefied natural gas (LNG) prices reversed this week as ample offers of cargoes saturated a market where demand was limited.
After rising for two weeks to reach over $6.00 per million British thermal units (mmBtu) in the second week of April, the June price for delivery of LNG into northeast Asia dropped into $5.00 territory, sources said.
The average June price was estimated at $5.40 per mmBtu on Thursday as offers of supply met with sluggish demand and a drop in European gas prices.
Offers also came from Australia’s Ichthys project and Malaysian producer Petronas, each for one June cargo, three trade sources said.
Energy majors BP and Royal Dutch Shell are also offering June cargoes, two of the sources said.
On the demand side, Japan’s Toho Gas Co is looking for a cargo to be delivered in July, with the rest of Asia’s requirements largely fulfilled last week.
South Korea’s GS Energy bought a cargo last week for early June delivery at a price close to $6.00 per mmBtu, LNG traders said.
Indian companies continued to look for cargoes but limited import capacity was not leaving much room for spot deliveries, a source active on the Indian market said.
Prices for June supply to the country followed the downward trend in northeast Asian prices and were estimated at $5.10 per mmBtu on Thursday.
Indian Oil Corp has a tender for June delivery open until April 24.
In Europe, trading activity was subdued, with only opportunistic interest in LNG cargoes amid a generally oversupplied European gas market.
The front-month price in the Netherlands has dropped by almost 30 cents in the past week and traded just below $5.00 per mmBtu on Thursday. LNG cargoes were priced at around a 30 cent discount to benchmark gas hub prices, traders said.
Asian LNG front-month prices regained a premium over the Dutch front-month price this week for the first time since mid-March. However, the premium was still too small to open the arbitrage between Pacific and Atlantic basins and incentivize spot trade of Atlantic cargoes into Asia.