石油设备网讯 据普氏能源资讯4月24日报道称，随着墨西哥出口需求的不断上升以及液化天然气原料气在该地区的供应面临压力，南德克萨斯州的天然气枢纽可能在即将到来的夏季面临价格上涨的风险。
在最近的交易中，Agua Dulce和德克萨斯东部STX的远期合约价格比去年夏季低3至4美分，尽管该地区今年的需求将有所上升。
在6月，7月和8月的需求高峰期，目前Agua Dulce的远期合约较Henry Hub高出约 8美分/百万英热的溢价。普氏数据显示，德克萨斯东部STX hub夏季远期合约的定价实际上比基准价格低1美分/百万英热。
根据普氏的分析数据，在夏季即将到来的几个月里，与去年6月至8月的平均水平相比，预计德克萨斯州对液化天然气原料气和输往墨西哥的管道输出总出口需求将增长约22亿立方英尺/日。
今年夏天南德克萨斯州的出口需求增长主要来切尔尼能源公司的Corpus Christi液化天然气终端以及IEnova / TransCanada Sur de Texas-Tuxpan海上管道。
徐蕾 摘译自 普氏能源资讯
原文如下：
South Texas summer gas prices face upside risk on rising exports
South Texas gas hubs could be facing upside price risk during the approaching summer months as rising export demand from Mexico and LNG feedgas keep the region's supply under pressure.
In recent trading, forward basis at Agua Dulce and Texas Eastern STX has been pricing at 3 cents to 4 cents below levels seen last summer, despite the anticipated uptick in regional demand this year.
For the peak-demand months of June, July and August, forward basis at Agua Dulce is currently pricing at about an 8 cent/MMBtu premium to Henry Hub. At the Texas Eastern STX hub, summer forward-basis is actually priced at 1 cent/MMBtu discount to the benchmark, S&P Global Platts data shows.
During the approaching summer months, total Texas export demand from LNG feedgas and pipeline flows to Mexico is expected to grow some 2.2 Bcf/d, compared to the June to August average last year, according to S&P Global Platts Analytics.
Incremental export demand in South Texas this summer will come principally from Cheniere Energy's Corpus Christi LNG terminal and from the IEnova/TransCanada Sur de Texas-Tuxpan marine pipeline.
