石油设备网讯 据普氏能源资讯7月10日报道,东北亚核电产量在上半年对液化天然气需求构成抑制,导致JKM现货基准价格快速下跌。JKM在2019年开始接近9美元/ MMBtu,并在短短几个月内降至不到该值的一半。日本新重启的核反应堆和韩国的核停电次数减少是造成这种下降的巨大因素。标准普尔全球普拉茨液化天然气分析经理杰弗里摩尔表示,由于日本和韩国的核电产量预计将跟随一年前的水平向前发展,因此可能会在今年下半年获得支持。现在的问题是,这是否有助于支持从欧洲撤出数量并缓解那里的压力的需求,或者是否新的供应网络将继续影响未来几个月的全球天然气价格。
薛珂 编译自 普氏能源资讯
原文如下:
Northeast Asian LNG demand to get a boost
Nuclear output in Northeast Asia put a damper on LNG demand in the first half of the year, which contributed to the rapid decline in JKM spot benchmark prices. JKM started 2019 close to $9/MMBtu and fell to less than half that value in just a few months. Newly restarted nuclear reactors in Japan and fewer nuclear outages in South Korea were huge contributing factors in this decline. S&P Global Platts LNG Analytics Manager Jeffrey Moore says support could be coming in the second half of the year as both Japan and South Korean nuclear output is expected to follow year-ago levels moving forward. The question now becomes whether this will help support demand to pull volumes away from Europe and ease pressure there, or if new supply coming online will continue to weigh on global gas prices for the months ahead.