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| 2018-07-23 来源： 中国石化新闻网 |
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石化新闻 |
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中国石化新闻网讯 据路透社7月21日北京报道，亚洲液化天然气(LNG)现货价格连续一周走软，因采购活动的焦点转至9月，遭遇需求疲软、新供应和人民币贬值可能削减中国的需求。 9月份交割的亚洲现货价格被评估为每百万英热单位(Btu) 9.5美元，较前一周下跌50美分。 交易员们表示，交易商维多(Vitol)、托克集团(Trigigulaand Giang-Gas International)通过普氏市场(Platts Market)提供了五船货物，但没有接受者，即便供货商将其中的一些货物的报价下滑到每百万英热单位(Btu) 9.5美元。 在全球三大液化天然气进口国中，日本、中国和韩国的需求减弱，或将在今年晚些时候开始下降。 日本6月份的液化天然气进口量已经降至两年多来的最低水平，原因是2011年福岛核灾难发生后，日本公用事业部门关闭了更多的核反应堆。 日本有6座反应堆在运行，另有3座反应堆已经通过了安全检查，并可能在10月投入运行，这将使公用事业部门能够放弃液化天然气。 由于下周日本气温将回落至与平均水平一致的水平，对天然气的需求也应随着制冷需求的下降而缓解。 随着北京和华盛顿之间的贸易争端令市场不安，以美元计价的液化天然气对中国买家来说成本更高，人民币兑美元汇率大幅下滑至一年来低点，可能会降低中国的需求。 消息人士称，中国现货采购的步伐已经放缓，尽管本周有一宗交易的成交金额估计为每百万英热单位(Btu) 9.5美元。 俄罗斯亚马尔项目(Yamal project)向中国输送的两船北极天然气，随着北海航线上的冰层融化扫清了一条道路，加快了向中国这个全球第二大液化天然气消费国的输送，可能会限制中国目前对现货的需求。 在韩国，从今年上半年的创纪录水平来看，进口将有所缓解，随着大量核电站重新启用，公用事业部门对燃料的需求将逐渐消退。 预计今年剩余时间内只有6座反应堆将停用，分析师表示，世界第三大燃料进口商的船运液化天然气可能出现减少。 韩国中部电力公司(Korea Midland Power Co .)上周五在招标中寻求一批11月交割的货物。 俄罗斯萨哈林II 液化天然气项目在提供了一批9月5日装载的货物后，本周增加了供应。 在大西洋，特立尼达的Point Fortin液化天然气出口也在提供了一批8月底装载的货物。 此外，预计9月将有新的供应。 日本Inpex预计其位于澳大利亚的Ichthys工厂将于9月份投产，同时在俄罗斯的亚马尔(Yamal)也将投产第二条生产线，这将提振对全球市场的装运量。 蔡小全 编译自 路透社 原文如下： Prices slide as demand retreats in East Asia Asian spot liquefied natural gas (LNG) prices softened for another week as the focus of purchasing activity switched to September, encountering weak demand, new supply and a falling yuan potentially sapping Chinese demand. Spot prices for September delivery in Asia were assessed at $9.50 per million British thermal units (Btu), down 50 cents from the previous week. Traders Vitol, Trafigura and Diamond Gas International offered five cargoes in total via the Platts Market on Close process but there were no takers even as offers on some of the cargoes slipped to around $9.05 per mmBtu, traders said. In the world’s three-biggest LNG importers Japan, China and South Korea demand weakened or was set to drop later in the year. Already, Japanese LNG imports in June fell to the lowest in more than two years as utilities switched on more nuclear reactors shut following the Fukushima nuclear disaster in 2011. Japan has six reactors operating and three others have passed safety inspections and could be operating by October, allowing utilities to switch away from LNG. With temperatures in Japan set to fall back in line with average levels over the next week, demand for gas should also be tempered as cooling demand dips. Chinese demand could be reduced by the yuan’s sharp slide against the U.S. dollar to a one-year low as the trade dispute between Beijing and Washington unnerves markets, making U.S. dollar-denominated LNG more costly for Chinese buyers. The pace of spot purchasing has slackened in China although one deal was heard done this week at an estimated $9.50 per mmBtu, sources said. Two Arctic shipments from Russia’s Yamal project flowed to China as ice melt along the Northern Sea Route cleared a path, speeding up deliveries to the world’s second-biggest LNG consumer, potentially curbing China’s call on spot purchases for now. In South Korea, imports are set to ease from record levels racked up in the first half of the year, with appetite for the fuel from utilities seen fading as a raft of nuclear power stations come back online. With an average of only six reactors expected to be offline over the rest of the year, analysts say shipments of LNG into the world’s No.3 importer of the fuel are likely to decline. Restocking LNG inventory at South Korean terminals is already well under way ahead of winter, sources said. South Korea’s Korea Midland Power Co sought a cargo for November delivery via tender on Friday. Russia’s Sakhalin II LNG project added to supply this week after offering a cargo loading on Sept. 5. In the Atlantic, Trinidad’s Point Fortin LNG Exports also offered a cargo loading at the end of August. Furthermore, new supplies are expected in September. Japan’s Inpex expects its Ichthys plant in Australia to start up in September, along with the second production train at Yamal in Russia, boosting shipments to world markets.
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