全球LNG亚洲价格小幅上涨

中国石化新闻网讯 据天然气加工网站1月10日消息 由于印度现货需求和中东紧张局势，亚洲2月份交付的LNG现货价格小幅上涨。

多家业内人士表示，2月份运往东北亚的LNG（LNG-AS）平均价格估计约为5.30美元/每百万英热单位，较前一周上涨15美分。

业内人士表示，3月份交付的货物价格估计约为4.75美元/每百万英热单位。

消息人士称，印度企业正在寻求2月和3月交付的货物。

他们补充称，巴拉特石油公司正在寻求一批货物于2月19日运往Dahej LNG终端，而印度石油公司正在通过单独招标寻求2月和3月交付的几批货物。

印度盖尔公司也在寻求2月份交货的货物，并在3月份出售一批来自美国Sabine PassLNG厂的货物，同时在2月初通过互换招标购买了一批货物用于交付至Dahej或者Dabhol LNG终端。

其中一位消息人士表示，印度GSPC公司可能在1月下旬至2月间以5美元/每百万英热单位左右的价格购买了一批货物，但目前还无法证实这一消息。

地缘政治风险也支撑了价格。穿梭于霍尔木兹海峡的油轮的战争险保费可能大幅上升，增加数十万美元的运输成本。

Refinitiv Eikon的船舶跟踪数据显示，中国12月份的LNG月进口量创下历史新高，连续第二个月超过日本成为全球最大的LNG进口国。

但交易员表示，中国进口激增的原因是买家此前承诺的定期交易量和今年早些时候购买的现货交易量的到来，而不是国内需求的突然上升。

安哥拉和文莱的出口限制了现货价格的上涨。

据消息人士透露，文莱的出口工厂在3月份提供了一批货物，而安哥拉LNG终端则在1月下旬至2月上旬提供了一批货物，最远可至新加坡。

交易员预计，一旦冬季需求缓解，现货价格将跌至5美元/每百万英热单位以下。

吴恒磊 编译自 天然气加工

原文如下：

GLOBAL LNG-Asian prices edge higher on Indian demand, Mideast tensions

Asian spot prices for liquefied natural gas (LNG) for cargoes delivered in February rose slightly, amid spot demand from India and tensions in the Middle East.

The average LNG price for February delivery into northeast Asia is estimated to be about $5.30 per million British thermal units (mmBtu), up 15 cents from the previous week, several industry sources said.

The price for cargoes delivered in March is estimated to be about $4.75 per mmBtu, they said.

Indian companies have been seeking cargoes for delivery in February and March, sources said.

Bharat Petroleum Corp Ltd was seeking a cargo for delivery into Dahej on Feb. 19 while Indian Oil Corp was seeking several cargoes for delivery in February and March through separate tenders, they added.

Gail (India) was also looking for a cargo for delivery in February, and separately sold a cargo for loading in March from Sabine Pass LNG plant in the United States and bought a cargo for delivery into Dahej or Dabhol in early February through a swap tender, they said.

India's GSPC may have bought a cargo for delivery over late January to February at around $5 per mmBtu, one of the sources said, though this could not immediately be confirmed.

Geopolitical risks also supported prices. Payments known as war risk premiums for tankers shuttling through the Strait of Hormuz could rise significantly, adding hundreds of thousands of dollars to shipping costs.

China imported a record high monthly volume of LNG in December, overtaking Japan as the world's top importer of the fuel for a second consecutive month, ship tracking data from Refinitiv Eikon showed.

But the surge in Chinese imports are due to the arrival of term volumes buyers committed to previously and spot volumes purchased earlier in the year, rather than a sudden rise in domestic demand, traders said.

The rise in spot price was capped by exports from Angola and Brunei.

Brunei's export plant offered a cargo for delivery in March, while Angola's project offered a cargo for delivery over late January to early February to as far as Singapore, sources said.

Traders expect spot prices to drop to below $5 per mmBtu once winter demand eases.