Ku Europe, msika ukutsika kwambiri sabata ino pomwe gawo la Troll ku Norway likuchepetsa kupanga kupitilira momwe zidalili kale, zida zamagesi zachilengedwe zidakwera kwambiri koma zidatsika, koma mitengo yamtsogolo ya TTF idatsika ngati masheya m'derali. tsopano zochuluka kwambiri.

Ku United States, pa July 28, nthawi ya kumeneko, payipi ya gasi yomwe inasweka pafupi ndi Strasburg, Virginia, inabwerera mwakale, ndipo gasi wotumizidwa kumalo osungiramo gasi achilengedwe a Cove Point anabwerera mwakale, ndipo Port Tsogolo la gasi lachilengedwe la Henry (NG) linagwa pambuyo pokwera.

a) Chidule cha msika

Kuyambira August 1, United States Henry Port gasi wachilengedwe (NG) mtengo wam'tsogolo unali 2.56 US dollars / miliyoni British thermal, poyerekeza ndi mkombero wapitawo (07.25) pansi pa 0.035 US dollars / miliyoni British matenthedwe, pansi pa 1.35%; Mtengo wamtsogolo wa gasi wachilengedwe waku Dutch (TTF) unali $8.744 / miliyoni BTU, kutsika $0.423 / miliyoni Btu kuchokera kumayendedwe am'mbuyomu (07.25), kapena 4.61%.

Mu United States, United States Henry Port (NG) tsogolo mitengo anakwera ndiyeno anatsika pa mlungu, United States kutentha m'nyumba kukhala mkulu, m'nyumba gasi ntchito m'nyumba amafuna lalikulu, koma July 28 nthawi m'deralo, payipi gasi zachilengedwe. yomwe idasokonekera pafupi ndi Strasburg, Virginia, idayambiranso kuyenda bwino, ndipo kutumiza gasi wachilengedwe kumalo opangira gasi wachilengedwe wa Cove Point kudayambiranso. Tsogolo la gasi lachilengedwe la US Port Henry (NG) lidabwerera pambuyo pokwera.

Pankhani ya zogulitsa kunja, kufunikira kwa msika wa Eurasian kuli kokhazikika sabata ino, kutumizira kunja kwa LNG ku United States kumakhudzidwa ndi mfundo zamagalimoto a Panama Canal, kuthamanga kwakuyenda kumpoto chakum'mawa kwa Asia kuli kochepa, kutumizira kunja kwa gasi ku United States kumakakamizika. kuchepetsa, ndipo katundu wa United States akuchepa.

Kuchokera pamalingaliro aukadaulo, US Henry Port futures (NG) ndiyotsika pansi, mtengo wa US Henry Port futures (NG) mpaka 2.57 US dollars/million BTU, KDJ idapitilira kutsika pambuyo pa mphanda wakufa, kutsika kwapansi ndi chachikulu, MACD ikuwonetsabe kutsika pansi pambuyo pa mphanda wa imfa, pambuyo pake idzapitirizabe kuchepa, mtengo wa US Henry Port futures (NG) sabata ino unawonetsa kutsika.

Ku Ulaya, msika wogulitsa ku Ulaya watsika, malinga ndi deta ya European Natural Gas Infrastructure Association ikuwonetsa kuti kuyambira July 31, chiwerengero chonse cha ku Ulaya ndi 964Twh, gawo losungiramo katundu la 85,43%, 0,36% kuposa tsiku lapitalo.

Misika yaku Europe ikupita pansi sabata ino pomwe gawo la Troll ku Norway likuchepetsa kupanga kupitilira momwe zidaliri kale, zida zamagesi zachilengedwe zidakwera kwambiri koma zidachepetsedwa, koma mitengo yamtsogolo ya TTF idatsika ngati masheya m'derali tsopano achuluka kwambiri.

Pofika pa Ogasiti 1, US Port Henry Natural Gas (HH) ikuyembekezeka kuwona mitengo ya $2.6 / mmBTU, kutsika $0.06 / mmBTU, kapena 2.26%, kuchokera kotala yapitayo (07.25). Mtengo wa malo a Canadian Natural Gas (AECO) unali $2.018 / mmBTU, kukwera $0.077 / mmBTU, kapena 3.99%, kuchokera mwezi wapitawo (07.25).

Port Henry Natural Gas (HH) ikuyembekeza kuti mitengo yamalo idzatsika ndipo mafuta a Cove Point feedstock ayambiranso, koma Port Henry Natural Gas (HH) ikuyembekeza kuti mitengo yamalo idzatsika chifukwa chakuchepetsa kutulutsa kwa LNG ku US chifukwa cha zoletsa kuyenda kwa Panama Canal.

Kuyambira pa August 1, mtengo wa kumpoto chakum'mawa kwa Asia kufika ku China (DES) unali 10.733 US madola / miliyoni BTU, pansi pa 0.456 US dollars / miliyoni BTU kuchokera kotala yapitayi (07.25), pansi pa 4.08%; Mtengo wa malo a TTF unali $8.414 / mmBTU, kutsika $0.622 / mmBTU kuchokera kotala yapitayi (07.25), kuchepa kwa 6.88%.

Mtengo wamalo omwe amagwiritsidwa ntchito nthawi zambiri ukutsika, kufunikira ku Europe ndi Asia kwakhalabe kokhazikika, kuchuluka pamsika komweko kwakhalabe kokwanira, ndipo msika ukupitilirabe kuchulukirachulukira, zomwe zadzetsa kutsika kwa msika. mitengo padziko lonse.

b) Kufufuza

Pofika pa mlungu womwe unatha pa July 21, malinga ndi lipoti la US Energy Agency, ku United States gasi wachilengedwe anali 2,987 biliyoni mapazi kiyubiki, kuwonjezeka kwa 16 biliyoni mapazi kiyubiki, kapena 0.54%; Zogulitsa zinali 5,730 cubic feet, kapena 23.74%, kuposa chaka chapitacho. Ndizo 345 biliyoni za cubic feet, kapena 13.06%, pamwamba pa avareji ya zaka zisanu.

Mu sabata yatha July 21, malinga ndi deta ya European Gas Infrastructure Association, katundu wa gasi wa ku Ulaya anali 3,309,966 biliyoni mapazi kiyubiki, mpaka 79.150 biliyoni mapazi kiyubiki, kapena 2.45%; Zogulitsa zinali 740.365 biliyoni za cubic feet kuposa chaka chapitacho, kuwonjezeka kwa 28.81%.

Sabata ino, kutentha ku Ulaya ndi ku United States kwawonjezeka pang'onopang'ono, ndipo kufunikira kwa gasi wachilengedwe m'derali kwawonjezeka, ndikuyendetsa kuwonjezeka kwa gasi wachilengedwe, ndikuyendetsa kukula kwa katundu wa gasi ku Ulaya ndi United States. watsika, pakati pawo kupezeka kwa mtsinje ku United States kwacheperachepera, ndipo kuchuluka kwa zosungirako kwatsika kwambiri.

Zochitika zapadziko lonse lapansi za gasi wachilengedwe

c) Kutumiza kwamadzi ndi kutumiza kunja

Kuzungulira uku (07.31-08.06) US ikuyembekezeka kuitanitsa 0m³; Voliyumu yotumiza kunja ku United States ndi 3700000m³, yomwe ndi 5.13% yotsika kuposa voliyumu yotumiza kunja ya 3900000m³ m'mbuyomu.

Pakalipano, zofuna za Eurasian LNG zoitanitsa zimakhala zokhazikika, zomwe zimakhudzidwa ndi zoletsa za Panama Canal, ku United States LNG kutumiza kunja kwachepa.

a) Chidule cha msika

Kuyambira pa August 2, mtengo wa siteshoni yolandira LNG unali 4106 yuan / tani, pansi pa 0.61% kuyambira sabata yatha, pansi pa 42.23% pachaka; Mtengo wa malo opangira kwambiri unali 3,643 yuan / tani, pansi pa 4.76% kuchokera sabata yatha ndi 45.11% pachaka.

Mitengo yapakhomo pamitsinje ikuwonetsa kutsika, mtengo wazinthu zamadzi am'nyumba unatsika, kuyendetsa katundu wokwera m'mitsinje, kulandira masiteshoni onse kudakhazikika, ndipo mtengo wonse wotumizira msika unatsika.

Pofika pa Ogasiti 2, mtengo wapakati wa LNG womwe udalandiridwa padziko lonse lapansi unali 4,051 yuan/tani, kutsika ndi 3.09% kuchokera sabata yapitayo ndikutsika ndi 42.8% pachaka. Zofuna zapansi panthaka ndizochepa, kutsika kwamitengo kumayang'anira mitengo yotsika, ndipo mitengo yolandila pamsika imatsika.

Pofika pa Ogasiti 2, kuchuluka kwa mbewu zapakhomo za LNG kunali matani 306,300 tsiku lomwelo, kukwera 4.43% kuchokera nthawi yapitayi. Chifukwa cha mphamvu ya mphepo yamkuntho, katundu wopita kumtunda anatsekedwa, ndipo malonda okwera mtsinje anapitirizabe kuchepetsa mitengo, koma kutsika kwa mtsinje kunali kofooka, ndipo katundu wa fakitale anakwera.

Mtengo wapatali wa magawo LNG

b) Kupereka

Mlungu uno (07.27-08.02) 233 zoweta LNG chomera ntchito mlingo kafukufuku deta zikusonyeza kuti kupanga lenileni la 635,415 miliyoni lalikulu, izi Lachitatu ntchito mlingo wa 56,6%, chimodzimodzi sabata yatha. Lachitatu lino mphamvu yogwira ntchito yogwira ntchito ya 56.59%, kutsika ndi 2.76 peresenti kuyambira sabata yatha. Chiwerengero cha zomera zatsopano zozimitsa ndi kukonza ndi 4, zomwe zimakhala ndi mphamvu zokwana 8 miliyoni za cubic metres / tsiku; Chiwerengero cha mafakitale omwe angoyambiranso anali 7, okhala ndi mphamvu zokwana 4.62 miliyoni za cubic metres/tsiku. (Zindikirani: Kuthekera kopanda ntchito kumatanthauzidwa ngati kupanga kwatha zaka zoposa 2; Kuthekera kogwira mtima kumatanthauza mphamvu ya LNG pambuyo popatula mphamvu zopanda ntchito. Mphamvu zonse zapakhomo za LNG ndi 159.75 miliyoni kiyubic metres / tsiku, ndi kuzimitsa kwa nthawi yayitali 28, 7.29 ma kiyubiki mita miliyoni/tsiku osagwira ntchito ndi 152.46 miliyoni kiyubiki metres/tsiku ogwira ntchito.

Pankhani yamadzi am'nyanja, okwana 20 onyamula LNG adalandiridwa ku malo 14 olandirira m'nyumba mumayendedwe awa, ndi kuchuluka kwa zombo zomwe zimalandila sitima ya 1 pasanathe sabata yatha, ndikufika padoko la matani miliyoni 1.403, mpaka 13.33% kuchokera 1.26 miliyoni matani sabata yatha. Maiko oyambira omwe amatumizidwa kumayiko ena ndi Australia, Qatar ndi Russia, omwe afika matani 494,800, matani 354,800 ndi matani 223,800, motsatana. Pankhani yolandira masiteshoni, CNOOC Dapeng ndi State Grid Diafu adalandira zombo za 3, CNOOC Zhuhai ndi State Grid Tianjin aliyense adalandira zombo za 2, ndipo malo ena olandirira aliyense adalandira 1 zombo.

c) Kufuna

Zofunikira zonse zapakhomo za LNG sabata ino (07.26-08.01) zinali matani 702,900, kuchepa kwa matani 10,500, kapena 1.47%, kuyambira sabata yatha (07.19-07.25). Zotumizidwa kufakitale zapakhomo zidakwana matani 402,000, kutsika matani 0.17 miliyoni, kapena 0.42%, kuyambira sabata yatha (07.19-07.25). Kugulitsa kwa fakitale yamadzimadzi kunachepetsa mitengo, koma chifukwa cha mayendedwe amphepo yamkuntho, zomwe zimakhudza zotumiza kumtunda, kuchuluka kwa katundu wapanyumba kumatsika pang'ono.

Pankhani yamadzi am'nyanja, kuchuluka kwazomwe zimatumizidwa kumalo olandirira kunyumba zinali magalimoto 14327, kutsika ndi 2.86% kuchokera pamagalimoto 14749 sabata yatha (07.19-07.25), ndipo kutsika konse kwamitengo yolandirira kunali kochepa, komanso kugulitsa pamsika. utali wozungulira unachepetsedwa, zomwe zinapangitsa kuti katundu wa akasinja achepe.6