据天然气加工新闻网12月6日新加坡路透社报道,亚洲液化天然气(LNG)现货价格连续第二周下跌,原因是供大于求,比平均温度更温和的冬天,使需求减弱。
几位业内消息人士称,1月交付给东北亚(LNG-AS)的LNG的平均价格约为每百万英热单位5.50美元,较前一周下跌10美分。
一位新加坡的液化天然气贸易商表示,一月份看起来仍然看跌。有一些需求,但供应过多。
一位业内消息人士称,俄罗斯的萨哈林2号工厂可能以5.70美元至5.90美元/ 百万英热单位的价格出售了一批1月22日装船的货物,尽管无法立即证实。
安哥拉液化天然气在下周关闭的招标中提供了从1月下旬至2月中旬交付的货物。
业内消息人士称,印度GAIL还以FOB价格从美国的萨宾帕斯和Cove Point LNG工厂提供了多达10批货物,从明年年初至2021年初装船。
在美国,钱尼尔能源公司要求美国能源和安全监管机构批准一项程序,以恢复其萨宾帕斯LNG出口工厂泄漏的储罐的服务。
较低的现货价格似乎激发了日本和印度的一些需求。
在印度,古吉拉特邦石油公司(GSPC)正在寻求1月份交货的货物,而信实工业公司正在寻求1月下半月交货的货物。
一份招标文件显示,巴基斯坦液化天然气正在寻求于2月16日至17日交付的货物,招标于12月17日结束。
根据Refinitiv Eikon的天气数据显示,预计东京,北京和首尔的气温在未来两周将大多高于平均水平。
电力公司SK E&S的老板本周表示,尽管有许多燃煤电厂关闭,但未来两年韩国的液化天然气需求也将放缓。
行政总裁郑俊裕表示预计到春季将关闭至少10家燃煤电厂,但煤炭发电量的下降将被电力需求疲软和新核能发电所抵消。
郝芬 译自 天然气加工新闻网
原文如下:
Global LNG - Asia prices drop for second week on mild winter
Asian spot prices for liquefied natural gas (LNG) dropped for a second consecutive week as supply flooded the market, overshadowing demand subdued by a winter that has been milder than average.
The average LNG price for January delivery into northeast Asia
"It's still looking pretty bearish for January," a Singapore-based LNG trader said. "There are some pockets of demand, but way too much supply."
Russia's Sakhalin 2 plant probably sold a cargo for loading on Jan. 22 at $5.70 to $5.90 per mmBtu, an industry source said, although this could not immediately be confirmed.
Angola LNG offered a cargo for delivery over late January to mid-February in a tender that closes next week.
GAIL (India) has also offered up to 10 cargoes on a free-on-board (FOB) basis from the Sabine Pass and Cove Point LNG plants in the U.S. for loading from early next year to early 2021, industry sources said.
In the United States, Cheniere Energy asked U.S. energy and safety regulators to approve a process to return to service a storage tank that leaked at its Sabine Pass LNG export plant.
The lower spot prices appeared to stoke some demand from Japan and India.
In India, Gujarat State Petroleum Corp (GSPC) is seeking a cargo for delivery in January while Reliance Industries sought a cargo for delivery over the second-half of January, industry sources said.
Pakistan LNG is seeking a cargo for delivery over Feb. 16 to 17 in a tender that closes on Dec. 17, a tender document showed.
Still, temperatures in Tokyo, Beijing and Seoul are expected to be mostly warmer than average over the next two weeks, according to weather data by Refinitiv Eikon.
South Korea's LNG demand is also set to slow over the next two years, despite a number of coal plant closures, the boss of power company SK E&S said this week.
Chief Executive Jeong Joon Yu expects at least 10 coal plants to be shut down by spring, but the drop in coal power production will be offset by weaker electricity demand and new nuclear output, he said.