Hauv Tebchaws Europe, kev ua lag luam tau poob qis rau lub lim tiam no raws li Troll teb hauv Norway tau txo qis ntau dhau ntawm cov kev npaj kho ua ntej, cov khoom siv roj av tau nce mus rau qhov siab tab sis txo qis, tab sis TTF cov nqi yav tom ntej poob qis raws li cov khoom lag luam hauv cheeb tsam. tam sim no dhau lawm.

Hauv Tebchaws Meskas, thaum Lub Xya Hli 28, lub sijhawm hauv zos, cov raj xa hluav taws xob hluav taws xob uas tawg ze ze Strasburg, Virginia, rov qab mus rau qhov qub, thiab xa cov pa roj ntsha mus rau Cove Point liquefied natural gas terminal rov qab los, thiab Chaw nres nkoj. Henry natural gas (NG) yav tom ntej poob tom qab nce.

a) Kev lag luam nthuav dav

Raws li lub Yim Hli 1, Tebchaws Asmeskas Henry Port natural gas (NG) tus nqi yav tom ntej yog 2.56 US las / lab British thermal, piv nrog lub voj voog dhau los (07.25) nqis 0.035 US las / lab British thermal, nqis 1.35%; Lub Dutch natural gas (TTF) yav tom ntej tus nqi yog $ 8.744 / lab BTU, nqis $ 0.423 / lab Btu los ntawm lub voj voog dhau los (07.25), lossis 4.61%.

Hauv Tebchaws Meskas, Tebchaws Meskas Henry Port (NG) cov nqi yav tom ntej tau nce thiab tom qab ntawd poob qis rau lub asthiv, Tebchaws Meskas qhov kub thiab txias hauv tsev tseem nyob siab, kev siv roj av hauv tsev xav tau loj, tab sis thaum Lub Xya Hli 28 lub sijhawm hauv zos, cov raj xa hluav taws xob. uas tawg nyob ze Strasburg, Virginia, rov pib dua qub, thiab kev xa cov nkev nkev mus rau Cove Point liquefied natural gas davhlau ya nyob twg rov pib dua qub. US Port Henry natural gas (NG) yav tom ntej tau thim rov qab tom qab nce.

Hais txog kev xa tawm, qhov kev thov ntawm Eurasian kev ua lag luam yog qhov ruaj khov rau lub lim tiam no, Tebchaws Asmeskas LNG xa tawm cuam tshuam los ntawm Panama Canal txoj cai tswjfwm txoj cai, kev ceev ntawm kev hla hauv Northeast Asia yog txwv, Tebchaws Asmeskas cov roj av xa tawm raug yuam. kom txo tau, thiab Tebchaws Meskas cov khoom xa tawm poob qis.

Los ntawm ib qho kev pom zoo, US Henry Port yav tom ntej (NG) yog qhov kev poob qis, US Henry Port futures (NG) tus nqi mus rau 2.57 US las / lab BTU, KDJ txuas ntxiv poob tom qab kev tuag nkhaus, lub zog poob qis yog loj, MACD tseem qhia txog kev poob qis tom qab kev tuag diav rawg, tom qab ntawd tseem yuav poob mus ntxiv, US Henry Port futures (NG) tus nqi lub lim tiam no qhia txog kev poob qis.

Hauv Tebchaws Europe, cov khoom lag luam nyob sab Europe tau poob qis, raws li European Natural Gas Infrastructure Association cov ntaub ntawv qhia tau hais tias txij li Lub Xya Hli 31, tag nrho cov khoom muag hauv Tebchaws Europe yog 964Twh, qhov muaj peev xwm khaws cia ntawm 85.43%, 0.36% tsawg dua hnub dhau los.

Kev lag luam nyob sab Europe tau poob qis rau lub lim tiam no raws li Troll teb hauv Norway tau txo qis ntau dhau ntawm cov phiaj xwm kev saib xyuas ua ntej, cov khoom siv roj av tau nce siab tab sis txo qis, tab sis TTF cov nqi yav tom ntej poob vim cov khoom lag luam hauv cheeb tsam tam sim no muaj ntau dhau.

Raws li lub Yim Hli 1, US Port Henry Natural Gas (HH) yuav tsum pom tus nqi ntawm $ 2.6 / mmBTU, nqis $ 0.06 / mmBTU, lossis 2.26%, los ntawm lub quarter dhau los (07.25). Canadian Natural Gas (AECO) tus nqi yog $ 2.018 / mmBTU, nce $ 0.077 / mmBTU, lossis 3.99%, los ntawm lub hli dhau los (07.25).

Chaw nres nkoj Henry Natural Gas (HH) cia siab tias cov nqi yuav poob qis thiab Cove Point feedstock cov khoom siv roj yuav rov pib dua, tab sis Port Henry Natural Gas (HH) xav tias cov nqi yuav poob qis vim txo US LNG xa tawm vim Panama Canal flow txwv.

Raws li lub Yim Hli 1, tus nqi ntawm Northeast Asia qhov chaw tuaj txog Tuam Tshoj (DES) yog 10.733 US las / lab BTU, nqis 0.456 US las / lab BTU los ntawm lub quarter dhau los (07.25), nqis 4.08%; TTF tus nqi yog $ 8.414 / mmBTU, nqis $ 0.622 / mmBTU los ntawm lub quarter dhau los (07.25), txo qis ntawm 6.88%.

Tus nqi ntawm qhov chaw noj khoom noj tseem ceeb muaj qhov qis qis, qhov kev thov hauv Tebchaws Europe thiab Asia tau nyob ruaj khov tag nrho, cov khoom muag hauv kev lag luam hauv zos tau tseem txaus, thiab kev ua lag luam tau khaws cov khoom siv ntau dhau, uas tau ua rau poob qis. chaw tus nqi thoob lub tebchaws.

b) Cov ntaub ntawv

Raws li lub asthiv xaus rau Lub Xya Hli 21, raws li tsab ntawv ceeb toom ntawm Lub Chaw Haujlwm Saib Xyuas Hluav Taws Xob, Tebchaws Asmeskas cov khoom siv roj av yog 2,987 billion cubic feet, nce 16 billion cubic feet, lossis 0.54%; Cov khoom muag yog 5,730 cubic feet, lossis 23.74%, siab dua ib xyoos dhau los. Qhov ntawd yog 345 billion cubic feet, lossis 13.06%, siab dua qhov nruab nrab tsib xyoos.

Nyob rau hauv lub lis piam xaus Lub Xya hli ntuj 21, raws li cov ntaub ntawv ntawm European Gas Infrastructure Association, European natural gas inventorries yog 3,309,966 billion cubic feet, nce 79.150 billion cubic feet, los yog 2.45%; Cov khoom muag yog 740.365 billion cubic feet siab dua li ib xyoos dhau los, nce 28.81%.

Lub lim tiam no, qhov kub thiab txias hauv Tebchaws Europe thiab Tebchaws Meskas tau maj mam nce ntxiv, thiab qhov kev thov rau cov pa roj ntsha hauv cheeb tsam tau nce ntxiv, ua rau muaj kev nce ntxiv hauv cov pa roj carbon monoxide, thiab ua rau kev loj hlob ntawm cov khoom siv roj ntsha hauv Tebchaws Europe thiab Tebchaws Meskas. tau poob qis, ntawm cov khoom siv dej ntws hauv Tebchaws Meskas tau poob qis, thiab kev loj hlob ntawm cov khoom muag tau poob qis heev.

International natural gas inventory trends

c) Kua ntshuam thiab export

Lub voj voog no (07.31-08.06) Teb Chaws Asmeskas xav tias yuav import 0m³; Qhov kev cia siab export ntim ntawm Tebchaws Meskas yog 3700000m³, uas yog 5.13% qis dua qhov tseeb ntim ntim ntawm 3900000m³ hauv lub voj voog dhau los.

Tam sim no, Eurasian LNG ntshuam thov tseem nyob ruaj khov, cuam tshuam los ntawm Panama Canal ntws txwv, Tebchaws Asmeskas LNG xa tawm tau poob qis.

a) Kev lag luam nthuav dav

Raws li lub Yim Hli 2, LNG tau txais cov nqi chaw nres tsheb yog 4106 yuan / tuj, nqis 0.61% ntawm lub lim tiam dhau los, nqis 42.23% xyoo-rau-xyoo; Tus nqi ntawm thaj chaw tsim khoom tseem ceeb yog 3,643 yuan / ton, nqis 4.76% ntawm lub lim tiam dhau los thiab 45.11% xyoo-rau-xyoo.

Cov nqi nce toj hauv tsev tau pom qhov kev poob qis, tus nqi ntawm cov khoom siv kua hauv tsev poob, tsav tsheb thauj mus los, tau txais cov chaw nres tsheb tag nrho tseem nyob ruaj khov, thiab tag nrho cov nqi xa khoom lag luam poob qis.

Raws li lub Yim Hli 2, tus nqi nruab nrab ntawm LNG tau txais thoob tebchaws yog 4,051 yuan / ton, nqis 3.09% ntawm lub lim tiam dhau los thiab nqis 42.8% xyoo-rau-xyoo. Qhov kev thov qis qis qis qis, cov nqi qis qis qis dua tus nqi qis, thiab kev lag luam tau txais cov nqi poob qis.

Raws li lub Yim Hli 2, tag nrho cov khoom muag ntawm cov nroj tsuag LNG hauv tsev yog 306,300 tons nyob rau tib hnub, nce 4.43% ntawm lub sijhawm dhau los. Vim tias muaj kev cuam tshuam los ntawm cua daj cua dub, cov khoom xa tuaj sab saud tau raug thaiv, thiab cov khoom muag ntws mus txuas ntxiv txo tus nqi, tab sis cov kev xav tau qis qis, thiab cov khoom lag luam hauv lub Hoobkas tau nce.

Domestic LNG nqi daim ntawv qhia

b) Cov khoom siv

Lub lim tiam no (07.27-08.02) 233 domestic LNG cog kev khiav hauj lwm tus nqi kev soj ntsuam cov ntaub ntawv qhia tau hais tias qhov tseeb zus tau tej cov 635,415 lab square, hnub Wednesday no kev khiav hauj lwm tus nqi ntawm 56.6%, tib yam li lub lim tiam dhau los. Hnub Wednesday no lub peev xwm ua haujlwm tau zoo ntawm 56.59%, nqis 2.76 feem pua ​​​​cov ntsiab lus los ntawm lub lim tiam dhau los. Tus naj npawb ntawm cov nroj tsuag tshiab rau kev kaw thiab tu yog 4, nrog rau tag nrho cov peev txheej ntawm 8 lab cubic meters / hnub; Tus naj npawb ntawm cov chaw tsim khoom tshiab tau rov pib dua yog 7, nrog rau tag nrho cov peev txheej ntawm 4.62 lab cubic meters / hnub. (Ceeb Toom: Tsis siv neeg muaj peev xwm txhais tau hais tias kev tsim khoom raug txiav tawm rau ntau tshaj 2 xyoos; Kev muaj peev xwm ua tau yog hais txog LNG peev tom qab tsis suav nrog lub peev xwm tsis ua haujlwm. Tag nrho cov khoom siv hauv tsev LNG muaj peev xwm yog 159.75 lab cubic meters / hnub, nrog 28 lub sijhawm kaw ntev, 7.29 lab cubic meters / hnub ntawm idle peev thiab 152.46 lab cubic meters / hnub ntawm kev muaj peev xwm.

Hais txog cov kua dej hiav txwv, tag nrho ntawm 20 LNG cov neeg nqa khoom tau txais ntawm 14 lub chaw txais khoom hauv tsev hauv lub voj voog no, nrog rau cov nkoj tau txais 1 lub nkoj tsawg dua lub lim tiam dhau los, thiab qhov chaw nres nkoj tuaj txog ntim ntawm 1.403 lab tons, nce 13.33% los ntawm 1.26 lab tons lub lim tiam dhau los. Lub teb chaws tseem ceeb ntawm kev xa tawm hauv lub voj voog no yog Australia, Qatar thiab Russia, nrog cov tuaj txog ntawm 494,800 tons, 354,800 tons thiab 223,800 tons, feem. Hais txog cov chaw txais, CNOOC Dapeng thiab State Grid Diafu tau txais 3 lub nkoj, CNOOC Zhuhai thiab Xeev Grid Tianjin txhua tus tau txais 2 lub nkoj, thiab lwm qhov chaw txais khoom tau txais 1 lub nkoj.

c) Xav tau

Tag nrho cov LNG hauv tsev xav tau lub lim tiam no (07.26-08.01) yog 702,900 tons, txo qis ntawm 10,500 tons, lossis 1.47%, los ntawm lub lim tiam dhau los (07.19-07.25). Lub Hoobkas xa khoom hauv tsev tau tag nrho 402,000 tons, nqis 0.17 lab tons, lossis 0.42%, los ntawm lub lim tiam dhau los (07.19-07.25). Cov khoom lag luam ua kua muag txo nqi, tab sis vim yog kev thauj mus los ntawm typhoon, cuam tshuam rau cov khoom xa tuaj, tag nrho cov ntim ntawm lub Hoobkas xa khoom hauv tsev tau txo qis me ntsis.

Hais txog cov kua dej hiav txwv, tag nrho cov ntim ntawm kev xa khoom ntawm cov chaw txais khoom hauv tsev yog 14327 lub tsheb, poob 2.86% los ntawm 14749 lub tsheb lub lim tiam dhau los (07.19-07.25), thiab tag nrho cov nqi ntawm cov chaw txais khoom tau poob qis dua, thiab kev muag khoom hauv khw. Lub vojvoog tau nqaim, uas ua rau txo qis hauv kev xa khoom ntawm cov tank.6