Cov lag luam European tseem nyob siab thiab tsis ruaj khov lub lim tiam no, thiab qhov xwm txheej hauv Middle East yuam Chevron kaw nws lub chaw roj av hauv Syria, thiab kev ua lag luam txuas ntxiv mus ntshai, tab sis cov nqi yav tom ntej TTF tau siab thiab tsis ruaj khov vim muaj kev lag luam ntau dhau tam sim no.

Hauv Tebchaws Meskas, vim muaj kev thov qeeb thiab kev ntshai tsis muaj zog, Tebchaws Meskas LNG xa khoom tau poob qis lub lim tiam no, kev xa khoom tau txo qis, thiab kev muab roj nyoos los ntawm cov chaw xa khoom tau qaug zog, tab sis vim muaj kev hloov pauv ntawm NG cov ntawv cog lus yav tom ntej lub hlis no, tus nqi roj av hauv Tebchaws Meskas tau nce siab.

a) Kev txheeb xyuas kev ua lag luam

Txij li thaum Lub Kaum Hli Ntuj hnub tim 24, tus nqi yav tom ntej ntawm Henry Port natural gas (NG) hauv Tebchaws Meskas yog 3.322 Asmeskas las / lab British thermal, piv rau lub voj voog dhau los (10.17) nce 0.243 Asmeskas las / lab British thermal, nce 7.89%; Tus nqi yav tom ntej ntawm Dutch natural gas (TTF) yog $ 15.304 / mmBTU, nce $ 0.114 / mmBTU los ntawm lub voj voog dhau los (10.17), lossis 0.75%.

Hauv Tebchaws Meskas, Tebchaws Meskas Henry Port (NG) cov nqi yav tom ntej tau qhia txog kev rov qab los tom qab tag nrho qhov kev poob qis hauv lub lim tiam, Tebchaws Meskas cov nqi roj av yav tom ntej tau qhia txog kev poob qis lub lim tiam no, tab sis vim muaj kev cuam tshuam ntawm kev hloov pauv daim ntawv cog lus, NG cov nqi yav tom ntej tau nce.

Ntawm sab xa khoom tawm, Tebchaws Meskas LNG xa khoom tawm tau poob qis lub lim tiam no vim yog qhov kev thov qeeb thiab kev ntshai poob qis, thiab kev xa khoom tawm tau txo qis.

Los ntawm qhov kev xav txog kev siv tshuab, Tebchaws Meskas Henry Port yav tom ntej (NG) yog lub xeev qis uas yuav nce, Tebchaws Meskas Henry Port yav tom ntej (NG) tus nqi mus rau 3.34 Asmeskas las / lab tus neeg Askiv kub taub hau ze, KDJ qis yuav nce tawm ntawm lub diav rawg, MACD qis dua xoom hauv qab xoom, qhov kev poob qis tau nres, Tebchaws Meskas Henry Port yav tom ntej (NG) tus nqi lub lim tiam no tau qhia txog kev rov qab los.

Hauv Tebchaws Europe, cov khoom lag luam hauv khw European txuas ntxiv nce ntxiv, raws li cov ntaub ntawv ntawm European Natural Gas Infrastructure Association qhia tias txij li Lub Kaum Hli 23, tag nrho cov khoom muag hauv Tebchaws Europe yog 1123Twh, nrog rau qhov muaj peev xwm ntawm 98.63%, nce 0.05% ntawm hnub dhau los, thiab kev nce ntxiv ntawm cov khoom muag.

Cov lag luam European tseem nyob siab thiab tsis ruaj khov lub lim tiam no, thiab qhov xwm txheej hauv Middle East yuam Chevron kaw nws lub chaw roj av hauv Syria, thiab kev ua lag luam txuas ntxiv mus ntshai, tab sis cov nqi yav tom ntej TTF tau siab thiab tsis ruaj khov vim muaj kev lag luam ntau dhau tam sim no.

Txij li thaum Lub Kaum Hli Ntuj hnub tim 24, tus nqi roj av ntawm Port Henry Natural Gas (HH) hauv Tebchaws Meskas yuav nce $2.95 / mmBTU, nce $0.01 / mmBTU los ntawm peb lub hlis dhau los (10.17), nce 0.34%. Tus nqi roj av ntawm Canadian Natural Gas (AECO) yog $1.818 / mmBTU, nce $0.1 / mmBTU los ntawm lub hli dhau los (10.17), nce 5.83%.

Henry Port Natural Gas (HH) xav tias tus nqi tam sim ntawd yuav tseem ruaj khov, LNG xa tawm tau qaug zog, qhov kev thov tseem ceeb ntawm cov neeg siv khoom sab nraud thaj tsam yuav tseem ruaj khov, tsis muaj kev txhawb nqa zoo, Henry Port Natural Gas (HH) xav tias yuav tseem ruaj khov tus nqi tam sim ntawd.

Txij li thaum Lub Kaum Hli 24, tus nqi ntawm Northeast Asia tuaj txog Tuam Tshoj (DES) yog $ 17.25 / lab BTU, nce $ 0.875 / lab BTU los ntawm peb lub hlis dhau los (10.17), nce 5.34%; TTF tus nqi qhov chaw yog $ 14.955 / mmBTU, nce $ 0.898 / mmBTU los ntawm peb lub hlis dhau los (10.17), nce 6.39%.

Cov nqi khoom siv niaj hnub no nce siab zuj zus, cov neeg siv khoom ntshai heev, kev xav txog kev lag luam muaj zog, cov neeg muag khoom sab saud muag khoom kim heev, ua rau cov nqi khoom siv niaj hnub nce siab.

b) Cov Khoom Muag

Rau lub lim tiam uas xaus rau lub Kaum Hli 13, raws li Lub Chaw Haujlwm Zog ntawm Tebchaws Meskas, cov khoom siv roj av hauv Tebchaws Meskas yog 3,626 billion cubic feet, nce ntxiv ntawm 97 billion cubic feet, lossis 2.8%; Cov khoom siv yog 3,000 cubic feet, lossis 9.0%, siab dua li ib xyoos dhau los. Qhov ntawd yog 175 billion cubic feet, lossis 5.1%, siab dua qhov nruab nrab tsib xyoos.

Rau lub lim tiam xaus rau lub Kaum Hli 13, cov khoom muag roj av European sawv ntawm 3,926.271 billion cubic feet, nce 43.34 billion cubic feet, lossis 1.12%, los ntawm lub lim tiam dhau los, raws li European Gas Infrastructure Association. Cov khoom muag yog 319.287 billion cubic feet, lossis 8.85%, siab dua li ib xyoos dhau los.

Lub lim tiam no, cov khoom siv roj av hauv Tebchaws Meskas tau nce siab zuj zus, vim yog tus nqi siab, ua rau cov neeg xa khoom tuaj tos thiab saib ntau dua, qhov kev thov yuav khoom ntawm cov neeg siv khoom tseem ceeb tau poob qis, qhov kev loj hlob ntawm cov khoom siv hauv Tebchaws Meskas tau nce siab. Cov khoom siv hauv Tebchaws Europe tau loj hlob zuj zus, tam sim no nce mus txog ze li ntawm 98%, thiab qhov kev poob qis ntawm kev loj hlob ntawm cov khoom siv yuav qeeb zuj zus yav tom ntej.

c) Kev xa khoom thiab xa tawm kua

Tebchaws Meskas yuav tsum tau xa tawm 0m³ hauv lub voj voog no (10.23-10.29); Tebchaws Meskas yuav tsum tau xa tawm 3,900,000 m³, uas yog 4.88% qis dua qhov ntim xa tawm tiag tiag ntawm 410,00,000 m³ hauv lub voj voog dhau los.

Tam sim no, qhov kev thov tsis muaj zog hauv kev lag luam tseem ceeb ntawm cov neeg siv khoom thiab cov khoom muag ntau tau ua rau kev xa khoom LNG hauv Asmeskas poob qis.

a) Kev txheeb xyuas kev ua lag luam

Txij li thaum Lub Kaum Hli 25, tus nqi LNG davhlau ya nyob twg yog 5,268 yuan / ton, nce 7% ntawm lub lim tiam dhau los, poob 32.45% xyoo-rau-xyoo; Tus nqi ntawm thaj chaw tsim khoom tseem ceeb yog 4,772 yuan / ton, nce 8.53% ntawm lub lim tiam dhau los thiab poob 27.43% xyoo-rau-xyoo.

Cov nqi ntws mus rau sab saud qhia txog kev nce siab. Vim yog tus nqi ntawm lub Hoobkas Northwest kua nce siab thiab tus nqi siab ntawm cov kua dej hiav txwv, cov nqi ntws mus rau sab saud nce siab thiab cov khoom xa tuaj yog tsav los ntawm tus nqi xa khoom nce siab.

Txij li thaum Lub Kaum Hli Ntuj hnub tim 25, tus nqi nruab nrab ntawm LNG tau txais thoob plaws lub tebchaws yog 5208 yuan / ton, nce 7.23% ntawm lub lim tiam dhau los thiab poob 28.12% xyoo-rau-xyoo. Cov peev txheej sab saud raug cuam tshuam los ntawm tus nqi xa khoom, tsav tsheb kom tau txais cov nqi khoom siab dua.

Txij li thaum Lub Kaum Hli 24, tag nrho cov khoom muag ntawm cov chaw tsim khoom LNG hauv tebchaws yog 328,300 tons rau tib hnub ntawd, poob qis 14.84% los ntawm lub sijhawm dhau los. Raws li cov dej ntws nce tus nqi thiab muag khoom, kev muag khoom thaum ntxov tau du dua, uas ua rau cov khoom muag poob qis.

b) Kev Muab Khoom

Lub lim tiam no (10.19-10.25) qhov kev ua haujlwm ntawm 236 lub chaw tsim khoom LNG hauv tebchaws cov ntaub ntawv tshawb fawb qhia tias qhov tseeb ntawm 742.94 lab square, hnub Wednesday no qhov kev ua haujlwm ntawm 64.6%, ruaj khov lub lim tiam dhau los. Hnub Wednesday no qhov kev ua haujlwm muaj peev xwm ua haujlwm ntawm 67.64%, nce 0.01 feem pua ​​​​​​ntawm lub lim tiam dhau los. Tus lej ntawm cov nroj tsuag tshiab rau kev saib xyuas thiab kaw yog 1, nrog rau tag nrho cov peev xwm ntawm 700,000 cubic meters / hnub; Tus lej ntawm cov chaw tsim khoom tshiab rov qab yog 0, nrog rau tag nrho cov peev xwm ntawm 0 lab square meters / hnub. (Ceeb Toom: Lub peev xwm tsis ua haujlwm yog txhais tau tias kev tsim khoom raug tso tseg rau ntau tshaj 2 xyoos; Lub peev xwm ua haujlwm yog hais txog lub peev xwm LNG tom qab tsis suav nrog lub peev xwm tsis ua haujlwm. Tag nrho cov peev xwm tsim khoom LNG hauv tebchaws yog 163.05 lab cubic meters / hnub, nrog rau 28 lub sijhawm kaw ntev, 7.29 lab cubic meters / hnub ntawm lub peev xwm tsis ua haujlwm thiab 155.76 lab cubic meters / hnub ntawm lub peev xwm ua haujlwm.)

Hais txog cov kua dej hiav txwv, tag nrho muaj 20 lub nkoj thauj LNG tau txais ntawm 13 qhov chaw txais hauv tebchaws hauv lub voj voog no, nce 5 lub nkoj dhau lub lim tiam dhau los, thiab qhov ntim ntawm chaw nres nkoj yog 1,291,300 tons, 37.49% piv rau 939,200 tons lub lim tiam dhau los. Cov teb chaws tseem ceeb uas xa khoom tuaj hauv lub voj voog no yog Australia, Qatar thiab Malaysia, nrog rau cov neeg tuaj txog ntawm chaw nres nkoj ntawm 573,800 tons, 322,900 tons thiab 160,700 tons, raws li. Ntawm txhua qhov chaw txais, CNOOC Dapeng tau txais 3 lub nkoj, CNPC Caofeidian thiab CNOOC Binhai tau txais 2 lub nkoj txhua lub, thiab lwm qhov chaw txais tau txais 1 lub nkoj txhua lub.

c) Kev thov

Tag nrho cov kev thov LNG hauv tebchaws lub lim tiam no (10.18-10.24) yog 721,400 tons, txo qis 53,700 tons, lossis 6.93%, los ntawm lub lim tiam dhau los (10.11-10.17). Cov khoom xa tuaj hauv tsev muaj tag nrho 454,200 tons, txo qis 35,800 tons, lossis 7.31%, los ntawm lub lim tiam dhau los (10.11-10.17). Vim yog qhov chaw txais thiab lub Hoobkas ua kua tau nce tus nqi ntawm kev xa khoom, qhov kev tiv thaiv kev txais tus nqi siab thaum kawg, ua rau kev xa khoom txo qis.

Hais txog cov kua dej hiav txwv, tag nrho cov khoom xa tuaj ntawm cov chaw txais khoom hauv tsev yog 14,055 lub tsheb, poob qis 9.48% los ntawm 14,055 lub tsheb lub lim tiam dhau los (10.11-10.17), qhov chaw txais khoom tau nce tus nqi ntawm cov khoom xa tuaj, cov khoom xa tuaj hauv qab tau tiv taus ntau dua, thiab tag nrho cov khoom xa tuaj ntawm cov tank tau poob qis.