Kev lag luam nyob sab Europe tseem muaj kev kub ntxhov rau lub lim tiam no, thiab qhov xwm txheej hauv Middle East yuam kom Chevron kaw nws cov pa roj av hauv Syria, thiab kev ua lag luam tseem ceeb, tab sis TTF cov nqi yav tom ntej tau siab thiab hloov pauv vim yog kev lag luam tam sim no oversupply.

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

a) Kev lag luam nthuav dav

Raws li lub Kaum Hlis 24, Tebchaws Asmeskas Henry Port natural gas (NG) tus nqi yav tom ntej yog 3.322 US las / lab British thermal, piv nrog lub voj voog dhau los (10.17) nce los ntawm 0.243 US dollars / lab British thermal, nce 7.89%; Lub Dutch natural gas (TTF) yav tom ntej tus nqi 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 cov kev poob qis hauv lub limtiam, Tebchaws Asmeskas cov nqi roj av yav tom ntej tau pom qhov poob qis rau lub lim tiam no, tab sis vim muaj kev cuam tshuam ntawm kev cog lus hloov pauv, NG yav tom ntej tus nqi tau nce.

Ntawm cov khoom xa tawm, US LNG xa tawm poob rau lub lim tiam no vim qhov kev thov qeeb thiab poob qis, thiab kev xa tawm tau poob qis.

Los ntawm ib qho kev pom zoo, Tebchaws Asmeskas Henry Port yav tom ntej (NG) yog lub xeev qis kom nce siab, Tebchaws Asmeskas Henry Port yav tom ntej (NG) tus nqi rau 3.34 US las / lab British kub kub nyob ze, KDJ qis yog yuav sawv tawm. ntawm tus diav rawg, MACD hauv qab xoom hauv qab, qhov poob qis tau nres, Tebchaws Asmeskas Henry Port yav tom ntej (NG) tus nqi lub lim tiam no qhia txog kev poob qis.

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

Kev lag luam nyob sab Europe tseem muaj kev kub ntxhov rau lub lim tiam no, thiab qhov xwm txheej hauv Middle East yuam kom Chevron kaw nws cov pa roj av hauv Syria, thiab kev ua lag luam tseem ceeb, tab sis TTF cov nqi yav tom ntej tau siab thiab hloov pauv vim yog kev lag luam tam sim no oversupply.

Raws li lub Kaum Hlis 24, US Port Henry Natural Gas (HH) yuav tsum pom tus nqi ntawm $ 2.95 / mmBTU, nce $ 0.01 / mmBTU los ntawm lub quarter dhau los (10.17), nce ntawm 0.34%. Canadian Natural Gas (AECO) tus nqi yog $ 1.818 / mmBTU, nce $ 0.1 / mmBTU los ntawm lub hli dhau los (10.17), nce ntawm 5.83%.

Henry Port Natural Gas (HH) cia siab tias qhov chaw cov nqi yuav nyob ruaj khov, LNG xa tawm tsis muaj zog, cov neeg siv khoom lag luam tseem ceeb hauv cheeb tsam kom nyob ruaj khov, tsis muaj kev txhawb nqa zoo, Henry Port Natural gas (HH) yuav tsum nyob ruaj khov. .

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

Cov neeg siv khoom lag luam tseem ceeb ntawm tus nqi tau nce siab, cov neeg siv khoom tseem ceeb tam sim no muaj kev ntxhov siab, kev ua lag luam kev xav ntawm kev xav tau muaj zog, cov neeg muag khoom muag khoom muag khoom muag siab, tsav cov neeg siv khoom tseem ceeb tau nce.

b) Cov ntaub ntawv

Rau lub limtiam xaus Lub Kaum Hli 13, raws li Lub Chaw Haujlwm Saib Xyuas Kev Ruaj Ntseg Hauv Tebchaws Meskas, US cov khoom siv hluav taws xob ntuj yog 3,626 billion cubic feet, nce 97 billion cubic feet, lossis 2.8%; Cov khoom muag yog 3,000 cubic feet, lossis 9.0%, siab dua 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 lub Kaum Hlis 13, European cov khoom lag luam roj tau 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, Teb Chaws Asmeskas cov khoom lag luam roj av tau nce tsis tu ncua, vim yog cov nqi siab, ua rau cov neeg xa khoom ntau tos-thiab-pom tus cwj pwm, cov neeg siv khoom lag luam tseem ceeb ntawm qhov chaw yuav khoom xav tau poob qis, US cov khoom lag luam loj hlob nce. Cov khoom muag hauv Tebchaws Europe tau loj hlob tsis tu ncua, tam sim no nce mus txog ze li ntawm 98%, thiab kev poob ntawm cov khoom muag yuav tsum tau qeeb rau yav tom ntej.

c) Kua ntshuam thiab export

Teb Chaws Asmeskas yuav tsum tau import 0m³ hauv lub voj voog no (10.23-10.29); Tebchaws Asmeskas xav tias yuav xa tawm 3,900,000 m³, uas yog 4.88% qis dua qhov kev 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 cov neeg siv khoom lag luam tseem ceeb thiab cov khoom lag luam siab tau ua rau muaj kev poob qis hauv US LNG xa tawm.

a) Kev lag luam nthuav dav

Raws li lub Kaum Hlis 25, LNG tus nqi davhlau ya nyob twg yog 5,268 yuan / ton, nce 7% ntawm lub lim tiam dhau los, nqis 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 qis dua 27.43% xyoo-rau-xyoo.

Tus nqi Upstream qhia txog kev nce siab. Vim qhov nce nqi ntawm Northwest kua nroj tsuag thiab qhov chaw siab ntawm cov kua dej hiav txwv, cov nqi nce siab tau nce thiab cov khoom xa tuaj yog tsav los ntawm kev nce nqi xa khoom.

Raws li lub Kaum Hlis 25, tus nqi nruab nrab ntawm LNG tau txais thoob tebchaws yog 5208 yuan / ton, nce 7.23% ntawm lub lim tiam dhau los thiab qis dua 28.12% xyoo-rau-xyoo. Cov peev txheej sab saud raug cuam tshuam los ntawm tus nqi xa khoom, tsav lub khw kom tau txais cov nqi khoom siab dua.

Raws li lub Kaum Hlis 24, tag nrho cov khoom muag ntawm cov nroj tsuag LNG hauv tsev yog 328,300 tons nyob rau tib hnub, nqis 14.84% ntawm lub sijhawm dhau los. Raws li cov dej ntws nce zuj zus nce nqi thiab muag cov khoom muag, kev muag khoom thaum ntxov tau smoother, uas ua rau poob qis hauv cov khoom muag.

b) Cov khoom siv

Lub lim tiam no (10.19-10.25) kev khiav hauj lwm tus nqi ntawm 236 domestic LNG nroj tsuag kev tshawb fawb cov ntaub ntawv qhia tau hais tias qhov tseeb zus tau tej cov 742.94 lab square, hnub Wednesday no khiav hauj lwm tus nqi ntawm 64.6%, ruaj khov lub lim tiam. Hnub Wednesday no lub peev xwm ua haujlwm tau zoo ntawm 67.64%, nce 0.01 feem pua ​​​​cov ntsiab lus ntawm lub lim tiam dhau los. Tus naj npawb ntawm cov nroj tsuag tshiab rau kev saib xyuas thiab kaw yog 1, nrog rau tag nrho cov peev txheej ntawm 700,000 cubic meters / hnub; Tus naj npawb ntawm cov chaw tsim khoom tshiab yog 0, nrog rau tag nrho cov peev txheej ntawm 0 lab square meters / hnub. (Ceeb Toom: Tsis siv neeg muaj peev xwm txhais tau tias kev tsim khoom raug txiav tawm rau ntau tshaj 2 xyoos; Kev muaj peev xwm ua tau zoo 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 163.05 lab cubic meters / hnub, nrog 28 lub sijhawm kaw ntev, 7.29 lab cubic meters / hnub ntawm qhov tsis muaj peev xwm thiab 155.76 lab cubic meters / hnub ntawm kev muaj peev xwm ua tau zoo.)

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

c) Xav tau

Tag nrho cov LNG xav tau nyob rau lub lim tiam no (10.18-10.24) yog 721,400 tons, poob ntawm 53,700 tons, los yog 6.93%, los ntawm lub lim tiam dhau los (10.11-10.17). Lub Hoobkas xa khoom hauv tsev tau tag nrho 454,200 tons, txo qis ntawm 35,800 tons, lossis 7.31%, los ntawm lub lim tiam dhau los (10.11-10.17). Vim qhov chaw txais tos thiab cov nroj tsuag ua kua tau nce tus nqi ntawm cov khoom xa tuaj, lub caij nyoog qis qis qis txais tos tsis kam, tsav tsheb thauj khoom txo.

Hais txog cov kua dej hiav txwv, tag nrho cov ntim ntawm kev xa khoom ntawm cov chaw txais khoom hauv tsev yog 14,055 lub tsheb, nqis 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 muaj zog dua, thiab tag nrho cov ntim khoom xa tuaj ntawm lub tank tsis kam.