EYurophu, imakethi iyehla kule veki njengoko intsimi yeTroll eNorway inciphisa imveliso ngaphaya kwezicwangciso zolondolozo zangaphambili, uluhlu lwezinto ezisetyenzisiweyo zegesi yendalo lunyuke lwaya phezulu kodwa lwehla, kodwa amaxabiso exesha elizayo eTTF ehlile njengoko izitokhwe kulo mmandla ngoku zininzi kakhulu.

E-United States, ngomhla wama-28 kuJulayi, ngexesha lendawo, umbhobho wegesi yendalo owaphuka kufutshane neStrasburg, eVirginia, wabuyela kwindlela eqhelekileyo yokuhamba, kwaye ukuhanjiswa kwegesi yendalo kwisikhululo segesi yendalo esinyibilikisiweyo eCove Point kwabuyela kwindlela eqhelekileyo, kwaye ikamva legesi yendalo yasePort Henry (NG) lehla emva kokunyuka.

a) Isishwankathelo seMarike

Ukususela nge-1 ka-Agasti, ixabiso le-futures le-United States Henry Port natural gas (NG) lase-United States beliyi-2.56 yeedola zaseMelika/isigidi se-thermal yaseBritane, xa kuthelekiswa nomjikelo wangaphambili (07.25) wehle nge-0.035 yeedola zaseMelika/isigidi se-thermal yaseBritane, wehla nge-1.35%; Ixabiso le-futures le-Dutch natural gas (TTF) laseDutch beliyi-$8.744 / isigidi se-BTU, wehla nge-$0.423 / isigidi se-Btu kumjikelo wangaphambili (07.25), okanye nge-4.61%.

E-United States, amaxabiso exesha elizayo e-United States Henry Port (NG) anyukile aze ehla phakathi evekini, amaqondo obushushu asekhaya e-United States ahlala ephezulu, imfuno yokusetyenziswa kwegesi yendalo yasekhaya inkulu, kodwa nge-28 kaJulayi ngexesha lendawo, umbhobho wegesi yendalo owaphuka kufutshane neStrasburg, eVirginia, waphinda waqalisa ukuhamba okuqhelekileyo, kwaye ukuhanjiswa kwegesi yendalo kwisikhululo segesi yendalo esimanzi eCove Point kwaqala kwakhona ukusebenza okuqhelekileyo. I-US Port Henry natural gas (NG) futures yabuyela umva emva kokunyuka.

Ngokuphathelele ukuthunyelwa kwamanye amazwe, imfuno yemarike yase-Eurasia izinzile kule veki, ukuthunyelwa kwamanye amazwe kwe-LNG e-United States kuchatshazelwa zizinto ezichaphazela umgaqo-nkqubo wendlela yePanama Canal, isantya sokudlula kuMantla-mpuma Asia silinganiselwe, ukuthunyelwa kwamanye amazwe kwegesi yendalo e-United States kuyanyanzeleka ukuba kunciphe, kwaye ukuthunyelwa kwamanye amazwe e-United States kuyehla.

Ngokwembono yobuchwephesha, i-US Henry Port futures (NG) ikwimeko yokuhla, ixabiso le-US Henry Port futures (NG) liye kwi-2.57 US dollars/million BTU, i-KDJ iqhubekile nokuhla emva kwe-death fork, isantya sokuhla sikhulu, i-MACD isabonisa ukuhla emva kwe-death fork, i-lateer iza kuqhubeka nokuhla, ixabiso le-US Henry Port futures (NG) kule veki libonise ukuhla.

EYurophu, uluhlu lwezinto ezisetyenzisiweyo kwimarike yaseYurophu luyehla, ngokutsho kwedatha ye-European Natural Gas Infrastructure Association ibonisa ukuba ukusukela nge-31 kaJulayi, uluhlu lwezinto ezisetyenzisiweyo eYurophu luyi-964Twh, isabelo somthamo wokugcina esiyi-85.43%, ngaphantsi nge-0.36% kunosuku oludlulileyo.

Iimarike zaseYurophu zisehla kule veki njengoko intsimi yeTroll eNorway inciphisa imveliso ngaphaya komlinganiselo wezicwangciso zolondolozo zangaphambili, uluhlu lwezinto ezisetyenzisiweyo zegesi yendalo lunyuke lwaya phezulu kodwa lwehla, kodwa amaxabiso exesha elizayo e-TTF ehlile njengoko izitokhwe kulo mmandla ngoku zininzi kakhulu.

Ukususela nge-1 ka-Agasti, kulindeleke ukuba i-US Port Henry Natural Gas (HH) ibone amaxabiso e-$2.6 / mmBTU, ehle nge-$0.06 / mmBTU, okanye nge-2.26%, ukusuka kwikota edlulileyo (07.25). Ixabiso elisezantsi le-Canadian Natural Gas (AECO) yayiyi-$2.018 / mmBTU, enyuke nge-$0.077 / mmBTU, okanye nge-3.99%, ukusuka kwinyanga edlulileyo (07.25).

I-Port Henry Natural Gas (HH) ilindele ukuba amaxabiso aphantsi anciphe kwaye ukuhanjiswa kwegesi kwiCove Point kuqalise kwakhona, kodwa i-Port Henry Natural Gas (HH) ilindele ukuba amaxabiso aphantsi anciphe ngenxa yokwehla kokuthunyelwa kwe-LNG e-US ngenxa yemiqathango yokuhamba kwePanama Canal.

Ukususela nge-1 ka-Agasti, ixabiso lokufika kwe-spot e-Northeast Asia e-China (DES) beliyi-10.733 yeedola zaseMelika/isigidi se-BTU, lehle nge-0.456 yeedola zaseMelika/isigidi se-BTU ukusuka kwikota edlulileyo (07.25), lehle nge-4.08%; ixabiso le-spot e-TTF beliyi-$8.414 / mmBTU, lehle nge-$0.622 / mmBTU ukusuka kwikota edlulileyo (07.25), ukwehla nge-6.88%.

Ixabiso eliphantsi lendawo yokusetyenziswa kwemveliso eqhelekileyo liyehla, imfuno eYurophu naseAsia izinzile iyonke, uluhlu lwezinto ezithengiswayo kwimarike yasekuhlaleni luye lwahlala lwanele, kwaye imakethi iqhubeke nokubonelela ngokugqithisileyo, nto leyo ekhokelele ekwehleni kwamaxabiso aphantsi kulo lonke ilizwe.

b) Uluhlu lwezinto ezisetyenzisiweyo

Ukususela kwiveki ephele ngoJulayi 21, ngokwengxelo ye-US Energy Agency, isitokhwe segesi yendalo sase-United States sasiyi-2,987 yeebhiliyoni zee-cubic feet, ukonyuka kwe-16 yeebhiliyoni zee-cubic feet, okanye i-0.54%; Izitokhwe zaziyi-5,730 yee-cubic feet, okanye i-23.74%, ngaphezulu kunonyaka ophelileyo. Oko kungaphezulu kwe-345 yeebhiliyoni zee-cubic feet, okanye i-13.06%, ngaphezu komndilili weminyaka emihlanu.

Kwiveki ephele ngomhla wama-21 kuJulayi, ngokwedatha ye-European Gas Infrastructure Association, ii-inventri zegesi yendalo zaseYurophu beziyi-3,309,966 yeebhiliyoni zee-cubic feet, zinyuke nge-79.150 yeebhiliyoni zee-cubic feet, okanye i-2.45%; Ii-inventri bezingaphezulu nge-740.365 yeebhiliyoni zee-cubic feet kunonyaka ophelileyo, ukunyuka kwe-28.81%.

Kule veki, iqondo lobushushu eYurophu nase-United States liye landa kancinci kancinci, kwaye imfuno yegesi yendalo kulo mmandla inyukile, nto leyo eqhubela phambili ukwanda kokusetyenziswa kwegesi yendalo, kwaye iqhubela phambili izinga lokukhula kweendawo zokugcina igesi yendalo eYurophu nase-United States liye lehla, phakathi kwazo ukunikezelwa okuphezulu e-United States kuye kwehla, kwaye izinga lokukhula kweendawo zokugcina igesi liye lehla kakhulu.

Iindlela zokufumaneka kwegesi yendalo kwihlabathi liphela

c) Ukungenisa nokuthumela ngaphandle ulwelo

Kulo mjikelo (07.31-08.06) kulindeleke ukuba i-US ingenise i-0m³; Umthamo wokuthumela ngaphandle olindelekileyo we-United States yi-3700000m³, ongaphantsi nge-5.13% kunomthamo wokuthumela ngaphandle we-39000000m³ kumjikelo odlulileyo.

Okwangoku, imfuno yokungenisa i-LNG yase-Eurasia isazinzile, ichaphazeleka yimiqathango yokuhamba kwePanama Canal, ukuthunyelwa kwe-LNG e-United States kuye kwehla.

a) Isishwankathelo seMarike

Ukusukela nge-2 ka-Agasti, ixabiso lesitishi sokwamkela i-LNG yayiyi-4106 yuan/ton, yehle nge-0.61% ukusuka kwiveki ephelileyo, yehle nge-42.23% unyaka nonyaka; Ixabiso lendawo ephambili yokuvelisa yayiyi-3,643 yuan/ton, yehle nge-4.76% ukusuka kwiveki ephelileyo kunye ne-45.11% unyaka nonyaka.

Amaxabiso angaphakathi anyuke ngomlambo abonise ukuhla, ixabiso lemithombo yamanzi angaphakathi liyehla, ukuqhuba ukuthunyelwa kwempahla phezulu ngomlambo, izitishi zokwamkela impahla zizonke zahlala zizinzile, kwaye ixabiso lokuthunyelwa kwempahla kwimarike liphela lehla.

Ukusukela nge-2 ka-Agasti, ixabiso eliqhelekileyo le-LNG elifunyenweyo kuzwelonke yayiyi-4,051 yuan/ton, yehle nge-3.09% ukusuka kwiveki ephelileyo kwaye yehle nge-42.8% unyaka nonyaka. Imfuno esezantsi ibuthathaka, ukuhla kwamaxabiso aphezulu kulawula amaxabiso asezantsi, kwaye amaxabiso afunyanwa kwimarike ayehla.

Ukususela nge-2 ka-Agasti, isitokhwe siphela sezityalo ze-LNG zasekhaya sasiziitoni ezingama-306,300 ngaloo mini inye, sinyuke nge-4.43% ukusuka kwixesha elidlulileyo. Ngenxa yempembelelo yenkanyamba, ukuthunyelwa kwempahla phezulu komsinga kwavalwa, kwaye intengiso phezulu komsinga yaqhubeka nokunciphisa amaxabiso, kodwa imfuno ephantsi yayibuthathaka, kwaye isitokhwe semizi-mveliso sanda.

Itshati yamaxabiso e-LNG yasekhaya

b) Ubonelelo

Kule veki (07.27-08.02) idatha yophando lwezinga lokusebenza kwezityalo ze-LNG zasekhaya ezingama-233 ibonisa ukuba imveliso yokwenyani ye-635,415 yezigidi zesikwere, izinga lokusebenza ngoLwesithathu liyi-56.6%, efanayo neveki ephelileyo. Izinga lokusebenza lomthamo osebenzayo ngoLwesithathu liyi-56.59%, lehle ngama-2.76 ekhulwini amanqaku ukusuka kwiveki ephelileyo. Inani lezityalo ezintsha zokuvala nokulungisa ziyi-4, ezinomthamo opheleleyo we-8 yezigidi zee-cubic metres/ngosuku; Inani leefektri ezisandula ukuqaliswa kwakhona beziyi-7, ezinomthamo opheleleyo we-4.62 yezigidi zee-cubic metres/ngosuku. (Qaphela: Umthamo wokungasebenzi uchazwa njengomveliso oyekisiweyo kangangeminyaka engaphezu kwemi-2; Umthamo osebenzayo ubhekisa kumthamo we-LNG emva kokukhupha umthamo wokungasebenzi. Umthamo wemveliso ye-LNG yasekhaya uwonke yi-159.75 yezigidi zee-cubic metres/ngosuku, kunye nokuvalwa kwexesha elide okungama-28, ii-7.29 yezigidi zee-cubic metres/ngosuku lomthamo wokungasebenzi kunye ne-152.46 yezigidi zee-cubic metres/ngosuku lomthamo osebenzayo.

Ngokuphathelele ulwelo lolwandle, inani lilonke leenqanawa ze-LNG ezingama-20 zifunyenwe kwizikhululo zokwamkela iinqanawa zasekhaya ezili-14 kulo mjikelo, inani leenqanawa ezifumana inqanawa enye ngaphantsi kuneveki ephelileyo, kunye nomthamo wokufika echwebeni oyi-1.403 yezigidi zeetoni, linyuke nge-13.33% ukusuka kwi-1.26 yezigidi zeetoni kwiveki ephelileyo. Amazwe aphambili angenisa impahla kulo mjikelo yi-Australia, iQatar kunye neRashiya, apho kufike iitoni ezingama-494,800, iitoni ezingama-354,800 kunye neetoni ezingama-223,800, ngokwahlukeneyo. Ngokuphathelele izikhululo zokwamkela iinqanawa, i-CNOOC Dapeng kunye ne-State Grid Diafu zifumene iinqanawa ezi-3, i-CNOOC Zhuhai kunye ne-State Grid Tianjin nganye ifumene iinqanawa ezi-2, kwaye ezinye izikhululo zokwamkela nganye zifumene inqanawa enye.

c) Imfuno

Imfuno iyonke ye-LNG yasekhaya kule veki (07.26-08.01) ibiziitoni ezingama-702,900, ukwehla kweetoni ezili-10,500, okanye i-1.47%, ukusuka kwiveki ephelileyo (07.19-07.25). Ukuthunyelwa kwemizi-mveliso yasekhaya kube ziitoni ezingama-402,000, kwehle ngeetoni ezi-0.17 yezigidi, okanye i-0.42%, ukusuka kwiveki ephelileyo (07.19-07.25). Ukuthengiswa kwemizi-mveliso engamanzi kwehlise amaxabiso, kodwa ngenxa yokuhanjiswa kwe-typhoon, okuchaphazela ukuthunyelwa kwemizi-mveliso phezulu, inani lilonke lokuthunyelwa kwemizi-mveliso yasekhaya lehle kancinci.

Ngokuphathelele ulwelo lolwandle, umthamo uwonke wokuthunyelwa kwezikhululo zokwamkela imithwalo zasekhaya wawuziimoto ezili-14327, uhle nge-2.86% ukusuka kwizithuthi ezili-14749 kwiveki ephelileyo (07.19-07.25), kwaye ukwehla ngokubanzi kwexabiso lezikhululo zokwamkela imithwalo kwakuncinci, kwaye umda wokuthengiswa kwemarike wawunciphile, nto leyo ekhokelele ekunciphiseni ukuthunyelwa kweetanki.6