EYurophu, imakethi ikwimeko ehlayo kule veki njengoko intsimi yeTroll eNorway inciphisa imveliso ngaphaya komda wezicwangciso zolondolozo lwangaphambili, uluhlu lwempahla yegesi yendalo yenyuka yaya phezulu kodwa yehla, kodwa amaxabiso exesha elizayo e-TTF ehla njengoko isitokhwe kummandla ngoku zininzi kakhulu.

EUnited States, ngoJulayi 28, ngexesha lasekuhlaleni, umbhobho wegesi yendalo owaphuka kufutshane neStrasburg, eVirginia, wabuyela kwindlela eqhelekileyo yokuhamba, yaye ukuhanjiswa kwegesi yendalo kwisikhululo segesi yendalo enyibilikisiweyo saseCove Point kwabuyela kwimeko yesiqhelo, yaye iZibuko. Ikusasa likaHenry igesi yendalo (NG) yawa emva kokunyuka.

a) Isishwankathelo semarike

Ukususela ngo-Agasti 1, i-United States i-Henry Port yegesi yendalo (NG) ixabiso lexesha elizayo laliyi-2.56 yeedola zase-US / isigidi se-British thermal, xa kuthelekiswa nomjikelezo wangaphambili (07.25) phantsi kwe-0.035 yeedola zase-US / isigidi saseBritani, phantsi kwe-1.35%; Ixabiso lexesha elizayo legesi yendalo yaseDutch (TTF) laliyi-8.744 yezigidi ze-BTU, phantsi kwe-0.423 yezigidi ze-Btu ukusuka kumjikelo wangaphambili (07.25), okanye i-4.61%.

EUnited States, eUnited States Henry Port (NG) amaxabiso elizayo wavuka waza wehla ebudeni beveki, amaqondo obushushu asekhaya eUnited States ahlala ephezulu, imfuno yasekhaya yokusetyenziswa kwegesi yendalo inkulu, kodwa ngoJulayi 28 ixesha lendawo, umbhobho wegesi yendalo. eyaqhekeka kufutshane neStrasburg, eVirginia, yaphinda yaqalisa ukuhamba okuqhelekileyo, kunye nokuhanjiswa kwerhasi yendalo kwisikhululo segesi yendalo enyibilikisiweyo saseCove Point kwaphinda kwaqala ngokwesiqhelo. Irhasi yendalo yase-US yasePort Henry (NG) iye yarhoxa emva kokunyuka.

Ngokumalunga nokuthunyelwa kwamanye amazwe, imfuno yemarike ye-Eurasian izinzile kule veki, i-United States LNG i-exports ichaphazeleka yimiba yomgaqo-nkqubo we-Panama Canal, isantya sokuhamba kwi-Northeast Asia iyancipha, i-United States i-terminal yegesi yendalo iyanyanzeliswa. ukunciphisa, kunye nokuthunyelwa kwe-United States kumazwe angaphandle kuyehla.

Ukususela kumbono wezobugcisa, i-US Henry Port futures (NG) yindlela ehlayo, i-US Henry Port futures (NG) ixabiso kwi-2.57 US dollar / million BTU, i-KDJ yaqhubeka iyancipha emva kwemfoloko yokufa, ukunyuka kwesantya enkulu, i-MACD isabonisa ukuhla emva kwefolokhwe yokufa, kamva iya kuqhubeka iyancipha, i-US Henry Port futures (NG) ixabiso kule veki yabonisa ukuhla.

EYurophu, i-inventory yemarike yaseYurophu iye yancipha, ngokutsho kwedatha ye-European Natural Gas Infrastructure Association ibonisa ukuba ukususela ngoJulayi 31, uluhlu olubanzi lwaseYurophu luyi-964Twh, isabelo samandla okugcina i-85.43%, i-0.36% ngaphantsi kosuku lwangaphambili.

Iimarike zaseYurophu zikwimeko ehlayo kule veki njengoko intsimi ye-Troll eNorway inciphisa imveliso engaphaya kwemida yezicwangciso zokulondoloza kwangaphambili, uluhlu lwempahla yegesi yendalo yenyuka yaya phezulu kodwa yancitshiswa, kodwa amaxabiso exesha elizayo e-TTF ehla njengoko izitokhwe kummandla ngoku zininzi kakhulu.

Ukususela ngo-Agasti 1, i-US Port Henry Natural Gas (HH) kulindeleke ukuba ibone amaxabiso e-$ 2.6 / mmBTU, phantsi kwe-$ 0.06 / mmBTU, okanye i-2.26%, ukusuka kwikota yangaphambili (07.25). Ixabiso lendawo ye-Canadian Natural Gas (AECO) yayiyi-$ 2.018 / mmBTU, i-$ 0.077 / mmBTU, okanye i-3.99%, ukusuka kwinyanga edlulileyo (07.25).

I-Port Henry Natural Gas (HH) ilindele ukuba amaxabiso eendawo ahla kwaye i-Cove Point feedstock unikezelo lwegesi lwegesi luqalise kwakhona, kodwa i-Port Henry Natural Gas (HH) ilindele ukuba amaxabiso eendawo ehle ngenxa yokunciphisa ukuthunyelwa kwe-US LNG kumazwe angaphandle ngenxa yezithintelo zokuhamba kwePanama Canal.

Ukususela ngo-Agasti 1, ixabiso le-Northeast Asia indawo yokufika i-China (DES) yayiyi-10.733 yeedola zase-US / izigidi ze-BTU, phantsi kwe-0.456 yeedola zase-US / izigidi ze-BTU ukusuka kwikota yangaphambili (07.25), phantsi kwe-4.08%; TTF indawo ixabiso $8.414 / mmBTU, phantsi $0,622 / mmBTU ukusuka kwikota yangaphambili (07.25), ukuhla 6.88%.

Ixabiso lendawo yokusetyenziswa kwesiqhelo linendlela ehlayo, imfuno eYurophu nase-Asiya iye yahlala izinzile iyonke, uluhlu lwempahla kwimarike yasekhaya luhleli lwanele, kwaye imarike igcine ukuthengiswa okugqithisileyo, okukhokelele ekwehleni kwentengiso. iindawo amaxabiso kwilizwe jikelele.

b) Uluhlu lwempahla

Ukususela kwiveki ephela ngoJulayi 21, ngokwengxelo ye-Arhente yaMandla yase-US, i-US yendalo yegesi yendalo yayiyi-2,987 yeebhiliyoni ze-cubic feet, ukwanda kwe-16 billion cubic feet, okanye i-0.54%; Uluhlu lwempahla ibingama-5,730 cubic feet, okanye i-23.74%, ngaphezulu kunonyaka odlulileyo. Loo nto yi-345 billion cubic feet, okanye i-13.06%, ngaphezulu komndilili weminyaka emihlanu.

Kwiveki ephelile ngoJulayi 21, ngokweenkcukacha ze-European Gas Infrastructure Association, i-inventory yegesi yendalo yaseYurophu yayiyi-3,309,966 yeebhiliyoni ze-cubic feet, i-79.150 billion cubic feet, okanye i-2.45%; Uluhlu lwempahla bezingama-740.365 eebhiliyoni zeekyubhiki ezinyaweni ngaphezu konyaka ophelileyo, ukwanda ngama-28.81%.

Kule veki, iqondo lokushisa eYurophu nase-United States liye landa ngokuthe ngcembe, kwaye imfuno yegesi yendalo kule ngingqi iye yanda, iqhuba ukwanda kokusetyenziswa kwegesi yendalo, kunye nokuqhuba izinga lokukhula kwempahla yegesi yendalo eYurophu nase-United States. lehlile, phakathi apho unikezelo oluphezulu e-United States luye lwaba buthathaka, kwaye izinga lokukhula kwe-inventories liye lehla kakhulu.

Iintsingiselo ze-inventri yerhasi yendalo yamazwe ngamazwe

c) Ukungeniswa nokuthengiswa kolwelo kumazwe angaphandle

Lo mjikelo (07.31-08.06) i-US kulindeleke ukuba ingenise 0m³; Umthamo olindelekileyo wokuthumela ngaphandle kwe-United States yi-3700000m³, engaphantsi nge-5.13% kunomthamo wokuthumela ngaphandle we-3900000m³ kumjikelo wangaphambili.

Okwangoku, imfuno yokungeniswa kwe-Eurasian LNG ihlala izinzile, echatshazelwa zizithintelo zokuhamba kwePanama Canal, ukuthunyelwa kwe-LNG yase-United States kunciphile.

a) Isishwankathelo semarike

Ukususela ngo-Agasti 2, ixabiso lesikhululo sokufumana i-LNG laliyi-4106 yuan / ton, phantsi kwe-0.61% ukusuka kwiveki ephelileyo, phantsi kwe-42.23% ngonyaka; Ixabiso lendawo ephambili yokuvelisa yayiyi-3,643 yuan / ton, phantsi kwe-4.76% ukusuka kwiveki ephelileyo kunye ne-45.11% ngonyaka.

Amaxabiso asekhaya asezantsi abonise ukuhla, ixabiso lemithombo yolwelo lwangaphakathi liye lehla, ukuqhuba ukuthunyelwa kweenqanawa ukuya phezulu, izikhululo zokufumana izikhululo zizonke zahlala zizinzile, kunye nexabiso lokuthunyelwa kweemarike lilonke lehla.

Ukususela ngo-Agasti 2, ixabiso eliqhelekileyo le-LNG elifunyenwe kwilizwe lonke laliyi-4,051 yuan / ton, phantsi kwe-3.09% ukusuka kwiveki edlulileyo kunye ne-42.8% unyaka nonyaka. Imfuno esezantsi yomlambo ibuthathaka, ukuhla kwamaxabiso okunyuka kulawula amaxabiso ezantsi, kwaye amaxabiso okufumana imarike ayehla.

Ukususela ngo-Agasti 2, uluhlu olupheleleyo lwezityalo ze-LNG zasekhaya zaziyi-306,300 yeetoni ngosuku olufanayo, i-4.43% ukusuka kwixesha elidlulileyo. Ngenxa yempembelelo yenkanyamba, ukuthunyelwa kweenqanawa ezinyukayo kwavalwa, kwaye ukuthengisa okunyukayo kwaqhubeka nokunciphisa amaxabiso, kodwa imfuno ephantsi yomlambo yayibuthathaka, kunye nempahla yefektri yanyuka.

Itshathi yexabiso le-LNG yasekhaya

b) Ubonelelo

Kule veki (07.27-08.02) i-233 yasekhaya ye-LNG yedatha yokuhlola izinga lokusebenza kweplanti ibonisa ukuba imveliso yangempela ye-635,415 yezigidi zesikwere, le ntsimbi yokusebenza ngoLwesithathu ye-56,6%, efanayo neveki ephelileyo. NgoLwesithathu ukusebenza komthamo osebenzayo wama-56.59%, ehle nge-2.76 yeepesenti kwiveki ephelileyo. Inani lezityalo ezitsha zokuvala kunye nokugcinwa zi-4, kunye nomthamo opheleleyo we-8 yezigidi ze-cubic metres / ngosuku; Inani lemizi-mveliso esanda kuqaliswa yayisisi-7, enomthamo we-4.62 yezigidi ze-cubic metres/ngosuku. (Qaphela: Umthamo ongasebenziyo uchazwa njengemveliso eyekiweyo iminyaka engaphezu kwe-2; Umthamo osebenzayo ubhekiselele kumthamo we-LNG emva kokungabandakanyi umthamo ongasebenziyo. Umthamo opheleleyo wemveliso yasekhaya ye-LNG yi-159.75 yezigidi ze-cubic metres / ngosuku, kunye nokuvalwa kwexesha elide le-28, i-7.29 Izigidi ze-cubic metres/ngosuku lomthamo wokungenzi nto kunye ne-152.46 yezigidi ze-cubic metres/ngosuku lomthamo osebenzayo.

Ngokumalunga nolwelo lolwandle, inani elipheleleyo le-20 LNG abathwali bafunyanwa kwizikhululo ze-14 zasekhaya zokufumana kulo mjikelo, kunye nenani leenqanawa ezifumana inqanawa ye-1 ngaphantsi kweveki ephelileyo, kunye nomthamo wokufika kwechweba we-1.403 yeetoni zezigidi, ukuya kwi-13.33% ukusuka I-1.26 yezigidi zeetoni kwiveki ephelileyo. Amazwe aphambili omthombo wokungenisa kulo mjikelo yi-Australia, Qatar kunye neRashiya, kunye nokufika kweetoni ze-494,800, iitoni ze-354,800 kunye neetoni ezingama-223,800 ngokulandelanayo. Ngokubhekiselele kwizikhululo zokufumana, i-CNOOC Dapeng kunye ne-State Grid Diafu bafumana iinqanawa ze-3, i-CNOOC Zhuhai kunye ne-State Grid i-Tianjin nganye yafumana iinqanawa ze-2, kunye nezinye izitishi ezifumana i-1 inqanawa.

c) Imfuno

Iyonke imfuno yasekhaya ye-LNG kule veki (07.26-08.01) yayiyi-702,900 yeetoni, ukuncipha kweetoni ze-10,500, okanye i-1.47%, ukusuka kwiveki ephelileyo (07.19-07.25). Ukuthunyelwa kweetoni zasekhaya kwimizi-mveliso yasekhaya kuphelele kwiitoni ezingama-402,000, zehle nge-0.17 yezigidi zeetoni, okanye i-0.42%, ukusuka kwiveki ephelileyo (07.19-07.25). Ukuthengiswa kwefektri yolwelo kwawanciphisa amaxabiso, kodwa ngenxa yohambo lwenkanyamba, echaphazela ukuthunyelwa kwempahla emantla, umthamo uwonke wothunyelo lwefektri yasekhaya wehla kancinci.

Ngokumalunga nolwelo lwaselwandle, umthamo opheleleyo wokuthunyelwa kwezikhululo zokufumana zasekhaya kwakuyizithuthi ze-14327, phantsi kwe-2.86% ukusuka kwizithuthi ze-14749 kwiveki ephelileyo (07.19-07.25), kwaye ukuhla ngokubanzi kwexabiso lezikhululo zokufumana kwakuncinci, kunye nokuthengiswa kweemarike. iradius yacuthwa, nto leyo eyakhokelela ekunciphiseni ukuthunyelwa kweetanki.6