Iimarike zaseYurophu zahlala ziphezulu kwaye ziguquguquka kule veki, kwaye imeko kuMbindi Mpuma yanyanzelisa i-Chevron ukuba ivale indawo yayo yegesi engaselunxwemeni eSyria, kwaye imakethi iqhubekile nokuphakuzela, kodwa amaxabiso ekamva le-TTF ebephezulu kwaye eguquguquka ngenxa yokugqithiswa kweemarike ngoku.

EUnited States, ngenxa yemfuno ecothayo kunye nokuncipha koloyiko, ukuthunyelwa kwe-LNG e-United States kwehlile kule veki, ukuthunyelwa ngaphandle kwehlile, kwaye unikezelo lwerhasi eluhlaza evela kwiitheminali zokuthumela ngaphandle luye lwaba buthathaka, kodwa ngenxa yotshintsho lwezivumelwano zexesha elizayo ze-NG. kule nyanga, ixabiso legesi yendalo eMelika linyukile.

a) Isishwankathelo semarike

Ukususela ngo-Oktobha 24, i-United States Henry Port yegesi yendalo (NG) ixabiso lexesha elizayo laliyi-3.322 yeedola zase-US / isigidi se-thermal yaseBrithani, xa kuthelekiswa nomjikelezo wangaphambili (i-10.17) yanda nge-0.243 yeedola zase-US / isigidi saseBrithani, ukwanda kwe-7.89%; Ixabiso lexesha elizayo legesi yendalo ye-Dutch (TTF) laliyi-$ 15.304 / mmBTU, i-$ 0.114 / mmBTU ukusuka kumjikelo wangaphambili (10.17), okanye i-0.75%.

EUnited States, i-United States Henry Port (NG) amaxabiso exesha elizayo abonisa i-rebound trend emva kokuhla ngokubanzi kweveki, amaxabiso exesha elizayo legesi yendalo e-United States abonisa ukuhla kweveki kule veki, kodwa ngenxa yempembelelo yokutshintsha isivumelwano, Amaxabiso ekamva le-NG anyukile.

Kwicala lokuthumela ngaphandle, ukuthunyelwa kwe-US LNG kumazwe angaphandle kwehle kule veki ngenxa yemfuno ecothayo kunye nokuhla koloyiko, kwaye ukuthunyelwa ngaphandle kwehlile.

Ukususela kumbono wezobugcisa, i-United States Henry Port futures (NG) yimeko ephantsi yokunyuka, i-United States Henry Port futures (NG) ixabiso kwi-3.34 yeedola zase-US / izigidi ze-British fever kufuphi, i-KDJ ephantsi malunga nokunyuka. yefolokhwe, i-MACD ngaphantsi kwe-zero bottoming, ukuhla kuyeka, i-United States Henry Port futures (NG) ixabiso kule veki libonise ukuhla kwe-rebound.

EYurophu, i-inventory yemarike yaseYurophu iqhubekile nokunyuka, ngokutsho kwedatha ye-European Natural Gas Infrastructure Association ibonisa ukuba ukususela ngo-Oktobha 23, i-inventory yonke yaseYurophu yayiyi-1123Twh, kunye nesabelo somthamo we-98.63%, ukwanda kwe-0.05% kwi ngosuku oludlulileyo, kunye nokunyuka okuthe chu kwi-inventri.

Iimarike zaseYurophu zahlala ziphezulu kwaye ziguquguquka kule veki, kwaye imeko kuMbindi Mpuma yanyanzelisa i-Chevron ukuba ivale indawo yayo yegesi engaselunxwemeni eSyria, kwaye imakethi iqhubekile nokuphakuzela, kodwa amaxabiso ekamva le-TTF ebephezulu kwaye eguquguquka ngenxa yokugqithiswa kweemarike ngoku.

Ukususela ngo-Oktobha 24, i-US Port Henry Natural Gas (HH) kulindeleke ukuba ibone amaxabiso e-$ 2.95 / mmBTU, i-$ 0.01 / mmBTU ukusuka kwikota yangaphambili (10.17), ukwanda kwe-0.34%. Ixabiso lendawo ye-Canadian Natural Gas (AECO) laliyi-1.818 $ / mmBTU, i-$ 0.1 / mmBTU ukusuka kwinyanga edlulileyo (10.17), ukunyuka kwe-5.83%.

I-Henry Port Natural Gas (HH) ilindele ukuba ixabiso lendawo lihlale lizinzile, ukuthunyelwa kwe-LNG kuye kwaba buthathaka, imfuno yemarike yabathengi ephambili ngaphandle kommandla ukuba ihlale iqinile, akukho nkxaso icacileyo ebonakalayo, i-Henry Port Natural gas (HH) kulindeleke ukuba ihlale amaxabiso eendawo ezizinzileyo. .

Ukususela ngo-Oktobha 24, i-Northeast Asia indawo yokufika i-China (DES) ixabiso laliyi-17.25 yezigidi ze-BTU, i-$ 0.875 / yezigidi ze-BTU ukusuka kwikota yangaphambili (10.17), ukwanda kwe-5,34%; TTF ixabiso indawo $14.955 / mmBTU, phezulu $0.898 / mmBTU ukusuka kwikota yangaphambili (10.17), ukwanda 6.39%.

Amaxabiso eendawo zabathengi abaphambili ayanda, eyona nto ikhoyo ngoku yoyika abathengi, ukucinga ngentelekelelo yemarike yomelele, abathengisi abaphezulu bathengisa amaxabiso aphezulu, baqhuba amaxabiso omthengi aphambili anyukile.

b) Uluhlu lwempahla

Kwiveki ephela ngo-Oktobha 13, ngokutsho kwe-Arhente yaMandla yase-US, i-US yendalo yegesi yendalo yayiyi-3,626 yeebhiliyoni ze-cubic feet, ukwanda kwe-97 billion cubic feet, okanye i-2.8%; Uluhlu lwempahla ibingama-3,000 cubic feet, okanye i-9.0%, ngaphezulu kunonyaka odlulileyo. Loo nto yi-175 billion cubic feet, okanye 5.1%, ngaphezulu komndilili weminyaka emihlanu.

Kwiveki ephelile ngo-Oktobha 13, i-inventory yegesi yaseYurophu yayimi kwi-3,926.271 yeebhiliyoni ze-cubic feet, i-43.34 yebhiliyoni ye-cubic feet, okanye i-1.12%, ukusuka kwiveki ephelileyo, ngokutsho kwe-European Gas Infrastructure Association. Uluhlu lwempahla ibingama-319.287 eebhiliyoni zee-cubic feet, okanye i-8.85%, ngaphezulu kunonyaka ongaphambili.

Kule veki, i-inventri yegesi yendalo yase-US inyuke ngokuthe ngcembe, ngenxa yamaxabiso aphezulu, okukhokelela ekubeni abantu bangaphandle balindele ngakumbi kwaye babone isimo sengqondo, eyona mfuno yokuthengwa kwemarike yabathengi yehle kakhulu, izinga lokukhula kwe-inventory yase-US yenyuka. Uluhlu lwempahla eYurophu lukhule ngokuthe ngcembe, ngoku lunyuka lwaya kutsho phantse kuma-98%, kwaye ukwehla kokukhula koluhlu lweempahla kulindeleke ukuba kuthobe isantya kwixesha elizayo.

c) Ukungeniswa nokuthengiswa kolwelo kumazwe angaphandle

I-US kulindeleke ukuba ingenise i-0m³ kulo mjikelo (10.23-10.29); I-United States ilindeleke ukuba ithumele kumazwe angaphandle i-3,900,000 m³, engaphantsi nge-4.88% kunomthamo wokuthumela ngaphandle we-410,00,000 m³ kumjikelo wangaphambili.

Okwangoku, imfuno ebuthathaka kwimakethi ephambili yabathengi kunye noluhlu oluphezulu lwempahla lukhokelele ekwehleni kokuthunyelwa ngaphandle kwe-US LNG.

a) Isishwankathelo semarike

Ukususela ngo-Oktobha 25, ixabiso le-terminal ye-LNG laliyi-5,268 yuan / ton, i-7% ukusuka kwiveki ephelileyo, phantsi kwe-32.45% ngonyaka; Ixabiso lendawo ephambili yokuvelisa yayiyi-4,772 yuan / ton, i-8.53% ukusuka kwiveki ephelileyo kwaye iphantsi kwe-27.43% ngonyaka.

Amaxabiso aphezulu abonisa indlela yokunyuka. Ngenxa yokunyuka kwexabiso leplanti yolwelo yaseMntla-ntshona kunye nexabiso eliphezulu lendawo yolwelo lolwandle, amaxabiso anyukayo anyuka kwaye ukuthunyelwa kuqhutywa kukunyuka kwamaxabiso othutho.

Ukususela ngo-Oktobha 25, ixabiso eliqhelekileyo le-LNG elifunyenwe kwilizwe lonke laliyi-5208 yuan / ton, ukunyuka kwe-7.23% ukusuka kwiveki ephelileyo kunye ne-28.12% unyaka nonyaka. Ubuncwane obuphezulu buchatshazelwa yindleko yokuthunyelwa, ukuqhuba imarike ukufumana amaxabiso eempahla aphezulu.

Ukususela ngo-Oktobha 24, uluhlu olupheleleyo lwezityalo ze-LNG zasekhaya zaziyi-328,300 yeetoni ngosuku olufanayo, phantsi kwe-14.84% ukusuka kwixesha elidlulileyo. Njengoko ukunyuka kwamaxabiso kuthe kwawanyusa ngokulandelelanayo amaxabiso kunye neempahla ezithengisiweyo, ukuthengiswa kwezixhobo zokusebenza kwangaphambili kwaba lula, nto leyo ekhokelele ekwehleni koluhlu lwempahla.

b) Ubonelelo

Kule veki (i-10.19-10.25) izinga lokusebenza kwe-236 yasekhaya ye-LNG idatha yophando lwezityalo lubonisa ukuba imveliso yangempela ye-742.94 yezigidi zesikwere, le ntsimbi yokusebenza kweLwesithathu ye-64,6%, izinzile kwiveki ephelileyo. NgoLwesithathu ukusebenza komthamo osebenzayo wama-67.64%, kunyuke nge-0.01 ekhulwini ukusuka kwiveki ephelileyo. Inani lezityalo ezitsha zokugcinwa nokuvalwa kwe-1, kunye nomthamo opheleleyo we-700,000 cubic metres / ngosuku; Inani lemizi-mveliso esanda kuqaliswa yi-0, enomthamo opheleleyo we-0 yesigidi seemitha / ngosuku. (Qaphela: Umthamo ongasebenziyo uchazwa njengemveliso eyekiweyo iminyaka engaphezu kwe-2; Umthamo osebenzayo ubhekiselele kumthamo we-LNG emva kokungabandakanyi umthamo ongasebenziyo. Umthamo opheleleyo wemveliso ye-LNG yasekhaya yi-163.05 yezigidi ze-cubic metres / ngosuku, kunye nokuvalwa kwexesha elide le-28, i-7.29 Izigidi ze-cubic metres/ngosuku lomthamo wokungenzi nto kunye ne-155.76 yezigidi ze-cubic metres/ngosuku lomthamo osebenzayo.)

Ngokumalunga nolwelo lolwandle, inani le-20 abathwali be-LNG bafunyenwe kwizikhululo ze-13 zasekhaya zokufumana kulo mjikelo, ukwanda kweenqanawa ze-5 kwiveki edlulileyo, kwaye umthamo wezibuko wawuyi-1,291,300 yeetoni, i-37.49% xa kuthelekiswa neetoni ze-939,200 kwiveki ephelileyo. Amazwe omthombo ophambili wokungenisa izinto kulo mjikelo yi-Australia, iQatar kunye neMalaysia, kunye nokufika kwe-port yeetoni ze-573,800, iitoni ze-322,900 kunye neetoni ze-160,700 ngokulandelanayo. Kwisikhululo ngasinye esamkelayo, iCNOOC Dapeng yafumana iinqanawa ezi-3, iCNPC Caofeidian kunye neCNOOC Binhai yafumana iinqanawa ezi-2 nganye, kwaye esinye isikhululo esamkelayo safumana inqanawa enye.

c) Imfuno

Imfuno ye-LNG yasekhaya iyonke kule veki (10.18-10.24) yayiyi-721,400 tons, ukuncipha kweetoni ze-53,700, okanye i-6.93%, ukusuka kwiveki edlulileyo (10.11-10.17). Ukuthunyelwa kweetoni zasemizini yasekhaya kuphelele kwiitoni ezingama-454,200, ukuhla kweetoni ezingama-35,800, okanye i-7.31%, ukusuka kwiveki ephelileyo (10.11-10.17). Ngenxa yesikhululo esifumanayo kunye neplanti yolwelo inyuse ixabiso lothutho, ukwehla kade kolwamkelo lwamaxabiso aphezulu, okuqhubela ukwehla kothutho.

Ngokumalunga nolwelo lwaselwandle, umthamo uwonke wokuthunyelwa kwezikhululo zokwamkela ekhaya yayiziimoto ezili-14,055, zehle nge-9.48% ukusuka kwizithuthi ezingama-14,055 kwiveki ephelileyo (10.11-10.17), isikhululo esamnkelayo sinyuse amaxabiso othutho, ukuthunyelwa kwempahla ezantsi komlambo kwakuxhathisa, kwaye ukuthunyelwa komthamo jikelele wamatanki wehlile.