Iimarike zaseYurophu zihlale ziphezulu kwaye zingazinzanga kule veki, kwaye imeko kuMbindi Mpuma inyanzele iChevron ukuba ivale intsimi yayo yegesi elwandle eSiriya, kwaye imakethi yaqhubeka noloyiko, kodwa amaxabiso exesha elizayo e-TTF ayephezulu kwaye engazinzanga ngenxa yokuthengiswa kakhulu kwemarike okwangoku.

E-United States, ngenxa yokucotha kwemfuno kunye nokwehla koloyiko, ukuthunyelwa kwe-LNG e-United States kwehlile kule veki, ukuthunyelwa kwempahla kwamanye amazwe kwehlile, kwaye ukunikezelwa kwegesi eluhlaza evela kwiindawo zokuthumela ngaphandle kuye kwehla, kodwa ngenxa yotshintsho lwezivumelwano ze-NG zekamva kule nyanga, ixabiso legesi yendalo e-United States linyukile.

a) Isishwankathelo seMarike

Ukususela nge-24 ka-Okthobha, ixabiso le-future gas (NG) lase-United States laseHenry Port laliyi-3.322 yeedola zaseMelika/isigidi sezigidi zobushushu baseBritane, xa kuthelekiswa nomjikelo wangaphambili (10.17) linyuke nge-0.243 yeedola zaseMelika/isigidi sezigidi zobushushu baseBritane, ukunyuka kwe-7.89%; Ixabiso le-future gas (TTF) laseDutch laliyi-$15.304 / mmBTU, linyuke nge-$0.114 / mmBTU ukusuka kumjikelo wangaphambili (10.17), okanye nge-0.75%.

E-United States, amaxabiso exesha elizayo e-Henry Port (NG) e-United States abonise umkhwa wokubuyela umva emva kokuhla ngokubanzi kule veki, amaxabiso exesha elizayo egesi yendalo e-United States abonise umkhwa wokwehla kule veki, kodwa ngenxa yempembelelo yotshintsho lwekhontrakthi, amaxabiso exesha elizayo e-NG anyukile.

Kwicala lokuthumela ngaphandle, ukuthunyelwa ngaphandle kwe-LNG e-US kwehle kule veki ngenxa yemfuno ecothayo kunye noloyiko olunciphayo, kwaye ukuthunyelwa kwamanye amazwe kwehlile.

Ngokwembono yobuchwephesha, i-United States Henry Port futures (NG) lilizwe eliphantsi ukunyuka, ixabiso le-United States Henry Port futures (NG) lifikelela kwi-3.34 yeedola zaseMelika/isigidi seedola zaseBrithani lisondele, i-KDJ ephantsi sele iza kunyuka isuka kwifolokhwe, i-MACD ingaphantsi kwe-zero bottom, ukuhla kuyekile, ixabiso le-United States Henry Port futures (NG) kule veki libonise umkhwa wokwehla kwakhona.

EYurophu, uluhlu lwezinto ezisetyenzisiweyo kwimarike yaseYurophu luqhubekile nokukhula, ngokutsho kwedatha ye-European Natural Gas Infrastructure Association ibonisa ukuba ukusukela nge-23 ka-Okthobha, uluhlu lwezinto ezisetyenzisiweyo eYurophu beluyi-1123Twh, kunye nesabelo somthamo se-98.63%, ukwanda kwe-0.05% ngosuku oludlulileyo, kunye nokwanda okuqhubekayo kwezinto ezisetyenzisiweyo.

Iimarike zaseYurophu zihlale ziphezulu kwaye zingazinzanga kule veki, kwaye imeko kuMbindi Mpuma inyanzele iChevron ukuba ivale intsimi yayo yegesi elwandle eSiriya, kwaye imakethi yaqhubeka noloyiko, kodwa amaxabiso exesha elizayo e-TTF ayephezulu kwaye engazinzanga ngenxa yokuthengiswa kakhulu kwemarike okwangoku.

Ukususela nge-24 ka-Okthobha, i-US Port Henry Natural Gas (HH) kulindeleke ukuba ibone amaxabiso e-$2.95 / mmBTU, enyuke nge-$0.01 / mmBTU ukusuka kwikota edlulileyo (10.17), ukunyuka nge-0.34%. Ixabiso elisezantsi le-Canadian Natural Gas (AECO) yayiyi-$1.818 / mmBTU, enyuke nge-$0.1 / mmBTU ukusuka kwinyanga edlulileyo (10.17), ukunyuka nge-5.83%.

I-Henry Port Natural Gas (HH) ilindele ukuba amaxabiso aqingqiweyo ahlale ezinzile, ukuthunyelwa kwamanye amazwe kwe-LNG kuye kwehla, imfuno ephambili yemarike yabathengi ngaphandle kommandla ihlale izinzile, akukho nkxaso icacileyo, i-Henry Port Natural Gas (HH) kulindeleke ukuba ihlale izinzile amaxabiso aqingqiweyo.

Ukususela nge-24 ka-Okthobha, ixabiso le-spot arrival lase-Northeast Asia e-China (DES) beliyi-$17.25 / million BTU, linyuke nge-$0.875 / million BTU ukusuka kwikota edlulileyo (10.17), ukunyuka nge-5.34%; ixabiso le-spot le-TTF beliyi-$14.955 / mmBTU, linyuke nge-$0.898 / mmBTU ukusuka kwikota edlulileyo (10.17), ukunyuka nge-6.39%.

Amaxabiso abathengi abaphambili ayanda, uloyiko lwabathengi abaphambili lugcwele, ingqondo yokuqikelela imarike inamandla, abathengisi abaphambili bathengisa ngamaxabiso aphezulu, okuqhuba amaxabiso abathengi abaphambili anyukile.

b) Uluhlu lwezinto ezisetyenzisiweyo

Kwiveki ephele nge-13 ka-Okthobha, ngokutsho kwe-US Energy Agency, ii-inventri zegesi yendalo zase-US beziyi-3,626 yeebhiliyoni zee-cubic feet, ukonyuka kwe-97 yeebhiliyoni zee-cubic feet, okanye i-2.8%; Ii-inventri beziyi-3,000 yee-cubic feet, okanye i-9.0%, ngaphezulu kunonyaka ophelileyo. Oko kungaphezulu kwe-175 yeebhiliyoni zee-cubic feet, okanye i-5.1%, ngaphezu komndilili weminyaka emihlanu.

Kwiveki ephele nge-13 ka-Okthobha, ii-inventri zegesi zaseYurophu bezimi kwi-3,926.271 yeebhiliyoni zee-cubic feet, zinyuke nge-43.34 yeebhiliyoni zee-cubic feet, okanye i-1.12%, ukusuka kwiveki ephelileyo, ngokutsho kwe-European Gas Infrastructure Association. Ii-inventri beziyi-319.287 yeebhiliyoni zee-cubic feet, okanye i-8.85%, ngaphezulu kunonyaka odlulileyo.

Kule veki, uluhlu lwegesi yendalo eMelika lunyuke kancinci, ngenxa yamaxabiso aphezulu, nto leyo ekhokelele ekubeni abathumeli bamanye amazwe babe nesimo sengqondo sokulinda nokubona, imfuno ephambili yokuthengwa kweendawo kwimarike yabathengi yehle kakhulu, izinga lokukhula kweendawo eMelika linyuke. Uluhlu lweempahla eYurophu lukhule kancinci, ngoku lunyuke lwaya kuthi ga kwi-98%, kwaye ukwehla kokukhula kweendawo kulindeleke ukuba kunciphe kwixesha elizayo.

c) Ukungenisa nokuthumela ngaphandle ulwelo

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

Okwangoku, imfuno ebuthathaka kwimarike yabathengi abaphambili kunye noluhlu oluphezulu lwezinto ezikhoyo kukhokelele ekwehleni kokuthunyelwa ngaphandle kwe-LNG e-US.

a) Isishwankathelo seMarike

Ukusukela nge-25 ka-Okthobha, ixabiso lesiphelo se-LNG beliyi-5,268 yuan/ton, linyuke nge-7% ukusuka kwiveki ephelileyo, lihle nge-32.45% unyaka nonyaka; Ixabiso lendawo ephambili evelisayo ibiyi-4,772 yuan/ton, linyuke nge-8.53% ukusuka kwiveki ephelileyo kwaye lihle nge-27.43% unyaka nonyaka.

Amaxabiso anyukayo abonisa ukuthambekela kokunyuka. Ngenxa yokunyuka kwexabiso lesityalo solwelo saseNorthwest kunye nexabiso eliphezulu lolwelo lwaselwandle, amaxabiso anyukayo ayaphakanyiswa kwaye ukuthunyelwa kwempahla kuqhutywa kukunyuka kwamaxabiso okuthunyelwa kwempahla.

Ukusukela nge-25 ka-Okthobha, ixabiso eliqhelekileyo le-LNG elifunyenweyo kuzwelonke yayiyi-5208 yuan/ton, inyuke nge-7.23% ukusuka kwiveki ephelileyo kwaye yehla nge-28.12% unyaka nonyaka. Imithombo ephezulu ichaphazeleka yindleko yokuthunyelwa, nto leyo eqhuba imakethi ukuba ifumane amaxabiso aphezulu eempahla.

Ukusukela nge-24 ka-Okthobha, isitokhwe siphela sezityalo ze-LNG zasekhaya sasiziitoni ezingama-328,300 ngaloo mini inye, sehle nge-14.84% ukusuka kwixesha elidlulileyo. Njengoko amaxabiso enyuka ngokulandelelana kwaye ethengisa iimpahla, intengiso yezixhobo zokuqala yayilula, nto leyo eyakhokelela ekwehleni kwesitokhwe.

b) Ubonelelo

Kule veki (10.19-10.25) izinga lokusebenza kwezityalo ze-LNG zasekhaya ezingama-236 libonisa ukuba imveliso yokwenyani ye-742.94 yezigidi zesikwere, izinga lokusebenza ngoLwesithathu eliyi-64.6%, izinzile kwiveki ephelileyo. Izinga lokusebenza lomthamo osebenzayo ngoLwesithathu eliyi-67.64%, linyuke nge-0.01 yeepesenti ukusuka kwiveki ephelileyo. Inani lezityalo ezintsha zokugcinwa nokuvalwa yi-1, enomthamo opheleleyo we-700,000 cubic metres/ngosuku; Inani leefektri ezisandula ukuqaliswa kwakhona yi-0, enomthamo opheleleyo we-0 yezigidi zesikwere seemitha/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 iyonke yi-163.05 yezigidi zee-cubic metres/ngosuku, kunye nokuvalwa kwexesha elide okungama-28, i-7.29 yezigidi zee-cubic metres/ngosuku lomthamo wokungasebenzi kunye ne-155.76 yezigidi zee-cubic metres/ngosuku lomthamo osebenzayo.)

Ngokuphathelele ulwelo lolwandle, inani lilonke leenqanawa ze-LNG ezingama-20 zifunyenwe kwizikhululo zokwamkela iinqanawa zasekhaya ezili-13 kulo mjikelo, ukonyuka kweenqanawa ezi-5 kwiveki ephelileyo, kwaye umthamo wezibuko wawuziitoni ezili-1,291,300, i-37.49% xa kuthelekiswa neetoni ezingama-939,200 kwiveki ephelileyo. Amazwe aphambili angenisa impahla kulo mjikelo yi-Australia, iQatar neMalaysia, apho kufike iitoni ezingama-573,800, iitoni ezingama-322,900 kunye neetoni ezili-160,700 ngokwahlukeneyo. Kwisikhululo ngasinye sokwamkela iinqanawa, i-CNOOC Dapeng ifumene iinqanawa ezi-3, i-CNPC Caofeidian kunye ne-CNOOC Binhai zifumene iinqanawa ezi-2 nganye, kwaye ezinye izikhululo zokwamkela iinqanawa zifumene inqanawa enye nganye.

c) Imfuno

Imfuno iyonke ye-LNG yasekhaya kule veki (10.18-10.24) ibiziitoni ezingama-721,400, ukwehla kweetoni ezingama-53,700, okanye i-6.93%, ukusuka kwiveki ephelileyo (10.11-10.17). Ukuthunyelwa kwefektri yasekhaya kube ziitoni ezingama-454,200, ukwehla kweetoni ezingama-35,800, okanye i-7.31%, ukusuka kwiveki ephelileyo (10.11-10.17). Ngenxa yesikhululo sokwamkela kunye nesityalo esimanzi sinyuse ixabiso lokuthunyelwa, ukumelana nokwamkelwa kwamaxabiso aphezulu emva kwexesha, oku kuqhuba ukwehla kokuthunyelwa.

Ngokuphathelele ulwelo lwaselwandle, umthamo uwonke wezithuthi ezithunyelwayo zasekhaya beziziimoto ezili-14,055, uhle nge-9.48% ukusuka kwizithuthi ezili-14,055 kwiveki ephelileyo (10.11-10.17), isikhululo esifumanayo sinyuse ixabiso lezithuthi, ukuthunyelwa okuhambayo bekunganyamezeli ngakumbi, kwaye umthamo uwonke wezithuthi ezithunyelwayo zetanki wehla.