据天然气加工网站12月17日消息 尽管亚洲需求不温不火，但亚洲液化天然气价格本周仍上涨。因供应担忧，欧洲天然气市场在冬季高峰前收紧，导致天然气价格强劲上涨。
业内人士称，2月份交付至东北亚的液化天然气平均价格升至43.35美元/百万英热单位，较上周上涨7.55美元，涨幅21.1%。
数据情报公司ICIS的天然气分析主管Tom Marzec-Manser表示：“东亚现货液化天然气正在应对一些当地的看跌因素，终端储罐被认为已接近饱和。与此同时，欧洲在北溪-2项目的发展和周边日益紧张局势的支撑下继续反弹。”
他补充道：“与TTF和欧洲天然气相关的事件将对亚洲价格产生影响，俄罗斯天然气流入欧洲的潜在变化将是影响液化天然气产量的主要因素。”
由于法国电力巨头EDF在发现故障后关闭了一些工厂，以及德国监管机构表示俄罗斯新的北溪-2项目天然气管道的认证过程将不会在2022年上半年完成，欧洲天然气价格仍接近历史高点，这是由于对供应的持续担忧。
雷斯塔能源表示，亚洲现货价格并未完全复制TTF的飙升，这可能会鼓励进一步向欧洲输送液化天然气，并部分平衡当前的看涨情绪。
交易员表示，在一个罕见的市场发展过程中，本周一批来自日本的重装货物乘坐JERA船只Enshu Maru驶往欧洲，这标志着欧洲有机会吸引现货货物。
最近，越来越多的货物进入英国，而不是荷兰，因为前者拥有多个容量和舱位更大的码头。
卡普拉能源集团董事总经理塔米尔·德鲁兹表示：“目前，欧洲各地的定价动态非常有吸引力，贸易商将试图让尽可能多的货物进货，这意味着产能是推动货物最终进货的潜在瓶颈。”
数据情报公司Spark Commodities的亨利·贝内特表示，太平洋液化天然气现货运价周环比下降40%以上，至每天158000美元。JKM-TTF价差的崩溃降低了将货物从大西洋运至太平洋盆地的价格激励，并减少了吨英里数。
航运价格暴跌，11月达到创纪录的每天37.45万美元，反映出亚洲需求疲软，因为顶级消费者亚洲大国和日本由于本国库存充足而远离现货市场。
在市场的其他地方，泰国PTT在12月17日结束的投标中，每月寻求两批LNG货物，分别在1月和2月交付。
安哥拉的液化天然气项目在船上交货（DES）的基础上启动了一项投标，出售液化天然气，以便在1月14日至16日期间交付至大西洋盆地。投标截止日期为12月15日。
吴恒磊 编译自 天然气加工
原文如下：
Asian LNG prices rise on tightening European market
Asian LNG prices rose this week, despite tepid Asian demand, tracking strong gains in Europe on the latter's tightening gas market ahead of peak winter months amid supply concerns.
The average LNG price for February delivery into Northeast Asia rose to $43.35 per metric million British thermal units (mmBtu), up $7.55, or 21.1%, from the previous week, industry sources said.
"East Asian spot LNG is responding to some local bearish factors with terminal tanks are considered to be close-to-full. Europe, meanwhile, continues to rally on the back of developments concerning Nord Stream 2 and the growing tensions in neighborhood," said Tom Marzec-Manser, head of gas analytics at data intelligence firm ICIS.
"The development related to the TTF and the European gas story will have an impact on Asian prices, with potential changes in flows of Russian gas into Europe being a major driver that could factor in LNG volumes," he added.
European gas prices remain near historical highs on ongoing supply fears after French power giant EDF shut down some nuclear plants following the discovery of faults and after Germany's regulator said the certification process for Russia's new Nord Stream 2 gas pipeline would not be completed in the first half of 2022.
Asian spot prices have not fully replicated the surge in the TTF, which may encourage further LNG deliveries into Europe and partially balance the prevailing bullish sentiment, according to Rystad energy.
In a rare market development, a reload cargo from Japan has headed to Europe this week on the JERA vessel Enshu Maru, signaling an opportunity for Europe to draw in spot cargoes, traders said.
More cargo has been recently heading into the UK rather than the Netherlands as the former has multiple terminals with more capacity and slots.
"The pricing dynamics across Europe are now very attractive and traders will try to get as many cargoes in as possible. This means that capacity is a potential bottleneck driving where cargoes may end up," said Tamir Druz, managing director at Capra Energy Group.
Pacific LNG freight spot rates fell over 40% week-on-week to $158,000 per day, said Henry Bennett at data intelligence firm Spark Commodities, adding the collapse in the JKM-TTF spread reduces the pricing incentive to move cargoes from Atlantic to Pacific basins and reduces ton miles.
The collapse in shipping prices, which hit a record high of $374,500 per day in November, reflects the muted demand in Asia as top consumers thebiggest country in Asia and Japan stay away from the spot market due to ample inventory in their countries.
Elsewhere in the market, Thailand's PTT is seeking up to two LNG cargoes a month for delivery in January and February in a tender closing December 17.
Angola's liquefied natural gas (LNG) project has launched a tender on a delivered ex-ship (DES) basis to sell LNG for delivery over January 14-16 to the Atlantic Basin. The tender closes on December 15.
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