欧洲天然气价格飙升导致美国减少对亚洲的LNG出口量

   2022-01-18 互联网综合消息

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核心提示:据能源网1月14日休斯敦报道,较高的天然气价格和较低的海运费率正在增加美国液化天然气货物对欧洲的出口,

据能源网1月14日休斯敦报道,较高的天然气价格和较低的海运费率正在增加美国液化天然气货物对欧洲的出口,而不是亚洲更传统的冬季市场。

根据彭博汇编的船舶跟踪数据显示,截至周四下午,有41艘美国液化天然气货物已宣布目的地在欧洲或可能通往天然气匮乏的大陆,而前往亚洲的只有24艘。

17批货物的差异是今年冬天迄今为止最大的,欧洲天然气价格的波动是主要原因,欧洲天然气库存较低,而主要供应商俄罗斯没有按承诺交付。

上个月,欧洲基准天然气期货价格高达每百万英国热单位24美元,高于亚洲。

Energy Aspects纽约办事处的液化天然气行业分析师David Seduski表示,此后差距已显著缩小,但波动性较大的冬季现货价格和运费已向有利于欧洲的方向倾斜。该公司预测,直到2022年第二季度,亚洲进口的美国液化天然气才会开始多于欧洲。

Seduski称,短期内,液化天然气进口一直是欧洲供应的可取之处。

根据彭博社汇编的航运数据显示,与欧洲大多数目的地的两周航程相比,美国运往亚洲的液化天然气可能需要一个多月的时间。这些较短的距离也增加了油轮的可用性。

根据航运数据公司Fearnleys的数据显示,苏伊士运河西部的现货液化天然气运输船的日运费为4.2万美元,较去年12月20万美元的峰值低79%,比一年前低75%。

郝芬 译自 能源网

原文如下:

European Gas Surge Increases Draw of U.S. Cargoes Away From Asia

Higher natural gas prices and lower shipping rates are increasing the draw of U.S. liquefied natural gas cargoes to Europe over more traditional winter markets in Asia. 

As of Thursday afternoon, there were 41 U.S. LNG cargoes with either declared destinations in Europe or on a likely path to the natural gas-starved continent, compared with 24 heading to Asia, ship-tracking data compiled by Bloomberg show. 

The difference of 17 cargoes is the widest so far this winter, which has been marked by volatile gas prices in Europe, where storage inventories are low and major supplier Russia has not delivered as promised. 

Last month, benchmark European gas futures were as much as $24 per million British thermal units higher than those in Asia. 

The gap has since narrowed significantly, but volatile winter spot prices and shipping rates have tipped to the point in favor of Europe, said David Seduski, an LNG industry analyst with the New York office of Energy Aspects. The firm forecasts that Asia will not begin to draw more U.S. LNG cargoes from Europe until the second quarter of 2022.

“LNG imports have been the saving grace for European supply in the short-term,” Seduski said. 

U.S. LNG cargoes to Asia can take more than a month compared to the two-week voyage for most destinations in Europe, shipping data compiled by Bloomberg show. Those shorter distances also result in increased tanker availability. 

Spot LNG carrier rates west of the Suez Canal of $42,000 a day are 79% lower than the December peak of $200,000 and 75% lower than a year ago, according to shipping data firm Fearnleys. 




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