据油价网8月2日报道，由于低迷的欧洲基准天然气价格使得交易商不愿向该地区运送过多货物，7月份欧洲的液化天然气进口量下降至自2021年11月以来的最低水平。
根据彭博社周三发布的船舶跟踪数据显示，7月份欧洲的液化天然气进口同比下降7%，降至860万吨，为自2021年11月欧洲能源危机爆发以来的最低进口量。
作为欧洲天然气交易的基准，阿姆斯特丹TTF枢纽的即期当月期货价格为每兆瓦时30.43美元（27.71欧元）。
本周早些时候，由于挪威海上设施（包括庞大的天然气田Troll）的维护工作，导致挪威的管道天然气出口减少，价格出现上涨。挪威目前已经成为欧洲最大的天然气供应国。
然而，近几个月欧洲的基准天然气价格一直下跌，目前已比去年夏季最高水平低80%，由于天然气库存充足，存储地点很快将提前达到欧盟的目标。
欧盟的天然气存储水平远高于过去五年的平均水平和去年同期水平，这减轻了对欧洲天然气供应的担忧。根据Gas Infrastructure Europe的数据，到7月31日，欧盟的天然气存储设施已达到85%的满载水平。
充足的库存水平抑制了因挪威设施维护带来的价格上涨，使得欧洲价格保持较低水平。
由于欧洲天然气价格较低，交易商不愿向欧洲发送过多的液化天然气，而转向看好亚洲市场。在日本、韩国和亚洲部分地区出现热浪的影响下，亚洲现货液化天然气价格上涨。
英荷银行（ING）策略师沃伦·帕特森和伊娃·曼泰本周早些时候表示：“与2023年6月的平均2.1美元/百万英热单位相比，7月份欧洲天然气价格与亚洲液化天然气的折价达到平均约0.3美元/百万英热单位。欧洲天然气市场的较大折价可能会帮助将更多液化天然气货物转向亚洲，并减少欧洲市场的供应过剩。”
胡耀东 译自 油价网
原文如下：
Europe’s LNG imports Fall To 20-Month Low
LNG imports into Europe fell in July to the lowest level since November 2021 as low European benchmark natural gas prices are discouraging traders to ship many cargoes to the continent right now.
Europe’s LNG imports declined by 7% year over year in July, to 8.6 million tons, the lowest import volumes since November 2021, when the energy crisis in Europe began, ship-tracking data compiled by Bloomberg showed on Wednesday.
The front-month futures at the TTF hub, the benchmark for Europe’s gas trading, were at $30.43 (27.71 euros) per megawatt-hour (MWh) as of early Wednesday in Amsterdam.
Prices jumped earlier this week as maintenance offshore Norway, including at the giant gas field Troll, reduced pipeline gas exports from Norway, which is now Europe’s single-largest gas supplier.
However, Europe’s benchmark natural gas prices have fallen in recent months and are now 80% lower than the records seen last summer amid ample gas inventories with storage sites on track to be full well in advance of EU targets.
EU gas storage levels are much higher than the five-year average and the levels from this time last year, easing concerns about Europe’s gas supply. The EU gas storage sites were 85% full as of July 31, according to data from Gas Infrastructure Europe.
Comfortable inventory levels are capping the price gains from Norwegian maintenance stoppages, keeping European prices lower.
The low European natural gas prices discourage traders from sending too much LNG to Europe now as sellers are looking at the Asian market where spot LNG prices have risen amid heatwaves in Japan, South Korea, and parts of Asia.
“The discount of European gas prices compared to Asian LNG prices increased to an average of around US$2.1/MMBtu in July compared to an average of around US$0.3/MMBtu in June 2023,” ING strategists Warren Patterson and Ewa Manthey said earlier this week.
“The higher discount in the European gas market could help divert more LNG cargoes towards Asia and reduce the supply glut in the European market.”
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