Yurub dhexdeeda, suuqu wuxuu ku socdaa hoos u dhac usbuucan iyadoo goobta Troll ee Norway ay hoos u dhigayso wax soo saarka ka baxsan qorshayaashii hore ee dayactirka, alaabada gaaska dabiiciga ah ayaa kor u kacay laakiin hoos u dhacay, laakiin qiimaha mustaqbalka TTF ayaa hoos u dhacay sida kaydka gobolka. hadda aad u badan.

Dalka Maraykanka, July 28, wakhtiga maxaliga ah, dhuumaha gaaska dabiiciga ah ee ku burburay meel u dhow Strasburg, Virginia, ayaa ku soo laabtay socodka caadiga ah, iyo gaarsiinta gaaska dabiiciga ah ee Cove Point terminalka gaaska dabiiciga ah ayaa caadi ku soo noqday, iyo Dekeddu waxay ku soo noqotay caadi. Henri gaaska dabiiciga ah (NG) mustaqbalka ayaa dhacay ka dib markii uu kor u kacay.

a) Dulmarka suuqa

Laga bilaabo Agoosto 1, qiimaha gaaska dabiiciga ah ee Maraykanka ee Henry Port (NG) wuxuu ahaa 2.56 US dollars / milyan kulaylka Ingiriiska, marka la barbar dhigo wareeggii hore (07.25) ayaa hoos u dhacay 0.035 US dollars / milyan kulaylka Ingiriiska, hoos 1.35%; Qiimaha gaaska dabiiciga ah ee Nederland (TTF) ee mustaqbalka wuxuu ahaa $8.744 / milyan BTU, wuxuu hoos uga dhacay $0.423 / milyan Btu wareeggii hore (07.25), ama 4.61%.

Dalka Maraykanka, qiimaha mustaqbalka ee Maraykanka Henry Port (NG) ayaa kor u kacay ka dibna hoos u dhacay usbuuca dhexdiisa, heerkulka gudaha ee Maraykanka ayaa weli ah mid sarreeya, baahida isticmaalka gaaska dabiiciga ah waa mid weyn, laakiin July 28 wakhtiga maxalliga ah, dhuumaha gaaska dabiiciga ah kaas oo ku burburay meel u dhow Strasburg, Virginia, waxa uu dib u bilaabay socodka caadiga ah, iyo keenista gaasta dabiiciga ah ee Cove Point terminalka gaaska dabiiciga ah ayaa si caadi ah u bilowday. US Port Henry gaaska dabiiciga ah (NG) mustaqbalka ayaa dib u gurtay ka dib markii ay kor u kacday.

Marka la eego dhoofinta, baahida suuqa Eurasia waa mid xasilloon toddobaadkan, dhoofinta LNG ee Mareykanka waxaa saameeya arrimaha siyaasadda marinka Panama Canal, xawaaraha marinka Waqooyi Bari Aasiya waa xaddidan yahay, dhoofinta gaaska dabiiciga ah ee Mareykanka ayaa lagu qasbay. si loo yareeyo, iyo dhoofinta Maraykanka ayaa hoos u dhacay.

Marka loo eego dhinaca farsamada, mustaqbalka US Henry Port (NG) waa isbeddel hoos u dhac ah, US Henry Port Futures (NG) qiimihiisu wuxuu gaadhay 2.57 US dollars/million BTU, KDJ ayaa sii waday inay hoos u dhacdo dhimashadii fargeeto ka dib, xawaaraha hoos u dhaca ayaa ah. weyn, MACD weli waxay muujinaysaa hoos u dhac ka dib dhimashadii fargeeto ah, dambe ayaa sii wadi doona in ay hoos u, US Henry Port mustaqbalka (NG) qiimaha isbuucaan ayaa muujiyay isbeddel hoos u.

Yurub dhexdeeda, alaabada suuqa Yurub ayaa hoos u dhacday, sida laga soo xigtay xogta Ururka Kaabayaasha Gaaska Dabiiciga ah ee Yurub ayaa muujinaya in laga bilaabo Luulyo 31, alaabada guud ee Yurub waa 964Twh, saamiga kaydinta ee 85.43%, 0.36% ka yar maalintii hore.

Suuqyada Yurub ayaa todobaadkan hoos u dhac ku yimid iyadoo garoonka Troll ee Norway uu hoos u dhigayo wax soo saarka ka baxsan qorshayaashii hore ee dayactirka, agabka gaaska dabiiciga ah ayaa sare u kacay laakiin hoos u dhacay, laakiin qiimaha mustaqbalka TTF ayaa hoos u dhacay iyadoo kaydka gobolka uu hadda aad u badan yahay.

Laga bilaabo Agoosto 1, US Port Henry Gaaska Dabiiciga ah (HH) waxaa la filayaa inuu arko qiimaha $2.6 / mmBTU, hoos $0.06 / mmBTU, ama 2.26%, rubuci hore (07.25). Qiimaha gaaska dabiiciga ah ee Kanada (AECO) wuxuu ahaa $2.018/mmBTU, ilaa $0.077/mmBTU, ama 3.99%, marka loo eego bishii hore (07.25).

Gaaska Dabiiciga ah ee Port Henry (HH) waxay rajaynaysaa in qiimihiisu hoos u dhaco oo Cove Point sahayda gaaska quudinta inay dib u bilaabato, laakiin Port Henry Natural Gas (HH) waxay rajaynaysaa in qiimuhu hoos u dhaco sababtoo ah hoos u dhaca dhoofinta US LNG sababtoo ah xannibaadaha qulqulka Kanaalka Panama.

Laga bilaabo Agoosto 1, qiimaha Woqooyi-Bari Aasiya ee imanaya Shiinaha (DES) wuxuu ahaa 10.733 US dollars/million BTU, hoos 0.456 US dollars/million BTU rubuci hore (07.25), hoos 4.08%; Qiimaha booska TTF wuxuu ahaa $8.414 / mmBTU, hoos $0.622 / mmBTU rubuci hore (07.25), hoos u dhac 6.88%.

Sicirka dhibcaha ee goobta isticmaalka caadiga ah ayaa hoos u dhac ku yimid, baahida Yurub iyo Aasiya ayaa weli ah mid xasiloon oo dhan, alaabada suuqa maxaliga ah ayaa weli ah mid ku filan, suuquna wuxuu sii waday saadka, taas oo keentay hoos u dhaca qiimaha lagu qiimeeyo dalka oo dhan.

b) Inventory

Ilaa usbuuca dhamaaday July 21, sida lagu sheegay warbixinta Wakaaladda Tamarta ee Maraykanka, kaydka gaaska dabiiciga ah ee Maraykanku waxa uu ahaa 2,987 bilyan cubic feet, korodhka 16 bilyan cubic feet, ama 0.54%; Alaabooyinku waxay ahaayeen 5,730 cubic feet, ama 23.74%, in ka badan sanad ka hor. Taasi waa 345 bilyan cubic feet, ama 13.06%, oo ka sarreysa celceliska shanta sano.

Toddobaadkii dhammaaday July 21, marka loo eego xogta Ururka Kaabayaasha Gaaska Yurub, alaabada gaaska dabiiciga ah ee Yurub waxay ahaayeen 3,309,966 bilyan cubic feet, ilaa 79.150 bilyan cubic feet, ama 2.45%; Alaabada alaabada ayaa 740.365 bilyan cubic fuudh ka sarraysay sanad ka hor, korodh 28.81%.

Isbuucaan, heerkulka Yurub iyo Maraykanka ayaa si tartiib tartiib ah kor ugu kacay, waxaana kor u kacay baahida loo qabo gaasta dabiiciga ah ee gobolka, taas oo horseeday kororka isticmaalka gaaska dabiiciga ah, iyo kor u kaca heerka kobaca alaabada gaaska dabiiciga ah ee Yurub iyo Maraykanka. ayaa hoos u dhacay, kuwaas oo sahayda sare ee Maraykanku hoos u dhacday, iyo heerka kobaca alaabooyinka ayaa aad hoos ugu dhacay.

Isbeddellada alaabada gaaska dabiiciga ah ee caalamiga ah

c) Soo dejinta iyo dhoofinta dareeraha ah

Wareegan (07.31-08.06) Maraykanka ayaa la filayaa inuu soo dejiyo 0m³; Mugga dhoofinta la filayo ee Maraykanku waa 3700000m³, kaas oo 5.13% ka hooseeya mugga dhoofinta dhabta ah ee 3900000m³ wareeggii hore.

Waqtigan xaadirka ah, baahida soo dejinta Eurasian LNG ayaa weli ah mid deggan, oo ay saameysay xannibaadaha qulqulka Kanaalka Panama, dhoofinta LNG ee Mareykanka ayaa hoos u dhacday.

a) Dulmarka suuqa

Laga bilaabo Agoosto 2, qiimaha saldhigga LNG wuxuu ahaa 4106 yuan/ton, hoos 0.61% usbuucii hore, hoos 42.23% sanad kasta; Qiimaha aagga wax-soo-saarka ugu weyn wuxuu ahaa 3,643 yuan/ton, hoos 4.76% usbuucii hore iyo 45.11% sanad-sanadka.

Qiimaha sare ee guriga ayaa muujiyay hoos u dhac, qiimaha kheyraadka dareeraha gudaha ayaa hoos u dhacay, wadista shixnadaha kor u kaca, helitaanka saldhigyada guud ahaan ayaa ah mid xasiloon, iyo guud ahaan qiimaha shixnadaha suuqa ayaa hoos u dhacay.

Laga bilaabo Agoosto 2, celceliska qiimaha LNG wuxuu helay dalka oo dhan 4,051 yuan/ton, hoos 3.09% usbuucii hore wuxuuna hoos u dhacay 42.8% sanad kasta. Baahida hoose waa daciif, sicir-dhimista kor u kaca ayaa xukuma qiimaha hoose, iyo helitaanka suuqyada oo hoos u dhacay.

Laga bilaabo Agoosto 2, wadarta alaabada dhirta gudaha ee LNG waxay ahayd 306,300 tan isla maalintaas, oo ka badan 4.43% marka loo eego muddadii hore. Saamaynta duufaanta awgeed, shixnadaha kor u kaca waa la xannibay, iibka korka ayaa sii waday inuu hoos u dhigo qiimaha, laakiin baahida hoose ayaa ahayd mid daciif ah, iyo alaabada warshaduhu way kordheen.

Shaxda qiimaha LNG gudaha

b) Sahayd

Toddobaadkan (07.27-08.02) 233 xogta sahanka heerka hawlgelinta warshadda LNG ee gudaha ayaa muujinaysa in wax-soosaarka dhabta ah ee 635,415 milyan oo laba jibaaran yahay, Arbacadan heerka hawlgalka ee 56.6%, isla sidii usbuucii hore. Arbacadan heerka waxqabadka wax ku oolka ah ee waxqabadka ee 56.59%, ayaa hoos u dhacay 2.76 boqolkiiba dhibcaha usbuucii hore. Tirada dhirta cusub ee xiritaanka iyo dayactirka waa 4, iyada oo wadarta guud ee 8 milyan oo mitir kuyuub ah maalintii; Tirada warshadaha cusub ee dib loo bilaabay waxay ahayd 7, iyada oo wadarta guud ee 4.62 milyan mitir kuyuub ah maalintii. (Fiiro gaar ah: Awoodda shaqo la'aanta waxaa lagu qeexaa sida wax soo saarka la joojiyay in ka badan 2 sano; Awoodda waxtarka leh waxaa loola jeedaa awoodda LNG ka dib marka laga reebo awoodda shaqo la'aanta. Wadarta guud ee awoodda wax soo saarka gudaha LNG waa 159.75 milyan cubic mitir / maalintii, iyada oo 28 la xirayo muddada-dheer, 7.29 milyan mitir kuyuubik/maalintii oo awood shaqo ah iyo 152.46 milyan oo mitir kuyuub ah/maalintii awood wax ku ool ah.

Marka la eego dareeraha badda, wadar dhan 20 xabbo oo LNG ah ayaa laga helay 14 xarumood oo waddaniga ah ee wareeggan, iyadoo tirada maraakiibta ay heleen 1 markab wax ka yar todobaadkii hore, iyo mugga dekedda soo degaya 1.403 milyan oo tan, oo ah 13.33% marka loo eego. 1.26 milyan oo tan todobaadkii hore. Waddamada ugu muhiimsan ee laga soo dejiyo wareeggan waa Australia, Qatar iyo Ruushka, oo ay soo galeen 494,800 tan, 354,800 tan iyo 223,800 ton, siday u kala horreeyaan. Marka la eego helitaanka saldhigyada, CNOOC Dapeng iyo State Grid Diafu waxay heleen 3 markab, CNOOC Zhuhai iyo State Grid Tianjin midkiiba wuxuu helay 2 markab, saldhigyada kale ee helaya midkiiba wuxuu helay 1 markab.

c) Baahida

Wadarta guud ee baahida LNG gudaha toddobaadkan (07.26-08.01) waxay ahayd 702,900 tan, hoos u dhac ah 10,500 tan, ama 1.47%, laga bilaabo usbuucii hore (07.19-07.25). Shixnadaha warshada gudeedku waxay dhamaayeen 402,000 tan, hoos 0.17 milyan oo tan, ama 0.42%, laga bilaabo usbuucii hore (07.19-07.25). Iibka warshadda dareeraha ah ayaa hoos u dhigtay qiimaha, laakiin dabaylaha dabaylaha wata awgeed, oo saamaynaya shixnadaha korka, wadarta tirada shixnadaha warshada gudeed wax yar ayaa hoos u dhacay.

Marka la eego dareeraha badda, tirada guud ee shixnadaha saldhigyada waddanku waxay ahaayeen 14327 baabuur, hoos u dhac 2.86% marka loo eego 14749 baabuur usbuucii hore (07.19-07.25), guud ahaan hoos u dhaca qiimaha saldhigyada ayaa ahaa mid yar, iyo iibka suuqa radius ayaa la yareeyay, taasoo keentay in shixnadaha taangiyada ay yaraato.6