Suuqyada Yurub ayaa todobaadkan ahaa kuwo aad u sareeya oo aan deganayn, xaalada bariga dhexena waxay ku qasabtay Chevron in ay xidho gaaska bada ee Suuriya, suuquna wuu sii waday argagax, laakiin qiimaha mustaqbalka ee TTF ayaa ahaa mid sareeya oo aan deganayn sababtoo ah suuqyada hadda jira oo xad dhaaf ah.

Dalka Maraykanka, baahida gaabis ah iyo argagaxa oo daciifay awgeed, wax dhoofinta LNG ee Maraykanka ayaa hoos u dhacday toddobaadkan, dhoofinta ayaa hoos u dhacday, iyo sahayda gaasta ceyriinka ah ee ka imanaysa terminaalka dhoofinta ayaa daciifay, laakiin isbeddelka qandaraasyada mustaqbalka ee NG bishaan, gaaska dabiiciga ah ee Maraykanka ayaa kor u kacay.

a) Dulmarka suuqa

Laga bilaabo Oktoobar 24, qiimaha gaaska dabiiciga ah ee Maraykanka ee Henry Port (NG) mustaqbalka wuxuu ahaa 3.322 US dollars / milyan kulaylka Ingiriiska, marka la barbar dhigo wareeggii hore (10.17) wuxuu kordhay 0.243 US dollars / milyan kulaylka Ingiriiska, korodhka 7.89%; Qiimaha gaaska dabiiciga ah ee Nederland (TTF) ee mustaqbalka wuxuu ahaa $15.304 / mmBTU, ilaa $0.114 / mmBTU wareeggii hore (10.17), ama 0.75%.

Dalka Maraykanka, qiimaha mustaqbalka ee Maraykanka Henry Port (NG) ayaa muujiyay isbeddel dib u soo kabasho ah ka dib hoos u dhaca guud ee usbuuca, qiimaha gaaska dabiiciga ah ee Maraykanka ayaa muujiyay isbeddel hoos u dhac ah toddobaadkan, laakiin sababtoo ah saameynta isbeddelka qandaraaska, Qiimaha mustaqbalka ee NG wuu kacay.

Dhinaca dhoofinta, Dhoofinta US LNG ayaa hoos u dhacday toddobaadkan sababtoo ah baahida gaabis ah iyo argagaxa oo sii yaraanaya, dhoofintuna way yaraatay.

Marka loo eego dhinaca farsamada, Maraykanka Henry Port Futures (NG) waa gobol hoose oo kor u kaca, Maraykanka Henry Port Futures (NG) qiimihiisu ilaa 3.34 US dollars/million qandho British ah oo ku dhow, KDJ hoose ayaa ku dhow inuu kordho. fargeeto ah, MACD oo ka hooseeya eber hoose, hoos u dhaca ayaa istaagay, qiimaha mustaqbalka ee Maraykanka ee Henry Port (NG) wuxuu muujiyay isbeddel hoos u dhac ah.

Yurub dhexdeeda, alaabada suuqa Yurub ayaa sii waday inay korodho, sida laga soo xigtay xogta Ururka Kaabayaasha Gaaska Dabiiciga ah ee Yurub ayaa muujinaya in laga bilaabo Oktoobar 23, alaabada guud ee Yurub ay ahayd 1123Twh, iyada oo saami awood ah 98.63%, korodhka 0.05% maalin hore, iyo koror joogto ah oo alaabada.

Suuqyada Yurub ayaa todobaadkan ahaa kuwo aad u sareeya oo aan deganayn, xaalada bariga dhexena waxay ku qasabtay Chevron in ay xidho gaaska bada ee Suuriya, suuquna wuu sii waday argagax, laakiin qiimaha mustaqbalka ee TTF ayaa ahaa mid sareeya oo aan deganayn sababtoo ah suuqyada hadda jira oo xad dhaaf ah.

Laga bilaabo Oktoobar 24, US Port Henry Gaaska Dabiiciga ah (HH) ayaa la filayaa inuu arko qiimaha $2.95 / mmBTU, ilaa $0.01 / mmBTU rubuci hore (10.17), koror ah 0.34%. Gaaska Dabiiciga ah ee Kanada (AECO) ayaa ahaa $1.818 / mmBTU, ilaa $0.1 / mmBTU bishii hore (10.17), korodhka 5.83%.

Henry Port Natural Gas (HH) ayaa rajaynaya in qiimihiisu uu ahaado mid xasiloon, dhoofinta LNG waa daciiftay, baahida suuqa macaamiisha ee ka baxsan gobolka si ay u xasiloonaadaan, ma jirto taageero muuqata oo wanaagsan, Henry Port Natural Gas .

Laga bilaabo Oktoobar 24, Waqooyiga Bari ee Aasiya ee soo gaadhay Shiinaha (DES) qiimihiisu wuxuu ahaa $ 17.25 / milyan BTU, ilaa $ 0.875 / milyan BTU rubuci hore (10.17), korodhka 5.34%; Qiimaha booska TTF wuxuu ahaa $14.955 / mmBTU, ilaa $0.898 / mmBTU rubuci hore (10.17), koror ah 6.39%.

Qiimaha goobaha macaamiisha ee caadiga ah ayaa kor u kacaya, cabsida macmiilka ee ugu weyn ayaa buuxsamay, male awaalka suuqa ayaa xoog leh, iibiyeyaasha kor u kaca qiimaha iibka ayaa sarreeya, iyaga oo keenaya qiimaha macaamiisha ugu weyn ayaa kor u kacay.

b) Inventory

Toddobaadkii dhammaaday Oktoobar 13, sida laga soo xigtay Wakaaladda Tamarta ee Maraykanka, alaabada gaaska dabiiciga ah ee Maraykanku waxay ahaayeen 3,626 bilyan cubic feet, korodhka 97 bilyan cubic feet, ama 2.8%; Alaabooyinku waxay ahaayeen 3,000 cubic feet, ama 9.0%, ka sarreeya sanad ka hor. Taasi waa 175 bilyan cubic feet, ama 5.1%, oo ka sarreysa celceliska shanta sano.

Toddobaadkii dhammaaday Oktoobar 13, alaabada gaaska Yurub waxay istaageen 3,926.271 bilyan cubic feet, ilaa 43.34 bilyan cubic feet, ama 1.12%, laga soo bilaabo usbuucii hore, sida laga soo xigtay Ururka Kaabayaasha Gaaska Yurub. Alaabooyinku waxay ahaayeen 319.287 bilyan cubic feet, ama 8.85%, in ka badan sanad ka hor.

Toddobaadkan, alaabada gaaska dabiiciga ah ee Maraykanka ayaa si tartiib tartiib ah u kacay, sababtoo ah qiimaha sarreeya ee sarreeya, taasoo keentay in soo dejinta ay sugaan oo arkaan dabeecadda, baahida ugu weyn ee suuqa iibka ee macaamiisha ayaa si aad ah hoos ugu dhacday, heerka kobaca alaabada Maraykanka ayaa kor u kacay. Alaabooyinka Yurub ayaa si tartiib tartiib ah u koray, hadda waxay kor u kaceen ku dhawaad ​​98%, hoos u dhaca kobaca alaabada ayaa la filayaa inuu hoos u dhaco mustaqbalka.

c) Soo dejinta iyo dhoofinta dareeraha ah

Maraykanka ayaa la filayaa inuu soo dejiyo 0m³ wareeggan (10.23-10.29); Maraykanka ayaa la filayaa inuu dhoofiyo 3,900,000 m³, taas oo 4.88% ka hoosaysa mugga dhoofinta dhabta ah ee 410,00,000 m³ wareeggii hore.

Waqtigan xaadirka ah, baahida daciifka ah ee suuqa ugu weyn ee macaamiisha iyo alaabada sare ee alaabooyinka ayaa horseeday hoos u dhaca dhoofinta US LNG.

a) Dulmarka suuqa

Laga bilaabo Oktoobar 25, qiimaha terminaalka LNG wuxuu ahaa 5,268 yuan/ton, ilaa 7% todobaadkii hore, hoos u dhacay 32.45% sanad kasta; Qiimaha aagga wax-soo-saarka ugu weyn wuxuu ahaa 4,772 yuan/ton, ilaa 8.53% todobaadkii hore wuxuuna hoos u dhacay 27.43% sanad-sannadka.

Sicirka sare ayaa muujinaya kor u kac. Sababo la xiriira kor u kaca qiimaha warshadda dareeraha ah ee Waqooyi-galbeed iyo qiimaha sarreeya ee dareeraha badda, qiimaha korka ayaa kor u kacay, shixnadahana waxaa keenay kor u kaca qiimaha shixnadaha.

Laga bilaabo Oktoobar 25, celceliska qiimaha LNG wuxuu helay waddanka oo dhan 5208 yuan/ton, ilaa 7.23% usbuucii hore oo hoos u dhacay 28.12% sanad kasta. Khayraadka kor ku xusan waxaa saameeya qiimaha shixnadda, taasoo u horseedaysa suuqa si uu u helo qiimaha badeecadaha oo sarreeya.

Laga bilaabo Oktoobar 24, wadarta alaabada dhirta LNG gudaha waxay ahayd 328,300 tan isla maalintaas, oo hoos uga dhacday 14.84% xilligii hore. Sida kor u kaca ay si isdaba joog ah u kordhiyeen qiimaha iyo iibinta alaabta, iibka kheyraadka hore ayaa ahaa mid fudud, taas oo keentay hoos u dhaca alaabada.

b) Sahayd

Toddobaadkan (10.19-10.25) heerka hawlgalka ee xogta cilmi-baarista dhirta LNG ee 236 gudaha ayaa muujineysa in wax soo saarka dhabta ah ee 742.94 milyan oo laba jibaaran, Arbacadan heerka hawlgalka ee 64.6%, xasilloon todobaadkii hore. Arbacadan heerka wax ku oolka ee awooda hawlgalka ee 67.64%, ilaa 0.01 dhibcood marka loo eego usbuucii hore. Tirada dhirta cusub ee dayactirka iyo xidhitaanka waa 1, iyada oo wadarta guud ee 700,000 mitir kuyuub ah maalintii; Tirada warshadaha cusub ee dib loo bilaabay waa 0, oo leh wadar ahaan 0 milyan oo mitir oo laba jibbaaran maalintii. (Fiiro gaar ah: Awoodda shaqo la'aanta waxaa lagu qeexaa sida wax-soo-saarka la joojiyay in ka badan 2 sano; Awoodda wax-ku-oolka ah waxaa loola jeedaa awoodda LNG ka dib marka laga reebo awoodda shaqo-la'aanta ah. Wadarta guud ee awoodda wax-soo-saarka LNG ee gudaha waa 163.05 milyan cubic mitir / maalintii, iyada oo 28 xirmo muddo dheer ah, 7.29 milyan mitir kuyuubik/maalintii awood shaqo la’aan ah iyo 155.76 milyan mitir kuyuubik/maalintii awood wax ku ool ah.)

Marka la eego dareeraha badda, wadar ahaan 20 xabbo oo LNG ah ayaa laga helay 13 xarumood oo gudaha ah wareeggan, korodhka 5 markab todobaadkii hore, mugga dekedduna waxay ahayd 1,291,300 tan, 37.49% marka la barbar dhigo 939,200 tan todobaadkii hore. Waddamada ugu muhiimsan ee laga soo dejiyo wareeggan waa Australia, Qatar iyo Malaysia, oo ay ku soo degeen 573,800 tan, 322,900 tan iyo 160,700 tan, siday u kala horreeyaan. Saldhig kasta oo qaata, CNOOC Dapeng waxay heshay 3 markab, CNPC Caofeidian iyo CNOOC Binhai waxay heleen 2 markab midkiiba, saldhigyada kale ee helayana waxay heleen 1 markab.

c) Baahida

Wadarta guud ee baahida LNG gudaha toddobaadkan (10.18-10.24) waxay ahayd 721,400 tan, hoos u dhac ah 53,700 tan, ama 6.93%, marka loo eego usbuucii hore (10.11-10.17). Shixnadaha warshada gudeedku waxay dhan yihiin 454,200 tan, hoos u dhac 35,800 tan, ama 7.31%, marka loo eego usbuucii hore (10.11-10.17). Sababtoo ah saldhigga helitaanka iyo warshadda dareeraha ah ayaa kor u qaaday qiimaha shixnadda, soo-dhaweynta qiimaha sare ee soo-dhoweynta, taasoo horseedaysa dhimista shixnadda.

Marka la eego dareeraha badda, tirada guud ee shixnadaha ee saldhigyada waddanku waxay ahaayeen 14,055 baabuur, hoos 9.48% marka loo eego 14,055 baabuur usbuucii hore (10.11-10.17), saldhigga helitaanka ayaa kor u qaaday qiimaha shixnadaha, shixnadaha hoose waxay ahaayeen kuwo adkaysi u leh, iyo guud ahaan shixnadaha taangiyada ayaa hoos u dhacay.