Europe, 'maraka o ntse o theoha bekeng ena ha tšimo ea Troll e Norway e fokotsa tlhahiso ho feta merero ea tlhokomelo ea pejana, lihlahisoa tsa khase ea tlhaho li ile tsa nyolohela holimo empa li fokotsehile, empa litheko tsa bokamoso ba TTF li ile tsa theoha ha thepa sebakeng seo e ntse e le teng. joale e ngata haholo.

United States, ka la 28 Phupu, nakong ea sebaka seo, phaephe ea khase ea tlhaho e ileng ea robeha haufi le Strasburg, Virginia, e ile ea khutlela boemong bo tloaelehileng, ’me ho isoa ha khase ea tlhaho boemelong ba khase e qhibilihisitsoeng ea Cove Point ho ile ha khutlela boemong bo tloaelehileng, ’me Boema-kepe bo ile ba khutlela boemong bo tloaelehileng. Bokamoso ba khase ea tlhaho ea Henry (NG) bo ile ba oa ka mor'a ho phahama.

a) Kakaretso ea 'maraka

Ho tloha ka August 1, United States Henry Port khase ea tlhaho ea khase (NG) theko ea bokamoso e ne e le 2.56 US liranta / limilione tse likete tsa mocheso oa Brithani, ha li bapisoa le potoloho e fetileng (07.25) ho theosa le 0.035 liranta tsa US / limilione tsa mocheso oa Brithani, ho theosa le 1.35%; Theko ea nakong e tlang ea khase ea tlhaho ea Dutch (TTF) e ne e le $ 8.744 / limilione tsa BTU, e theohile ka $ 0.423 / limilione tsa Btu ho tloha potolohong e fetileng (07.25), kapa 4.61%.

United States, United States Henry Port (NG) litheko tsa bokamoso li ile tsa phahama 'me tsa fokotseha nakong ea beke, mocheso oa lehae oa United States o lula o le holimo, tlhokahalo ea tšebeliso ea khase ea malapeng e kholo, empa ka July 28 nako ea moo, phaepe ea khase ea tlhaho e ileng ea robeha haufi le Strasburg, Virginia, e ile ea tsosolosa phallo e tloaelehileng, 'me ho isoa ha khase ea tlhaho setsing sa khase ea tlhaho ea Cove Point ho ile ha qalella ho tloaelehile. Bokamoso ba khase ea tlhaho ea US Port Henry (NG) bo ile ba khutla kamora ho phahama.

Mabapi le thepa e tsoang linaheng tse ling, tlhokahalo ea 'maraka oa Eurasia e tsitsitse bekeng ena, li-export tsa LNG tsa United States li angoa ke lintlha tsa leano la sephethephethe sa Panama Canal, lebelo la ho feta karolong e ka leboea-bochabela ho Asia le lekanyelitsoe, thepa ea thepa ea khase ea tlhaho ea United States e qobelloa. ho fokotsa, 'me thepa ea United States e romelloa ka ntle e ntse e fokotseha.

Ho latela pono ea tekheniki, US Henry Port futures (NG) ke mokhoa o tlase, theko ea US Henry Port futures (NG) ho 2.57 US dollars / milione BTU, KDJ e ile ea tsoela pele ho theoha ka mor'a fereko ea lefu, lebelo le tlase ke. e kholo, MACD e ntse e bontša mokhoa oa ho theoha ka mor'a fereko ea lefu, hamorao e tla tsoela pele ho fokotseha, theko ea US Henry Port futures (NG) bekeng ena e bontšitse mokhoa oa ho theoha.

Europe, thepa ea 'maraka ea Europe e fokotsehile, ho ea ka lintlha tsa European Natural Gas Infrastructure Association li bontša hore ho tloha ka July 31, kakaretso ea thepa ea Europe ke 964Twh, karolo ea bokhoni ba polokelo ea 85,43%, 0,36% e ka tlaase ho letsatsi le fetileng.

Limmaraka tsa Europe li ntse li theoha bekeng ena ha tšimo ea Troll e Norway e fokotsa tlhahiso ho feta merero ea pele ea tlhokomelo, lihlahisoa tsa khase ea tlhaho li ile tsa nyolohela holimo empa li fokotsehile, empa litheko tsa bokamoso ba TTF li ile tsa theoha ha thepa sebakeng sena e se e le ngata haholo.

Ho tloha ka la 1 Phato, US Port Henry Natural Gas (HH) e lebelletsoe ho bona litheko tsa $2.6 / mmBTU, ho theosa ka $0.06 / mmBTU, kapa 2.26%, ho tloha kotara e fetileng (07.25). Theko ea sebaka sa Canadian Natural Gas (AECO) e ne e le $2.018 / mmBTU, e nyolohile ka $0.077 / mmBTU, kapa 3.99%, ho tloha khoeling e fetileng (07.25).

Port Henry Natural Gas (HH) e lebelletse hore litheko li tla theoha 'me phepelo ea khase ea Cove Point feedstock e tla qala hape, empa Port Henry Natural Gas (HH) e lebelletse hore litheko tsa matheba li tla theoha ka lebaka la ho fokotseha ha thepa ea US LNG ka lebaka la lithibelo tsa phallo ea Panama Canal.

Ho tloha ka August 1, theko ea Northeast Asia sebaka sa ho fihla Chaena (DES) e ne e le 10.733 lidolara tsa US / limilione tsa BTU, ho theosa le 0.456 lidolara tsa US / limilione tsa BTU ho tloha karolong e fetileng (07.25), ho theosa le 4,08%; Theko ea sebaka sa TTF e ne e le $ 8.414 / mmBTU, e theohile ka $ 0.622 / mmBTU ho tloha kotara e fetileng (07.25), phokotso ea 6.88%.

Theko ea sebaka sa sebaka se sebelisoang haholo e ntse e theoha, tlhokahalo ea Europe le Asia e lutse e tsitsitse ka kakaretso, lethathamo la thepa 'marakeng oa lehae le ntse le lekane,' me mmaraka o bolokile phepelo e ngata, e leng se lebisitseng ho theoheng ha thekiso. bona litheko ho potoloha le naha.

b) Lethathamo

Ho tloha ka beke e felileng ka July 21, ho ea ka tlaleho ea US Energy Agency, thepa ea khase ea tlhaho ea United States e ne e le 2,987 limilione tse likete tse li-cubic feet, keketseho ea 16 limilione tse likete tse li-cubic feet, kapa 0,54%; Lisebelisoa li ne li le 5,730 cubic feet, kapa 23.74%, holimo ho feta selemo se fetileng. Ke 345 billion cubic feet, kapa 13.06%, ka holimo ho karolelano ea lilemo tse hlano.

Bekeng e felileng ka July 21, ho ea ka boitsebiso ba European Gas Infrastructure Association, lihlahisoa tsa khase ea tlhaho ea Europe e ne e le 3,309,966 limilione tse likete tse li-cubic feet, ho fihlela ho 79.150 billion cubic feet, kapa 2.45%; Thepa ea thepa e ne e le 740.365 billion cubic feet ho feta selemo se fetileng, keketseho ea 28.81%.

Bekeng ena, mocheso oa Europe le United States o eketsehile butle-butle, 'me tlhokahalo ea khase ea tlhaho sebakeng seo e eketsehile, e leng se etsang hore ho be le keketseho ea tšebeliso ea khase ea tlhaho, le ho khanna sekhahla sa kholo ea lihlahisoa tsa khase ea tlhaho Europe le United States. e fokotsehile, eo ho eona phepelo e holimo United States e fokotsehileng, 'me sekhahla sa kholo ea lihlahisoa se fokotsehile haholo.

Mekhoa ea machaba ea thepa ea khase ea tlhaho

c) Ho kenya le ho romela mokelikeli kantle ho naha

Potoloho ena (07.31-08.06) US e lebelletsoe ho tlisa 0m³; Palo e lebelletsoeng ea ho romelloa kantle ho naha ea United States ke 3700000m³, e leng tlase ka 5.13% ho feta palo ea 'nete ea thomello ea 3900000m³ potolohong e fetileng.

Hajoale, tlhoko ea ho kenya LNG ea Eurasian e ntse e tsitsitse, e anngoeng ke lithibelo tsa phallo ea Panama Canal, thepa ea kantle ho naha ea United States ea LNG e fokotsehile.

a) Kakaretso ea 'maraka

Ho tloha ka la 2 August, theko ea seteishene sa ho amohela LNG e ne e le 4106 yuan / ton, e theohile ka 0.61% ho tloha bekeng e fetileng, ho theosa le 42.23% selemo le selemo; Theko ea sebaka se seholo sa tlhahiso e ne e le 3,643 yuan / tonne, e theohile ka 4.76% ho tloha bekeng e fetileng le 45.11% selemo le selemo.

Litheko tsa naha tse nyolosang li ile tsa bontša mokhoa oa ho theoha, litšenyehelo tsa mehloli ea metsi ea lehae li ile tsa theoha, ho tsamaisa thepa e romelloang holimo, liteishene tsa ho amohela ka kakaretso li ile tsa lula li tsitsitse, 'me theko ea thomello ea 'maraka ka kakaretso e ile ea theoha.

Ho tloha ka la 2 Phato, karolelano ea theko ea LNG e fumanoeng naheng ka bophara e ne e le 4,051 yuan/ton, e theohile ka 3.09% ho tloha bekeng e fetileng le ho theosa ka 42.8% selemo le selemo. Tlhokahalo e tlase e fokola, ho theoha ha litheko ho laola litheko tse tlase, 'me litheko tse amohelang mebaraka lia theoha.

Ho tloha ka la 2 Phato, kakaretso ea lihlahisoa tsa limela tsa lehae tsa LNG e ne e le lithane tse 306,300 ka letsatsi le le leng, ho nyoloha ka 4.43% ho tloha nakong e fetileng. Ka lebaka la tšusumetso ea leholiotsoana, thepa e romelloang holimo e ile ea thijoa, ’me thekiso e nyolohang ka nōka e ile ea tsoela pele ho fokotsa litheko, empa tlhokahalo e tlaase e ne e fokola, ’me thepa ea lifeme e ile ea phahama.

Chate ea theko ea lehae ea LNG

b) Phepelo

Bekeng ena (07.27-08.02) 233 tsa lehae LNG dikala tshebetso ya data phuputso e entsoeng li bontša hore tlhahiso ea sebele ea lisekoere limilione tse 635,415, Laboraro lena tshebetso lebelo la 56,6%, e tšoanang le bekeng e fetileng. Sekhahla sa tšebetso se sebetsang sa Laboraro lena sa 56.59%, se theohile ka liphesente tse 2.76 ho tloha bekeng e fetileng. Palo ea limela tse ncha bakeng sa ho koala le ho hlokomela ke 4, ka kakaretso ea matla a li-cubic metres tse limilione tse 8 ka letsatsi; Palo ea lifeme tse sa tsoa tsosolosoa e ne e le 7, ka kakaretso ea matla a 4.62 million cubic metres/ka letsatsi. (Tlhokomeliso: Bokhoni ba ho se sebetse bo hlalosoa e le tlhahiso e khaotsoeng ka lilemo tse fetang 2; Matla a sebetsang a bua ka matla a LNG ka mor'a ho se kenyelelitse matla a se nang letho. Kakaretso ea tlhahiso ea LNG ea malapeng ke li-cubic metres tse limilione tse 159.75 / letsatsi, ka li- shutdown tsa nako e telele tse 28, 7.29 dikhubiki metres tse milione/letsatsi la bokgoni bo sa sebetseng le dikubiki metres tse dimilione tse 152.46/ka letsatsi tsa bokgoni bo sebetsang.

Mabapi le mokelikeli oa leoatleng, kakaretso ea bajari ba LNG ba 20 ba ile ba amoheloa liteisheneng tse 14 tse amohelang malapeng ka potoloho ena, ka palo ea likepe tse amohelang sekepe sa 1 ka tlase ho beke e fetileng, le palo ea ho fihla ha boema-kepe ba lithane tse limilione tse 1.403, ho nyoloha ka 13.33% ho tloha Lithane tse limilione tse 1.26 bekeng e fetileng. Linaha tse ka sehloohong tsa thepa e tsoang ka ntle ho potoloho ena ke Australia, Qatar le Russia, tse nang le lithane tse 494,800, lithane tse 354,800 le lithane tse 223,800, ka ho latellana. Mabapi le liteishene tsa ho amohela, CNOOC Dapeng le State Grid Diafu li ile tsa amohela likepe tsa 3, CNOOC Zhuhai le State Grid Tianjin e mong le e mong o ile a amohela likepe tsa 2, 'me liteishene tse ling tse amohelang e mong le e mong o ile a fumana sekepe sa 1.

c) Tlhokahalo

Kakaretso ea tlhokahalo ea LNG ea malapeng bekeng ena (07.26-08.01) e ne e le lithane tse 702,900, ho fokotseha ha lithane tse 10,500, kapa 1.47%, ho tloha bekeng e fetileng (07.19-07.25). Ho romelloa ha lifeme tsa lehae ka kakaretso ho bile lithane tse 402,000, ho theohile ka lithane tse limilione tse 0.17, kapa 0.42%, ho tloha bekeng e fetileng (07.19-07.25). Litheko tsa lifeme tsa metsi li ile tsa fokotsa litheko, empa ka lebaka la ho tsamaea ha sefefo, ho ama thepa e romelloang holimo, palo eohle ea thomello ea feme ea lapeng e fokotsehile hanyane.

Mabapi le mokelikeli oa leoatleng, kakaretso ea thomello ea liteishene tse amohelang malapeng e ne e le likoloi tse 14327, e theohile ka 2.86% ho tloha likoloing tse 14749 bekeng e fetileng (07.19-07.25), le ho theoha ka kakaretso ha theko ea liteishene tsa ho amohela e ne e le nyane, mme thekiso ea mmaraka. radius e ile ea fokotseha, e leng se ileng sa lebisa ho fokotseha ha thomello ea litanka.6