Ma ʻEulopa, ke emi nei ka mākeke i kēia pule ʻoiai ke hōʻemi nei ka kahua Troll ma Norewai i ka hana ma mua o ke ʻano o nā hoʻolālā mālama mua, ua piʻi nā mea waiwai kūlohelohe i kahi kiʻekiʻe akā ua emi iho, akā ua hāʻule nā ​​kumukūʻai o ka wā e hiki mai ana ʻo TTF e like me nā kumukūʻai o ka ʻāina. i kēia manawa ua nui loa.

Ma ʻAmelika Hui Pū ʻIa, ma Iulai 28, ka manawa kūloko, ua hoʻi hou ka pipeline kinoea kūlohelohe i haki ma kahi kokoke i Strasburg, Virginia, i ka kahe maʻamau, a hoʻi hou ka lawe ʻana i ke kinoea maoli i ka Cove Point liquefied natural gas terminal i ka maʻamau, a me ka Port Ua hāʻule ʻo Henry natural gas (NG) ma hope o ka piʻi ʻana.

a) Nānā makeke

Ma ka lā 1 o ʻAukake, ʻo ke kumu kūʻai o ke kinoea kūlohelohe ʻo Henry Port (NG) i ka wā e hiki mai ana he 2.56 US dollars/million British thermal, i hoʻohālikelike ʻia me ka pōʻai mua (07.25) i lalo 0.035 US dollars/million British thermal, iho 1.35%; ʻO ke kumu kūʻai o ke kinoea kūlohelohe Dutch (TTF) i ka wā e hiki mai ana he $8.744 / miliona BTU, ma lalo o $0.423 / miliona Btu mai ka pōʻai mua (07.25), a i ʻole 4.61%.

Ma ʻAmelika Hui Pū ʻIa, ua piʻi aʻe nā kumukūʻai o ka wā e hiki mai ana ʻo Henry Port (NG) a laila hōʻole ʻia i loko o ka pule, ʻoi aku ka kiʻekiʻe o ka wela o ka hale o ʻAmelika Hui Pū ʻIa, nui ka makemake o ka hoʻohana ʻana i ke kinoea kūlohelohe, akā i ka lā 28 o Iulai, ka pipeline kinoea kūlohelohe. ka mea i haki ma kahi kokoke i Strasburg, Virginia, ua hoʻomaka hou i ke kahe maʻamau, a ua hoʻomaka hou ka lawe ʻana i ke kinoea maoli i ka pahu kinoea wai wai ʻo Cove Point. Ua hoʻi hope ka US Port Henry natural gas (NG) ma hope o ka piʻi ʻana.

Ma ke ʻano o ka hoʻokuʻu ʻana aku, paʻa ka koi o ka mākeke Eurasian i kēia pule, ua hoʻopilikia ʻia ka United States LNG exports e ka Panama Canal traffic policy kumu, ua kaupalena ʻia ka wikiwiki o ka holo ʻana ma Northeast Asia, ua koi ʻia nā hoʻokuʻu kinoea kūlohelohe o ʻAmelika Hui Pū ʻIa. e hoemi, a ke emi mai nei na mea e lawe aku ai o Amerika Huipuia.

Mai kahi ʻike loea, ʻo ka US Henry Port futures (NG) he ʻano i lalo, ʻo ke kumukūʻai o US Henry Port futures (NG) i 2.57 US dollars / miliona BTU, ua hoʻomau ka KDJ i ka emi ʻana ma hope o ka make ʻana o ka make, ʻo ka manawa i lalo. ʻO ka nui, ke hōʻike nei ka MACD i kahi hiʻohiʻona i lalo ma hope o ka make ʻana o ka make, e hoʻomau ka emi ʻana o ka hope, ʻo ke kumukūʻai US Henry Port futures (NG) i kēia pule i hōʻike i kahi ʻano iho.

Ma ʻEulopa, ua hōʻole ka papa kūʻai o ka mākeke ʻEulopa, e like me ka European Natural Gas Infrastructure Association e hōʻike ana i ka lā 31 Iulai, ʻo 964Twh ka nui o ka waihona waiwai ma ʻEulopa, ʻo 85.43% ka nui o ka waihona, 0.36% ka liʻiliʻi ma mua o ka lā ma mua.

Ke emi iho nei nā mākeke ʻEulopa i kēia pule ʻoiai ke hōʻemi nei ke kahua ʻo Troll ma Norewai i ka hana ma mua o ke ʻano o nā hoʻolālā mālama mua, piʻi aʻe nā waihona kinoea kūlohelohe i ke kiʻekiʻe akā ua hoʻemi ʻia, akā hāʻule nā ​​kumukūʻai o ka wā e hiki mai ana ʻo TTF no ka nui o nā kumukūʻai ma ka ʻāina i kēia manawa.

Ma ʻAukake 1, manaʻo ʻia ka US Port Henry Natural Gas (HH) e ʻike i nā kumukūʻai o $2.6 / mmBTU, i lalo $0.06 / mmBTU, a i ʻole 2.26%, mai ka hapaha mua (07.25). ʻO ke kumu kūʻai o ka Canadian Natural Gas (AECO) he $2.018 / mmBTU, piʻi $0.077 / mmBTU, a i ʻole 3.99%, mai ka mahina i hala (07.25).

Manaʻo ʻo Port Henry Natural Gas (HH) e emi iho nā kumukūʻai a e hoʻomaka hou nā lako kinoea ʻai Cove Point, akā ke manaʻo nei ʻo Port Henry Natural Gas (HH) e hāʻule nā ​​kumukūʻai ma muli o ka hoʻemi ʻana o ka US LNG i waho ma muli o ke kaohi ʻana o ka Canal Canal.

Ma ka lā 1 o ʻAukake, ʻo ke kumukūʻai o ka hiki ʻana mai o Kina (DES) ʻo 10.733 US dollars/miliona BTU, ma lalo o 0.456 US dollars/miliona BTU mai ka hapaha mua (07.25), iho 4.08%; ʻO ke kumu kūʻai wahi TTF he $ 8.414 / mmBTU, i lalo $ 0.622 / mmBTU mai ka hapaha mua (07.25), he emi o 6.88%.

ʻO ke kumu kūʻai o ka wahi hoʻohana nui ke emi iho nei, ua paʻa mau ke koi ma ʻEulopa a me ʻAsia holoʻokoʻa, ua lawa ka waihona ma ka mākeke kūloko, a ua hoʻomau ka mākeke i ka oversupply, i alakaʻi i ka emi ʻana o ka waiwai. nā kumukūʻai kiko a puni ka ʻāina.

b) Ka waihona

Ma ka pule i pau i ka la 21 o Iulai, e like me ka hoike a ka US Energy Agency, he 2,987 biliona cubic kapuai ka nui o ka waihona kinoea maoli o Amerika Huipuia, he 16 biliona cubic kapuai, a he 0.54% paha; ʻO 5,730 cubic kapuaʻi, a i ʻole 23.74%, ʻoi aku ka kiʻekiʻe ma mua o hoʻokahi makahiki i hala. ʻO ia ka 345 billion cubic feet, a i ʻole 13.06%, ma luna o ka awelika ʻelima makahiki.

Ma ka pule i pau ai Iulai 21, e like me ka ikepili o ka European Gas Infrastructure Association, European natural gas inventories he 3,309,966 billion cubic feet, i ka 79.150 billion cubic feet, or 2.45%; ʻO 740.365 biliona cubic kapuaʻi kiʻekiʻe ma mua o hoʻokahi makahiki i hala, he piʻi o 28.81%.

I kēia pule, ua piʻi mālie ka mahana ma ʻEulopa a me ʻAmelika Hui Pū ʻIa, a ua piʻi ka noi no ke kinoea kūlohelohe i ka ʻāina, e alakaʻi ana i ka piʻi ʻana o ka hoʻohana ʻana i ke kinoea kūlohelohe, a me ka hoʻoulu ʻana i ka ulu ʻana o nā waihona kinoea kūlohelohe ma ʻEulopa a me ʻAmelika Hui Pū ʻIa. ua emi iho, i waena o ia mea ua nāwaliwali ka lako o uka ma ʻAmelika Hui Pū ʻIa, a ua emi nui ka ulu ʻana o nā waihona waiwai.

Nā ʻano moʻomeheu kinoea kūlohelohe honua

c) Ka lawe ʻana a me ka lawe ʻana aku i ka wai

ʻO kēia pōʻai (07.31-08.06) manaʻo ʻia ka US e lawe mai i 0m³; ʻO 3700000m³ ka nui o ka hoʻokuʻu ʻana aku i manaʻo ʻia, ʻo ia ka 5.13% haʻahaʻa ma mua o ka nui o ka hoʻoiho maoli ʻana o 3900000m³ i ka pōʻai mua.

I kēia manawa, paʻa mau ka noi hoʻokomo ʻana mai o Eurasian LNG, i hoʻopilikia ʻia e ka palena o ke kahawai ʻo Panama Canal, ua emi nā mea hoʻoiho LNG o ʻAmelika Hui Pū ʻIa.

a) Nānā makeke

Ma ka lā 2 o ʻAukake, ʻo 4106 yuan/ton ke kumu kūʻai o ka hale kūʻai LNG, ma lalo o 0.61% mai ka pule i hala, ma lalo o 42.23% i kēlā me kēia makahiki; ʻO ke kumu kūʻai o ka wahi hana nui he 3,643 yuan / ton, i lalo o 4.76% mai ka pule i hala a me 45.11% makahiki-ma-makahiki.

Ua hōʻike ʻia ka emi ʻana o nā kumukūʻai o luna o ka ʻāina, ua hāʻule ke kumukūʻai o nā waiwai wai o ka home, e hoʻokele ana i nā moku i uka, ua kūpaʻa ka loaʻa ʻana o nā kikowaena holoʻokoʻa, a ua emi ke kumukūʻai holoʻokoʻa o ka mākeke.

Ma ʻAukake 2, ʻo ka awelika kumu kūʻai o LNG i loaʻa i ka ʻāina he 4,051 yuan/ton, i lalo he 3.09% mai ka pule i hala aku nei a i lalo he 42.8% makahiki-ma-makahiki. He nāwaliwali ka makemake o lalo, ʻoi aku ka ʻoki ʻana o ke kumu kūʻai ma luna o nā kumukūʻai o lalo, a ke emi nei nā kumukūʻai loaʻa ma ka mākeke.

Ma ʻAukake 2, ʻo ka huina o nā mea kanu LNG kūloko he 306,300 tons ma ka lā hoʻokahi, ʻoi aku ka 4.43% mai ka wā ma mua. Ma muli o ka hopena o ka ʻino, ua ālai ʻia nā hoʻouna ʻana i uka, a ua hoʻomau nā kūʻai aku i uka i ka hoʻemi ʻana i nā kumukūʻai, akā ua nāwaliwali ka makemake o lalo, a ua piʻi aʻe nā waihona o nā hale hana.

Kikoki kumu kūʻai LNG kūloko

b) Hoolako

Kēia pule (07.27-08.02) 233 home LNG mea kanu hana ana helu anaʻikepili hōʻike i ka hana maoli o 635,415 miliona huinaha, keia Poakolu hana ana o 56.6%, e like me ka pule i hala. I kēia Pōʻakolu, ʻo 56.59% ka nui o ka hoʻohana ʻana i ka mana, i lalo o 2.76 mau pakeneka mai ka pule i hala. ʻO ka nui o nā mea kanu hou no ka pani ʻana a me ka mālama ʻana he 4, me ka nui o ka nui o 8 miliona cubic mika / lā; ʻO ka nui o nā hale hana hou i hoʻomaka hou ʻia he 7, me ka nui o 4.62 miliona cubic mika / lā. (E hoʻomaopopo: Ua wehewehe ʻia ka hiki ʻole ke hoʻopau ʻia ka hana ʻana ma mua o 2 mau makahiki; ʻO ka mana kūpono e pili ana i ka mana LNG ma hope o ka haʻalele ʻana i ka hiki ʻole. miliona cubic mika / lā o ka hana hana ʻole a me 152.46 miliona cubic mika / lā o ka mana kūpono.

Ma ke ʻano o ka wai kai, he 20 mau mea lawe LNG i loaʻa ma 14 mau hale hoʻokipa kūloko i kēia pōʻai, me ka nui o nā moku e loaʻa ana he 1 moku i emi iho ma mua o ka pule i hala, a ʻo ka nui o ka hōʻea ʻana i ke awa he 1.403 miliona mau tona, ua piʻi 13.33% mai 1.26 miliona tons i ka pule i hala. ʻO nā ʻāina kumu nui o ka lawe ʻana mai i kēia pōʻai ʻo Australia, Qatar a me Rūsia, me ka hōʻea ʻana mai o 494,800 tons, 354,800 tons a me 223,800 tons. Ma ke ʻano o ka loaʻa ʻana o nā kikowaena, ua loaʻa iā CNOOC Dapeng a me State Grid Diafu nā moku 3, ʻo CNOOC Zhuhai a me State Grid Tianjin i loaʻa i 2 mau moku, a ua loaʻa i nā kikowaena ʻē aʻe he 1 moku.

c) Koi

ʻO ka nui o ka noi LNG kūloko i kēia pule (07.26-08.01) he 702,900 tons, he emi o 10,500 tons, a i ʻole 1.47%, mai ka pule i hala (07.19-07.25). He 402,000 tons ka lawe ʻana i nā hale hana hale, ma lalo o 0.17 miliona tons, a i ʻole 0.42%, mai ka pule i hala (07.19-07.25). Ua emi iki ke kuai ana o na hale hana wai, aka, ma muli o ke kaa ino, e pili ana i na moku i uka, ua emi iki ka huina o na ukana hale hana hale.

Ma ke ʻano o ka wai kai, ʻo ka nui o ka hoʻouna ʻana o nā hale hoʻokipa home he 14327 mau kaʻa, i lalo o 2.86% mai 14749 mau kaʻa i ka pule i hala (07.19-07.25), a ʻo ka hāʻule holoʻokoʻa o ke kumukūʻai o nā hale kūʻai ʻoi aku ka liʻiliʻi, a ʻo ke kūʻai aku ma ka mākeke. ua hōʻemi ʻia ka radius, a ua hoʻemi ʻia ka hoʻouna ʻana o nā pahu pahu.6