中國(guó)石化新聞網(wǎng)訊 據(jù)油價(jià)網(wǎng)8月2日?qǐng)?bào)道，由于低迷的歐洲基準(zhǔn)天然氣價(jià)格使得交易商不愿向該地區(qū)運(yùn)送過(guò)多貨物，7月份歐洲的液化天然氣進(jìn)口量下降至自2021年11月以來(lái)的最低水平。
根據(jù)彭博社周三發(fā)布的船舶跟蹤數(shù)據(jù)顯示，7月份歐洲的液化天然氣進(jìn)口同比下降7%，降至860萬(wàn)噸，為自2021年11月歐洲能源危機(jī)爆發(fā)以來(lái)的最低進(jìn)口量。
作為歐洲天然氣交易的基準(zhǔn)，阿姆斯特丹TTF樞紐的即期當(dāng)月期貨價(jià)格為每兆瓦時(shí)30.43美元（27.71歐元）。
本周早些時(shí)候，由于挪威海上設(shè)施（包括龐大的天然氣田Troll）的維護(hù)工作，導(dǎo)致挪威的管道天然氣出口減少，價(jià)格出現(xiàn)上漲。挪威目前已經(jīng)成為歐洲最大的天然氣供應(yīng)國(guó)。
然而，近幾個(gè)月歐洲的基準(zhǔn)天然氣價(jià)格一直下跌，目前已比去年夏季最高水平低80%，由于天然氣庫(kù)存充足，存儲(chǔ)地點(diǎn)很快將提前達(dá)到歐盟的目標(biāo)。
歐盟的天然氣存儲(chǔ)水平遠(yuǎn)高于過(guò)去五年的平均水平和去年同期水平，這減輕了對(duì)歐洲天然氣供應(yīng)的擔(dān)憂。根據(jù)Gas Infrastructure Europe的數(shù)據(jù)，到7月31日，歐盟的天然氣存儲(chǔ)設(shè)施已達(dá)到85%的滿載水平。
充足的庫(kù)存水平抑制了因挪威設(shè)施維護(hù)帶來(lái)的價(jià)格上漲，使得歐洲價(jià)格保持較低水平。
由于歐洲天然氣價(jià)格較低，交易商不愿向歐洲發(fā)送過(guò)多的液化天然氣，而轉(zhuǎn)向看好亞洲市場(chǎng)。在日本、韓國(guó)和亞洲部分地區(qū)出現(xiàn)熱浪的影響下，亞洲現(xiàn)貨液化天然氣價(jià)格上漲。
英荷銀行（ING）策略師沃倫·帕特森和伊娃·曼泰本周早些時(shí)候表示：“與2023年6月的平均2.1美元/百萬(wàn)英熱單位相比，7月份歐洲天然氣價(jià)格與亞洲液化天然氣的折價(jià)達(dá)到平均約0.3美元/百萬(wàn)英熱單位。歐洲天然氣市場(chǎng)的較大折價(jià)可能會(huì)幫助將更多液化天然氣貨物轉(zhuǎn)向亞洲，并減少歐洲市場(chǎng)的供應(yīng)過(guò)剩?！?/p>
胡耀東 譯自 油價(jià)網(wǎng)
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.”
