EYurophu, imakethe iyehla kuleli sonto njengoba insimu ye-Troll eNorway inciphisa ukukhiqizwa okungaphezu kwezinhlelo zokulungisa zangaphambilini, izinqolobane zegesi yemvelo zenyuka zaya phezulu kodwa zehla, kodwa amanani entengo yesikhathi esizayo ye-TTF ehlile njengoba amasheya esifundeni manje eseningi kakhulu.

E-United States, ngoJulayi 28, ngesikhathi sendawo, umzila wegesi yemvelo owaphuka eduze kwaseStrasburg, eVirginia, wabuyela esimweni esijwayelekile, futhi ukulethwa kwegesi yemvelo esikhumulweni segesi yemvelo esimanzi saseCove Point kwabuyela esimweni esijwayelekile, kanti ikusasa legesi yemvelo yasePort Henry (NG) lehla ngemva kokunyuka.

a) Ukubuka konke kwemakethe

Kusukela ngomhlaka-1 Agasti, intengo yesikhathi esizayo yegesi yemvelo yaseHenry Port (NG) yase-United States yayingamadola aseMelika angu-2.56/isigidi sokushisa saseBrithani, uma kuqhathaniswa nomjikelezo wangaphambilini (07.25) yehle ngo-0.035 amadola aseMelika/isigidi sokushisa saseBrithani, yehle ngo-1.35%; Intengo yesikhathi esizayo yegesi yemvelo yaseDutch (TTF) yayingu-$8.744/isigidi se-BTU, yehle ngo-$0.423/isigidi se-Btu kusukela kumjikelezo wangaphambilini (07.25), noma ngo-4.61%.

E-United States, amanani entengo yesikhathi esizayo ye-Henry Port (NG) yase-United States akhuphuka abese ehla phakathi nesonto, amazinga okushisa asekhaya ase-United States ahlala ephezulu, isidingo sokusetshenziswa kwegesi yemvelo yasekhaya sikhulu, kodwa ngoJulayi 28 ngesikhathi sendawo, ipayipi legesi yemvelo elaphuka eduze kwaseStrasburg, eVirginia, laqala kabusha ukugeleza okuvamile, futhi ukulethwa kwegesi yemvelo esikhumulweni segesi yemvelo esimanzi saseCove Point kwaqala kabusha okuvamile. Intengo yesikhathi esizayo yegesi yemvelo yase-US Port Henry (NG) yabuyela emuva ngemva kokwenyuka.

Ngokuphathelene nokuthunyelwa kwamanye amazwe, isidingo semakethe yase-Eurasia sizinzile kuleli sonto, ukuthunyelwa kwamanye amazwe kwe-LNG e-United States kuthintwa yizici zenqubomgomo yethrafikhi yePanama Canal, ijubane lokudlula eNyakatho-mpumalanga ye-Asia lilinganiselwe, ukuthunyelwa kwamanye amazwe kwegesi yemvelo e-United States kuphoqelekile ukwehla, kanti ukuthunyelwa kwamanye amazwe e-United States kuyehla.

Ngokombono wezobuchwepheshe, i-US Henry Port futures (NG) iwumkhuba ophansi, intengo ye-US Henry Port futures (NG) yaya ku-2.57 US dollars/million BTU, i-KDJ yaqhubeka nokwehla ngemva kwe-death fork, umfutho wokwehla mkhulu, i-MACD isabonisa umkhuba wokwehla ngemva kwe-death fork, i-lateer izoqhubeka nokwehla, intengo ye-US Henry Port futures (NG) kuleli sonto ibonise umkhuba wokwehla.

EYurophu, isitokwe semakethe yaseYurophu sehlile, ngokusho kwedatha ye-European Natural Gas Infrastructure Association ikhombisa ukuthi kusukela ngoJulayi 31, isitokwe sisonke eYurophu singama-964Twh, isabelo samandla okugcina esingu-85.43%, esingaphansi ngo-0.36% kunosuku olwedlule.

Izimakethe zaseYurophu zisehla kuleli sonto njengoba insimu ye-Troll eNorway inciphisa ukukhiqizwa okungaphezu kwezinhlelo zokulungisa zangaphambilini, izinqolobane zegesi yemvelo zenyuka zaya phezulu kodwa zehla, kodwa amanani entengo yesikhathi esizayo ye-TTF ehlile njengoba amasheya esifundeni manje eseningi kakhulu.

Kusukela ngomhlaka-1 Agasti, i-US Port Henry Natural Gas (HH) kulindeleke ukuthi ibone amanani angu-$2.6 / mmBTU, ehle ngo-$0.06 / mmBTU, noma ngo-2.26%, kusukela kwikota edlule (07.25). Intengo ye-Canadian Natural Gas (AECO) ibingu-$2.018 / mmBTU, enyuke ngo-$0.077 / mmBTU, noma ngo-3.99%, kusukela ngenyanga edlule (07.25).

I-Port Henry Natural Gas (HH) ilindele ukuthi amanani aphansi azokwehla kanye nokusatshalaliswa kwegesi okuphakelwayo e-Cove Point kuzoqala kabusha, kodwa i-Port Henry Natural Gas (HH) ilindele ukuthi amanani aphansi azokwehla ngenxa yokwehla kokuthunyelwa kwe-LNG e-US ngenxa yemikhawulo yokugeleza kwe-Panama Canal.

Kusukela ngomhlaka-1 Agasti, intengo yokufika kwe-spot e-Northeast Asia e-China (DES) ibingu-10.733 US dollars/million BTU, yehle ngo-0.456 US dollars/million BTU kusukela kwikota edlule (07.25), yehle ngo-4.08%; intengo ye-spot ye-TTF ibingu-$8.414 / mmBTU, yehle ngo-$0.622 / mmBTU kusukela kwikota edlule (07.25), ukwehla ngo-6.88%.

Intengo eqondile yendawo esetshenziswa kakhulu iyehla, isidingo eYurophu nase-Asia sihlale sizinzile, impahla emakethe yendawo iye yahlala yanele, kanti imakethe ihlale inamanzi amaningi, okuholele ekwehleni kwamanani eqondile ezweni lonke.

b) Isitoko

Kusukela ngesonto eliphele ngoJulayi 21, ngokusho kombiko we-US Energy Agency, isitoreji segesi yemvelo sase-United States sasingama-cubic feet angu-2,987 billion, ukwanda kwama-cubic feet angu-16 billion, noma u-0.54%; Isitoreji sasingama-cubic feet angu-5,730, noma u-23.74%, ngaphezu konyaka odlule. Lokho kungama-cubic feet angu-345 billion, noma u-13.06%, ngaphezu kwesilinganiso seminyaka emihlanu.

Esontweni eliphele ngoJulayi 21, ngokusho kwedatha ye-European Gas Infrastructure Association, izimpahla zegesi yemvelo zaseYurophu zaziyi-cubic feet engu-3,309,966 billion, zikhuphuke ngama-cubic feet angu-79.150 billion, noma u-2.45%; Izimpahla zaziphakeme ngama-cubic feet angu-740.365 billion kunonyaka odlule, okuwukwenyuka kwama-28.81%.

Kuleli sonto, izinga lokushisa eYurophu nase-United States liye landa kancane kancane, futhi isidingo segesi yemvelo esifundeni siye sanda, okwenza ukusetshenziswa kwegesi yemvelo kwanda, futhi okwenza izinga lokukhula kwezimpahla zegesi yemvelo eYurophu nase-United States liye lehla, phakathi kwazo ukunikezwa okuphezulu e-United States kuye kwaba buthakathaka, futhi izinga lokukhula kwezimpahla liye lehla kakhulu.

Izitayela zomhlaba wonke zokufakwa kwegesi yemvelo

c) Ukungenisa nokuthumela ngaphandle uketshezi

Kulo mjikelezo (07.31-08.06) kulindeleke ukuthi i-US ingenise u-0m³; Umthamo wokuthumela okulindelekile we-United States ungama-3700000m³, ongaphansi ngo-5.13% kunomthamo wangempela wokuthumela ongama-3900000m³ emjikelezweni odlule.

Njengamanje, isidingo sokungenisa i-LNG e-Eurasia sisazinzile, sithintekile yimikhawulo yokugeleza kwePanama Canal, ukuthunyelwa kwe-LNG e-United States kwehlile.

a) Ukubuka konke kwemakethe

Kusukela ngomhlaka-2 Agasti, intengo yesiteshi sokwamukela i-LNG yayingu-4106 yuan/ton, yehle ngo-0.61% kusukela ngesonto eledlule, yehle ngo-42.23% unyaka nonyaka; Intengo yendawo eyinhloko yokukhiqiza yayingu-3,643 yuan/ton, yehle ngo-4.76% kusukela ngesonto eledlule kanye no-45.11% unyaka nonyaka.

Amanani asekhaya akhuphukayo abonise ukwehla, izindleko zemithombo yamanzi yasekhaya zehla, okwenza ukuthunyelwa kwezimpahla kukhuphuke, iziteshi zokwamukela zonke zahlala zizinzile, kanti intengo yokuthunyelwa kwezimpahla emakethe iyonke yehla.

Kusukela ngomhlaka-2 Agasti, intengo emaphakathi ye-LNG etholwe kuzwelonke yayingu-4,051 yuan/ton, yehle ngo-3.09% kusukela ngesonto eledlule futhi yehle ngo-42.8% unyaka nonyaka. Isidingo esiphansi sibuthakathaka, ukwehliswa kwentengo ephezulu kubusa amanani aphansi, kanti amanani athola imakethe ayancipha.

Kusukela ngomhlaka-2 Agasti, inani eliphelele lezitshalo ze-LNG zasekhaya lalingamathani angu-306,300 ngosuku olufanayo, okwenyuke ngo-4.43% kusukela esikhathini esedlule. Ngenxa yomthelela wesiphepho, ukuthunyelwa kwezimpahla phezulu komfula kwavinjwa, futhi ukuthengiswa phezulu komfula kwaqhubeka nokunciphisa amanani, kodwa isidingo esingezansi sasibuthakathaka, futhi izinto ezikhona efektri zanda.

Ishadi lentengo ye-LNG yasekhaya

b) Ukunikezwa

Kuleli sonto (07.27-08.02) idatha yocwaningo lwezinga lokusebenza kwezitshalo ze-LNG zasekhaya ezingu-233 ikhombisa ukuthi ukukhiqizwa kwangempela kwezigidi ezingu-635,415 zesikwele, izinga lokusebenza ngoLwesithathu elingu-56.6%, okufanayo nesonto eledlule. Izinga lokusebenza elisebenzayo langoLwesithathu elingu-56.59%, lehle ngamaphesenti angu-2.76 kusukela ngesonto eledlule. Inani lezitshalo ezintsha zokuvala nokulungisa lingu-4, elinomthamo ophelele wama-cubic metres ayizigidi ezingu-8 ngosuku; Inani lezimboni ezisanda kuqaliswa kabusha lalingu-7, elinomthamo ophelele wama-cubic metres ayizigidi ezingu-4.62 ngosuku. (Qaphela: Umthamo wokungasebenzi uchazwa njengomkhiqizo oyekile iminyaka engaphezu kwemi-2; Umthamo osebenzayo ubhekisela kumthamo we-LNG ngemva kokukhipha umthamo wokungasebenzi. Umthamo wokukhiqiza we-LNG wasekhaya uwonke ungama-cubic metres ayizigidi ezingu-159.75 ngosuku, kanye nokuvalwa kwesikhathi eside okungu-28, ama-cubic metres ayizigidi ezingu-7.29 ngosuku kanye nama-cubic metres ayizigidi ezingu-152.46 ngosuku.

Ngokuphathelene noketshezi lolwandle, kwamukelwe izindiza ezingama-20 ze-LNG eziteshini zokwamukela imikhumbi zasekhaya ezingu-14 kulo mjikelezo, kanti inani lemikhumbi ethola umkhumbi owodwa lingaphansi kwesonto eledlule, kanye nomthamo wokufika echwebeni wamathani ayizigidi ezingu-1.403, okwenyuke ngo-13.33% kusuka kumathani ayizigidi ezingu-1.26 ngesonto eledlule. Amazwe ayinhloko okungenisa izimpahla kulo mjikelezo yi-Australia, iQatar neRussia, lapho kufika khona amathani angu-494,800, amathani angu-354,800 kanye namathani angu-223,800, ngokulandelana. Ngokuphathelene neziteshi zokwamukela imikhumbi, i-CNOOC Dapeng kanye ne-State Grid Diafu zithole imikhumbi emi-3, i-CNOOC Zhuhai kanye ne-State Grid Tianjin ngayinye yathola imikhumbi emi-2, kanti ezinye iziteshi zokwamukela imikhumbi ngayinye yathola umkhumbi owodwa.

c) Isidingo

Isidingo se-LNG sasekhaya kuleli sonto (07.26-08.01) besingamathani angu-702,900, ukwehla kwamathani angu-10,500, noma u-1.47%, kusukela ngesonto eledlule (07.19-07.25). Ukuthunyelwa kwezimboni zasekhaya kube ngamathani angu-402,000, kwehle ngamathani ayizigidi ezingu-0.17, noma u-0.42%, kusukela ngesonto eledlule (07.19-07.25). Ukuthengiswa kwezimboni ezingamanzi kwehlisa amanani, kodwa ngenxa yokuhamba kwesiphepho, okuthinta ukuthunyelwa kwezimpahla phezulu, inani eliphelele lokuthunyelwa kwezimboni zasekhaya lehle kancane.

Ngokuphathelene noketshezi lwasolwandle, inani eliphelele lokuthunyelwa kweziteshi zokwamukela izimpahla zasekhaya kwakuyizimoto ezingu-14327, kwehle ngo-2.86% kusuka ezimotweni ezingu-14749 ngesonto eledlule (07.19-07.25), kanti ukwehla kwentengo yeziteshi zokwamukela izimpahla bekuncane, kanti nerediyasi yokuthengisa emakethe inciphile, okwaholela ekunciphiseni kokuthunyelwa kwamathangi.6