Izimakethe zaseYurophu zihlale ziphezulu futhi zingazinzile kuleli sonto, kanti isimo eMpumalanga Ephakathi siphoqe iChevron ukuthi ivale insimu yayo yegesi engaphandle kwezwe eSiriya, futhi imakethe yaqhubeka nokwesaba, kodwa amanani esikhathi esizayo e-TTF ayephezulu futhi engazinzile ngenxa yokutholakala ngokweqile kwemakethe yamanje.

E-United States, ngenxa yokushoda kancane kanye nokwehla kokwesaba, ukuthunyelwa kwe-LNG e-United States kwehlile kuleli sonto, ukuthunyelwa kwempahla kwamanye amazwe kwehlile, kanti ukunikezwa kwegesi eluhlaza evela ezindaweni zokuthumela kwamanye amazwe kwehlile, kodwa ngenxa yokushintsha kwezinkontileka ze-NG zesikhathi esizayo kule nyanga, intengo yegesi yemvelo e-United States inyukile.

a) Ukubuka konke kwemakethe

Kusukela ngomhlaka-24 Okthoba, intengo yesikhathi esizayo yegesi yemvelo yaseHenry Port (NG) yase-United States yayingu-3.322 amadola aseMelika/isigidi sokushisa saseBrithani, uma kuqhathaniswa nomjikelezo wangaphambilini (10.17) ikhuphuke ngo-0.243 amadola aseMelika/isigidi sokushisa saseBrithani, okuwukwenyuka kuka-7.89%; Intengo yesikhathi esizayo yegesi yemvelo yaseDutch (TTF) yayingu-$15.304 / mmBTU, ikhuphuke ngo-$0.114 / mmBTU kusukela kumjikelezo wangaphambilini (10.17), noma u-0.75%.

E-United States, amanani entengo yesikhathi esizayo e-Henry Port (NG) e-United States abonise ukuthambekela kokubuyela emuva ngemuva kokwehla okuphelele kuleli sonto, amanani entengo yesikhathi esizayo yegesi yemvelo e-United States abonise ukuthambekela kokwehla kuleli sonto, kodwa ngenxa yomthelela wokushintsha kwenkontileka, amanani entengo yesikhathi esizayo e-NG anyukile.

Ngasohlangothini lokuthumela kwamanye amazwe, ukuthunyelwa kwamanye amazwe kwe-LNG e-US kwehle kuleli sonto ngenxa yokushoda kancane kanye nokwesaba okunciphayo, kanti ukuthunyelwa kwamanye amazwe kwehlile.

Ngokombono wezobuchwepheshe, i-United States Henry Port futures (NG) iyisifundazwe esiphansi ukukhuphuka, intengo ye-United States Henry Port futures (NG) ifinyelela ku-3.34 US dollars/million British fever iseduze, i-KDJ low isizokhuphuka isuka eforokini, i-MACD ingaphansi kwe-zero bottoming, ukwehla kumile, intengo ye-United States Henry Port futures (NG) kuleli sonto ibonise umkhuba wokwehla.

EYurophu, inani lempahla emakethe yaseYurophu liqhubekile nokukhula, ngokusho kwedatha ye-European Natural Gas Infrastructure Association ikhombisa ukuthi kusukela mhla zingama-23 kuMfumfu, inani lempahla eYurophu beliyi-1123Twh, ngesabelo somthamo esingu-98.63%, ukwanda okungu-0.05% ngosuku olwedlule, kanye nokwanda okuqhubekayo kwenani lempahla.

Izimakethe zaseYurophu zihlale ziphezulu futhi zingazinzile kuleli sonto, kanti isimo eMpumalanga Ephakathi siphoqe iChevron ukuthi ivale insimu yayo yegesi engaphandle kwezwe eSiriya, futhi imakethe yaqhubeka nokwesaba, kodwa amanani esikhathi esizayo e-TTF ayephezulu futhi engazinzile ngenxa yokutholakala ngokweqile kwemakethe yamanje.

Kusukela ngomhlaka-24 Okthoba, i-US Port Henry Natural Gas (HH) kulindeleke ukuthi ibone amanani angu-$2.95 / mmBTU, akhuphuke ngo-$0.01 / mmBTU kusukela kwikota edlule (10.17), okuwukwenyuka ngo-0.34%. Intengo ye-Canadian Natural Gas (AECO) ibingu-$1.818 / mmBTU, akhuphuke ngo-$0.1 / mmBTU kusukela enyangeni edlule (10.17), okuwukwenyuka ngo-5.83%.

I-Henry Port Natural Gas (HH) ilindele ukuthi amanani aqondile azohlala ezinzile, ukuthunyelwa kwe-LNG kwamanye amazwe kuye kwaba buthakathaka, isidingo esikhulu semakethe yabathengi ngaphandle kwesifunda sizohlala sizinzile, akukho ukwesekwa okusobala okuhle, i-Henry Port Natural Gas (HH) kulindeleke ukuthi ihlale izinzile amanani aqondile.

Kusukela ngomhlaka-24 Okthoba, intengo ye-Northeast Asia spot arrival China (DES) ibingu-$17.25 / million BTU, ikhuphuke ngo-$0.875 / million BTU kusukela kwikota edlule (10.17), okuwukwenyuka ngo-5.34%; intengo ye-TTF spot ibingu-$14.955 / mmBTU, ikhuphuke ngo-$0.898 / mmBTU kusukela kwikota edlule (10.17), okuwukwenyuka ngo-6.39%.

Amanani abathengi abavamile ayakhuphuka, ukwesaba kwabathengi abayinhloko kwamanje kugcwele, ukucabanga kokuqagela emakethe kunamandla, abathengisi abaphezulu bathengisa ngentengo ephezulu, okwenza amanani abathengi abayinhloko akhuphuke.

b) Isitoko

Isonto eliphele ngo-Okthoba 13, ngokusho kwe-US Energy Agency, izimpahla zegesi yemvelo zase-US bezingama-cubic feet angu-3,626 billion, okuwukwenyuka kwama-cubic feet angu-97 billion, noma u-2.8%; Izimpahla bezingama-cubic feet angu-3,000, noma u-9.0%, okuphakeme kunonyaka odlule. Lokho kungama-cubic feet angu-175 billion, noma u-5.1%, ngaphezu kwesilinganiso seminyaka emihlanu.

Isonto eliphele ngo-Okthoba 13, izinqolobane zegesi zaseYurophu bezimi ku-3,926.271 billion cubic feet, okukhuphuke ngo-43.34 billion cubic feet, noma u-1.12%, kusukela esontweni eledlule, ngokusho kwe-European Gas Infrastructure Association. Izinqolobane bezingu-319.287 billion cubic feet, noma u-8.85%, ngaphezu konyaka odlule.

Kuleli sonto, isitokwe segesi yemvelo sase-US sikhuphuke kancane kancane, ngenxa yamanani aphezulu entengo, okuholele ekutheni abathumeli abaningi babe nesimo sengqondo sokulinda nokubona, isidingo esikhulu sokuthengwa kwempahla emakethe yabathengi sehle kakhulu, izinga lokukhula kwempahla yase-US likhuphuke kakhulu. Izitokwe eYurophu zikhule kancane kancane, manje sezikhuphuke cishe ku-98%, futhi ukwehla kokukhula kwempahla kulindeleke ukuthi kwehle esikhathini esizayo.

c) Ukungenisa nokuthumela ngaphandle uketshezi

I-US kulindeleke ukuthi ingenise u-0m³ kulo mjikelezo (10.23-10.29); I-United States kulindeleke ukuthi ithumele u-3,900,000 m³, okungaphansi ngo-4.88% kunomthamo wangempela wokuthumela ngaphandle ongu-410,00,000 m³ emjikelezweni odlule.

Njengamanje, isidingo esibuthakathaka emakethe yabathengi abakhulu kanye nempahla ephezulu kuholele ekwehleni kokuthunyelwa kwe-LNG e-US.

a) Ukubuka konke kwemakethe

Kusukela ngomhlaka-25 Okthoba, intengo yokugcina ye-LNG yayingu-5,268 yuan/ton, ikhuphuke ngo-7% kusukela ngesonto eledlule, yehle ngo-32.45% unyaka nonyaka; Intengo yendawo eyinhloko yokukhiqiza yayingu-4,772 yuan/ton, ikhuphuke ngo-8.53% kusukela ngesonto eledlule futhi yehle ngo-27.43% unyaka nonyaka.

Amanani akhuphukayo akhombisa ukuthambekela okukhuphukayo. Ngenxa yokwenyuka kwezindleko zesitshalo soketshezi saseNyakatho-ntshonalanga kanye nentengo ephezulu yoketshezi lwasolwandle, amanani akhuphukayo ayakhushulwa futhi ukuthunyelwa kuqhutshwa ukwenyuka kwamanani okuthunyelwa.

Kusukela ngomhlaka-25 Okthoba, intengo emaphakathi ye-LNG etholwe kuzwelonke yayingu-5208 yuan/ton, ikhuphuke ngo-7.23% kusukela ngesonto eledlule futhi yehle ngo-28.12% unyaka nonyaka. Izinsizakusebenza ezikhuphukayo zithinteka yizindleko zokuthunyelwa, okwenza imakethe ithole amanani ezimpahla aphezulu.

Kusukela ngomhlaka-24 Okthoba, inani eliphelele lezitshalo ze-LNG zasekhaya lalingamathani angu-328,300 ngosuku olufanayo, lehle ngo-14.84% kusukela esikhathini esedlule. Njengoba amanani enyuka ngokulandelana futhi ethengiswa izimpahla, ukuthengiswa kwezinsiza zakuqala kwaba lula, okwaholela ekwehleni kwenani lezimpahla.

b) Ukunikezwa

Kuleli sonto (10.19-10.25) izinga lokusebenza ledatha yocwaningo lwezitshalo ze-LNG zasekhaya ezingu-236 libonisa ukuthi ukukhiqizwa kwangempela kwesikwele esingu-742.94 million, izinga lokusebenza ngoLwesithathu elingu-64.6%, kuzinzile ngesonto eledlule. Izinga lokusebenza langoLwesithathu elisebenzayo elingu-67.64%, lenyuke ngamaphesenti angu-0.01 kusukela ngesonto eledlule. Inani lezitshalo ezintsha zokulungisa nokuvala lingu-1, elinomthamo ophelele wama-cubic metres angu-700,000/ngosuku; Inani lezimboni ezisanda kuqaliswa kabusha lingu-0, elinomthamo ophelele wama-square metres ayizigidi ezingu-0/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 ungamamitha ayizigidi ezingu-163.05/ngosuku, kanye nokuvalwa kwesikhathi eside okungu-28, ama-cubic metres ayizigidi ezingu-7.29/ngosuku umthamo wokungasebenzi kanye nama-cubic metres ayizigidi ezingu-155.76/ngosuku umthamo osebenzayo.)

Ngokuphathelene noketshezi lwasolwandle, kwamukelwe izindiza ze-LNG ezingu-20 eziteshini zokwamukela izimpahla zasekhaya ezingu-13 kulo mjikelezo, ukwanda kwemikhumbi emi-5 ngesonto eledlule, kanti umthamo wechweba wawungamathani angu-1,291,300, angu-37.49% uma kuqhathaniswa namathani angu-939,200 ngesonto eledlule. Amazwe ayinhloko athola ukungenisa izimpahla kulo mjikelezo yi-Australia, iQatar neMalaysia, lapho kufika khona imikhumbi engamathani angu-573,800, amathani angu-322,900 kanye namathani angu-160,700 ngokulandelana. Esiteshini ngasinye sokwamukela izimpahla, i-CNOOC Dapeng yamukele imikhumbi emi-3, i-CNPC Caofeidian kanye ne-CNOOC Binhai yamukele imikhumbi emi-2 ngayinye, kanti ezinye iziteshi zokwamukela izimpahla zamukele umkhumbi owodwa ngamunye.

c) Isidingo

Isidingo se-LNG sasekhaya kuleli sonto (10.18-10.24) sasingamathani angu-721,400, ukwehla kwamathani angu-53,700, noma u-6.93%, kusukela ngesonto eledlule (10.11-10.17). Ukuthunyelwa kwefektri yasekhaya kube ngamathani angu-454,200, ukwehla kwamathani angu-35,800, noma u-7.31%, kusukela ngesonto eledlule (10.11-10.17). Ngenxa yesiteshi sokwamukela kanye nesitshalo soketshezi, intengo yokuthunyelwa inyusiwe, ukumelana nokwamukelwa kwentengo ephezulu okuphuzile, okwenza ukwehla kokuthunyelwa kunciphe.

Ngokuphathelene noketshezi lwasolwandle, inani eliphelele lokuthunyelwa kweziteshi zokwamukela izimpahla zasekhaya laliyizimoto ezingu-14,055, kwehle ngo-9.48% kusuka ezimotweni ezingu-14,055 ngesonto eledlule (10.11-10.17), isiteshi sokwamukela izimpahla saphakamisa intengo yokuthunyelwa, ukuthunyelwa okuya phansi kwakunamandla kakhulu, kanti inani eliphelele lokuthunyelwa kwamathangi lehlile.