A Turai, kasuwa na fuskantar koma baya a wannan makon yayin da filin Troll a Norway ke rage yawan samarwa fiye da yadda aka tsara a baya, kimar iskar gas ta tashi zuwa sama amma ta ragu, amma farashin TTF na gaba ya fadi yayin da hannun jari a yankin yanzu ya yi yawa.

A Amurka, a ranar 28 ga Yuli, agogon gida, bututun iskar gas da ya lalace kusa da Strasburg, Virginia, ya koma yadda yake a da, kuma isar da iskar gas zuwa tashar iskar gas mai ruwa-ruwa ta Cove Point ta koma yadda take a da, kuma makomar iskar gas ta Port Henry (NG) ta faɗi bayan ta tashi.

a) Bayanin Kasuwa

Ya zuwa ranar 1 ga Agusta, farashin iskar gas ta Amurka (NG) na gaba ya kai dala Amurka 2.56/miliyan Burtaniya, idan aka kwatanta da zagayen da ya gabata (07.25) da raguwar dala Amurka 0.035/miliyan Burtaniya na zafi, raguwar kashi 1.35%; Farashin iskar gas ta Holland (TTF) na gaba ya kai dala $8.744/miliyan BTU, raguwar dala $0.423/miliyan Btu daga zagayen da ya gabata (07.25), ko kuma kashi 4.61%.

A Amurka, farashin gaba na Henry Port (NG) na Amurka ya tashi sannan ya ragu a cikin makon, yanayin zafi na cikin gida na Amurka ya ci gaba da hauhawa, buƙatar amfani da iskar gas ta cikin gida ya yi yawa, amma a ranar 28 ga Yuli agogon yankin, bututun iskar gas da ya lalace kusa da Strasburg, Virginia, ya sake fara aiki kamar yadda aka saba, kuma isar da iskar gas zuwa tashar iskar gas ta Cove Point ta koma yadda aka saba. Farashin gaba na iskar gas ta Amurka (NG) ya koma baya bayan ya tashi.

Dangane da fitar da kayayyaki, bukatar kasuwar Eurasia ta tabbata a wannan makon, manufofin zirga-zirgar jiragen ruwa na Panama Canal na shafar fitar da kayayyaki daga Amurka, saurin wucewa a Arewa maso Gabashin Asiya ya takaita, fitar da kayayyaki daga tashoshin iskar gas na Amurka ya tilasta raguwa, kuma fitar da kayayyaki daga Amurka yana raguwa.

Daga mahangar fasaha, makomar Amurka ta Henry Port (NG) ta ragu, farashin makomar Amurka ta Henry Port (NG) ya kai dala 2.57 na Amurka/miliyan BTU, KDJ ta ci gaba da raguwa bayan mutuwar, saurin raguwar ya yi yawa, MACD har yanzu tana nuna raguwar yanayin bayan mutuwar, na gaba zai ci gaba da raguwa, farashin makomar Amurka ta Henry Port (NG) a wannan makon ya nuna raguwar yanayin.

A Turai, kayyakin kasuwar Turai sun ragu, a cewar bayanai daga Ƙungiyar Infrastructure Association ta Turai, sun nuna cewa ya zuwa ranar 31 ga Yuli, jimillar kayyakin da aka samu a Turai ya kai 964Twh, rabon ajiyar kaya na 85.43%, ƙasa da kashi 0.36% idan aka kwatanta da ranar da ta gabata.

Kasuwannin Turai na fuskantar koma baya a wannan makon yayin da filin Troll a Norway ke rage yawan samarwa fiye da yadda aka tsara a baya, kayan gas na halitta sun tashi zuwa sama amma sun ragu, amma farashin TTF na gaba ya fadi yayin da hannun jari a yankin yanzu ya yi yawa.

Ya zuwa ranar 1 ga Agusta, ana sa ran tashar jiragen ruwa ta Amurka (US Port Henry Natural Gas) (HH) za ta gano farashin $2.6 / mmBTU, wanda ya ragu da $0.06 / mmBTU, ko 2.26%, daga kwata na baya (07.25). Farashin tabo na Iskar Gas ta Kanada (AECO) ya kasance $2.018 / mmBTU, sama da $0.077 / mmBTU, ko 3.99%, daga watan da ya gabata (07.25).

Kamfanin Port Henry Natural Gas (HH) yana sa ran farashin man fetur zai ragu kuma kayan samar da iskar gas na Cove Point za su ci gaba da aiki, amma kamfanin Port Henry Natural Gas (HH) yana sa ran farashin man fetur zai ragu saboda raguwar fitar da iskar gas ta Amurka saboda takaita kwararar ruwan Panama.

Ya zuwa ranar 1 ga watan Agusta, farashin kayayyakin da ake shigowa da su a yankin Arewa maso Gabashin Asiya (DES) ya kai dala 10.733 na Amurka/miliyan BTU, wanda ya ragu da dala 0.456 na Amurka/miliyan BTU daga kwata na baya (07.25), wanda ya ragu da kashi 4.08%; farashin kayayyakin da ake shigowa da su a yankin TTF ya kasance $8.414 / mmBTU, ya ragu da $0.622 / mmBTU daga kwata na baya (07.25), wanda ya ragu da kashi 6.88%.

Farashin mai a kasuwar hada-hadar kayayyaki ya ragu, bukatar da ake da ita a Turai da Asiya ta ci gaba da kasancewa daidai, kayan da ake da su a kasuwar gida sun isa, kuma kasuwar ta ci gaba da samar da kayayyaki fiye da kima, wanda hakan ya haifar da raguwar farashin mai a duk fadin kasar.

b) Kaya

Ya zuwa makon da ya ƙare a ranar 21 ga Yuli, a cewar rahoton Hukumar Makamashi ta Amurka, yawan iskar gas da Amurka ta samu ya kai ƙafa biliyan 2,987, wanda ya nuna ƙaruwar ƙafa biliyan 16, ko kuma kashi 0.54%; Kayayyakin sun kai ƙafa biliyan 5,730, ko kuma kashi 23.74%, fiye da shekara guda da ta gabata. Wannan ya kai ƙafa biliyan 345, ko kuma kashi 13.06%, sama da matsakaicin shekaru biyar.

A makon da ya ƙare a ranar 21 ga Yuli, a cewar bayanan Ƙungiyar Kayayyakin Iskar Gas ta Turai, kimar iskar gas ta Turai ta kai ƙafa biliyan 3,309,966, wanda ya karu da ƙafa biliyan 79.150, ko kashi 2.45%; Kayayyakin sun fi ƙafa biliyan 740.365 girma fiye da shekara guda da ta gabata, wanda ya nuna ƙaruwar kashi 28.81%.

A wannan makon, yanayin zafi a Turai da Amurka ya ƙaru a hankali, kuma buƙatar iskar gas a yankin ya ƙaru, wanda hakan ya haifar da ƙaruwar amfani da iskar gas, kuma ya haifar da ƙaruwar yawan haƙoran iskar gas a Turai da Amurka, wanda daga ciki ya ragu, wanda hakan ya sa wadatar da ake samu a Amurka ta ragu, kuma ƙimar haɓakar haƙoran ya ragu sosai.

Yanayin kidayar iskar gas ta duniya

c) Shigo da kaya da ruwa da kuma fitar da su

A wannan zagayen (07.31-08.06) ana sa ran Amurka za ta shigo da 0m³; Adadin fitar da kayayyaki da ake sa ran Amurka za ta fitar shine 3700000m³, wanda ya yi ƙasa da kashi 5.13% idan aka kwatanta da ainihin adadin fitar da kayayyaki na 3900000m³ a zagayen da ya gabata.

A halin yanzu, buƙatar shigo da LNG daga Eurasia ta kasance mai karko, wanda ya shafi ƙa'idodin kwararar ruwan Panama, kuma fitar da LNG daga Amurka ya ragu.

a) Bayanin Kasuwa

Ya zuwa ranar 2 ga watan Agusta, farashin tashar samar da wutar lantarki ta LNG ya kai yuan 4106/ton, ya ragu da kashi 0.61% idan aka kwatanta da makon da ya gabata, ya ragu da kashi 42.23% idan aka kwatanta da shekarar da ta gabata; Farashin babban yankin samar da wutar lantarki ya kai yuan 3,643/ton, ya ragu da kashi 4.76% idan aka kwatanta da makon da ya gabata da kuma kashi 45.11% idan aka kwatanta da shekarar da ta gabata.

Farashin kayayyaki na cikin gida ya nuna raguwar farashi, farashin albarkatun ruwa na cikin gida ya fadi, ya haifar da jigilar kayayyaki daga sama, tashoshin karbar kayayyaki gaba daya sun kasance daidai, kuma farashin jigilar kayayyaki na kasuwa ya ragu.

Ya zuwa ranar 2 ga watan Agusta, matsakaicin farashin LNG da aka samu a duk fadin kasar shine yuan 4,051/ton, wanda ya ragu da kashi 3.09% idan aka kwatanta da makon da ya gabata kuma ya ragu da kashi 42.8% idan aka kwatanta da shekarar da ta gabata. Bukatar da ake da ita a kasa ba ta da karfi, raguwar farashin da ake samu a sama ta mamaye farashin da ke kasa, kuma farashin da ake samu a kasuwa ya ragu.

Ya zuwa ranar 2 ga watan Agusta, jimillar kayayyakin da aka samu daga masana'antun iskar gas na cikin gida sun kai tan 306,300 a wannan rana, wanda ya karu da kashi 4.43% idan aka kwatanta da lokacin da ya gabata. Saboda tasirin guguwar, an toshe jigilar kayayyaki daga sama, kuma tallace-tallace daga sama sun ci gaba da rage farashi, amma bukatar da ake da ita daga sama ta yi rauni, kuma kayayyakin masana'antu sun karu.

Jadawalin farashin LNG na cikin gida

b) Samarwa

A wannan makon (07.27-08.02) bayanai 233 na binciken ƙimar aikin masana'antar LNG ta cikin gida sun nuna cewa ainihin samar da murabba'in miliyan 635,415, ƙimar aiki ta wannan Laraba ta 56.6%, daidai da makon da ya gabata. Matsakaicin ƙarfin aiki mai inganci na wannan Laraba ya kai kashi 56.59%, ƙasa da maki 2.76 na makon da ya gabata. Adadin sabbin masana'antu don rufewa da kulawa shine 4, tare da jimillar ƙarfin mita cubic miliyan 8/rana; Adadin sabbin masana'antu da aka sake farawa shine 7, tare da jimillar ƙarfin mita cubic miliyan 4.62/rana. (Lura: Ana bayyana ƙarfin aiki mara aiki a matsayin wanda aka dakatar da samarwa sama da shekaru 2; ƙarfin aiki mai inganci yana nufin ƙarfin LNG bayan an cire ƙarfin aiki mara aiki. Jimlar ƙarfin samar da LNG ta cikin gida shine mita cubic miliyan 159.75/rana, tare da rufewa na dogon lokaci 28, mita cubic miliyan 7.29/rana na ƙarfin aiki mara aiki da mita cubic miliyan 152.46/rana na ƙarfin aiki mai inganci.

Dangane da ruwan teku, jimillar jiragen ruwa 20 ne aka karɓe a tashoshin karɓar jiragen ruwa na cikin gida 14 a cikin wannan zagaye, inda adadin jiragen ruwa da suka karɓi jirgin ruwa 1 ya yi ƙasa da na makon da ya gabata, kuma yawan isowar jiragen ruwa ya kai tan miliyan 1.403, wanda ya karu da kashi 13.33% daga tan miliyan 1.26 a makon da ya gabata. Manyan ƙasashen da suka shigo da kayayyaki a wannan zagayen sune Ostiraliya, Qatar da Rasha, tare da isowar tan 494,800, tan 354,800 da tan 223,800, bi da bi. Dangane da tashoshin karɓar jiragen ruwa, CNOOC Dapeng da State Grid Diafu sun karɓi jiragen ruwa 3, CNOOC Zhuhai da State Grid Tianjin kowannensu ya karɓi jiragen ruwa 2, sauran tashoshin karɓar jiragen ruwa kuma kowannensu ya karɓi jirgin ruwa 1.

c) Bukata

Jimillar buƙatar iskar gas ta cikin gida a wannan makon (07.26-08.01) ta kai tan 702,900, raguwar tan 10,500, ko kuma kashi 1.47%, daga makon da ya gabata (07.19-07.25). Jigilar kayayyakin masana'antu na cikin gida ta kai tan 402,000, ƙasa da tan miliyan 0.17, ko kuma kashi 0.42%, daga makon da ya gabata (07.19-07.25). Tallace-tallacen masana'antar ruwa sun rage farashi, amma saboda guguwar, wadda ta shafi jigilar kayayyaki daga sama, jimillar kayayyakin da ake jigilarwa a cikin masana'antar cikin gida ta ragu kaɗan.

Dangane da ruwan teku, jimillar yawan jigilar kayayyaki na tashoshin karɓar kaya na cikin gida ya kai motoci 14327, wanda ya ragu da kashi 2.86% daga motoci 14749 a makon da ya gabata (07.19-07.25), kuma raguwar farashin tashoshin karɓar kaya ya yi ƙasa, kuma an rage radius na tallace-tallace a kasuwa, wanda ya haifar da raguwar jigilar tankuna.6