A Turai, kasuwa tana kan koma baya a wannan makon yayin da filin Troll a Norway ke rage yawan samar da kayayyaki fiye da tsarin tsare-tsare na farko, kayan aikin iskar gas ya karu amma ya ragu, amma farashin TTF na gaba ya fadi yayin da hannun jari a yankin ya kasance. yanzu ya yi yawa.

A Amurka, a ranar 28 ga watan Yuli, lokacin gida, bututun iskar gas da ya karye a kusa da Strasburg, Virginia, ya koma yadda ya kamata, kuma isar da iskar gas zuwa tashar Cove Point mai ruwan iskar gas ta dawo daidai, kuma tashar tashar jiragen ruwa ta dawo daidai. Henri iskar gas (NG) gaba ya fadi bayan tashi.

a) Bayanin kasuwa

Tun daga ranar 1 ga Agusta, farashin iskar gas na Henery Port na Amurka (NG) na gaba ya kasance dalar Amurka 2.56 / miliyan na thermal na Biritaniya, idan aka kwatanta da zagayowar da ta gabata (07.25) ta ragu da dalar Amurka 0.035 / miliyan na thermal na Burtaniya, ya ragu da 1.35%; Farashin iskar gas na Dutch (TTF) na gaba shine $ 8.744 / miliyan BTU, ƙasa da $ 0.423 / miliyan Btu daga sake zagayowar da ta gabata (07.25), ko 4.61%.

A Amurka, farashin nan gaba na Henry Port (NG) na Amurka ya tashi sannan kuma ya ragu a cikin mako, yanayin zafi na cikin gida na Amurka ya kasance mai girma, amfani da iskar gas na cikin gida yana da yawa, amma a ranar 28 ga Yuli, lokacin gida, bututun iskar gas. wanda ya karye a kusa da Strasburg, Virginia, ya ci gaba da gudana kamar yadda aka saba, kuma isar da iskar gas zuwa tashar Cove Point mai ruwan iskar gas ya koma daidai. Gas na Port Henry na Amurka (NG) ya koma baya bayan ya tashi.

Dangane da fitar da kayayyaki, buqatar kasuwar Eurasian ta tsaya tsayin daka a wannan makon, abubuwan fitar da kayayyaki na LNG na Amurka suna shafar manufofin zirga-zirgar Canal Canal na Panama, saurin wucewa a arewa maso gabashin Asiya yana da iyaka, ana tilasta fitar da tashar iskar gas ta Amurka. don ragewa, kuma kayayyakin da Amurka ke fitarwa suna raguwa.

Daga mahangar fasaha, makomar tashar tashar jiragen ruwa ta Amurka (NG) tana fuskantar koma baya, farashin tashar tashar jiragen ruwa ta Amurka (NG) zuwa 2.57 dalar Amurka/miliyan BTU, KDJ ya ci gaba da raguwa bayan cokali mai yatsu mai yatsa, koma bayan kasa. manyan, MACD har yanzu yana nuna yanayin ƙasa bayan cokali mai yatsu, daga baya zai ci gaba da raguwa, farashin tashar jiragen ruwa na Amurka Henry Port (NG) a wannan makon ya nuna yanayin ƙasa.

A cikin Turai, ƙididdigar kasuwannin Turai ya ragu, bisa ga bayanan Ƙungiyar Gas na Gas na Turai ya nuna cewa ya zuwa 31 ga Yuli, jimillar ƙididdiga a Turai shine 964Twh, ikon ajiya na 85.43%, 0.36% kasa da ranar da ta gabata.

Kasuwannin Turai suna kan koma baya a wannan makon yayin da filin Troll a Norway ke rage yawan hakowa fiye da yadda aka tsara tsare-tsare na farko, kayan hako iskar gas ya tashi amma ya ragu, amma farashin TTF na gaba ya fadi yayin da hannun jari a yankin ya yi yawa.

Tun daga ranar 1 ga Agusta, ana sa ran tashar jiragen ruwa ta Henry Natural Gas (HH) za ta iya gano farashin $2.6 / mmBTU, ƙasa $0.06 / mmBTU, ko 2.26%, daga kwata na baya (07.25). Farashin tabo na Gas Gas na Kanada (AECO) shine $2.018 / mmBTU, sama da $0.077 / mmBTU, ko 3.99%, daga watan da ya gabata (07.25).

Port Henry Natural Gas (HH) yana tsammanin farashin tabo zai ragu kuma iskar gas na Cove Point zai ci gaba, amma Port Henry Natural Gas (HH) yana tsammanin farashin tabo zai ragu saboda rage fitar da LNG na Amurka saboda ƙuntatawa ta hanyar Panama Canal.

Ya zuwa ranar 1 ga watan Agusta, farashin shigowar yankin arewa maso gabashin Asiya na kasar Sin (DES) ya kasance dalar Amurka miliyan 10.733/miliyan BTU, ya ragu da dalar Amurka miliyan 0.456 daga kwata na baya (07.25), ya ragu da kashi 4.08; Farashin tabo TTF shine $ 8.414 / mmBTU, ƙasa $ 0.622 / mmBTU daga kwata na baya (07.25), raguwa na 6.88%.

Farashin tabo na wurin da ake amfani da shi na yau da kullun yana da koma baya, buƙatu a Turai da Asiya gabaɗaya sun tsaya tsayin daka, kayayyaki a cikin kasuwannin cikin gida sun ci gaba da wadatar, kuma kasuwa ta ci gaba da wadata, wanda ya haifar da raguwar kayayyaki. tabo farashin a kusa da kasar.

b) Inventory

Ya zuwa makon da ya kare a ranar 21 ga watan Yuli, a cewar rahoton Hukumar Makamashi ta Amurka, yawan iskar gas na Amurka ya kai cubic feet biliyan 2,987, wanda ya karu na cubic feet biliyan 16, ko kuma 0.54%; Abubuwan ƙirƙira sun kasance 5,730 cubic feet, ko 23.74%, sama da shekara guda da ta wuce. Wannan shine ƙafar cubic biliyan 345, ko kuma 13.06%, sama da matsakaicin shekaru biyar.

A cikin makon da ya ƙare a ranar 21 ga Yuli, bisa ga bayanai na Ƙungiyar Ƙwararrun Gas ta Turai, yawan iskar gas na Turai ya kasance 3,309,966 cubic feet, sama da 79.150 biliyan cubic feet, ko 2.45%; Abubuwan ƙirƙira sun fi ƙafa biliyan 740.365 sama da shekara guda da ta gabata, haɓakar 28.81%.

A wannan makon, yanayin zafi a Turai da Amurka ya karu sannu a hankali, kuma buƙatun iskar gas ya karu a yankin, wanda ya haifar da karuwar yawan iskar gas, da haɓaka haɓakar haɓakar iskar gas a Turai da Amurka. ya ragu, daga cikin abin da ake samarwa a Amurka ya yi rauni, kuma yawan haɓakar kayayyaki ya ragu sosai.

Abubuwan da ke faruwa na ƙirƙira iskar gas na duniya

c) Shigo da fitarwar ruwa

Wannan sake zagayowar (07.31-08.06) ana sa ran Amurka za ta shigo da 0m³; Adadin da ake tsammanin fitarwa na Amurka shine 3700000m³, wanda shine 5.13% ƙasa da ainihin adadin fitarwa na 3900000m³ a cikin zagayowar da ta gabata.

A halin yanzu, buƙatun shigo da Eurasian LNG ya tsaya tsayin daka, wanda takunkumin Canal na Panama ya shafa, fitar da LNG na Amurka ya ragu.

a) Bayanin kasuwa

Tun daga ranar 2 ga Agusta, farashin tashar tashar LNG ya kasance yuan / ton 4106, ya ragu 0.61% daga makon da ya gabata, ya ragu 42.23% a shekara; Farashin babban yankin da ake nomawa shine yuan 3,643/ton, ya ragu da kashi 4.76% daga makon da ya gabata da kuma kashi 45.11% na shekara.

Farashin cikin gida na sama ya nuna koma baya, farashin albarkatun ruwa na cikin gida ya faɗi, jigilar kayayyaki sama, karɓar tashoshi gaba ɗaya ya tsaya tsayin daka, kuma farashin jigilar kayayyaki gabaɗaya ya ragu.

Ya zuwa ranar 2 ga watan Agusta, matsakaicin farashin LNG da aka samu a fadin kasar ya kai yuan 4,051/ton, ya ragu da kashi 3.09% daga makon da ya gabata kuma ya ragu da kashi 42.8 bisa dari a duk shekara. Bukatar ƙasa ba ta da ƙarfi, raguwar farashin sama ya mamaye farashin ƙasa, kuma farashin kasuwa yana raguwa.

Ya zuwa ranar 2 ga Agusta, jimillar kididdigar masana'antar LNG ta gida ta kasance tan 306,300 a rana guda, sama da kashi 4.43% idan aka kwatanta da na baya. Sakamakon tasirin guguwar, an toshe jigilar kayayyaki zuwa sama, kuma tallace-tallace na sama ya ci gaba da rage farashin, amma buƙatun da ke ƙasa ya yi rauni, kayan masana'anta sun tashi.

Jadawalin tarihin LNG

b) Kawo

A wannan makon (07.27-08.02) 233 na cikin gida LNG bayanai bincike farashin aiki ya nuna cewa ainihin samar da 635,415 murabba'i, wannan Laraba adadin aiki 56.6%, daidai da makon da ya gabata. Ingancin ƙarfin aiki na wannan Laraba na 56.59%, ya ragu da kashi 2.76 daga makon da ya gabata. Adadin sabbin tsire-tsire don rufewa da kulawa shine 4, tare da jimlar ƙarfin cubic miliyan 8 / rana; Sabbin masana'antu da aka dawo da su sun kai 7, tare da jimillar karfin mitoci cubic miliyan 4.62 a kowace rana. (Lura: Ƙarfin rashin aiki yana bayyana azaman an dakatar da samarwa fiye da shekaru 2; Ƙarfin aiki mai inganci yana nufin ƙarfin LNG bayan ban da ƙarfin aiki. Jimillar ƙarfin samar da LNG na cikin gida shine mita cubic miliyan 159.75 a kowace rana, tare da rufe 28 na dogon lokaci, 7.29 miliyan cubic mita/rana iya aiki da kuma 152.46 miliyan cubic mita/rana na tasiri iya aiki.

Dangane da ruwan teku, an karɓi jimillar dillalan LNG 20 a tashoshi 14 na cikin gida a cikin wannan sake zagayowar, tare da adadin jiragen ruwa da suka karɓi jirgi 1 ƙasa da satin da ya gabata, kuma yawan isar da tashar jiragen ruwa ya kai tan miliyan 1.403, sama da 13.33% daga. 1.26 ton miliyan makon da ya gabata. Manyan kasashen da ake shigo da su cikin wannan zagayowar su ne Australia, Qatar da kuma Rasha, wadanda suka kai tan 494,800, ton 354,800 da tan 223,800, bi da bi. Dangane da karbar tashoshi, CNOOC Dapeng da State Grid Diafu sun karbi jiragen ruwa 3, CNOOC Zhuhai da State Grid Tianjin kowannen su ya karbi jiragen ruwa 2, sauran tashoshi da ke karbar kowane jirgin ruwa 1.

c) Bukatu

Jimlar bukatun LNG na cikin gida a wannan makon (07.26-08.01) ya kasance tan 702,900, raguwar tan 10,500, ko 1.47%, daga makon da ya gabata (07.19-07.25). Kayayyakin masana'antar cikin gida sun kai ton 402,000, ƙasa da tan miliyan 0.17, ko kuma 0.42%, daga makon da ya gabata (07.19-07.25). Tallace-tallacen masana'antar ruwa ya rage farashin, amma saboda guguwar da ta tashi, tana shafar jigilar kayayyaki zuwa sama, jimilar jigilar masana'antar cikin gida ta ragu kaɗan.

Dangane da ruwan teku, jimillar jigilar jigilar tashoshi na cikin gida motoci 14327, ya ragu da kashi 2.86% daga motocin 14749 a makon da ya gabata (07.19-07.25), kuma faɗuwar farashin tashoshin ya yi ƙasa kaɗan, kuma tallace-tallacen kasuwa ya ragu. Radius ya ragu, wanda ya haifar da raguwar jigilar tankuna.6