Kasuwannin Turai sun ci gaba da kasancewa masu tsada da rashin tabbas a wannan makon, kuma yanayin da ake ciki a Gabas ta Tsakiya ya tilasta wa Chevron rufe tashar iskar gas ta bakin teku a Siriya, kuma kasuwar ta ci gaba da firgita, amma farashin TTF na gaba ya yi yawa kuma yana canzawa saboda yawan wadatar da ake samu a kasuwar a yanzu.

A Amurka, saboda jinkirin buƙata da kuma raunin firgici, fitar da iskar gas ta Amurka LNG ta ragu a wannan makon, fitar da kayayyaki ta ragu, kuma samar da iskar gas daga tashoshin fitar da kayayyaki ya ragu, amma saboda canjin kwangilolin NG na gaba a wannan watan, farashin iskar gas a Amurka ya tashi.

a) Bayanin Kasuwa

Ya zuwa ranar 24 ga Oktoba, farashin iskar gas ta Amurka (NG) na gaba ya kai dala Amurka 3.322/miliyan thermal na Burtaniya, idan aka kwatanta da zagayen da ya gabata (10.17) wanda ya karu da dala Amurka 0.243/miliyan thermal na Burtaniya, karuwar kashi 7.89%; Farashin iskar gas ta Holland (TTF) na gaba ya kasance $15.304 / mmBTU, sama da $0.114 / mmBTU daga zagayen da ya gabata (10.17), ko 0.75%.

A Amurka, farashin gaba na Henry Port (NG) na Amurka ya nuna koma-baya bayan faduwar gaba daya a makon, farashin gaba na iskar gas na Amurka ya nuna koma-baya a wannan makon, amma saboda tasirin sauyin kwangila, farashin gaba na NG ya tashi.

A ɓangaren fitar da kaya, fitar da kaya daga Amurka zuwa ƙasashen waje ya ragu a wannan makon saboda ƙarancin buƙata da kuma raguwar firgici, kuma fitar da kaya daga ƙasashen waje ya ragu.

Daga mahangar fasaha, makomar gaba ta Amurka Henry Port (NG) ƙasa ce da za ta tashi, farashin makomar gaba ta Amurka Henry Port (NG) zuwa dala 3.34/miliyan zazzaɓin Burtaniya kusa, ƙarancin KDJ yana gab da tashi daga kan madauri, MACD ƙasa da ƙasa sifili, raguwar ta tsaya, farashin makomar gaba ta Amurka Henry Port (NG) a wannan makon ya nuna koma baya.

A Turai, kayayakin kasuwar Turai sun ci gaba da ƙaruwa, a cewar bayanai daga Ƙungiyar Kayayyakin Iskar Gas ta Turai, sun nuna cewa ya zuwa ranar 23 ga Oktoba, jimillar kayayakin da aka samu a Turai sun kai 1123Twh, tare da kaso 98.63% na ƙarfinsu, ƙaruwar 0.05% a ranar da ta gabata, da kuma ƙaruwar kaya akai-akai.

Kasuwannin Turai sun ci gaba da kasancewa masu tsada da rashin tabbas a wannan makon, kuma yanayin da ake ciki a Gabas ta Tsakiya ya tilasta wa Chevron rufe tashar iskar gas ta bakin teku a Siriya, kuma kasuwar ta ci gaba da firgita, amma farashin TTF na gaba ya yi yawa kuma yana canzawa saboda yawan wadatar da ake samu a kasuwar a yanzu.

Ya zuwa ranar 24 ga Oktoba, ana sa ran tashar jiragen ruwa ta Amurka (Vernry Natural Gas) (HH) za ta ga farashin $2.95 / mmBTU, wanda ya karu da $0.01 / mmBTU daga kwata na baya (10.17), wanda ya karu da 0.34%. Farashin tabo na Kanada (AECO) ya kasance $1.818 / mmBTU, wanda ya karu da $0.1 / mmBTU daga watan da ya gabata (10.17), wanda ya karu da 5.83%.

Kamfanin Henry Port Natural Gas (HH) yana sa ran farashin gurɓataccen iska zai ci gaba da kasancewa daidai, fitar da iskar gas ta LNG ta yi rauni, babban buƙatar kasuwar masu amfani a wajen yankin zai ci gaba da kasancewa daidai, babu wani tallafi mai kyau, ana sa ran Henry Port Natural Gas (HH) zai ci gaba da kasancewa daidai farashin gurɓataccen iska.

Ya zuwa ranar 24 ga Oktoba, farashin BTU na Arewa maso Gabashin Asiya (DES) ya kai dala $17.25 / miliyan BTU, wanda ya karu da dala $0.875 / miliyan BTU daga kwata na baya (10.17), wanda ya karu da kashi 5.34%; Farashin TTF ya kai dala $14.955 / mmBTU, ya karu da dala $0.898 / mmBTU daga kwata na baya (10.17), wanda ya karu da kashi 6.39%.

Farashin kayayyakin masarufi na ƙaruwa, fargabar da ake da ita a yanzu game da masu sayayya ta cika, tunanin kasuwa yana da ƙarfi, masu sayayya daga sama suna da farashi mai tsada, wanda hakan ke haifar da hauhawar farashin kayayyaki.

b) Kaya

A makon da ya ƙare a ranar 13 ga Oktoba, a cewar Hukumar Makamashi ta Amurka, adadin iskar gas da Amurka ta samu ya kai ƙafa biliyan 3,626, wanda ya karu da ƙafa biliyan 97 ta cubic, ko kuma kashi 2.8%; Kayayyakin sun kai ƙafa biliyan 3,000 ta cubic, ko kuma kashi 9.0%, fiye da shekara guda da ta gabata. Wannan ya kai ƙafa biliyan 175 ta cubic, ko kuma kashi 5.1%, sama da matsakaicin shekaru biyar.

A makon da ya ƙare a ranar 13 ga Oktoba, yawan iskar gas da Turai ta samu ya kai ƙafa biliyan 3,926.271, wanda ya karu da ƙafa biliyan 43.34, ko kuma kashi 1.12%, idan aka kwatanta da makon da ya gabata, a cewar Ƙungiyar Kayayyakin Iskar Gas ta Turai. Kayayyakin sun kai ƙafa biliyan 319.287, ko kuma kashi 8.85%, fiye da shekara guda da ta gabata.

A wannan makon, kayayakin iskar gas na Amurka sun tashi a hankali, saboda hauhawar farashin, wanda ya haifar da ƙarin ɗabi'ar masu shigo da kaya, buƙatar siyan kayan masarufi ta ragu sosai, ƙimar haɓakar kayayyaki ta Amurka ta tashi. Kayayyakin da aka ƙera a Turai sun ƙaru a hankali, yanzu suna ƙaruwa zuwa kusan kashi 98%, kuma ana sa ran raguwar haɓakar kayayyaki zai ragu nan gaba.

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

Ana sa ran Amurka za ta shigo da 0m³ a cikin wannan zagayen (10.23-10.29); Ana sa ran Amurka za ta fitar da 3,900,000 m³, wanda ya yi ƙasa da kashi 4.88% idan aka kwatanta da ainihin adadin fitar da 410,00,000 m³ a zagayen da ya gabata.

A halin yanzu, ƙarancin buƙata a babbar kasuwar masu amfani da kayayyaki da kuma yawan kayayyaki sun haifar da raguwar fitar da kayayyaki daga Amurka zuwa ƙasashen waje.

a) Bayanin Kasuwa

Ya zuwa ranar 25 ga Oktoba, farashin tashar samar da wutar lantarki ta LNG ya kai yuan 5,268/ton, wanda ya karu da kashi 7% daga makon da ya gabata, wanda ya ragu da kashi 32.45% a shekara; Farashin babban yankin samar da wutar lantarki ya kai yuan 4,772/ton, wanda ya karu da kashi 8.53% daga makon da ya gabata kuma ya ragu da kashi 27.43% a shekara.

Farashin da ke sama yana nuna hauhawar farashi. Saboda hauhawar farashin kamfanin ruwa na Arewa maso Yamma da kuma hauhawar farashin ruwan teku, farashin sama yana ƙaruwa kuma hauhawar farashin jigilar kaya yana faruwa ne sakamakon hauhawar farashin jigilar kaya.

Ya zuwa ranar 25 ga Oktoba, matsakaicin farashin LNG da aka samu a duk fadin kasar shine yuan 5208/ton, wanda ya karu da kashi 7.23% idan aka kwatanta da makon da ya gabata kuma ya ragu da kashi 28.12% idan aka kwatanta da shekarar da ta gabata. Farashin jigilar kaya yana shafar albarkatun da ke sama, wanda hakan ke sa kasuwar ta sami hauhawar farashin kaya.

Ya zuwa ranar 24 ga Oktoba, jimillar kayayyakin da aka samar a masana'antar LNG ta cikin gida sun kai tan 328,300 a wannan rana, wanda ya ragu da kashi 14.84% idan aka kwatanta da lokacin da ya gabata. Yayin da farashin kayayyaki ke ƙaruwa a jere, tallace-tallacen albarkatun ƙasa sun yi sauƙi, wanda ya haifar da raguwar kaya.

b) Samarwa

A wannan makon (10.19-10.25) yawan aiki na bayanan bincike na masana'antun LNG na cikin gida guda 236 ya nuna cewa ainihin samar da murabba'in miliyan 742.94, adadin aiki na wannan Laraba na kashi 64.6%, ya tabbata a makon da ya gabata. Matsakaicin ƙarfin aiki na wannan Laraba na kashi 67.64%, wanda ya karu da kashi 0.01 cikin ɗari idan aka kwatanta da makon da ya gabata. Adadin sabbin masana'antu don kulawa da rufewa shine 1, tare da jimillar ƙarfin mita 700,000 a rana; Adadin sabbin masana'antu da aka sake farawa shine 0, tare da jimillar ƙarfin mita 0 a rana. (Lura: Matsakaicin ƙarfin aiki an bayyana shi azaman an dakatar da samarwa sama da shekaru 2; Matsakaicin ƙarfin aiki yana nufin ƙarfin LNG bayan an cire ƙarfin aiki. Jimlar ƙarfin samar da LNG na cikin gida shine mita 163.05 a rana, tare da rufewa na dogon lokaci 28, mita 7.29 a rana na ƙarfin aiki da mita 155.76 a 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 13 a cikin wannan zagaye, wanda ya nuna ƙaruwar jiragen ruwa 5 a makon da ya gabata, kuma yawan jiragen ruwa ya kai tan 1,291,300, kashi 37.49% idan aka kwatanta da tan 939,200 a makon da ya gabata. Manyan ƙasashen da ke shigo da kaya daga ƙasashen waje a wannan zagaye sune Ostiraliya, Qatar da Malaysia, tare da isowar jiragen ruwa tan 573,800, tan 322,900 da tan 160,700, bi da bi. A kowace tashar karɓar jiragen ruwa, CNOOC Dapeng ta karɓi jiragen ruwa 3, CNPC Caofeidian da CNOOC Binhai sun karɓi jiragen ruwa 2 kowannensu, sauran tashoshin karɓar jiragen ruwa kuma sun karɓi jirgin ruwa 1 kowannensu.

c) Bukata

Jimillar buƙatar LNG na cikin gida a wannan makon (10.18-10.24) ya kasance tan 721,400, raguwar tan 53,700, ko kuma kashi 6.93%, daga makon da ya gabata (10.11-10.17). Jigilar kayayyakin masana'antu na cikin gida sun kai tan 454,200, raguwar tan 35,800, ko kashi 7.31%, daga makon da ya gabata (10.11-10.17). Saboda tashar karɓar da kuma kamfanin ruwa sun ƙara farashin jigilar kaya, sakamakon raguwar farashin da aka samu, wanda hakan ya haifar da raguwar jigilar kaya.

Dangane da ruwan teku, jimillar jimillar jigilar kayayyaki na tashoshin karɓar kaya na cikin gida ya kai motoci 14,055, wanda ya ragu da kashi 9.48% daga motoci 14,055 a makon da ya gabata (10.11-10.17), tashar karɓar kayayyaki ta ƙara farashin jigilar kaya, jigilar kaya daga ƙasa ta fi juriya, kuma jimillar jigilar tankuna ta ragu.