Kasuwannin Turai sun ci gaba da tashi a wannan makon, lamarin da ke faruwa a Gabas ta Tsakiya ya tilasta wa kamfanin Chevron rufe filin iskar gas da ke gabar teku a Syria, kuma kasuwar ta ci gaba da firgita, amma farashin TTF a nan gaba ya yi tashin gwauron zabo saboda yawan wadatar da kasuwar ke yi.

A Amurka, saboda jajircewar bukatu da kuma raunin firgici, kayayyakin LNG na Amurka sun ragu a cikin wannan mako, fitar da kayayyaki ya ragu, kuma samar da danyen iskar gas daga tashoshin fitar da kayayyaki ya ragu, amma saboda canjin kwangilolin NG na gaba. A wannan watan, farashin iskar gas ya tashi a Amurka.

a) Bayanin kasuwa

Ya zuwa ranar 24 ga Oktoba, farashin iskar gas na tashar jiragen ruwa na Henry Port (NG) na gaba ya kasance dalar Amurka miliyan 3.322 / miliyan na thermal na Biritaniya, idan aka kwatanta da sake zagayowar baya (10.17) ya karu da dalar Amurka miliyan 0.243 na thermal na Burtaniya, karuwar 7.89%; Farashin iskar gas na Dutch (TTF) na gaba shine $ 15.304 / mmBTU, sama da $ 0.114 / mmBTU daga sake zagayowar da ta gabata (10.17), ko 0.75%.

A kasar Amurka, farashin nan na nan gaba na Henry Port (NG) na Amurka ya nuna koma baya bayan da aka samu raguwar gaba daya a cikin mako, farashin iskar gas na Amurka a nan gaba ya nuna koma baya a wannan makon, amma saboda tasirin canjin kwangila. Farashin NG na gaba ya tashi.

A bangaren fitar da kayayyaki, kayayyakin da ake fitarwa na Amurka LNG sun fadi a wannan makon saboda jajircewar bukatar da kuma raguwar firgici, kuma fitar da kayayyaki ya ragu.

Ta fuskar fasaha, Amurka Henry Port Futures (NG) ƙasa ce mai ƙaranci da za ta tashi, Amurka Henry Port Futures (NG) farashin dalar Amurka 3.34 / miliyan British zazzabi kusa, KDJ low yana gab da tashi. na cokali mai yatsu, MACD da ke ƙasa da ƙasa sifili, raguwar ta tsaya, farashin makomar tashar jiragen ruwa ta Amurka (NG) a wannan makon ya nuna yanayin koma baya.

A Turai, ƙididdigar kasuwannin Turai ta ci gaba da ƙaruwa, bisa ga bayanan Ƙungiyar Gas na Gas na Turai sun nuna cewa ya zuwa ranar 23 ga Oktoba, jimillar kayayyaki a Turai ya kasance 1123Twh, tare da kaso mai ƙarfi na 98.63%, haɓakar 0.05% akan. ranar da ta gabata, da kuma ci gaba da karuwa a cikin kaya.

Kasuwannin Turai sun ci gaba da tashi a wannan makon, lamarin da ke faruwa a Gabas ta Tsakiya ya tilasta wa kamfanin Chevron rufe filin iskar gas da ke gabar teku a Syria, kuma kasuwar ta ci gaba da firgita, amma farashin TTF a nan gaba ya yi tashin gwauron zabo saboda yawan wadatar da kasuwar ke yi.

Tun daga ranar 24 ga Oktoba, ana sa ran tashar jiragen ruwa ta Henry Natural Gas (HH) za ta iya gano farashin $2.95 / mmBTU, sama da $0.01 / mmBTU daga kwata da ta gabata (10.17), karuwar 0.34%. Farashin Gas na Kanada (AECO) ya kasance $1.818 / mmBTU, sama da $0.1 / mmBTU daga watan da ya gabata (10.17), karuwa da 5.83%.

Henry Port Natural Gas (HH) yana tsammanin farashin tabo ya tsaya tsayin daka, fitar da kayayyaki na LNG ya ragu, babban buƙatun kasuwannin mabukaci a wajen yankin don tsayawa tsayin daka, babu tabbataccen tallafi mai kyau, ana sa ran Henry Port Natural Gas (HH) zai ci gaba da tsayawa farashin tabo. .

Ya zuwa ranar 24 ga Oktoba, farashin tabo zuwa China (DES) ya kasance $17.25 / miliyan BTU, sama da $ 0.875 / miliyan BTU daga kwata na baya (10.17), karuwar 5.34%; Farashin tabo na TTF shine $14.955 / mmBTU, sama da $0.898 / mmBTU daga kwata na baya (10.17), karuwa na 6.39%.

Farashin tabo na yau da kullun na mabukaci yana haɓaka yanayi, babban firgicin mabukaci na yanzu ya cika, tunanin kasuwa yana da ƙarfi, masu siyar da farashi mai tsada, haɓaka babban farashin mabukaci ya tashi.

b) Inventory

A cikin makon da ya ƙare a ranar 13 ga Oktoba, a cewar Hukumar Makamashi ta Amurka, yawan iskar gas na Amurka ya kasance cubic feet biliyan 3,626, haɓakar ƙafar cubic biliyan 97, ko kuma 2.8%; Abubuwan ƙirƙira sun kasance ƙafar cubic 3,000, ko 9.0%, sama da shekara guda da ta wuce. Wannan shine ƙafar cubic biliyan 175, ko 5.1%, sama da matsakaicin shekaru biyar.

A makon da ya kare a ranar 13 ga Oktoba, masana'antar iskar gas ta Turai ta tsaya a kan ƙafar cubic biliyan 3,926.271, sama da ƙafar cubic biliyan 43.34, ko kuma 1.12%, daga makon da ya gabata, a cewar ƙungiyar samar da iskar gas ta Turai. Abubuwan ƙirƙira sun kasance cubic ƙafa biliyan 319.287, ko 8.85%, sama da shekara guda da ta gabata.

A wannan makon, kididdigar iskar gas ta Amurka ta karu a hankali, saboda tsadar tabo, wanda hakan ya sa masu shigo da kaya suka kara kaimi wajen jira da gani, babban buqatar sayayyar wuraren sayar da kayayyaki ya ragu matuka, karuwar hajar Amurka ta tashi. Kayayyakin kayayyaki a Turai sun karu a hankali, yanzu sun haura kusan kashi 98%, kuma ana sa ran raguwar karuwar kayayyaki a nan gaba.

c) Shigo da fitarwar ruwa

Ana sa ran Amurka za ta shigo da 0m³ a cikin wannan zagayowar (10.23-10.29); Ana sa ran Amurka za ta fitar da 3,900,000 m³, wanda ya kai 4.88% ƙasa da ainihin adadin fitarwa na 410,00,000 m³ a cikin zagayowar da ta gabata.

A halin yanzu, ƙarancin buƙatu a cikin manyan kasuwannin masu amfani da kayayyaki masu yawa sun haifar da raguwar fitar da LNG na Amurka.

a) Bayanin kasuwa

Ya zuwa ranar 25 ga Oktoba, farashin tashar LNG ya kasance yuan/ton 5,268, sama da kashi 7% daga makon da ya gabata, ya ragu da kashi 32.45% a shekara; Farashin babban yankin da ake nomawa shine yuan 4,772 / ton, sama da 8.53% daga makon da ya gabata kuma ya ragu da kashi 27.43% a shekara.

Farashi na sama suna nuna haɓakar haɓakawa. Sakamakon tashin farashin masana'antar ruwa ta Arewa maso Yamma da kuma tsadar farashin ruwan teku, an tashi farashin sama da kuma jigilar kayayyaki sakamakon tashin farashin kayayyaki.

Ya zuwa ranar 25 ga Oktoba, matsakaicin farashin LNG da aka samu a duk fadin kasar ya kai yuan/ton 5208, ya karu da kashi 7.23% daga makon da ya gabata kuma ya ragu da kashi 28.12% a duk shekara. Abubuwan da ke sama suna shafar farashin jigilar kaya, suna fitar da kasuwa don karɓar farashin kaya sama da haka.

Ya zuwa ranar 24 ga Oktoba, jimillar kididdigar masana'antar LNG ta gida ta kasance tan 328,300 a rana guda, ya ragu da kashi 14.84% daga lokacin da ya gabata. Yayin da masu tasowa suka ci gaba da haɓaka farashin da sayar da kayayyaki, farkon siyar da albarkatun ƙasa sun yi sauƙi, wanda ya haifar da raguwar ƙira.

b) Kawo

A wannan makon (10.19-10.25) yawan aiki na 236 na cikin gida LNG shuke-shuke bincike bayanai nuna cewa ainihin samar da 742.94 murabba'in miliyan, wannan Laraba aiki kudi na 64.6%, barga a makon da ya gabata. Ingancin ƙarfin aiki na wannan Laraba na 67.64%, ya karu da maki 0.01 daga makon da ya gabata. Adadin sabbin tsire-tsire don kiyayewa da rufewa shine 1, tare da jimlar ƙarfin cubic mita 700,000 / rana; Adadin sabbin masana'antu 0 ne, tare da jimillar ƙarfin murabba'in mita miliyan 0/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 163.05 / rana, tare da rufewar 28 na dogon lokaci, 7.29 miliyan cubic mita/rana iya aiki mara amfani da 155.76 miliyan cubic mita/rana na tasiri iya aiki.)

Dangane da ruwan teku, an samu jimillar dillalan LNG 20 a tashoshi 13 na cikin gida a cikin wannan zagayen, karuwar jiragen ruwa 5 a cikin makon da ya gabata, kuma adadin tashar ya kai ton 1,291,300, 37.49% idan aka kwatanta da tan 939,200 a makon da ya gabata. Babban ƙasashen da ake shigo da su a cikin wannan zagayowar sune Ostiraliya, Qatar da Malaysia, tare da masu shigowa tashar jiragen ruwa tan 573,800, ton 322,900 da tan 160,700, bi da bi. A kowane tashar da aka karɓa, CNOOC Dapeng ya karɓi jiragen ruwa 3, CNPC Caofeidian da CNOOC Binhai sun karɓi jiragen ruwa 2 kowanne, kuma sauran tashoshi masu karɓa sun karɓi jirgi 1 kowanne.

c) Bukatu

Jimlar bukatun LNG na cikin gida a wannan makon (10.18-10.24) ya kasance tan 721,400, raguwar tan 53,700, ko kuma 6.93%, daga makon da ya gabata (10.11-10.17). Kayayyakin masana'antar cikin gida sun kai tan 454,200, raguwar tan 35,800, ko kuma 7.31%, daga makon da ya gabata (10.11-10.17). Saboda tashar mai karɓa da kuma ruwa mai shuka sun haɓaka farashin jigilar kayayyaki, ƙarshen juriyar liyafar farashin ƙasa, yana haifar da raguwar jigilar kayayyaki.

Dangane da ruwan teku kuwa, jimillar jigilar kayayyaki ta tashoshin karban cikin gida ya kai motoci 14,055, inda ya ragu da kashi 9.48% daga motoci 14,055 a makon da ya gabata (10.11-10.17), tashar karban ta kara farashin kayayyaki, jigilar kayayyaki a kasa sun fi juriya, kuma Gabaɗaya yawan jigilar tankuna ya ƙi.