中國石化新聞網訊 據天然氣加工新聞網3月3日報道，亞洲現貨液化天然氣(LNG)價格本周繼續下跌，跌至2021年7月以來的最低水平，由于需求不溫不火，預計這種情況將持續到3月底。

據業內人士估計，4月交付東北亞的LNG均價為每百萬英熱單位14.50美元，較前一周下降0.50美元，或2.3%。

今年迄今為止，價格已下跌超過48%，較2022年8月的峰值70.50美元每百萬英熱單位下跌約79%。

Trident LNG全球交易主管托比·科普森(Toby Copson)表示，最近的價格鼓勵了南亞的買家。

他補充道：“盡管市場疲軟依然明顯，但很可能需要一段長時間的低谷期才能吸引國有企業和二三級市場（公司）回歸。我認為我們還沒有看到觸發價格，從而使國內套利有利可圖?！?

研究咨詢公司Energy Aspects的液化天然氣市場分析師Leo Kabouche表示，由于北美買家缺乏現貨市場，加上歐洲天然氣庫存高企，以及美國自由港液化天然氣設施因火災中斷八個月后部分重啟，目前液化天然氣價格上漲有限。

Kabouche稱，日本和韓國的供暖日數(用來估計供暖需求的一種指標)同比下降了15%，預計3月的前兩周也比正常情況要溫和16%左右。

據Tullett Prebon經紀公司液化天然氣亞洲業務負責人托比亞斯·戴維斯（Tobias Davis）表示，在歐洲，天然氣價格已觸及2021年8月以來的最高水平，液化天然氣貨物繼續運往歐洲大陸，經濟形勢仍傾向于大西洋交付，而非遠東交付。溫暖的天氣、強勁的風力發電和良好的儲存導致的需求下降繼續有助于控制價格，冬季后儲存水平的預測為55%，緩解了市場壓力。

他還表示，4月份的JKM/TTF地域價差（衡量向亞洲和歐洲輸送液化天然氣的經濟性）已從2月底的-1.00美元每百萬英熱單位上升至3月初的-0.35美元每百萬英熱單位，這是一個可喜的逆轉，但對任何返回亞洲的貨物流來說，這仍然是一個不利的數字。

JKM是亞洲現貨貨物的液化天然氣基準價格評估。

根據液化天然氣全球總監Ciaran Roe的說法，標準普爾全球大宗商品洞察公司(S&P Global Commodity Insights) 3月2日對3月份交貨的歐洲西北部LNG Marker (NWM)每日基準價格進行了評估，以船上交貨(DES)為基礎，價格為12.814美元每百萬英熱單位，比荷蘭天然氣TTF樞紐4月份的天然氣價格低了1.712美元每百萬英熱單位。

Spark Commodities評估西北歐洲LNG價格為13.098美元每百萬英熱單位，比4月份TTF天然氣價格低1.460美元每百萬英熱單位。

Spark Commodities分析師Eleni Balomenou表示，本周液化天然氣現貨運費價格穩定，周五大西洋價為59250美元/天，太平洋價為81000美元/天。

郝芬 譯自 天然氣加工新聞網

原文如下：

Asian spot LNG prices continue to decrease

Asian spot liquefied natural gas (LNG) prices continued their downtrend this week, hitting the lowest level since July 2021, due to tepid demand which is expected to last until the end of March.

The average LNG price for April delivery into northeast Asiawas $14.50 per million British thermal units (mmBtu), industry sources estimated, down $0.50, or 2.3%, from the previous week, industry sources estimated.

Prices have fallen more than 48% year-to-date and around 79% from the August 2022 peak at $70.50/mmBtu.

"Recent prices have encouraged South Asian buyers. " said Toby Copson, global head of trading at Trident LNG.

"While market weakness is still evident, it's likely going to take a prolonged period of lows to entice the state-owned enterprises and tier 2 and 3s (players) back. I don't think we've seen the trigger price yet to make the domestic arbitrage profitable," he added.

Leo Kabouche, LNG market analyst at research consultancy Energy Aspects said that an upside to LNG prices is currently limited due to North Asian buyers' absence from spot market, combined with high gas inventories in Europe and the partial restart of U.S. Freeport LNG facility following an eight month-outage caused by a fire.

Kabouche said that heating degree days - a measure used to estimate heating demand - were 15% down on an annual basis Japan and South Korea, with the first two weeks of March are also forecast to be around 16% milder than normal.

In Europe, gas prices have touched levels not seen since August 2021 and LNG cargoes continue to head to the continent with economics still favouring Atlantic deliveries over the Far East, according to said Tobias Davis, head of LNG Asia at brokerage Tullett Prebon.

"A lower demand profile led by warm weather, strong wind power generation and healthy storage continues to help containing prices and forecasts of post winter storage levels of 55% are allaying any market stress," Davis said.

He also said that the April JKM/TTF basin spread- which measures the economics for delivering LNG to Asia versus Europe- has strengthened from $-1.00/mmBtu at end of February to -$0.35/mmBtu in early March, a welcome reversal but still not beneficial numbers for any cargo flows back to Asia.

JKM is the LNG benchmark price assessment for spot physical cargoes in Asia.

S&P Global Commodity Insights assessed its daily north-west Europe LNG Marker (NWM) price benchmark for cargoes delivered in March on ex-ship (DES) basis at $12.814/mmBtu on March 2, a discount of $1.712/mmBtu to the April gas price at the Dutch gas TTF hub, according to Ciaran Roe, global director of LNG.

Spark Commodities assessed the Northwest Europe LNG price at $13.098/mmBtu, a discount of $1.460/mmBtu to the April TTF gas prices.

LNG spot freight rates were steady this week, with Atlantic at $59,250/day on Friday and Pacific rates at $81,000/day, according to Eleni Balomenou, analyst at Spark Commodities.