据普氏能源资讯网2月21日伦敦报道,本周,法国LNG的再气化达到了创纪录的高点,随着大量LNG船即将抵达,再将货物重新装载到亚洲,发送量不会减弱。
标准普尔全球平台分析公司的最新数据显示,周二,法国三个LNG接收站的累计发送量升至7637万立方米。
这一增长在很大程度上是由于法国南部LNG接收站Fos的再气化流量急剧增加,提名量跃升至3827万立方米/天。
随着一系列LNG货物的出现,这一趋势将继续下去。来自卡塔尔、俄罗斯、阿尔及利亚、挪威、安哥拉和尼日利亚的8艘LNG船将抵达法国的LNG接收站,其中一半将运往Fos。
据数据预测,这些货物将于3月4日前全部抵达,装载量将在4400万至1.59亿立方米/天之间。
在异常温暖的2月份,大量LNG的涌入,加上管道天然气的健康流动,以及非常疲弱的供热需求,将继续给PEG合同带来压力。
“我认为价格仍有很大的下跌空间。但我认为目前高油价阻止了我们进一步下跌。石油支撑曲线,曲线支撑现货。”一名德国天然气交易商表示。
不过,市场情绪仍基本看跌,预计LNG流量短期内不会减弱。
孔丽炜 摘译自 普氏能源资讯网
原文如下:
French LNG regasification hits record high; cargo influx not abating
The French LNG regasification hit a record high this week, and sendouts are not set to weaken with a flurry of LNG vessels arrivals on the horizon and reloads to Asia uneconomical.
The cumulative sendout at France's three LNG terminals rose to 76.37 million cu m Tuesday, according to latest data from S&P Global Platts Analytics.
The increase was largely driven by a sharp ramp-up in regasification flows at the French Southern gas LNG terminal Fos, with nominations jumping to 38.27 million cu m/d.
The trend was set to continue with a flurry of LNG cargoes on the horizon. Eight LNG vessels, from Qatar, Russia, Algeria, Norway, Angola and Nigeria were set to arrive at French LNG terminals, with half of them set for Fos.
All of them are set to arrive by [calendarclick]March 4 with loaded volumes trending between 44 million and 159 million cu m/d, the data forecast.
This heavy influx of LNG, coupled with healthy pipeline gas flows and very weak heating demand in an unseasonably warm February is set to continue to pressure PEG contracts.
"I think there is still plenty of room for prices to fall. But I think the high oil prices stops us from falling further at the moment. Oil supports the curve and the curve supports the spot," a German gas trader said.
However, sentiment though remained largely bearish, with LNG flows not forecast to weaken anytime soon.