中国石化新闻网讯 据天然气加工新闻网5月5日报道，上周五亚洲现货液化天然气(LNG)价格跌至23个月低点，由于天气温和，加上日本和韩国补充库存的需求疲软，而欧洲在夏季前的库存已达到60%。

6月份交付东北亚的液化天然气平均价格为每百万英热单位11美元，为2021年6月以来的最低水平。据业内人士估计，这一价格较前一周下降了4.3%。

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研究咨询公司Energy Aspects的液化天然气市场分析师Leo Kabouche表示，现货价格在短期内不太可能得到太多支持，因为东北亚买家不会争夺灵活的大西洋盆地LNG货物，如果地下储存场地满负荷，欧洲吸收现货货物的灵活性可能会降低。

雷斯塔能源的高级液化天然气分析师Kaushal Ramesh表示，除了季节性驱动的看跌情绪外，宏观情绪的减弱——表现为油价周环比下跌12%——正在推动价格下跌。

他称，只有南亚和泰国出现了迅速的购买活动（这些地区正受到早期热浪的影响，这将支持对燃气发电的需求），但即使这样也不足以阻止价格的下跌。

根据数据分析公司Kpler的天然气和液化天然气分析师Ryhana Rasidi表示，除了印度和泰国的采购招标外，越南还将首次作为买家加入LNG市场，首个年产100万吨的进口终端Thi Vai液化天然气终端发布招标，寻求货物。

某大宗商品定价机构的液化天然气定价主管Samuel Good表示，在欧洲，本月没有出现为初夏降温而大量需求的迹象，尽管西班牙的气温一直很高，但这还没有完全转化为电力部门的天然气需求，可再生能源的产量抑制了对该国火电机组的需求。

Good补充道，市场普遍预期大西洋盆地液化天然气可能继续流向欧洲，即使不是明年冬天，也会在夏末继续，这进一步抑制了对欧洲夏季库存的担忧。

西北欧液化天然气价格跌至23个月低点，自2021年6月以来首次跌破每百万英热单位10美元。

5月4日，标准普尔全球大宗商品洞察评估了其6月份按目的港船上交货价(DES)交付的西北欧(NWE)液化天然气市场每日价格基准为每百万英热单位9.747美元，比荷兰TTF天然气中心6月份的天然气价格低1.7美元/百万英热单位。

Spark Commodities全球定价主管Henry Bennett表示，根据远期曲线显示天然气冬季价格仍然很高，2月24日的价格为17.34美元。

Spark Commodities分析师Edward Armitage表示，本周LNG现货运费走软，触及2022年夏季以来的新低，周五大西洋现货运费跌至42000美元/天，太平洋现货运费跌至50250美元/天。

郝芬 译自 天然气加工新闻网

原文如下：

Asian spot LNG prices hit 23-month low amid weak restocking demand

Asian spot liquefied natural gas (LNG) prices hit a 23-month low on Friday on mild weather and weak restocking demand in Japan and Korea, while Europe enjoys 60% full inventories ahead of summer.

The average LNG price for June delivery into northeast Asia was $11 per million British thermal units (mmBtu), the lowest since June 2021. The price is 4.3% down from the previous week, industry sources estimated.

Leo Kabouche, LNG market analyst at research consultancy Energy Aspects, said spot prices are unlikely to receive much support in the near-term, with northeast Asian buyers not competing for flexible Atlantic basin LNG cargoes and Europe potentially having less flexibility to absorb spot shipments if underground storage sites reach full capacity.

Kaushal Ramesh, senior LNG analyst at Rystad Energy, said that in addition to seasonality-driven bearishness, the weakening macro sentiment -manifested in 12% lower oil prices week on week- is pushing prices down.

He said that prompt buying activity is only seen in South Asia and Thailand that are roiling from an early heatwave which will support demand for gas fired power generation, but even this has not been enough to stem the decline in prices.

In addition to India and Thailand"s buy tenders, Vietnam is set to join the LNG market as a buyer for the first time, issuing a tender seeking a commissioning cargo for its first ever import terminal, the 1-Mtpa Thi Vai LNG, said Ryhana Rasidi, gas and LNG analyst at data analytics firm Kpler.

In Europe, there are no signs of substantial early summer cooling demand emerging this month, and while temperatures have been high in Spain, this hasn"t fully translated over to power sector gas demand with renewable output curbing the call on the country"s thermal fleet, said Samuel Good, head of LNG pricing at commodity pricing agency Argus.

"Broad expectations in the market that the flow of Atlantic basin LNG to Europe could continue — even during later summer if not next winter — have further curbed concerns for Europe"s summer stockbuild," Good added.

Northwest Europe LNG price hit a 23-month low, sliding below $10/mmBtu for the first time since June 2021.

S&P Global Commodity Insights assessed its daily north-west Europe (NWE) LNG Marker price benchmark for cargoes delivered in June on an ex-ship (DES) basis at $9.747/mmBtu on May 4, a discount of $1.7/mmBtu to the June gas price at the TTF Dutch gas hub.

Argus assessed the NWE DES price at $9.45/mmBtu on May 4, a $2.02 discount to TTF gas price, while Spark commodities assessment was at $9.842/mmBtu, with a $1.81/mmBtu discount.

"However, the forward curve shows winter prices still remain high with the Feb 24 prices marked at $17.34," said Henry Bennett, global head of pricing at Spark Commodities.

Spot LNG freight softened this week, touching new lows since summer 2022, with the Atlantic spot rates falling to $42,000/day on Friday, and the Pacific rates falling to $50,250/day, according to Edward Armitage, an analyst at Spark Commodities.

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