中国石化新闻网讯 据天然气加工新闻网3月3日报道，亚洲现货液化天然气(LNG)价格本周继续下跌，跌至2021年7月以来的最低水平，由于需求不温不火，预计这种情况将持续到3月底。

据业内人士估计，4月交付东北亚的LNG均价为每百万英热单位14.50美元，较前一周下降0.50美元，或2.3%。

今年迄今为止，价格已下跌超过48%，较2022年8月的峰值70.50美元每百万英热单位下跌约79%。

Trident LNG全球交易主管托比·科普森(Toby Copson)表示，最近的价格鼓励了南亚的买家。

他补充道：“尽管市场疲软依然明显，但很可能需要一段长时间的低谷期才能吸引国有企业和二三级市场（公司）回归。我认为我们还没有看到触发价格，从而使国内套利有利可图。”

研究咨询公司Energy Aspects的液化天然气市场分析师Leo Kabouche表示，由于北美买家缺乏现货市场，加上欧洲天然气库存高企，以及美国自由港液化天然气设施因火灾中断八个月后部分重启，目前液化天然气价格上涨有限。

Kabouche称，日本和韩国的供暖日数(用来估计供暖需求的一种指标)同比下降了15%，预计3月的前两周也比正常情况要温和16%左右。

据Tullett Prebon经纪公司液化天然气亚洲业务负责人托比亚斯·戴维斯（Tobias Davis）表示，在欧洲，天然气价格已触及2021年8月以来的最高水平，液化天然气货物继续运往欧洲大陆，经济形势仍倾向于大西洋交付，而非远东交付。温暖的天气、强劲的风力发电和良好的储存导致的需求下降继续有助于控制价格，冬季后储存水平的预测为55%，缓解了市场压力。

他还表示，4月份的JKM/TTF地域价差（衡量向亚洲和欧洲输送液化天然气的经济性）已从2月底的-1.00美元每百万英热单位上升至3月初的-0.35美元每百万英热单位，这是一个可喜的逆转，但对任何返回亚洲的货物流来说，这仍然是一个不利的数字。

JKM是亚洲现货货物的液化天然气基准价格评估。

根据液化天然气全球总监Ciaran Roe的说法，标准普尔全球大宗商品洞察公司(S&P Global Commodity Insights) 3月2日对3月份交货的欧洲西北部LNG Marker (NWM)每日基准价格进行了评估，以船上交货(DES)为基础，价格为12.814美元每百万英热单位，比荷兰天然气TTF枢纽4月份的天然气价格低了1.712美元每百万英热单位。

Spark Commodities评估西北欧洲LNG价格为13.098美元每百万英热单位，比4月份TTF天然气价格低1.460美元每百万英热单位。

Spark Commodities分析师Eleni Balomenou表示，本周液化天然气现货运费价格稳定，周五大西洋价为59250美元/天，太平洋价为81000美元/天。

郝芬 译自 天然气加工新闻网

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.