欧洲天然气价格波动
点击次数:633 发表时间:2023-6-21
中国石化新闻网
中国石化新闻网讯 据彭博社6月15日报道,欧洲天然气价格连续第三天上涨,原因是整个欧洲大陆的长期停电和炎热天气引发了人们对其供应的担忧。
天然气基准期货价格周四飙升17%,使该合约价格当周迄今的涨幅有望超过30%。不确定性给天然气贸易前景蒙上了阴影,就在人们对全球液化天然气竞争和持续高温的担忧加剧之际,挪威一些主要设施的工程作业维护将持续到7月。
欧洲已经摆脱了去年能源危机最糟糕的时期,天然气储备水平充足,这最初给人一种安全感,即欧洲将设法在明年冬天之前重新储备足够的燃料供应。但近几周,对需求前景的质疑引发了价格波动。今年头几个月,工业用气的低迷打压了价格,但天气开始变热,推动了制冷需求。
咨询公司Energy Aspects的欧洲天然气和全球液化天然气主管James Waddell表示,对欧洲液化天然气供应和挪威天然气供应中断的担忧是此次价格抬升的实际触发因素,进入本月以来,很多市场都处于短缺状态,价格上涨将引发停售,从而推动价格进一步走高。
在天然气价格开始大幅上涨后,近期的价格波动也引发了对冲活动。
截至当天上午10点39分,欧洲基准的TTF近月天然气价格上涨10.4%,至每兆瓦时42.30欧元。英国同等合约上涨10.7%。
洪伟立 摘译自 彭博社
原文如下:
Europe Gas Fluctuates as Extended Outages Leave Traders on Edge
European natural gas prices jumped for a third consecutive day as prolonged outages and hot weather across the continent spark concerns over its supplies.
Benchmark futures soared as much as 17% on Thursday, putting the contract on track for a gain of over 30% so far this week. Uncertainty has clouded the outlook for gas traders, with works at some major Norwegian facilities set to continue into July, just as worries mount over global competition for liquefied natural gas and persistently higher temperatures.
Europe has emerged from the worst of last year’s energy crisis with ample gas storage levels, which initially provided a sense of security that it will manage to restock sufficient fuel supplies ahead of next winter. But questions over the demand outlook have sparked price volatility in recent weeks, with hotter weather settling in and driving cooling needs after subdued industrial gas use weighed on prices in the first months of the year.
Concerns about LNG supplies to Europe and Norwegian outages “have been the physical triggers,” said James Waddell, head of European gas and global LNG at consultant Energy Aspects Ltd. “But we have to remember that a lot of the market was short going into this month and price rises will have triggered stop-outs, thereby driving the price even higher.”
The recent volatility has also triggered hedging activity after the prices started steep advances.
Dutch front-month gas, the benchmark for Europe, was up 10.4% at $42.30 a megawatt-hour by 10:39 a.m. in Amsterdam. The UK equivalent contract added 10.7%.