需求改善 亚洲LNG现货价格略有回升

据天然气加工网站5月8日消息 贸易消息人士称，由于一些国家的封锁放松，需求似乎有所改善，亚洲液化天然气现货价格本周略有回升。

交易员表示，本周运往东北亚6月的液化天然气平均价格升至约2美元/每百万英热量单位，较前一周上涨20美分。

虽然亚洲如韩国等一些市场的封锁有所缓解，但其他地方的遏制政策正在阻碍它们的制造业出口，并拖累复苏。

据消息人士透露，韩国GS能源进入现货市场，寻求6月份交货的两批货物。

据业内人士透露，泰国PTT在6月下旬发布了一份意向书，希望寻求一批货物交付。

一位业内人士表示，印度巴拉特石油有限公司可能在5月25日以约2.10-2.20美元/每百万英热单位的价格购买了一批货物，但目前尚无法证实这一点。

印度的一位消息人士表示，由于夏季住宅使用需求增加，印度的液化天然气需求可能略有改善，不过由于工业活动减少，整体电力需求下降了三分之一。

不过，贸易消息人士表示，全球供应充足，预计这将使现货价格持续低迷。

一位业内人士表示，安哥拉液化天然气公司在5月13日结束的投标中提出，将在5月至6月期间向最远的新加坡交付一批货物。

贸易消息人士称，用于临时储存液化天然气的船只数量也在增加。

吴恒磊 编译自 天然气加工

原文如下：

Asian spot LNG prices recover a little on improving demand

Asian spot liquefied natural gas (LNG) prices recovered a little this week as demand appeared to improve amid the easing of coronavirus lockdowns in a few countries, trade sources said.

The average LNG price for June delivery into northeast Asia rose to an estimated $2 per million British thermal units (mmBtu) this week, up 20 cents from the previous week, traders said.

While lockdowns are easing in some markets, such as in South Korea, containment policies elsewhere are hampering their manufacturing exports and dragging on recoveries.

South Korea’s GS Energy entered the spot market, seeking two cargoes for delivery in June.

Thailand’s PTT issued an expression of interest to seek a cargo for delivery in late June, industry sources said.

India’s Bharat Petroleum Corp Ltd likely bought a cargo for delivery on May 25 at about $2.10 to $2.20 per mmBtu, an industry source said, though this could not immediately be confirmed.

India’s LNG demand may be improving slightly on the back of higher demand for summer residential use, though overall power demand is down by a third due to lower industrial activity, a source based in India said.

Still, supply is ample globally, which is expected to keep spot prices depressed, trade sources said.

Angola LNG offered a cargo for delivery to as far as Singapore over May to June in a tender that closes on May 13, an industry source said.

The number of vessels being used to temporarily store LNG is also swelling, trade sources said.