據(jù)能源網(wǎng)1月14日休斯敦報(bào)道，較高的天然氣價(jià)格和較低的海運(yùn)費(fèi)率正在增加美國(guó)液化天然氣貨物對(duì)歐洲的出口，而不是亞洲更傳統(tǒng)的冬季市場(chǎng)。

根據(jù)彭博匯編的船舶跟蹤數(shù)據(jù)顯示，截至周四下午，有41艘美國(guó)液化天然氣貨物已宣布目的地在歐洲或可能通往天然氣匱乏的大陸，而前往亞洲的只有24艘。

17批貨物的差異是今年冬天迄今為止最大的，歐洲天然氣價(jià)格的波動(dòng)是主要原因，歐洲天然氣庫(kù)存較低，而主要供應(yīng)商俄羅斯沒(méi)有按承諾交付。

上個(gè)月，歐洲基準(zhǔn)天然氣期貨價(jià)格高達(dá)每百萬(wàn)英國(guó)熱單位24美元，高于亞洲。

Energy Aspects紐約辦事處的液化天然氣行業(yè)分析師David Seduski表示，此后差距已顯著縮小，但波動(dòng)性較大的冬季現(xiàn)貨價(jià)格和運(yùn)費(fèi)已向有利于歐洲的方向傾斜。該公司預(yù)測(cè)，直到2022年第二季度，亞洲進(jìn)口的美國(guó)液化天然氣才會(huì)開(kāi)始多于歐洲。

Seduski稱(chēng)，短期內(nèi)，液化天然氣進(jìn)口一直是歐洲供應(yīng)的可取之處。

根據(jù)彭博社匯編的航運(yùn)數(shù)據(jù)顯示，與歐洲大多數(shù)目的地的兩周航程相比，美國(guó)運(yùn)往亞洲的液化天然氣可能需要一個(gè)多月的時(shí)間。這些較短的距離也增加了油輪的可用性。

根據(jù)航運(yùn)數(shù)據(jù)公司Fearnleys的數(shù)據(jù)顯示，蘇伊士運(yùn)河西部的現(xiàn)貨液化天然氣運(yùn)輸船的日運(yùn)費(fèi)為4.2萬(wàn)美元，較去年12月20萬(wàn)美元的峰值低79%，比一年前低75%。

郝芬 譯自 能源網(wǎng)

原文如下：

European Gas Surge Increases Draw of U.S. Cargoes Away From Asia

Higher natural gas prices and lower shipping rates are increasing the draw of U.S. liquefied natural gas cargoes to Europe over more traditional winter markets in Asia. 

As of Thursday afternoon, there were 41 U.S. LNG cargoes with either declared destinations in Europe or on a likely path to the natural gas-starved continent, compared with 24 heading to Asia, ship-tracking data compiled by Bloomberg show. 

The difference of 17 cargoes is the widest so far this winter, which has been marked by volatile gas prices in Europe, where storage inventories are low and major supplier Russia has not delivered as promised. 

Last month, benchmark European gas futures were as much as $24 per million British thermal units higher than those in Asia. 

The gap has since narrowed significantly, but volatile winter spot prices and shipping rates have tipped to the point in favor of Europe, said David Seduski, an LNG industry analyst with the New York office of Energy Aspects. The firm forecasts that Asia will not begin to draw more U.S. LNG cargoes from Europe until the second quarter of 2022.

“LNG imports have been the saving grace for European supply in the short-term,” Seduski said. 

U.S. LNG cargoes to Asia can take more than a month compared to the two-week voyage for most destinations in Europe, shipping data compiled by Bloomberg show. Those shorter distances also result in increased tanker availability. 

Spot LNG carrier rates west of the Suez Canal of $42,000 a day are 79% lower than the December peak of $200,000 and 75% lower than a year ago, according to shipping data firm Fearnleys.