據(jù)能源網(wǎng)1月14日休斯敦報道，較高的天然氣價格和較低的海運費率正在增加美國液化天然氣貨物對歐洲的出口，而不是亞洲更傳統(tǒng)的冬季市場。

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，歐洲天然氣價格的波動是主要原因，歐洲天然氣庫存較低，而主要供應商俄羅斯沒有按承諾交付。

上個月，歐洲基準天然氣期貨價格高達每百萬英國熱單位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，但波動性較大的冬季現(xiàn)貨價格和運費已向有利于歐洲的方向傾斜。該公司預測，直到2022年第二季度，亞洲進口的美國液化天然氣才會開始多于歐洲。

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

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

根據(jù)航運數(shù)據(jù)公司Fearnleys的數(shù)據(jù)顯示，蘇伊士運河西部的現(xiàn)貨液化天然氣運輸船的日運費為4.2萬美元，較去年12月20萬美元的峰值低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.