I Ūropi, kei te heke te mākete i tēnei wiki i te mea kei te whakaitihia te whakaputanga e te mara Troll i Nōwei ki tua atu i te whānuitanga o ngā mahere tiaki o mua, kua piki ake ngā rawa hau māori ki te teitei engari kua heke iho, engari kua heke ngā utu o ngā TTF ā-mua nā te mea kua nui rawa ngā rawa i te rohe.
I te Hononga o Amerika, i te 28 o Hūrae, te wā ā-rohe, i hoki te rere o te paipa hau māori i pakaru tata ki Strasburg, Virginia, ki te āhua noa, ā, i hoki anō te tukunga o te hau māori ki te teihana hau māori wai o Cove Point ki te āhua noa, ā, i heke te utu o te heke mai o te hau māori (NG) o Port Henry whai muri i te pikinga.
a) Tirohanga whānui o te mākete
I te 1 o Ākuhata, ko te utu ā-mua o te hau māori (NG) o te Hononga o Amerika, arā, ko te 2.56 tāra US/miriona hinu wera o Peretānia, ki te whakataurite ki te huringa o mua (07.25) he hekenga 0.035 tāra US/miriona hinu wera o Peretānia, he hekenga 1.35%; ko te utu ā-mua o te hau māori Tatimana (TTF) he $8.744/miriona BTU, he hekenga $0.423/miriona Btu mai i te huringa o mua (07.25), arā, 4.61%.
I te Hononga o Amerika, i piki ake ngā utu ā-mua o te United States Henry Port (NG) ā, i heke iho i te wiki, kei te teitei tonu ngā pāmahana o te rohe o te United States, he nui te tono mō te whakamahi hau māori o te rohe, engari i te 28 o Hūrae, te wā o te rohe, i hoki anō te rere o te paipa hau māori i pakaru tata ki Strasburg, Virginia, ki te āhua noa, ā, i hoki anō te tuku hau māori ki te teihana hau māori wai o Cove Point ki te āhua noa. I hoki whakamuri ngā utu ā-mua o te hau māori (NG) o te US Port Henry i muri i te pikinga.
Mō ngā kaweake, kei te pumau te tono o te mākete o Ūrāhia i tēnei wiki, kei te pāngia ngā kaweake LNG o te Hononga o Amerika e ngā āhuatanga kaupapa here waka o te Awa o Panama, he iti te tere o te haere i te Tai Rāwhiti o Āhia, me whakaiti ngā kaweake hau māori o te Hononga o Amerika, ā, kei te heke ngā kaweake o te Hononga o Amerika.
Mai i te tirohanga hangarau, he ia heke te utu o ngā utu ā-mua o te US Henry Port (NG), ko te utu o ngā utu ā-mua o te US Henry Port (NG) ki te 2.57 tāra US/miriona BTU, i heke tonu a KDJ i muri i te marau mate, he nui te nekehanga heke, kei te whakaatu tonu te MACD i te ia heke i muri i te marau mate, ka heke tonu te utu o muri mai, i whakaatu te utu o ngā utu ā-mua o te US Henry Port (NG) i tēnei wiki i te ia heke.
I Ūropi, kua heke te nui o ngā taonga i te mākete Ūropi, e ai ki ngā raraunga a te European Natural Gas Infrastructure Association, tae noa ki te 31 o Hūrae, ko te nui o ngā taonga i Ūropi he 964Twh, ko te kaha rokiroki he 85.43%, he 0.36% te iti iho i te rā o mua.
Kei te heke haere ngā mākete o Ūropi i tēnei wiki, nā te mea kei te whakaitihia te whakaputanga o te papa hinu Troll i Nōwei ki tua atu i te whānuitanga o ngā mahere tiaki o mua, kua piki ake ngā rawa hau māori engari kua heke iho, engari kua heke ngā utu o ngā TTF ā-mua nā te mea kua nui rawa ngā rawa o te rohe.
I te 1 o Ākuhata, e matapaetia ana ka heke te utu o te US Port Henry Natural Gas (HH) ki te $2.6 / mmBTU, he hekenga iho i te $0.06 / mmBTU, 2.26% rānei, mai i te hauwhā o mua (07.25). Ko te utu o te Canadian Natural Gas (AECO) he $2.018 / mmBTU, he pikinga ake i te $0.077 / mmBTU, 3.99% rānei, mai i te marama o mua (07.25).
E matapaetia ana e Port Henry Natural Gas (HH) ka heke ngā utu o te wā, ā, ka tīmata anō ngā tuku hau ki Cove Point, engari e matapaetia ana e Port Henry Natural Gas (HH) ka heke ngā utu o te wā nā te iti o ngā kaweake LNG o Amerika nā ngā here o te rere o te Panama Canal.
I te 1 o Ākuhata, ko te utu mō te taenga mai o Haina ki te Tai Rāwhiti o Āhia (DES) he 10.733 tāra US/miriona BTU, he hekenga 0.456 tāra US/miriona BTU mai i te hauwhā o mua (07.25), he hekenga 4.08%; ko te utu TTF he $8.414/mmBTU, he hekenga $0.622/mmBTU mai i te hauwhā o mua (07.25), he hekenga 6.88%.
Kei te heke te utu tū o ngā wāhi hokohoko matua, kei te pumau tonu te tono i Ūropi me Āhia katoa, kei te rawaka tonu ngā taonga i te mākete o te rohe, ā, kei te mau tonu te nui rawa o te taonga i te mākete, ā, nā tēnei i heke ai ngā utu tū puta noa i te motu.
b) Te Rārangi Taonga
E ai ki te pūrongo a te Tari Pūngao o Amerika, i te wiki i mutu i te 21 o Hūrae, ko te nui o ngā taonga hau māori o te Hononga o Amerika he 2,987 piriona putu kūpiko, he pikinga ake tēnei mā te 16 piriona putu kūpiko, arā, 0.54%; ko ngā taonga he 5,730 putu kūpiko, arā, 23.74%, teitei ake i te tau kua hipa. Koia tēnei he 345 piriona putu kūpiko, arā, 13.06%, kei runga ake i te toharite mō ngā tau e rima.
I te wiki i mutu i te 21 o Hūrae, e ai ki ngā raraunga a te European Gas Infrastructure Association, ko ngā taonga hau māori o Ūropi he 3,309,966 piriona putu kūpiko, he pikinga 79.150 piriona putu kūpiko, 2.45% rānei; Ko ngā taonga he 740.365 piriona putu kūpiko teitei ake i tērā o te tau kua hipa, he pikinga 28.81%.
I tēnei wiki, kua piki haere te pāmahana i Ūropi me te Hononga o Amerika, ā, kua piki ake te hiahia mō te hau māori i te rohe, e akiaki ana i te pikinga o te kai hau māori, ā, e akiaki ana i te tere tipu o ngā taonga hau māori i Ūropi me te Hononga o Amerika kua heke, i roto i ēnei kua ngoikore te tuku hau i te Hononga o Amerika, ā, kua tino heke te tere tipu o ngā taonga.
Ngā au o te rarangi hau māori o te ao

c) Kawemai me te kaweake wai
I tēnei huringa (07.31-08.06) e matapaetia ana ka kawemai te US i te 0m³; Ko te rahinga kaweake e matapaetia ana o te Hononga o Amerika he 3700000m³, he 5.13% te iti iho i te rahinga kaweake tuturu o te 3900000m³ i te huringa o mua.
I tēnei wā, kei te pumau tonu te tono kawemai LNG o Ūrāhia, nā te mea kua pāngia e ngā here o te rere o te Awa o Panama, ā, kua heke te kaweake LNG o te Hononga o Amerika.
a) Tirohanga whānui o te mākete
I te 2 o Ākuhata, ko te utu mō te teihana whiwhi LNG he 4106 yuan/tana, he hekenga 0.61% mai i te wiki kua hipa, he hekenga 42.23% i ia tau; ko te utu mō te rohe whakaputa matua he 3,643 yuan/tana, he hekenga 4.76% mai i te wiki kua hipa, me te 45.11% i ia tau.
I whakaatu te hekenga o ngā utu o te taha whakarunga o te motu, i heke te utu o ngā rauemi wai o te motu, i akiaki i ngā tuku o te taha whakarunga, i noho pumau tonu ngā teihana whiwhi katoa, ā, i heke te utu tuku mākete whānui.
I te 2 o Ākuhata, ko te utu toharite mō te LNG i whiwhihia puta noa i te motu he 4,051 yuan/tana, he hekenga 3.09% mai i te wiki o mua, ā, he hekenga 42.8% i ia tau. He ngoikore te tono o raro, ko ngā whakahekenga utu o runga te mea nui rawa atu i ngā utu o raro, ā, ko ngā utu whiwhi o te mākete e heke ana.
I te 2 o Ākuhata, ko te tapeke o ngā taonga o ngā tipu LNG ā-rohe he 306,300 tana i taua rā anō, he pikinga 4.43% mai i te wā o mua. Nā te pānga o te awhiowhio, i aukatia ngā tukunga ki runga, ā, i haere tonu ngā hoko ki runga i te whenua ki te whakaheke i ngā utu, engari i ngoikore te tono ki raro, ā, i piki ake ngā taonga o ngā wheketere.
Tūtohi utu LNG ā-rohe
b) Tukunga
I tēnei wiki (07.27-08.02) e whakaatu ana ngā raraunga rangahau mō te tere o te mahi a ngā tipu LNG ā-rohe e 233, ko te whakaputanga tuturu he 635,415 miriona tapawha, ko te tere mahi o tēnei Wenerei he 56.6%, he rite tonu ki te wiki kua hipa. Ko te tere mahi whai hua o tēnei Wenerei he 56.59%, he hekenga 2.76 ōrau mai i te wiki kua hipa. Ko te maha o ngā tipu hou hei kati me te tiaki he 4, me te katoa o te kaha o te 8 miriona mita pūtoru/rā; Ko te maha o ngā wheketere kua tīmata anō he 7, me te katoa o te kaha o te 4.62 miriona mita pūtoru/rā. (Tuhipoka: Ko te kaha noho kore e tautuhia ko te whakaputanga kua mutu mō te neke atu i te 2 tau; Ko te kaha whai hua e pā ana ki te kaha LNG i muri i te korenga o te kaha noho kore. Ko te katoa o te kaha whakaputa LNG ā-rohe he 159.75 miriona mita pūtoru/rā, me te 28 ngā kati roa, 7.29 miriona mita pūtoru/rā o te kaha noho kore me te 152.46 miriona mita pūtoru/rā o te kaha whai hua.
Mō ngā wai moana, e 20 ngā kaikawe LNG i tae mai i ngā teihana whiwhi ā-rohe e 14 i tēnei huringa, ā, he iti iho te maha o ngā kaipuke i tae mai i te 1 kaipuke i tērā wiki, ā, ko te nui o te taenga mai ki te tauranga he 1.403 miriona tana, he pikinga 13.33% mai i te 1.26 miriona tana i tērā wiki. Ko ngā whenua matua o ngā kawemai i tēnei huringa ko Ahitereiria, Qatar me Rūhia, me ngā taenga mai o te 494,800 tana, 354,800 tana me te 223,800 tana. Mō ngā teihana whiwhi, e 3 ngā kaipuke i riro i a CNOOC Dapeng me State Grid Diafu, e 2 ngā kaipuke i riro i a CNOOC Zhuhai me State Grid Tianjin, ā, kotahi te kaipuke i riro i ngā teihana whiwhi kē atu.
c) Te hiahia
Ko te tapeke o te tono LNG ā-rohe i tēnei wiki (07.26-08.01) he 702,900 tana, he hekenga o te 10,500 tana, 1.47% rānei, mai i te wiki kua hipa (07.19-07.25). Ko te tapeke o ngā tukunga wheketere ā-rohe he 402,000 tana, he hekenga 0.17 miriona tana, 0.42% rānei, mai i te wiki kua hipa (07.19-07.25). Nā ngā hoko wheketere wai i whakaiti ngā utu, engari nā te awhiowhio e pā ana ki ngā tukunga ki runga, i paku heke te tapeke o ngā tukunga wheketere ā-rohe.
Mō te wai moana, ko te tapeke o ngā tukunga o ngā teihana whiwhi ā-rohe he 14327 ngā waka, he hekenga 2.86% mai i te 14749 ngā waka i te wiki kua taha ake nei (07.19-07.25), ā, he iti ake te hekenga whānui o te utu o ngā teihana whiwhi, ā, i whakawhāitihia te whānuitanga hoko mākete, ā, i heke iho ai ngā tukunga o ngā tāke.6
Wā tuku: Akuhata-04-2023




