I noho teitei tonu, ā, i pōturi tonu ngā mākete o Ūropi i tēnei wiki, ā, nā te āhua o te Middle East i akiaki a Chevron ki te kati i tana mara hau i Hiria, ā, i haere tonu te mataku o te mākete, engari he teitei, he pōturi hoki ngā utu o ngā TTF futures nā te nui rawa o te tuku o te mākete i tēnei wā.

I te Hononga o Amerika, nā te puhoi o te tono me te ngoikore o te mataku, kua heke te kaweake LNG o te Hononga o Amerika i tēnei wiki, kua heke te kaweake, ā, kua ngoikore te tuku hau mata mai i ngā taunga kaweake, engari nā te panonitanga o ngā kirimana NG āmua i tēnei marama, kua piki te utu o te hau māori i te Hononga o Amerika.

a) Tirohanga whānui o te mākete

I te 24 o Oketopa, ko te utu ā-mua o te hau māori (NG) o te United States Henry Port he 3.322 tāra US/miriona British thermal, ki te whakataurite ki te huringa o mua (10.17) i piki ake mā te 0.243 tāra US/miriona British thermal, he pikinga o te 7.89%; ko te utu ā-mua o te hau māori Tatimana (TTF) he $15.304 / mmBTU, he pikinga $0.114 / mmBTU mai i te huringa o mua (10.17), ara 0.75%.

I te Hononga o Amerika, i whakaatu te utu ā-mua o Henry Port (NG) o te Hononga o Amerika i tētahi ia pikinga ake i muri i te hekenga whānui i te wiki, i whakaatu te utu ā-mua o te hau māori o te Hononga o Amerika i tētahi ia hekenga i tēnei wiki, engari nā te pānga o te huringa kirimana, i piki ake ngā utu ā-mua o NG.

I te taha kaweake, i heke iho ngā kaweake LNG o te US i tēnei wiki nā te puhoi o te tono me te memeha haere o te mataku, ā, kua heke iho hoki ngā kaweake.

Mai i te tirohanga hangarau, he iti te pikinga o te utu ā-mua o te United States Henry Port (NG), ko te utu ā-mua o te United States Henry Port (NG) ki te 3.34 tāra US/miriona tata ki te kirika o Peretānia, kua tata te pikinga o te KDJ iti i waho o te marau, ko te MACD i raro i te kore te raro, kua mutu te hekenga, i whakaatu te utu ā-mua o te United States Henry Port (NG) i tēnei wiki i te ia o te pikinga ki raro.

I Ūropi, i piki haere tonu ngā taonga o te mākete Ūropi, e ai ki ngā raraunga a te European Natural Gas Infrastructure Association, i te 23 o Oketopa, ko te katoa o ngā taonga i Ūropi he 1123Twh, me te wahanga kaha o te 98.63%, he pikinga o te 0.05% i te rā o mua, ā, he pikinga pumau o ngā taonga.

I noho teitei tonu, ā, i pōturi tonu ngā mākete o Ūropi i tēnei wiki, ā, nā te āhua o te Middle East i akiaki a Chevron ki te kati i tana mara hau i Hiria, ā, i haere tonu te mataku o te mākete, engari he teitei, he pōturi hoki ngā utu o ngā TTF futures nā te nui rawa o te tuku o te mākete i tēnei wā.

I te 24 o Oketopa, e matapaetia ana ka eke te utu o te US Port Henry Natural Gas (HH) ki te $2.95 / mmBTU, he pikinga $0.01 / mmBTU mai i te hauwhā o mua (10.17), he pikinga 0.34%. Ko te utu o te Canadian Natural Gas (AECO) he $1.818 / mmBTU, he pikinga $0.1 / mmBTU mai i te marama o mua (10.17), he pikinga 5.83%.

E matapaetia ana e Henry Port Natural Gas (HH) ka noho pumau tonu ngā utu ā-wāhi, kua ngoikore ngā kaweake LNG, ka noho pumau tonu te tono matua a te mākete kaihoko i waho o te rohe, kāore he tautoko pai e kitea ana, e matapaetia ana ka noho pumau tonu ngā utu ā-wāhi a Henry Port Natural Gas (HH).

I te 24 o Oketopa, ko te utu mō te taenga mai o te whenua ki Haina (DES) i te taha rawhiti o Āhia he $17.25 / miriona BTU, he pikinga ake i te $0.875 / miriona BTU mai i te hauwhā o mua (10.17), he pikinga ake i te 5.34%; ko te utu mō te whenua TTF he $14.955 / mmBTU, he pikinga ake i te $0.898 / mmBTU mai i te hauwhā o mua (10.17), he pikinga ake i te 6.39%.

Kei te piki haere ngā utu hokohoko a ngā kaihoko matua, kua ki tonu te mataku o ngā kaihoko matua i tēnei wā, kua kaha te hinengaro whakapae mākete, kua piki ake ngā utu hoko a ngā kaihoko o runga, ā, kua piki ake ngā utu hokohoko matua.

b) Te Rārangi Taonga

Mō te wiki i mutu i te 13 o Oketopa, e ai ki te Tari Pūngao o Amerika, ko ngā taonga hau māori o Amerika he 3,626 piriona putu kūpiko, he pikinga o te 97 piriona putu kūpiko, 2.8% rānei; ko ngā taonga he 3,000 putu kūpiko, 9.0% rānei, teitei ake i te tau kua hipa. Koia tēnei he 175 piriona putu kūpiko, 5.1% rānei, kei runga ake i te toharite mō ngā tau e rima.

Mō te wiki i mutu i te 13 o Oketopa, ko ngā taonga hau o Ūropi i eke ki te 3,926.271 piriona putu kūpiko, he pikinga ake tēnei mā te 43.34 piriona putu kūpiko, 1.12% rānei, mai i te wiki o mua, e ai ki te European Gas Infrastructure Association. Ko ngā taonga he 319.287 piriona putu kūpiko, 8.85% rānei, he teitei ake i te tau i mua.

I tēnei wiki, i piki haere tonu ngā taonga hau māori o Amerika, nā te nui o ngā utu ā-wāhi, ā, i piki ake te aro o ngā kawemai ki te tatari me te titiro, i tino heke te hiahia hoko ā-wāhi o te mākete kaihoko, ā, i piki ake te tere tipu o ngā taonga o Amerika. Kua piki haere tonu ngā taonga i Ūropi, kua tata ki te 98% te pikinga, ā, e matapaetia ana ka puhoi haere te hekenga o te tipu o ngā taonga a meake nei.

c) Kawemai me te kaweake wai

E matapaetia ana ka kawemai te US i te 0m³ i tēnei huringa (10.23-10.29); e matapaetia ana ka kaweake te United States i te 3,900,000 m³, he 4.88% te iti iho i te rahinga kaweake tuturu o te 410,00,000 m³ i te huringa o mua.

I tēnei wā, nā te ngoikore o te tono i roto i te mākete kaihoko matua me te nui o ngā taonga kua heke te kaweake o te LNG o Amerika.

a) Tirohanga whānui o te mākete

I te 25 o Oketopa, ko te utu mō te teihana LNG he 5,268 yuan/tana, he pikinga 7% mai i te wiki kua hipa, he hekenga 32.45% i ia tau; ko te utu mō te rohe whakaputa matua he 4,772 yuan/tana, he pikinga 8.53% mai i te wiki kua hipa, ā, he hekenga 27.43% i ia tau.

E whakaatu ana ngā utu whakarunga i te ia pikinga. Nā te pikinga o te utu o te tipu wai o Te Tai Tokerau me te utu nui o te wai moana, ka piki ake ngā utu whakarunga, ā, nā te pikinga o ngā utu tuku i ārahi ngā kaipuke.

I te 25 o Oketopa, ko te utu toharite mō te LNG i whiwhihia puta noa i te motu he 5208 yuan/tana, he pikinga 7.23% mai i te wiki kua hipa, ā, he hekenga 28.12% i ia tau. Ka pāngia ngā rauemi o runga e te utu o te tuku, ka piki ake te utu o ngā taonga i te mākete.

I te 24 o Oketopa, ko te tapeke o ngā taonga o ngā tipu LNG ā-rohe he 328,300 tana i taua rā anō, he hekenga iho i te 14.84% mai i te wā o mua. I te piki haere tonu o ngā utu me te hoko taonga a te taha whakarunga, i maeneene ake ngā hoko rauemi o mua, ā, i heke iho ai ngā taonga.

b) Tukunga

I tēnei wiki (10.19-10.25) ko te tere whakahaere o ngā tipu LNG ā-rohe e 236 e whakaatu ana ko te whakaputanga tuturu o te 742.94 miriona tapawha, ko te tere whakahaere o te Wenerei he 64.6%, he pumau i te wiki kua hipa. Ko te tere whakahaere kaha whai hua o tēnei Wenerei he 67.64%, he pikinga 0.01 ōrau mai i te wiki kua hipa. Ko te maha o ngā tipu hou mō te tiaki me te kati he 1, me te katoa o te kaha o te 700,000 mita pūtoru/rā; Ko te maha o ngā wheketere kua tīmata anō he 0, me te katoa o te kaha o te 0 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 163.05 miriona mita pūtoru/rā, me te 28 kati roa, 7.29 miriona mita pūtoru/rā o te kaha noho kore me te 155.76 miriona mita pūtoru/rā o te kaha whai hua.)

Mō te wai moana, e 20 ngā kaikawe LNG i tae mai ki ngā teihana whiwhi ā-rohe 13 i tēnei huringa, he pikinga ake tēnei mā te 5 kaipuke i tērā wiki, ā, ko te nui o te tauranga he 1,291,300 tana, 37.49% ki te whakataurite ki te 939,200 tana i tērā wiki. Ko ngā whenua pūtake kawemai matua i tēnei huringa ko Ahitereiria, Qatar me Mareia, me ngā taenga mai o te tauranga he 573,800 tana, 322,900 tana me te 160,700 tana. I ia teihana whiwhi, e 3 ngā kaipuke i riro i a CNOOC Dapeng, e 2 ngā kaipuke i riro i a CNPC Caofeidian me CNOOC Binhai, ā, kotahi te kaipuke i riro i ngā teihana whiwhi kē atu.

c) Te hiahia

Ko te katoa o ngā tono LNG ā-rohe i tēnei wiki (10.18-10.24) he 721,400 tana, he hekenga o te 53,700 tana, 6.93% rānei, mai i te wiki o mua (10.11-10.17). Ko te tapeke o ngā tukunga wheketere ā-rohe he 454,200 tana, he hekenga o te 35,800 tana, 7.31% rānei, mai i te wiki o mua (10.11-10.17). Nā te teihana whiwhi me te tipu wai i piki ake te utu o te tukunga, ko te ātete ki te utu nui o te utu o te tukunga i te mutunga o te hekenga, e akiaki ana i te whakahekenga o te tukunga.

Mō te wai moana, ko te tapeke o ngā tuku mai i ngā teihana whiwhi ā-rohe he 14,055 ngā waka, he hekenga 9.48% mai i te 14,055 ngā waka i te wiki kua taha ake nei (10.11-10.17), i whakapiki ake te teihana whiwhi i te utu o ngā tuku, i ātete ake ngā tuku mai i te awa ki raro, ā, i heke te tapeke o ngā tuku mai i ngā tāke.