奇葩的一幕发生了！为了等待天然气价格上涨，欧洲LNG船不肯靠岸

华尔街见闻2022-11-04

贸易商预计LNG供应充足和温暖天气下的气价下跌都只是暂时现象，因此在“期货升水”结构下，迟迟不愿进港交割。昔日，当石油价格暂未“启动”但供应商充满乐观预期时，他们不会着急把油轮开进港口，更愿意让油轮漂在海上充当“浮动仓库”，等待价格上涨之后再进港交割。如今，同样的思路也被开往欧洲的LNG船运用得炉火纯青。30多只LNG船正漂浮在欧洲港口附近，因为按照贸易商的预估，供应充足的天然气和温暖天气导致的...

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Paggie
2022-11-06
Paggie
閱
Paggie
2022-11-05
Paggie
閱
百汇
2022-11-05
百汇
[呆住]
haiwei183
2022-11-05
haiwei183
look
- haiwei183:
  ok
kyokolee13
2022-11-05
kyokolee13
👍
MyKhoo
2022-11-05
MyKhoo
K

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Booth表示，在欧洲天然气库存已接近存储上限的情况下，“LNG船在欧洲LNG接收站外排起了长队，追逐他们预期中的优质LNG市场”。Booth还补充道，可能还要等一个月时间，LNG船才会找到一个接收站。他认为，“目前这些船有动力持有头寸”，因为贸易商预计随着气温下降，气价将上涨。面对有限LNG，欧亚展开疯狂争夺值得注意的是，贸易商为获得更多利润而选择挤压货物，将导致LNG船短缺，运费随之上涨，使得亚洲买家更难买到LNG，在与欧洲买家的争夺中处于下风。数据提供商Argus 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