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
閱
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Paggie
·2022-11-05
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百汇
·2022-11-05
[呆住]
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haiwei183
·2022-11-05
look
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- haiwei183:
  ok
  2022-11-05
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kyokolee13
·2022-11-05
👍
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MyKhoo
·2022-11-05
K
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AhSong
·2022-11-05
好
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超级主力
·2022-11-04
歐洲傻子，美利堅就是嗜血的本性嘛[齜牙]
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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 Media的数据显示，10月31日，从美国墨西哥湾沿岸到东北亚的运费为每天47.8万美元，到欧洲西北部的运费为每天46.8万美元，这两项价格均创历史新高，是一年前的两倍。最近几周，亚洲基准LNG价格经常高于欧洲，激励贸易商将更多LNG运往亚洲，然而“几乎没有公司能获得额外的运力，保证将美国或西非的LNG运往东北亚或者欧洲，无论这些地区的情况如何。”","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":9984469514,"gmtCreate":1667709223239,"gmtModify":1676537954930,"author":{"id":"4111640372193142","authorId":"4111640372193142","name":"Paggie","avatar":"https://community-static.tradeup.com/news/34e78ada667e7b63c0632c8f2d0fc95f","vip":1,"crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"4111640372193142","idStr":"4111640372193142"},"htmlText":"閱","listText":"閱","text":"閱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9984469514","repostId":1186251885,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":9984694888,"gmtCreate":1667613780845,"gmtModify":1676537944462,"author":{"id":"4111640372193142","authorId":"4111640372193142","name":"Paggie","avatar":"https://community-static.tradeup.com/news/34e78ada667e7b63c0632c8f2d0fc95f","vip":1,"crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"4111640372193142","idStr":"4111640372193142"},"htmlText":"閱","listText":"閱","text":"閱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9984694888","repostId":1186251885,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":9984872843,"gmtCreate":1667611254782,"gmtModify":1676537943798,"author":{"id":"4098842610598930","authorId":"4098842610598930","name":"百汇","avatar":"https://static.tigerbbs.com/31678af4c548818cbd1ca8654ad27c8f","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4098842610598930","idStr":"4098842610598930"},"htmlText":"[呆住]&nbsp;","listText":"[呆住]&nbsp;","text":"[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9984872843","repostId":1186251885,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9984842302,"gmtCreate":1667609880707,"gmtModify":1676537943433,"author":{"id":"3572683426659077","authorId":"3572683426659077","name":"haiwei183","avatar":"https://static.tigerbbs.com/1cae291bddff5a30eeb96060074d8531","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3572683426659077","idStr":"3572683426659077"},"htmlText":"look","listText":"look","text":"look","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9984842302","repostId":1186251885,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":104664079,"gmtCreate":1667609889389,"gmtModify":1667609901988,"authorId":3572683426659077,"author":{"id":3572683426659077,"idStr":"3572683426659077","authorId":3572683426659077,"name":"haiwei183","avatar":"https://static.tigerbbs.com/1cae291bddff5a30eeb96060074d8531","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9984842302,"type":1,"supId":0,"prevId":0,"content":"<u>ok</u>","text":"<u>ok</u>","html":"<u>ok</u>"}],"langContent":"EN"},{"id":9984822690,"gmtCreate":1667607398510,"gmtModify":1676537942870,"author":{"id":"4108083848061400","authorId":"4108083848061400","name":"kyokolee13","avatar":"https://community-static.tradeup.com/news/9cbefde532ca3ccfd4888ae502aa5fb0","vip":1,"crmLevel":4,"crmLevelSwitch":1,"authorIdStr":"4108083848061400","idStr":"4108083848061400"},"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9984822690","repostId":1186251885,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9984868534,"gmtCreate":1667605428428,"gmtModify":1676537942545,"author":{"id":"3567334721242358","authorId":"3567334721242358","name":"MyKhoo","avatar":"https://static.tigerbbs.com/71f130b587a20deffeafc3a3dd2f3d5b","vip":1,"hat":"https://static.tigerbbs.com/4c5ceab71416b120bab4604c0754b52a","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3567334721242358","idStr":"3567334721242358"},"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9984868534","repostId":1186251885,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":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