I-Spot Price Index e-Asia JKM (I-Japan-Korea Marker) ye-S & P PLATTS POLTTS Ejensi Esebenzisana Ngama-30% futhi ifinyelele ku- $ 32,5 nge- $ 1160 nge-1000 cubic metres), i-Interfax ithembolwe ku I-Bloomberg. I-French Inani elithengiswe i-LNG Party trader trafigura libiza kakhulu - $ 39.3 / MMBTU ($ 1403 nge-1000 cubic metres. M on des metres.
Amathangi wentela wentela agxume cishe amahlandla ayisithupha aqhathaniswa namanani esigameko sonyaka afinyelela ku- $ 350,000 ngosuku, kusho umhlaziyi we-ICIS Roman Roman Roman Roman UMesosozov kanjalo nokuntuleka, khona-ke inani le-LNG e-Asia lasuka, uyachaza.
Kwakungakaze kube namanani anjalo njengamanje, esiqongweni sangaphambilini ngo-2012-2013. Igesi e-Asia ibiza cishe ama- $ 20 / MMBTU, ithi umhlaziyi. Izizathu eziphambili: Ubusika obubandayo eChina, eJapan naseKorea kanye ne-Paneran Canal, lapho amathangi ane-American LNG adlulisela e-Asia ngokubambezeleka, uyachaza. Amazwe ase-Asia adinga ukufakwa ekwandisweni kwePanama Canal, abuyele omunye wabathengisi abahamba emakethe.
Amanani amahle kakhulu - into yesikhashana, kusho uKazmin: LNG ngokulethwa engxenyeni yesibili yangoFebhuwari kuthengiswa ngo- $ 20.2 / MMBture, kanye nokulethwa ngoMashi - $ 14 / MMBU.
Awekho amatafula atholakalayoIzinkampani zaseRussia akunakwenzeka ukuthi zikwazi ukwenza imali emakethe yamabala ase-Asia, zibhalwe ekubuyekezweni kwabahlaziyi be-Sberbank CIB. Iningi le-LNG yesitshalo esikhulu kunazo zonke ku-Yamal LNG isitshalo (16.5-18.4 million amathani ngonyaka) kanye ne-gazprom isitshalo samathani (amathani ayizigidi eziyi-11.6) athengiswa ngaphansi kwezinkontileka zesikhathi eside: ka-Yamal LNG - le 96%, ye-Sakhalin Amandla - 98%. Amanani ezinkontileka ahlanganiswe ikakhulukazi izingcaphuno zamafutha kanye namanani ezinhlangothini zegesi. Womabili amafektri akhiqiza ama-LNG amaningi, asho amandla abo (ngokwesibonelo, ngonyaka we-2019 amavolumu amahhala azowuthumela kulo lapho, alwe amathani ayizigidi ezingama-2,7 ngokulandelana). Isivumelwano esinjalo namanani entengo yokuvuselela izingcaphuno zamafutha yicala elijwayelekile kuzo zonke izitshalo ze-LNG, kusho uKazmin. Ngaphandle - Amaphrojekthi e-United States, lapho amanani ezinkontileka ahlanganiswe izingcaphuno ze-Anatel Hub Hub. Emhlabeni wonke, ngaphandle kwezifunda, ngaphansi kokwakhiwa kwamafektri, udinga ukuthuthukisa insimu yegesi, futhi ngaphandle kwezinkontileka zesikhathi eside ezibhekisele kumafutha, amabhange mavele akhishwe imalimboleko yalezi zinhloso, uchwepheshe uyachaza.
Kepha umkhawulo omkhulu weNovatek uwukushoda kwamathangi, hhayi umthamo wokukhiqiza, kusho amandla aphezulu e-Vygon ebonisana ne-ekaterina kolbikov.
Ngesikhathi sentengo "eqhumayo", i-Novatek ayizange ifake indawo e-Asia njengeqembu elilodwa legesi eline-Yamal LNG (inkampani ithengisa cishe isigamu segesi yesitshalo nge-Novatek Gas), kusho omunye wabathengisi ye-LNG. E-Yamal LNG, azikho nje amathangi wamahhala, uNovatek azamile ukuthola amathangi emakethe, kodwa akuphumelelanga, kusho yena. Ngaphezu kwalokho, inkampani manje ayinayo amaqembu wamahhala. Lesi sitshalo uqobo sasona samahhala sempahla eYurophu - futhi ngenxa yokuntuleka kwezokuthutha, uyachaza.
Ekuqaleni kukaJanuwari, le nkampani yathumela amathangi amabili ebanga le-arc kusuka kuSABbet eya eChina, okwakuyinto edlule yamisa ukuhamba empumalanga ngo-Okthoba. Kepha abathwali begesi bathwele i-LNG ezinkontilekeni zesikhathi eside, hhayi endaweni, ngamanani akhulayo, lokhu akuxhunyiwe, kutshela umhwebi. I- "Novatek" ekwindla yonyaka owedlule, izindiza sekwephuzile ezithwala igesi ezifana ne-Yamalmax Ice Class Arc7 ziye e-Asia ngokubuka imbewu yaseGoscon MIKHAIL Grigoriev.
Ngokusobala ngokweqiniso esikhathini samanani aphezulu "i-Novatek" angaba nesikhathi sokufaka i-Asia inani eliphakeme lamaqembu amane e-LNG, okungukuthi, cishe amathani ayizigidi eziyi-0.5, kusho uKazmin. Ngokusho kweSberbank Capemates, izokwengeza ama- $ 200 wezigidi eziya kuma-EBITDA $ 200 wezigidi. Kepha akunakwenzeka ukuthi inkampani izokwazi ukuthengisa i-LNG esikhaleni e-Asia, manje Umhwebi uyakholelwa.
Ama-vtimes awakwazanga ukuthola ukuthi uSakhelin Energy wakwazi ukuthengisa iqembu esikhaleni e-Asia, ummeleli wenkampani akakaphenduli esicelweni.
UNovatek uzosebenza eYurophu"UNovatek" Kunoma ikuphi, wazithola esesimweni sokuwina, uKolbikov uyakholelwa. Okokuqala, ngaphezu kwama-60% ezinkontileka zesikhathi eside "I-Yamal LNG" zithengiswa ngamaphoyinti we-European Point ku-FOB (mahhala ebhodini, lapho ezothutha kufanele zithole umthengi), lokhu kusho ukuthi inkampani ayithwali izindleko zamathangi amancane e-nonarctic , Owakhe ukuqasha amanani akhuphuka. Enye inzuzo yizindiza ePanama Canal. Intengo ephakathi kaJanuwari emakethe yendawo yaseYurophu manje ingaphezulu kwama-40% noma ama- $ 2 / MMBture kunezindleko ze-LNG kwi-Yamal IndexATION, kepha izindleko zokuhambisa i-LNG ziphezulu ngo- $ 0.7 / MMBTU in I-Europe ne- $ 3, 3 / MMBture e-Asia kuqhathaniswa noDisemba 2020, okuthi yinzuzo ingxenye yentengo ephezulu.
Ngokuhamba kwesikhathi, ubusika emhlabeni wonke buzokwethulwa, eChina, cishe cishe ngama-degree angama-0,2 eminyakeni eyishumi kuze kube maphakathi nekhulu leminyaka, kusho umqondisi we-WWF Programme of Russia "kanye namandla" Alexey Kokorin. Kepha ukuguquguquka okuqinile kwamazinga okushisa kuzosindiswa, futhi ubusika obubandayo buzohlangana futhi, uyachaza. INovatek yakha isitshalo esisha se-LNG eGydan - Arctic SPG-2, inomthamo cishe amathani ayizigidi ezingama-20, kucatshangwa ukuthi izothengisa kuphela uhhafu we-LNG emakethe yendawo.