据钻机地带1月12日彭博社报道，北亚的液化天然气基准首次升至每百万英热单位30美元以上，打破了此前很少有人认为可能达到的水平。
北亚各地的严寒天气提振了天然气消费，导致一些终端用户出现供应短缺，将现货价格推高至新高。与此同时，出口设施的大量生产问题和穿越巴拿马运河的延误限制了供应。
亚洲燃料基准日韩市场周二上涨15%，至每百万英热单位32.494美元，为标普全球普氏2009年开始评估以来的最高水平。
这标志着燃料价格出现了戏剧性的转变。九个月前，在疫情封锁期间，燃料价格一度跌至历史最低水平。周二的现货价格较这一水平上涨了18倍。席卷北亚的一股寒流，让这种超冷燃料的最大消费国措手不及。该地区的进口商争相抢购现货，以补充库存，但由于市场供应如此紧张，贸易商不得不以极高的价格购买，以获得货物。
更糟糕的是，液化天然气油轮的短缺将包租费率推高至历史新高，使得燃料的运输变得昂贵。
亚洲天然气价格的飙升与欧洲的情况类似。亚洲天然气价格的飙升与欧洲的情况类似。在欧洲，由于寒冷的天气推高了对供暖燃料的需求，并加速消耗储备设施，作为基准的荷兰原油近月合约价格自今年初以来上涨了39%。
随着冬季寒冷的消退，现货液化天然气的涨势可能会失去动力。气温升高将降低需求，供应中断将最终得到解决，运输紧张状况也将得到缓解。这一点已经体现在3月份交割的现货价格上，目前的价格只有2月份的一半。
郝芬 译自 钻机地带
原文如下：
LNG Benchmark Tops $30
North Asia’s liquefied natural gas benchmark rose above $30 per million British Thermal units for the first time, breaking a barrier that few thought possible.
Freezing temperatures across north Asia have boosted gas consumption and caught short some end-users, sending the spot rate to new highs. Meanwhile, numerous production issues at export facilities and delays traversing the Panama Canal curbed supplies.
The Japan-Korea Marker, Asia’s benchmark for the fuel, rallied 15% to $32.494 per million Btu A cold blast sweeping through North Asia has caught the biggest consumers of the super-chilled fuel off guard. Regional importers are scrambling to pick up prompt supplies to refill inventories, but the market is so tight that traders have been forced to purchase at sky-high rates to get their hands To make matters worse, a shortage of LNG tankers has boosted charter rates to a record high, making it expensive to ferry the fuel.
The Asian price surge echoes in Europe, where a front-month contract in the Netherlands, the regional benchmark, has added 39% since the start of the year as cold weather boosts demand for the heating fuel and depletes storage sites at an accelerated pace.
The spot LNG rally will likely lose steam as the winter cold subsides. Warming temperatures will soften demand, supply outages will eventually be resolved and tightness in shipping availability should ease. That is already being illustrated in spot prices for March delivery, which are trading at half the rate for February.
