The basic guarantee of gas supply is stable, and the market does not need to worry too much about the current supply of natural gas. PetroChina reminds downstream industrial users to do a good job in gas storage in the near future, and it should be said that there is no problem in ensuring stability.
On the afternoon of the 9th, the 21st Century Business Herald received a response from the CNPC official on the shortage of gas supply in Central Asia. PetroChina said that at 21:45 on January 7, there was a short-term fluctuation in gas supply from the upstream of the Central Asian pipeline; at 0:32 on January 9, the gas supply began to recover; at 10:05 on January 9, it was restored. Normal gas supply level.
This fluctuation affects only 1% of the monthly resources of the Central Asia pipeline, and has little impact on the domestic natural gas market, and will not affect the domestic people's livelihood. At the same time, it promises to actively stabilize the LNG price. The sales price of the company's liquefied natural gas (LNG) will not exceed the previous highest price in this heating season, and maintain the normal order of the natural gas market.
The 21st Century Business Herald reporter learned from CNPC that some of the details behind this gas limit have surfaced.
An insider of PetroChina told reporters that after the volatility on the evening of the 7th, emergency measures were started. On the 8th, PetroChina applied to CNOOC to purchase 100 million cubic meters of natural gas for the short-term fluctuations in these days. At the same time, Turkmenistan The side started the standby unit and strived to maintain a certain amount of natural gas production.
"Under the maintenance of these measures, the supply of gas is basically guaranteed, and the market does not need to worry too much about the current natural gas supply," said the person. "PetroChina has also reminded downstream industrial users to do a good job in gas storage in the near future to ensure a stable operation. It should be said that there is no problem."
However, it is worth noting that there are some traders in the market who are using the title to speculate on the market price. The market stability of LNG deserves further attention from the industry.
Market speculation atmosphere is rising
On the morning of the 9th, an industry insider broke the news to reporters that some middlemen in the LNG trade WeChat group, based on the Central Asian gas restrictions, to promote the atmosphere of LNG price increases.
In the chat record of the industry insiders, one middleman said that due to the reduction of pipeline gas supply in Central Asia, the liquid and gas plants in the northwest and north China with CNPC as the gas source will be heavily pressured on January 9-15. Less, individual liquid plants will be forced to stop production due to insufficient raw material gas.
The chat record also stressed that the recovery time of the pipeline gas in Central Asia is not fixed, and the market will show a rising market. The above-mentioned insiders told reporters that the trading group is currently speculating about the price hike, but from the actual situation, most of the LNG trading prices have not shown a particularly significant increase.
According to Zhuo Chuang information statistics, on the 9th, the ex-factory price of liquid factories in most parts of the country did rise to some extent, ranging from 50 to 300 yuan / ton, and most of the prices remained at around 6,000 yuan. However, the increase did not significantly exceed the price increase on the 7th and 8th, and the overall performance was stable.
It is reported that in the liquid factory nationwide, there is indeed a certain limit of gas, but the relationship with the limit of supply of Central Asian gas is not large. As the winter itself has entered a period of tight supply, according to the laws of previous years, before the peak season of winter gas use, PetroChina will limit the gas downstream.
Therefore, the current situation of relatively tight gas use has little to do with the supply of gas in Central Asia. With the gradual resumption of supply in Central Asia, this news has no room for market speculation, and LNG prices will continue to rise steadily.
"We expect that if the impact of Central Asian gas is ruled out, the price per ton of the traditional winter gas peak will have about 500 yuan per ton," Zhuo Chuang information analyst Liu Guangbin told reporters. “The space for hype is actually very small.â€
Multi-supply supplement
Since the winter of 2018, the supply of natural gas in China has remained stable overall, and “three barrels of oil†has spared no effort in supply.
In respect of PetroChina, while increasing upstream production and production, it also stocks ahead of its three major receiving stations to provide peaking supplements for winter supply. Gas storage also maintains high-intensity work, gas injection begins before winter, and maintains high production capacity after winter.
In terms of Sinopec, the reporter recently learned that since November 15, 2018, the daily supply of natural gas is about 130 million cubic meters, effectively protecting the gas demand of residents and enterprises in the supply area. Since the heating season, a total of 40 ships LNG have been unloaded, and three LNG receiving stations in Qingdao, Beihai and Tianjin have been fully loaded.
It is worth noting that the pipeline interconnection work completed in the first half of 2018 allowed Sinopec's North Sea LNG receiving station in the south to participate in the winter supply. "Since the winter, we have supplied 8 million to 11 million cubic meters of natural gas per day to CNPC," a Sinopec source said.
In the case of CNOOC, the total supply of interconnections of 1.2 billion cubic meters has been achieved since the winter of 2018, far exceeding the same period in 2017. At the same time, almost all receiving stations along the coast have maintained an extremely high workload, ensuring the overall supply in northern China.
"Nationally speaking, the supply in 2018 is relatively stable, which is why the price of the eastern LNG consumption hotspots is lower than that of the western region." Liu Guangbin told reporters.
Komatsu Undercarriage Parts,Undercarriage Parts For Excavators,Komatsu Excavator Parts,Caterpillar Undercarriage Parts
JINING SHANTE SONGZHENG CONSTRUCTION MACHINERY CO.LTD , https://www.huaxinbrush.com