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市场动态:巴基斯坦在供应紧张的情况下转向现货液化天然气市场

-- 据彭博社周五援引知情交易员的消息报道,巴基斯坦两年来首次从现货市场购买液化天然气(LNG),以缓解因中东持续冲突而导致的供应短缺。 巴基斯坦国营液化天然气公司(Pakistan LNG)通过周五结束的招标,从道达尔能源公司(TotalEnergies,简称TTE)获得一批将于4月27日至30日交付的LNG。该公司拒绝了同一招标中另外两批LNG的订单。 巴基斯坦液化天然气公司、道达尔能源公司和巴基斯坦能源部均未立即回复的置评请求。 此次采购标志着巴基斯坦的LNG供应模式发生了转变。此前,巴基斯坦主要依赖与卡塔尔签订的长期合同来满足其LNG需求。自3月初霍尔木兹海峡关闭以来,巴基斯坦一直未能收到LNG货物。霍尔木兹海峡是全球能源供应的关键通道。 彭博社报道称,船舶追踪数据显示,自2月底冲突爆发以来,四艘原定运往巴基斯坦的卡塔尔液化天然气(LNG)货船一直滞留在波斯湾。 据报道,道达尔能源公司以每百万英热单位18.88美元的价格出售了这批货物,是巴基斯坦根据其与卡塔尔的长期合同通常支付价格的两倍多。 报告称,由于霍尔木兹海峡的关闭导致全球约五分之一的LNG供应中断,亚洲LNG现货价格较冲突前水平飙升了约70%。 (市场动态新闻来源于与全球市场专业人士的对话。这些信息据信来自可靠来源,但可能包含传闻和推测。准确性无法保证。)

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