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市場動態:巴基斯坦在供應緊張的情況下轉向現貨液化天然氣市場

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-- 根據彭博社週五引述知情交易員的消息報道,巴基斯坦兩年來首次從現貨市場購買液化天然氣(LNG),以緩解因中東持續衝突而導致的供應短缺。 巴基斯坦國營液化天然氣公司(Pakistan LNG)透過週五結束的招標,從道達爾能源公司(TotalEnergies,簡稱TTE)獲得一批將於4月27日至30日交付的LNG。該公司拒絕了同一招標中另外兩批LNG的訂單。 巴基斯坦液化天然氣公司、道達爾能源公司和巴基斯坦能源部均未立即回應的置評請求。 此次採購標誌著巴基斯坦的LNG供應模式發生了轉變。此前,巴基斯坦主要依賴與卡達簽訂的長期合約來滿足其LNG需求。自3月初霍爾木茲海峽關閉以來,巴基斯坦一直未能收到LNG貨物。霍爾木茲海峽是全球能源供應的關鍵通道。 彭博社通報稱,船舶追蹤數據顯示,自2月底衝突爆發以來,四艘原定運往巴基斯坦的卡達液化天然氣(LNG)貨船一直滯留在波斯灣。 據報道,道達爾能源公司以每百萬英熱單位18.88美元的價格出售了這批貨物,是巴基斯坦根據其與卡達的長期合約通常支付價格的兩倍多。 報告稱,由於霍爾木茲海峽的關閉導致全球約五分之一的LNG供應中斷,亞洲LNG現貨價格較衝突前水準飆升了約70%。 (市場動態新聞來自與全球市場專業人士的對話。這些資訊據信來自可靠來源,但可能包含傳聞和推測。準確性無法保證。)

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