據(jù)天然氣新聞2021年5月20日新加坡報(bào)道，貿(mào)易和航運(yùn)消息人士稱，盡管中東地區(qū)供應(yīng)狀況良好滿足了本地區(qū)的需求，但由于亞洲價(jià)格走軟和超大型天然氣運(yùn)輸船（VLGC）費(fèi)率堅(jiān)挺導(dǎo)致套利交易被關(guān)閉，6月份從美國向東方市場(chǎng)出口的大約7船液化石油氣（LPG）貨物被取消。
“Netbacks US/East已經(jīng)關(guān)閉，因此許多方很難以這樣的水平敲定發(fā)貨，”一名航運(yùn)消息人士如是說。
這名航運(yùn)消息人士說：“這是一個(gè)有點(diǎn)奇怪的市場(chǎng)，因?yàn)?月份美國以外的運(yùn)費(fèi)一直在上漲，而與此同時(shí)，虧損并不受歡迎。到目前為止，我們看到6月份在美國以外地區(qū)已取消16-17船LPG貨物，至少還會(huì)有10船LPG貨物被取消，所以我想知道是否會(huì)有更多的LPG貨物被取消。6月份(美國)LPG發(fā)貨似乎相當(dāng)緊張。”
貿(mào)易消息人士稱，預(yù)計(jì)美國6月份裝船7月份到達(dá)亞洲的LPG貨物為230萬噸。預(yù)計(jì)美國6月份裝船6月份到達(dá)亞洲的LPG貨物為200萬噸。
數(shù)據(jù)顯示，休斯敦-日本航線的VLGC費(fèi)率5月19日升至95美元/噸，為1月26日觸及107美元/噸以來的最高水平。
另一位消息人士稱，6月的套利約為每噸113- 110美元，目前休斯敦-日本的運(yùn)費(fèi)在每噸90美元左右，它沒有留下多少終端費(fèi)。
李峻 編譯自 天然氣新聞
原文如下：
US LPG cancellations could reach 7-10 cargoes in June as Asia arbitrage shuts
about seven Eastbound LPG cargoes due to load in June from the US are canceled as the arbitrage is shut due to softening Asian prices and firm Very Large Gas Carrier rates, even as healthy Middle East supplies satisfy demand in this region, trade and shipping sources said.
"Netbacks US/East have been closed, hence it's tough for many parties to conclude shipping at these levels," a shipping source said.
"It's a bit strange market, as freight has been going up ex-US in June at the same time as netbacks are not in favor. We see about 16-17 fixtures done in June so far ex-US and there should at least be 10 more [fixtures], so I wonder if more cancellations will come or not. Shipping looks quite tight for June ex US."
June-loading US cargoes due to arrive in Asia in July are estimated at 2.3 million mt. US May-loading cargoes due to arrive in Asia in June were estimated at 2 million mt, trade sources said.
VLGC rates on the Houston-Japan route rose to $95/mt May 19, the highest since hitting $107/mt Jan. 26, data showed.
Another source said the arbitrage for June is about $113-$110/mt and with current Houston-Japan freight in the mid-$90s/mt, it did not leave much for terminal fees.
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