nhau

Aug 16, 2023

Gore rakapera, dambudziko remagetsi ririkuramba richitambudza Europe rakawana kutarisisa kwakapararira. Kubva pakutanga kwegore rino, mitengo yeEuropean gasi remangwana yakaramba yakagadzikana.

Zvisinei, mumazuva achangopfuura, kwave kune kuvhiyiwa kwakamwe kamwe. Kurova kusingatarisirwe kungangoitika muAustralia, kusati kwaitika, kwakakonzera mhedzisiro mumusika wekuEurope gasi wechisikigo uri kure, zviuru zvemamaira kure.

Zvose Nekuda Kuramwa?

Mumazuva achangopfuura, maitiro emitengo yeEuropean benchmark TTF yeramangwana gasi rechisikigo kwekondirakiti yemwedzi uri pedyo yakaratidza kuchinja kukuru. Mutengo weramangwana, wakatanga kusvika pamadhora makumi matatu paawa imwe chete, wakakwira kusvika pamakumi mana nematatu euros paawa imwe chete panguva yekutengeserana, uchisvika pakakwirira kubva pakati paChikumi.

Mutengo wekupedzisira wekugadzirisa wakamira pa39.7 euros, zvichiratidza kuwedzera kukuru kwe28% mumutengo wekuvhara kwezuva. Kusagadzikana kwemutengo kunonyanya kukonzerwa nehurongwa hwekuramwa mabasa kwevashandi kune dzimwe nzvimbo dzakakosha dzakaiswa gasi rechisikigo muAustralia.

Maererano neshumo kubva ku "Australian Financial Ongororo," 99% yevashandi ve180 vanogadzira paWoodside Energy's liquefied natural gas platform muAustralia vari kutsigira kuramwa mabasa. Vashandi vanofanirwa kupa chiziviso chemazuva manomwe vasati vatanga kuramwa mabasa. Nekuda kweizvozvo, iyo liquefied natural gas plant inogona kuvharika svondo rinouya.

Pamusoro pezvo, vashandi veChevron pafekitari yakanyungudutswa yegasi yemuno vari kutyisidzirawo kuramwa mabasa.Zvese izvi zvinhu zvinogona kukanganisa kutumirwa kunze kwenyika gasi rakanyungudutswa kubva kuAustralia. Muchokwadi, gasi reAustralia rakanyungudutswa hariwanzoyerera rakananga kuEurope; inonyanya kushanda semutengesi kuAsia.

Nekudaro, ongororo inoratidza kuti kana kupihwa kubva kuAustralia kwakadzikira, vatengi vekuAsia vanogona kuwedzera kutenga kwavo gasi rakanyungudutswa kubva kuUnited States neQatar, pakati pemamwe masosi, nekudaro vachiwedzera makwikwi neEurope. Pana 10th, mitengo yeEuropean gasi yechisikigo yakawana kudzikira zvishoma, uye vatengesi vanoramba vachiongorora maitiro eiyo bearish uye bhizinesi zvinhu.

EU Inosimudzira Ukrainian Natural Gas Reserves

InEU, gadziriro dzechando dzegore rino dzatanga kare. Kushandiswa kwegasi munguva yechando kunowanzopeta zvakapetwa kaviri kupfuura kwechirimo, uye matura egasi echisikigo eEU ave kusvika pa90% yesimba rawo.

TNzvimbo dzeEU dzekuchengetera gasi remusikirwo dzinogona kungochengeta kusvika ku100 bhiriyoni cubic metres, nepo EU inodiwa pagore kubva pa 350 bhiriyoni cubic metres kusvika 500 bhiriyoni cubic metres. IEU yakaratidza mukana wekumisa hurongwa hwegasi rekuchengetedza muUkraine. Zvinonzi zvivakwa zveUkraine zvinogona kupa EU imwezve yekuchengetedza huwandu hwe10 bhiriyoni cubic metres.

Dhata inoratidzawo kuti muna Chikunguru, huwandu hwakanyorwa hwemapombi egasi echisikigo anoendesa gasi kubva kuEU kuenda kuUkraine akasvika padanho repamusoro munenge makore matatu, uye inotarisirwa kuwedzera kaviri mwedzi uno. NeEU ichiwedzera magasi ayo egasi, vemukati meindasitiri vanoratidza kuti nguva ino yechando inogona kunge yakachengeteka zvakanyanya kana ichienzaniswa negore rapfuura.

Nekudaro, ivo vanoyambirawo kuti mitengo yegasi rechisikigo muEurope inogona kuramba ichichinja mukati megore rinotevera kusvika maviri. CitiGroup inofanotaura kuti kana chiitiko chekuAustralia chakatanga nekukasira uye chikapinda munguva yechando, zvinogona kukonzera kuti mitengo yegasi remuEurope ikwire zvakapetwa kusvika pa62 euros paawa imwe chete yemegawati muna Ndira gore rinouya.

China Ichabatwa Here?

Kana paine dambudziko muAustralia rinokanganisa mitengo yegasi rechisikigo muEurope, zvingakanganisawo nyika yedu here? Ipo Australia iriyo mutengesi mukuru weLNG mudunhu reAsia-Pacific, mitengo yegasi yemumba yekuChina yanga ichimhanya zvakanaka.

Zvinoenderana nedata kubva kuNational Bureau of Statistics, kubva muna Chikunguru 31, mutengo wemusika weliquefied natural gas (LNG) muChina waive 3,924.6 yuan patani, kudzikira kwe45.25% kubva pakakwirira pakupera kwegore rapfuura.

State Council Information Office yakambotaura muchidimbu chemitemo kuti muhafu yekutanga yegore, kugadzirwa kwegasi rechisikigo nekutenga kunze kwenyika kwakachengetedza kukura kwakadzikama, nekuona zvinodikanwa zvedzimba nemaindasitiri.

Zvinoenderana nenhamba dzekutumira, iyo inooneka gasi rinoshandiswa muChina kwehafu yekutanga yegore yaive 194.9 bhiriyoni cubic metres, gore negore kuwedzera kwe6.7%. Kubva pakatanga zhizha, yakanyanya kushandiswa gasi zuva nezuva kwekugadzira magetsi yakapfuura 250 miriyoni cubic metres, ichipa rutsigiro rwakasimba rwepamusoro pekugadzira magetsi.

Iyo "China Natural Gas Development Report (2023)" yakaburitswa neNational Energy Administration inoratidza kuti budiriro yese yemusika weChina gasi yakagadzikana. Kubva muna Ndira kusvika muna Chikumi, kushandiswa kwegasi renyika kwakange kuri 194.1 bhiriyoni cubic metres, gore negore kuwedzera kwe5.6%, nepo kugadzirwa kwegasi rechisikigo kwakasvika 115.5 bhiriyoni cubic metres, gore negore kuwedzera kwe5.4%.

Mumba, zvichipesvedzerwa nemamiriro ehupfumi uye mafambiro emitengo yegasi remumba neyekunze, kudiwa kunotarisirwa kuramba kuchikwira. Zvinofungidzirwa kuti kushandiswa kwegasi rechisikigo kuChina muna 2023 kuchave pakati pe385 bhiriyoni cubic metres uye 390 bhiriyoni cubic metres, nekukura-pagore kukura kwe5.5% kusvika 7%. Uku kukura kuchave kuchitungamirwa nekushandiswa kwegasi mumadhorobha uye kushandiswa kwegasi kugadzira magetsi.

Mukupedzisa, zvinoita sekunge chiitiko ichi chichava nemhedzisiro shoma pamitengo yeChina gasi rechisikigo.