litaba

La 16 Aug, 2023

Selemong se fetileng, koluoa ​​​​ea matla e ntseng e tsoela pele e neng e aparetse Europe e ile ea hapa tlhokomelo e atileng. Ho tloha qalong ea selemo sena, litheko tsa bokamoso ba khase ea tlhaho ea Europe li lutse li tsitsitse.

Leha ho le joalo, matsatsing a morao tjena, ho bile le keketseho ea tšohanyetso. Seteraeke se neng se sa lebelloa se neng se ka etsahala Australia, se e-so ka se etsahala, ka tšohanyetso se ile sa baka litlamorao 'marakeng oa khase ea tlhaho oa Europe o hole, o bohōle ba lik'hilomithara tse likete.

Tsohle Ka lebaka la Litlhaselo?

Matsatsing a morao tjena, mokhoa oa theko ea tekano ea European TTF ea bokamoso ba khase ea tlhaho bakeng sa konteraka e haufi le khoeli e bontšitse liphetoho tse kholo. Theko ea bokamoso, e qalileng hoo e ka bang li-euro tse 30 ka hora ea megawati, e nyolohetse ka nakoana ho feta li-euro tse 43 ka hora ea megawatt nakong ea khoebo, e fihlileng holimo ho tloha bohareng ba Phuptjane.

Theko ea ho qetela ea tefo e eme ho li-euro tse 39,7, e tšoaea keketseho e kholo ea 28% ea theko ea ho koala ea letsatsi. Ho tsieleha ho hoholo ha litheko ho bakoa haholo-holo merero ea literaeke tsa basebetsi libakeng tse ling tsa bohlokoa tsa khase ea tlhaho e kentsoeng Australia.

Ho ea ka tlaleho e tsoang ho "Australian Financial Review," 99% ea basebetsi ba tlhahiso ea 180 sethaleng sa khase ea tlhaho e entsoeng ka metsi ea Woodside Energy Australia ba tšehetsa ketso ea seteraeke. Basebetsi ba tlameha ho fana ka tsebiso ea matsatsi a 7 pele ba qala seteraeke. Ka lebaka leo, setsi sa khase ea tlhaho e nang le mokelikeli se ka ’na sa koaloa hang bekeng e tlang.

Ho feta moo, basebetsi ba Chevron setsing sa lehae sa polante ea khase ea tlhaho e nang le mokelikeli le bona ba tšosa ho kena seteraekeng.Lintlha tsena kaofela li ka sitisa ho romelloa ka ntle ha khase ea tlhaho e tsoang Australia. Ha e le hantle, khase ea tlhaho ea Australia e phalla ka ho toba Europe; haholo-holo e sebetsa e le mofani oa thepa Asia.

Leha ho le joalo, tlhahlobo e fana ka maikutlo a hore haeba phepelo e tsoang Australia e fokotseha, bareki ba Asia ba ka eketsa theko ea bona ea khase ea tlhaho e tsoang United States le Qatar, har'a mehloli e meng, kahoo ba matlafatsa tlholisano le Europe. Ka la 10, theko ea khase ea tlhaho ea Europe e ile ea fokotseha hanyenyane, 'me bahoebi ba ntse ba tsoela pele ho hlahloba phello ea li-bearish le li-bullish.

EU E Matlafatsa Libaka tsa Khase ea Tlhaho tsa Ukraine

InEU, litokisetso tsa mariha a selemo sena li qalile pele ho nako. Tšebeliso ea khase nakong ea mariha hangata e imena habeli ho feta ea lehlabula, 'me mehloli ea khase ea tlhaho ea EU hajoale e haufi le 90% ea matla a eona.

TMehaho ea polokelo ea khase ea tlhaho ea EU e ka boloka feela ho fihla ho li-cubic metres tse limilione tse likete tse 100, athe tlhoko ea selemo le selemo ea EU e tloha ho li-cubic metres tse limilione tse likete tse 350 ho isa ho li-cubic metres tse limilione tse likete tse 500. EU e khethile monyetla oa ho theha polokelo ea leano la khase ea tlhaho Ukraine. Ho tlalehoa hore mehaho ea Ukraine e ka fana ka EU ka matla a eketsehileng a polokelo ea li-cubic metres tse limilione tse likete tse 10.

Lintlha li boetse li bontša hore ka July, bokhoni ba booked ba liphaephe tsa khase ea tlhaho tse tsamaisang khase ho tloha EU ho ea Ukraine li fihlile boemong bo phahameng ka ho fetisisa hoo e ka bang lilemo tse tharo, 'me ho lebeletsoe ho imena habeli khoeling ena. Ha EU e ntse e eketsa mehloli ea eona ea khase ea tlhaho, basebetsi ba indasteri ba fana ka maikutlo a hore mariha ana a ka ba a sireletsehileng haholo ha a bapisoa le selemo se fetileng.

Leha ho le joalo, ba boetse ba hlokomelisa hore litheko tsa khase ea tlhaho tsa Europe li ka tsoela pele ho fetoha nakong ea selemo se tlang ho isa ho tse peli. CitiGroup e bolela esale pele hore haeba ketsahalo ea Australia e qala hang-hang 'me ea tsoela pele ho fihlela mariha, e ka baka hore litheko tsa khase ea tlhaho tsa Europe li imena habeli ho isa ho li-euro tse ka bang 62 ka hora ea megawatt ka Pherekhong selemong se tlang.

Na China e Tla Ameha?

Haeba ho na le bothata Australia bo amang litheko tsa khase ea tlhaho ea Europe, na bo ka ama naha ea rona? Le ha Australia e le morekisi e moholo oa LNG sebakeng sa Asia-Pacific, litheko tsa khase ea tlhaho tsa China li ntse li sebetsa hantle.

Ho ea ka lintlha tse tsoang ho Ofisi ea Sechaba ea Lipalo-palo, ho tloha ka la 31 Phupu, theko ea 'maraka ea khase ea tlhaho e qhibilihisitsoeng (LNG) Chaena e ne e le 3,924.6 yuan ka tonne, e leng ho fokotseha ha 45.25% ho tloha tlhōrōng qetellong ea selemo se fetileng.

Ofisi ea Boitsebiso ea Lekhotla la Naha nakong e fetileng e boletse puisanong ea kamehla ea leano hore halofong ea pele ea selemo, tlhahiso ea khase ea tlhaho ea Chaena le thepa e tsoang kantle ho naha ka bobeli li bolokile kholo e tsitsitseng, ho netefatsa litlhoko tsa malapa le liindasteri ka nepo.

Ho ea ka lipalo-palo tsa thomello, tšebeliso e bonahalang ea khase ea tlhaho Chaena bakeng sa halofo ea pele ea selemo e ne e le 194.9 billion cubic metres, keketseho ea selemo le selemo ea 6.7%. Ho tloha qalong ea lehlabula, tšebeliso e phahameng ka ho fetisisa ea letsatsi le letsatsi ea khase bakeng sa phepelo ea motlakase e feta li-cubic metres tse limilione tse 250, e fana ka tšehetso e matla bakeng sa phepelo ea motlakase e phahameng ka ho fetisisa.

"China Natural Gas Development Report (2023)" e hatisitsoeng ke National Energy Administration e bontša hore tsoelo-pele e akaretsang ea 'maraka oa khase ea tlhaho ea Chaena e tsitsitse. Ho tloha ka Pherekhong ho fihlela ka Phuptjane, tšebeliso ea khase ea tlhaho ea naha e ne e le li-cubic metres tse limilione tse likete tse 194,1, keketseho ea selemo le selemo ea 5.6%, athe tlhahiso ea khase ea tlhaho e fihlile ho li-cubic metres tse limilione tse likete tse 115,5, keketseho ea selemo le selemo ea 5.4%.

Ka lapeng, ho susumetsoa ke maemo a moruo le mekhoa ea litheko tsa khase ea tlhaho ea lehae le ea machaba, ho lebelletsoe hore tlhokeho e tla tsoela pele ho phahama. Ho hakanngoa esale pele hore tšebeliso ea khase ea naha ea naha ea China bakeng sa 2023 e tla ba lipakeng tsa li-cubic metres tse limilione tse likete tse 385 le li-cubic metres tse limilione tse likete tse 390, ka sekhahla sa kholo ea selemo le selemo sa 5.5% ho isa ho 7%. Keketseho ena e tla susumetsoa haholo-holo ke tšebeliso ea khase ea litoropong le tšebeliso ea khase bakeng sa ho fehla motlakase.

Qetellong, ho bonahala eka ketsahalo ena e tla ba le tšusumetso e fokolang ho theko ea khase ea tlhaho ea Chaena.