原标题:俄罗斯出口欧洲的天然气大幅下降
中国石化新闻网讯 据ICIS网站1月3日伦敦报道,俄罗斯通过乌克兰运往欧洲的天然气供应在2020年的前两天大幅下降,从而抬高了枢纽价格,并促使中欧国家加大从挪威的库存取货量,以弥补急剧下降的量。
俄罗斯出口斯洛伐克的量从12月的日均1.62亿立方米下降到1月1日的每天1700万立方米,而乌克兰-匈牙利边境的出口量从2019年12月的日均4100万立方米下降到1月1日的680万立方米。
乌克兰-波兰边境通过Drozdowicze的出口也从整个12月的日均1080万立方米下降到2020年第一天的870万立方米。该管道每天的天然气流量可达到1500万立方米。
通过奥尔洛夫卡-伊萨克恰互连点流向罗马尼亚的流量从12月的日均430万立方米下降到1月1日的250万立方米。
对斯洛伐克和匈牙利的出口下降对继续向奥地利和意大利的出口产生了连锁反应。
奥地利-意大利塔维西奥入口点的天然气流量从上月的日均6250万立方米下降到1月1日的3130万立方米,然后在1月2日上升到3380万立方米。
与此同时,出口到奥地利鲍姆加滕枢纽的从12月的日均1.28亿立方米降至1月2日的3200万立方米。
尽管俄罗斯的流量急剧减少,但欧洲枢纽的现货价格仅小幅上涨,周二收盘时,基准的荷兰TTF在周四下午早些时候的交易中上涨了约0.10欧元/兆瓦时。消息人士称,贸易商可能仍在根据需求和供应的波动调整头寸。
郝芬 译自 ICIS
原文如下:
Russian gas exports to Europe drop sharply as new transit deal kicks in
Russian gas supplies shipped to Europe via Ukraine plummeted in the first two days of 2020, lifting hub prices and prompting central European countries to ramp up storage withdrawals and off-takes from Norway to compensate for the sharp decrease.
Russian exports to Slovakia dropped nine-fold from an average 162million cubic metres/day throughout December to 17mcm/day on 1 January, while volumes on the Ukrainian-Hungarian border dropped from an average 41mcm/day in December 2019 to 6.8mcm/day on 1 January.
Exports via Drozdowicze on the Ukrainian – Polish border also fell from an average 10.8mcm daily throughout December to 8.7mcm on the first day of 2020. The pipeline can flow up to 15mcm of gas daily.
Flows to Romania via the Orlovka-Isaccea interconnection point fell from an average 4.3mcm/day throughout December to 2.5mcm/day on 1 January.
Meanwhile, flows to Bulgaria, Greece and Turkey were completely diverted from the historical Ukrainian transit route to TurkStream, a new Russian-spearheaded project which came online on 1 January.
The fall in exports to Slovakia and Hungary had a knock-on impact on onward exports to Austria and Italy.
Gas flows at the Austrian-Italian Tarvisio entry point fell from an average 62.5mcm/day last month to 31.3mcm/day on 1 January before ticking up to 33.8mcm/day on 2 January.
Meanwhile, exports to the Austrian Baumgarten hub, fell from an average 128mcm/day in December to 32mcm/day on 2 January.
Despite the sharp decrease in Russian flows, spot prices on European hubs increased only fractionally with the benchmark Dutch TTF Day-ahead gaining some ?0.10/MWh on Tuesday’s close in Thursday’s early afternoon trading. Sources said traders may still be adjusting positions to fluctuations in demand and supply .
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