今冬明春国际天然气市场展望及贸易策略  

Prospect for International Natural Gas Market This Winter and Next Spring as well as Trade Strategy

作　　者：闫涵 Yan Han(China International United Petroleum&Chemicals Co.,Ltd.,Beijing 100728,China)

机构地区：[1]中国国际石油化工联合有限责任公司,北京100728

出　　处：《当代石油石化》2022年第11期26-30,42,共6页Petroleum & Petrochemical Today

摘　　要：俄乌冲突以来,国际天然气市场大幅波动,亚欧天然气价格突破历史最高水平,国内能源企业天然气国际贸易面临挑战。2022年旺季天然气采购窗口临近,面对市场供需和地缘政治形势的不确定性,深入分析今冬明春国际天然气市场对于保障我国能源供应安全具有重要意义。在不确定性较高的市场条件下,建议能源企业多维度丰富天然气国际贸易方式,在水平贸易方向抓住时机锁定成本、获取资源,在垂直贸易方向将实货进口分别与MOC平台交易、贸易基础设施相结合,利用月差结构平衡资源组合。Since the Russian-Ukrainian conflict,the international natural gas market has fluctuated significantly,the natural gas price in Asia and Europe has risen to a historical level,and the international natural gas trade of domestic energy enterprises is facing challenges.Nowadays,the peak season natural gas procurement window is approaching,and the market supply and demand and geopolitical situation are relatively uncertain.In-depth analysis of the international natural gas market this winter and next spring is of great significance to ensure the security of China's energy supply.Under the market conditions of high uncertainty,it is suggested that energy enterprises enrich the international natural gas trade mode in multiple dimensions,seize the opportunity to lock in costs and obtain resources in the horizontal trade direction,combine physical imports with MOC platform transactions in the vertical trade direction,combine physical imports with trade infrastructure,and balance the resource mix by using the monthly difference structure.

关 键 词：天然气 地缘政治 不确定性 贸易策略 

分 类 号：F416.22[经济管理—产业经济] F746