The LNG market fluctuated within a narrow range in July. Changqing No. 2 Plant plans to overhaul in early August, which will bring good news to the LNG market, which has started to decline in the near future. Due to the demand in the summer, the enthusiasm of the plant starts to increase and the starting load is gradually increased. At the same time, the factory inventory and gas source become The main factors that spur the market.

However, this year, Beijing-Tianjin-Hebei has strict control over coal, and successively shut down terminal factories that do not meet production safety. Taking Shandong Zibo as an example, ceramics, machinery and chemical plants are shut down in batches, and the corresponding ring guarantee is required before starting. . This has increased the enthusiasm of the terminal enterprises for “coal to gas”, and for areas not covered by the natural gas pipeline network, LNG point supply has become the main “coal to gas” method selected downstream, which promotes the increase of LNG demand.

Recently, LNG production capacity that has been discontinued or planned to stop production has reached 8 million cubic meters per day, which has boosted the confidence of people in the LNG market and intentionally pushed up the market LNG price in the case of low stocks of various liquid factories.

However, the current transaction price of the Tianjin receiving station is 2910-2950 yuan/ton, which is almost the same as the northwest factory price. The northwest delivery to Hebei arbitrage route is closed, and the regionalization of the LNG market is once again intensified. Each receiving station has an excellent price and competes with the domestic LNG factory to break the original market rules. At present, the price of sea air has restricted the LNG market from rising sharply. However, due to the increase in the number of production plants and the decrease in LNG supply, market participants speculate that the LNG price will increase, and the market price of LNG will fluctuate slightly.