LNG market analysis forecast: LNG market in Inner Mongolia and liquid plants will be reduced by 50-200 yuan/ton on November 6th

Recently, some LNG traders have suffered losses in the LNG market, especially due to the inability to recover the operating costs of LNG tank trucks, resulting in long-term losses. Due to their small capital pool, they have recently started to alleviate operational pressure by selling LNG tank trucks, and then readjusted their operating plans. After that, Phoenix Nirvana has been reborn .....

In the current LNG market, some LNG traders themselves do not have price advantage liquid sources, and by competing with prices to suppress shipping costs, they do not make much profit. The capital pool is the guarantee of their long-term operation .....

LNG Market Analysis and Forecast

1. On November 6th, the average ex factory price of LNG liquid plant was 4618 yuan/ton.

2. Recently, due to the high liquid level in LNG tanks at the liquid plant, there have been large-scale price reductions in Henan and Shanxi provinces. Huanggang has lowered its price by 50 yuan/ton and will proceed with *.

3. Suspension of sales in Longmen, Shaanxi; Ningxia clean energy equipment malfunction, shipment suspended on the 31st! Ancai shutdown! Shaanxi Yanchang Ansai startup debugging, expected to be sold around the 10th, Shanxi Xiaoyi will not ship, shipment will be notified separately! Shandong Juye suspends sales; Gansu Qinghua has started selling in small quantities; Lanzhou Kunlun is suspended, and sales in Shanxi Yuanping are suspended; Guoxin Qixian and Shouyang have suspended production and sales; Shanxi Runjinmao is expected to start debugging in November! The Sentai Xuyong project will be put into operation from October to November (600000 cubic meters), and the Zhangjiakou National Liquid Storage Plant will be shut down; Shitai High Temperature Liquid Plant shutdown; Hebei Zhongxiang LNG shutdown and sale; Inner Mongolia Luding maintenance;