LNG

摘要

Although overall cargo supply rose in September, helped by the start up of the first train of eastern Australia's Gladstone LNG project, the LNGC freight market was still characterised by rising availability of uncommitted ships. This, plus limited arbitrage opportunities amid falling global gas prices, placed further downward pressure (albeit slight) on charter rates. SSY estimates that, by end-month, short-term earnings for 138-155,000cbm steam turbine vessels were around US$25,000/day, with those for modern dual-fuel, diesel-electric (DFDE) units at US$32,000/day. Putting this into context, at end-September last year, market levels for such ships had been some US$45,000/day and US$67,000/day respectively.