LNG analysts of business club believe that with the opening of winter heating, some areas have begun to fuel and replenish, and the demand is gradually increasing. The current downstream procurement is more active, the production and sales of liquid plants are not under pressure, the market atmosphere is good, and the price is pushed up strongly. In addition, the price of domestic liquefied natural gas is generally rising, and it is expected that domestic liquefied natural gas prices will rise in the short term Natural gas market may continue to rise.
The agency believes that if the La Nina phenomenon is further intensified, the temperature in most regions of China will be further reduced compared with the same period in previous years. With the promotion of the coal to gas policy, the gas demand from the fourth quarter to the first quarter of next year will be further expanded, and the future growth certainty is strong, so we can pay attention to the opportunities brought by the rebound of gas demand. Due to the low price of overseas natural gas and the relatively high dependence of Chinas natural gas import, some companies that can receive LNG will have a strong cost advantage.
Suizhong LNG terminal project of Baichuan energy (600681) Co., Ltd. is being actively promoted as planned.