据韩国日报9月17日报道，韩国分析人士周二表示，在沙特阿拉伯的原油加工设施遭到无人机袭击后，韩国造船商可能会接到更多订单，因为这一事件可能推高对液化天然气油轮和相关离岸设施的需求。
沙特阿拉伯星期六关闭了大约一半的石油生产设施。此前，沙特阿拉伯发生了一系列无人机袭击，摧毁了两个重要的石油设施。沙特表示，关闭工厂将影响每日570万桶原油产量，约占全球每日石油产量的5%。
消息公布后，全球油价飙升。布兰特原油期货周一收于每桶69.02美元，较前一交易日上涨14.6%，为1988年以来最大涨幅。纽约商品交易所10月交货的西德克萨斯中质原油期货上涨14.7%，收于每桶62.90美元，为2008年以来最大单日涨幅。
分析师表示，原油价格上涨可能促使能源行业将目光转向液化天然气。液化天然气被认为是传统燃料的替代品。美国对液化天然气的需求可能会增加，因为其价格稳定，供应灵活。
埃比斯特投资证券公司（Ebest Investment Securities Co.）分析师Yang Hyung-mo在报告中表示:“中东产液化天然气的价格与原油价格一致，但美国出口的液化天然气价格则不同。因此，这将导致更多的投资进入北美液化天然气市场和更多的液化天然气运输船订单。”
韩国一直是建造液化天然气油轮的主导力量。根据韩国工业贸易部(Ministry of Trade, Industry and Energy)的数据，今年1月至8月，韩国造船商在全球27艘LNG运输船的订单中赢得了其中的24艘。
IBK经济研究所(IBK Economic Research Institute)研究员Jeon Jun-mo表示:“要制造液化天然气船，你需要具备能够保证液化天然气储罐稳定性的高科技。韩国在液化天然气造船方面的技术竞争力在国际上出于领先地位。”
行业观察人士表示，油价飙升还可能迫使全球能源巨头向近海工厂下更多订单，以勘探深海油田。
到目前为止，韩国今年只获得了一家海外工厂的订单——三星重工(Samsung Heavy Industries Co.)今年4月敲定了一笔价值1.1万亿韩元的交易，将为一家印度客户建设一个浮式生产储卸装置。
三星证券(Samsung Securities Co.)分析师Han Young-soo表示：“我们可以预计离岸市场将出现复苏。根据Rystad Energy的数据，2019年批准的全球离岸项目预计将同比增长78%，这将导致离岸设施订单的增加。”
王佳晶 摘译自 韩国日报
原文如下：
Korean shipbuilders may bag more orders after Saudi oil attack
South Korean shipbuilders may receive more orders following drone strikes on Saudi Arabia's crude processing facilities, analysts here said Tuesday, as the incident is likely to push up demand for liquefied natural gas tankers and offshore facilities.
Saudi Arabia shut down about half of its oil production Saturday following a series of drone attacks that damaged two key oil installations. The Saudis said that the closure will affect 5.7 million barrels of crude production a day, about 5 percent of the world's daily oil production.
Global oil prices surged following the news. Brent crude futures closed at $69.02 per barrel on Monday, up 14.6 percent from the previous session, its biggest jump since 1988. The West Texas Intermediate for Oct. delivery increased 14.7 percent to settle at $62.90 a barrel on the New York Mercantile Exchange, its largest on-day gain since 2008.
The crude price hike could prod those in the energy industry to turn their eyes to LNG, which is considered an alternative to conventional fuels, according to analysts. Demand for LNG from the United States could increase because of its price stability and supply flexibility.
"The price of the Middle East-origin LNG follows that of crude, but the price of US LNG exports doesn't," Yang Hyung-mo, an analyst at eBest Investment Securities Co., said in his report.
"Thus, it will lead to more investments into North American LNG market and more LNG carrier orders."
South Korea has been the dominant force in building LNG tankers. From January to August, South Korean shipbuilders won 24 of the 27 orders placed around the globe for LNG carriers, according to data from the Ministry of Trade, Industry and Energy.
"To make LNG ships, you need high technology that can guarantee stability in LNG tanks," Jeon Jun-mo, a researcher at IBK Economic Research Institute, said. "South Korea's technological competitiveness in LNG shipbuilding is superior to that of China or Japan."
Industry watchers said the spike in oil prices can also force global energy giants to place more orders for offshore plants to explore deep-sea oil fields.
So far, South Korea secured only one offshore plant order this year, with Samsung Heavy Industries Co. clinching a 1.1-trillion won deal in April to build a floating production and storage offloading for an Indian customer.
"We can expect a recovery in the offshore market," Han Young-soo, an analyst at Samsung Securities Co., said. "According to Rystad Energy, global offshore project sanctioning in 2019 is projected to increase 78 percent from a year earlier, which will lead to an increase in offshore facility orders."
