据世界能源网8月30日消息称,Awilco液化天然气集团表示,尽管由于充足的液化天然气供应增长以及低迷的需求,导致天然气价格低迷,但到目前为止,2019年的现货运输价格在过去几个月逐渐增加,目前平均每天约70,000美元。
挪威液化天然气运输供应商表示,欧洲天然气储量接近满负荷,加上今年剩余时间交付的液化天然气合约价格曲线上持续存在的期货溢价,支持美国向亚洲输送液化天然气。
在接下来的几个月里,已经有一些船只被用于储气作业。与其他船东的合并谈判仍在进行中,但由于目前的资本市场状况,这些谈判的时间和结果尚不清楚。
未来5年,在建液化天然气产能预计将达到1亿吨/年。未来几年,吨位需求和供应似乎达到了平衡。但是,应该预期会出现波动和季节性的时期。
目前较低的天然气价格预计将引发天然气在全球能源结构中所占份额的进一步增长。根据壳牌能源展望,为满足日益增长的天然气需求,数家新的液化天然气生产工厂预计将在近期获得批准,估计全球能源需求增长率将翻一番。
曹海斌 摘译自 世界能源网
原文如下:
LNG Spot Shipping Rates Increase
In spite of low gas prices due to ample LNG supply growth and muted demand so far in 2019 spot shipping rates have gradually increased over the last few months and are currently about USD 70,000 per day on average, said Awilco LNG Group.
According to Norwegian LNG transportation provider, European gas storage nearing full capacity coupled with a consistent contango across the LNG price curves for contracts delivering over the rest of the year supports sending US LNG to Asia.
A handful of vessels have already been employed on storage plays over the next few months. Consolidation discussions with other ship owners are still ongoing, however due to the current capital market conditions the timing and outcome of these discussions is unclear.
100 MTPA of new LNG production capacity under construction is expected to start up the next five years. Tonnage demand and supply appear balanced the next few years. However, periods of volatility and seasonality should be expected.
The current low gas price is expected to trigger further growth in the share of gas in the global energy mix. Several new LNG production plants are expected to be sanctioned in the near future to meet the growing demand for gas, estimated at double the growth rate of the total global energy demand according to Shell Energy Outlook.