据管道新闻网9月7日消息称,监管文件显示,作为全球最大的液化天然气供应商之一,荷兰皇家壳牌已要求将完成路易斯安那州液化天然气出口项目的时间延长5年,至2025年。
该项目与美国中游公司能源运输公司成立了一家对半持股的合资企业,计划将查尔斯湖现有的进口和再气化设施改造成年产1645万吨的多条生产线设施。
在2023-2024年供应预计将出现下滑之际,这一延迟使得美国一项大型出口项目无法及时完成最终投资决定,启动运营。
在北美现在大约有十几个项目,大部分在墨西哥湾,正在争取在今年或明年初做出FID以开始生产,从而及时达到最佳状态。但获得批准的项目越多,其他项目开工的可能性就越小,因为预期的供应不足变成了供应过剩。
本周早些时候公布的数据显示,仅在三年前还微不足道的美国液化天然气出口,如今已占全球市场的10%,今年迄今的出口量为2200万吨,相当于2018年的总出口量
上周五,这家英荷合资企业在致美国联邦能源监管委员会的一封信中表示,此次延迟是由于在2016年以530亿美元收购BG集团后,壳牌接管了该项目,促使其重新评估并达成新的协议。
该公司表示,在此过程中,项目计划没有改变,但已达成一项新的五五持股结构,其中包括能源运输公司,壳牌承诺将获得50%的出口产能。
该公司在信中表示:“根据新的项目框架协议,ET和壳牌已经为该项目的开发制定了一个详细的流程,其中包括预计将导致项目赞助商最早在2020年底达到FID的里程碑。”
“液化天然气出口终端设施的建设预计最早在2025年下半年完成。”
曹海斌 摘译自 管道新闻网
原文如下:
Shell Delays U.S. Lake Charles LNG Export Project to 2025
Royal Dutch Shell, one of the world's largest LNG suppliers, has asked to extend the time by which it should complete an LNG export project in Louisiana by five years to 2025, regulatory filings showed.
The project, a 50-50 venture with U.S. midstream company Energy Transfer, envisaged converting an existing import and regasification facility in Lake Charles into a multi-train, 16.45 million tons per year (mtpa) facility.
The delay takes a major U.S. export project out of the race to achieve a final investment decision (FID) in time to start operations during an anticipated supply downturn in 2023-2024.
About a dozen projects in North America, mostly in the Gulf of Mexico, are vying for FID this year or early next year to start production in time to hit that sweet spot. But the more get approved, the less likely other projects are to go ahead as the expected dearth turns into oversupply.
Data released early this week showed that U.S. exports of LNG, negligible just three years ago, now amount to 10% of the global market and at 22 million tons so far this year are equal to the total volumes pumped out in 2018.
The delay is due to Shell's takeover of the project after its $53 billion acquisition of BG Group in 2016 prompted it to re-evaluate and strike new agreements, the Anglo-Dutch company said in a letter dated last Friday to the Federal Energy Regulatory Commission.
It said following this process, the project plans had not changed but a new 50-50 ownership structure with Energy Transfer had been struck and Shell had committed to taking 50% of the export capacity.
"Under the new Project Framework Agreement, ET and Shell have established a detailed process for the development of the Project which includes milestones that are expected to result in the Project sponsors reaching FID as early as the end of 2020," it said in the letter.
"Completion of construction of the LNG export terminal facility is expected to occur as early as the second half of 2025."