据天然气工业11月17日消息称，预计到2024年，美国将引领北美液化天然气产能的增长，占该地区总增长的92.6%左右。领先的数据和分析公司GlobalData表示，到2024年，美国可能会新增约1.446亿吨产能。
GlobalData的报告《北美液化天然气行业展望:2024年》显示，北美液化天然气产能预计将增长1.562亿吨/年，从2020年的6990吨/年增加到2024年的2.051亿吨/年，年均增长率（AAGR）为26.9％。在该地区增加的总产能中，预计将有1.255亿吨/年来自计划中的项目，而其余的3070万吨/年则可能来自现有/运营项目的扩建。
GlobalData的石油和天然气分析师Adithya Rekha表示：“在北美，美国很可能通过2020年和2024年11个计划和宣布的液化终端的开工来见证产能的增加。其中，得克萨斯州的里奥格兰德液化终端是最大的新建项目之一，产能为1620万吨/年。它旨在通过出口将二叠纪盆地和伊格福特页岩中大量的低成本非常规天然气实现货币化。”
GlobalData预计，到2024年，墨西哥液化产能增长将在北美地区位居第二。到2024年，四个即将建成的终端将增加1090万吨/年的产能。
曹海斌 摘译自 天然气工业
原文如下：
US to drive LNG liquefaction capacity growth in North America by 2024
The US is expected to lead the LNG liquefaction capacity growth in North America by 2024, accounting for around 92.6% of the region’s total growth. Approximately 144.6 MMtpy is likely to be added by the US by 2024, says GlobalData, a leading data and analytics company.
GlobalData’s report, ‘LNG Liquefaction Industry Outlook in North America to 2024’, reveals that liquefaction capacity in North America is expected to increase by 156.2 MMtpy, from 69.9 MMtpy in 2020 to 205.1 MMtpy by 2024, registering an average annual growth rate (AAGR) of 26.9%. Of the total capacity additions in the region, 125.5 MMbd is expected to come from planned projects, while the remaining 30.7 MMbd is likely to come from the expansions of active/operational projects.
Adithya Rekha, Oil and Gas analyst at GlobalData, comments: “In North America, the US is likely to witness capacity additions mainly through the commencement of 11 planned and announced liquefaction terminals during 2020 and 2024. Of these, Rio Grande liquefaction terminal in Texas is one of the largest new-build projects with a capacity of 16.2 MMtpy. It aims to monetize abundant, low-cost unconventional gas in Permian Basin and Eagle Ford shale as exports.”
GlobalData expects Mexico to occupy second position in terms of liquefaction capacity additions in North America by 2024. It is expected to add around 10.9 MMtpy through four upcoming terminals by 2024.
