亚洲液化天然气价格因市场过剩同比下跌43%

据路透社11月25日报道，由于市场供大于求，亚洲LNG价格较一年前下跌了43%。分析人士指出，鉴于激烈的竞争和全球经济放缓，近期几乎没有上涨空间。

2014年冬季，LNG价格接近20美元。但尽管今年的冬季已经来临，但亚洲LNG现货价格已从去年同期的逾10美元降至每百万英热约5.7美元。这很大程度上受到美国、澳大利亚和其他地方新油气田的天然气产量的影响。

今年5月，美国路易斯安那州的卡梅伦项目开始全面投产，今年秋季，德克萨斯州的Freeport项目也投产。在21世纪10年代初新兴市场快速增长时获得投资的项目，也在澳大利亚和俄罗斯启动。

然而，面对国际贸易紧张局势，全球经济正在失去动力。而来自大客户的电力需求正在放缓，这给LNG的增长踩下了刹车。导致一些欧洲、亚洲的进口国的库存增加。今年夏季，由于家庭需求下降，亚洲LNG现货价格跌至4美元左右的3年来低点。

日本的电力和天然气公司为他们购买的大部分LNG签订了长期合同，进口价格随原油价格变动。由于原油价格下跌导致燃料价格下跌，电力公司报告称，到2020年3月，公司的自主年度收益将会增加。但对其他一些公司来说，LNG价格下跌拖累了他们的收益。

王佳晶 摘译自 路透社

原文如下：

LNG prices in Asia plunge 43% from a year ago due to glut

The price of liquefied natural gas has plunged 43% from a year ago as supply outstripped demand and analysts say there's little room for an uptick in the near future given strong competition and a slowing global economy.

Despite the prospect of winter, spot LNG prices in Asia have fallen to around $5.7 per million British thermal unit, from over $10 in the same period last year. This is in large part due to the production of the gas at new fields in the U.S., Australia and elsewhere. LNG prices were even higher at nearly $20 in the winter of 2014.

In May, the Cameron project in the U.S. state of Louisiana began full production, followed by the Freeport project in Texas this autumn. Projects that secured investments in the early 2010s, when emerging markets were growing rapidly, are also kicking into action in Australia and Russia.

Yet, the global economy is losing steam in the face of the U.S.-China trade friction. Demand for electricity from large customers is slowing down, putting the brakes on LNG growth. This has led to a rise in inventories among importers such as some European countries and China. Spot prices in Asia fell to a three-year low of around $4 in the summer when demand from households declined.

Electricity and gas companies in Japan sign long-term contracts for most of the LNG they buy, and import prices move in line with crude oil prices. Electricity companies reported higher helf-year earnings through March 2020, thanks to lower fuel prices brought on by falling crude oil prices. But for some, falling LNG prices dragged on their earnings.