切尼尔能源:今年冬天LNG供应可能会“非常非常紧张”

中国石化新闻网讯 据油价网2022年9月8日报道,美国最大的液化天然气(LNG)出口商切尼尔能源公司负责全球贸易的执行副总裁科里·格林达尔周四(9月8日)对路透社记者表示,有限的全球LNG供应“今年冬天可能会非常非常紧张”。 

切尼尔能源公司认为目前的价格表明,LNG未来将继续流向欧洲,今年到目前为止,欧洲已经购买了切尼尔能源公司LNG总产量的70%,而且价格不便宜。  

格林达尔周四在Gastech会议上接受路透社记者采访时表示,“市场认为,以目前的价格,这种燃烧清洁的产品应该会继续流向欧洲”

由于欧洲继续应对天然气供应短缺问题,美国增加了对欧洲的LNG出口。 

8月份,由于产能大国限制天然气流入欧洲,导致LNG现货价格与相对于石油定价的LNG成本之间出现差异,LNG价格创下历史新高,而依赖现货市场的国家发现自己无力支付这些价格。

切尼尔能源公司今年已经通过长期合同售出了其大约90%的LNG产量。  

格林达尔说:“最终,决定市场供应紧张程度的将是今年冬季天气有多冷,以及政府政策和行业配给如何发挥作用。还有很多游戏要玩。今年冬天的天气可能会决定全球LNG市场的紧张程度——顺便说一句,届时还会有多少LNG留给欧洲去抢。”

李峻 编译自 油价网

原文如下:

LNG Could Be "Really, Really Tight" This Winter: Cheniere

Limited global LNG supplies could be "really, really tight this winter, Cheniere Energy's executive vice president for worldwide trading told Reuters on Thursday.

Cheniere, the largest LNG exporter in the United States, believes that current prices indicate that LNG will continue to make its way to Europe, which has purchased 70% of Cheniere's total production so far this year—and none too cheaply.

"At the current pricing, the market says that this should continue to go to Europe," Corey Grindal said in an interview at the Gastech conference on Thursday.

The United States has increased its LNG exports to Europe as the later continues to grapple with natural gas supply concerns after the larger producer cut the flow of gas via its Nord Stream pipeline—and delayed the planned Nord Stream 1 restart.

LNG prices hit record highs last month as the larger producer restricted the flow of natural gas into Europe, causing a divergence between the spot price of LNG and the cost of LNG priced against oil—and those countries that rely on the spot market are finding themselves unable to pay those prices.

Cheniere has already sold about 90% of its LNG production this year via long-term contracts.

"At the end of the day, what's going to decide how tight the market will be is how cold it is and how government policies, industry rationing work. ..There is still a lot of game to play," Grindal said. And this winter's weather in Europe's LNG-buying rival, could determine how tight the global market will be—and incidentally, how much LNG is left for Europe to snag.



信息来源:中国石化新闻网
2022-09-13