???? 據(jù)路透社3月19日?qǐng)?bào)道,美國(guó)液化天然氣(LNG)出口量有望在3月份創(chuàng)下歷史新高,原因是不斷下滑的運(yùn)費(fèi)和低于歐洲和亞洲的價(jià)格繼續(xù)吸引買家。
????根據(jù)Refinitiv的數(shù)據(jù),3月份迄今為止,流向美國(guó)LNG出口工廠的天然氣平均每天105億立方英尺(bcfd)。相比之下,2月份的極端寒冷天氣切斷了設(shè)施的電力和天然氣供應(yīng),創(chuàng)下了85億立方英尺/天(bcfd)的四個(gè)月新低,而12月份則創(chuàng)下了107億立方英尺/天(bcfd)的月度新高。
????數(shù)據(jù)情報(bào)公司Kpler的分析師在一份報(bào)告中稱:“美國(guó)液化天然氣價(jià)格的反彈受到大西洋盆地運(yùn)費(fèi)下降的支撐,運(yùn)費(fèi)從兩個(gè)月前的32.2萬(wàn)美元/天跌至2.1萬(wàn)美元/天。”
????歐洲和亞洲的LNG價(jià)格仍遠(yuǎn)高于美國(guó),這使得美國(guó)天然氣即使考慮到運(yùn)輸,也具有競(jìng)爭(zhēng)力。
????根據(jù)Refinitiv的初步數(shù)據(jù),美國(guó)LNG原料氣周五有望達(dá)到114億立方英尺/天,將超過12月中旬創(chuàng)下的113億立方英尺/天的紀(jì)錄。
????不過,交易商表示,在2022年新裝置投入使用之前,美國(guó)LNG出口量不可能再增加很多,因?yàn)樵搰?guó)目前只有約105億立方英尺/天的出口能力。LNG工廠能拉來(lái)的天然氣比出口的多一些。
????政府預(yù)測(cè)顯示,美國(guó)LNG出口量將從2020年創(chuàng)紀(jì)錄的65億立方英尺/天上升到2021年的83億立方英尺/天,2022年的92億立方英尺/天。
????自2016年Cheniere Energy公司的Sabine Pass在路易斯安那州投入使用以來(lái),隨著新設(shè)施的建設(shè),美國(guó)液化天然氣出口每年都創(chuàng)下新高。
????政府預(yù)計(jì)未來(lái)幾年的增長(zhǎng)速度將保持高位,但從2019年的68%到2020年的31%,再到2021年的27%和2022年的11%。
????尹路 編譯自 路透社
????原文如下:
????U.S. LNG exports on track to hit record high in March
????U.S. liquefied natural gas (LNG) exports are on track to hit record highs in March as tumbling shipping rates and lower prices than in Europe and Asia continue to attract buyers.
????The amount of gas flowing to U.S. LNG export plants has averaged 10.5 billion cubic feet per day (bcfd) so far in March, according to Refinitiv. That compares with a four-month low of 8.5 bcfd in February, when extreme cold cut power and gas supplies to the facilities, and a monthly record high of 10.7 bcfd in December.
????“The rebound in U.S. LNG is supported by falling freight rates in the Atlantic Basin, which dizzyingly fell from $322,000 per day two months (ago) to just $21,000 per day,” analysts at data intelligence firm Kpler said in a report.
????LNG prices in Europe and Asia remain much higher than in America, making U.S. gas competitive even when taking shipping into account.
????On a daily basis, U.S. LNG feedgas was on track to reach 11.4 bcfd on Friday, which would top the 11.3-bcfd record in mid-December, according to preliminary data from Refinitiv.
????However, traders say U.S. LNG exports cannot rise much more until new units enter service in 2022, as the country currently only has the capacity to export about 10.5 bcfd. LNG plants can pull in a little more gas than they can export.
????Government projections show U.S. LNG exports rising to 8.3 bcfd in 2021 and 9.2 bcfd in 2022 from a record 6.5 bcfd in 2020.
????As new facilities are built, U.S. LNG exports have hit fresh record highs every year since Cheniere Energy Inc’s Sabine Pass in Louisiana entered service in 2016.
????The government expects the pace of growth to remain high but slow in coming years from 68% in 2019 to 31% in 2020 to 27% in 2021 and 11% in 2022.
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