據能源世界網7月6日報道，據國際能源署（ IEA ）預測，今年印度的天然氣消費量將增長4.5%，而全球需求將在反彈3.6%。

　　根據IEA的最新報告顯示，預計到 2024 年，全球天然氣需求較2019年疫情前水平將增長 7 %。由于北半球異常溫和的冬季和新冠疫情的影響，全球需求在 2020 年下降了1.9%。

　　IEA能源市場和安全主管 Keisuke Sadamori 表示，天然氣需求的反彈表明，全球經濟正在從新冠疫情的沖擊中恢復，天然氣正在繼續取代排放密集型燃料。2020—2024年，天然氣需求增長的近一半來自亞太地區。

　　盡管印度第一季度天然氣需求同比下降 5 %，但預計今年印度天然氣的需求將增長4.5%。

　　據IEA稱，正在進行的第二波疫情和高液化天然氣價格造成的經濟影響給我們的預測帶來了下行風險。東北亞冬季能源危機后，LNG現貨價格高企，抑制了需求，特別是在煉油和石化行業，據報道，一些運營商已從進口液化天然氣轉向液體燃料。

　　與新冠肺炎相關的封鎖和液化天然氣價格高企也影響了第二季度的需求。

　　在亞洲，液化天然氣現貨價格在第二季度同比增長超過四倍，均價達到9.8美元/百萬英熱單位——這是自 2014 年以來的最高值。IEA表示，印度和韓國的強勁購買興趣，加上液化工廠計劃內和計劃外的停產，為液化天然氣現貨價格提供了上行支撐。

　　根據IEA的數據顯示，今年下半年亞洲現貨價格將接近13美元/ 百萬英熱單位，導致整年均價將超過11 美元/百萬英熱單位——這是自2014年以來的最高水平。

　　郝芬 譯自 能源世界網

　　原文如下:

　　India’s natural gas consumption to rise 4.5% in 2021: IEA

　　India’s natural gas consumption will rise 4.5% while global demand will rebound by 3.6% in 2021, the International Energy Agency (IEA) has forecast.

　　By 2024, the global gas demand is forecast to be up 7% from 2019’s pre-Covid levels, according to the IEA’s latest report. Global demand dropped by 1.9% in 2020 due to an exceptionally mild winter in the northern hemisphere and the impact of the Covid-19 pandemic.

　　“The rebound in gas demand shows that the global economy is recovering from the shock of the pandemic and that gas is continuing to replace more emission-intensive fuels,” said Keisuke Sadamori, the IEA’s director of energy markets and security. Almost half of the increase in gas demand between 2020 and 2024 comes from the Asia Pacific region.

　　India’s gas demand is expected to expand by 4.5% in 2021 despite a 5% year-on-year contraction in the first quarter. “The economic fallout from the ongoing second wave and high LNG prices present downside risks to our forecast,” the IEA said.

　　Consumption contracted in the first quarter “as high spot LNG prices in the aftermath of the northeast Asian winter energy crisis tempered demand, especially in the refining and petrochemical sectors, where some operators reportedly switched from imported LNG to liquid fuels,” according to the IEA.

　　Covid-linked lockdowns and high LNG prices hurt demand also in the second quarter.

　　In Asia, LNG spot prices more than quadrupled year-on-year in Q2 to reach an average of $9.8/MBtu—their highest Q2 average since 2014. “Strong buying interest from India and Korea, together with a combination of planned and unplanned outages in liquefaction plants, provided upward support to LNG spot prices,” said the IEA.

　　Asian spot prices are set to average close to $13/MBtu through the second half of the year, resulting in an overall annual average of over $11/MBtu—the highest level since 2014, according to the IEA.

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