據天然氣加工新聞網7月5日報道,根據Refinitiv Eikon的初步數據顯示,6月份美國液化天然氣出口量下降10%,從5月的758萬噸降至682萬噸,由于工廠維護限制了產量,同時歐洲需求下滑。
據咨詢公司雷斯塔能源稱,兩家大型供應商的計劃停產最近阻礙了美國液化天然氣的生產,再加上冬季比往年溫暖,導致天然氣庫存增加,價格下跌。
雷斯塔能源分析師Lu Ming Pang在上周的一份報告中寫道,6月最后一周,美國工廠的天然氣供應量為107億立方英尺/日,由于計劃維護,低于5月份123億立方英尺的日均水平。
根據Refinitiv的數據顯示,切尼爾能源(Cheniere Energy)的薩賓帕斯液化天然氣出口設施在6月26日之前經歷了為期25天的計劃運營維護,并將天然氣消費量從5月底的45.6億立方英尺/天降至6月21日的21億立方英尺/天。
切尼爾首席運營官Corey Grindal周一對路透表示,“我們向市場明確表示,預計今年將出現一次重大維護,上個月剛剛完成了這一任務”。
能源投行Tudor Pickering Holt&Co的分析師在上個月的一份報告中表示,上個月歐洲的液化天然氣每日進口總量呈下降趨勢,在132億至145億桶之間,各國已達到了儲存目標,可能接近滿負荷。
根據數據顯示,歐洲市場占美國6月份出口量的47%,5月份和4月份分別為60%和71%;亞洲市場占6月份出口總數的27%,5月份為14%;拉丁美洲市場占上月總數的17%,高于5月份的11%。
6月份,美國液化天然氣出口量為682萬噸,高于去年同月水平,當時美國第二大液化天然氣生產商自由港液化天然氣生產設施發生火災和中斷,運輸受到限制。
如果需求不下滑,本季度美國液化天然氣出口可能會增加,因為維護期結束而到美國工廠的天然氣流量會增加。Tudor Pickering Holt預測,本季度原料氣產量將超過140億桶/天。
郝芬 譯自 天然氣加工新聞網
原文如下:
U.S. June LNG exports fall 10% on maintenance cuts, weaker demand
U.S. exports of liquefied natural gas fell 10% in June to 6.82 million tons (MT), from 7.58 MT the previous month, as plant maintenance curbed output and European demand slid, according to preliminary data from Refinitiv Eikon.
Planned outages at two big suppliers recently hampered U.S. LNG production, which combined with a warmer-than-normal winter led to a build-up of gas inventories and lower prices, according to consultancy Rystad Energy.
Gas supplies to U.S. plants in the last week of June was 10.7 billion cubic feet per day (bcfd), "lower than the May average of 12.3 Bcfd due to planned maintenance," wrote Rystad Energy analyst Lu Ming Pang in a report last week.
Cheniere Energy's Sabine Pass LNG export facility underwent a planned operations turnaround that lasted for 25 days through June 26 and cut gas consumption to a low of 2.1 bcfd on June 21 from 4.56 bcfd at the end of May, according to Refinitiv.
"We were clear with the market that we expected to have one major turnaround this year and we have just completed it last month," Corey Grindal, Cheniere chief operating officer, told Reuters on Monday.
Europe's overall LNG imports trended lower last month, to between 13.2 bcfd and 14.5 bcfd, with countries hitting storage goals and likely nearly full capacity, analysts at Tudor Pickering Holt & Co said in a report last month.
Europe took 47% of June U.S. exports, compared with 60% in May and 71% in April, the data showed. Asia took 27% of the total in June from 14% in May, while Latin America received 17% of the total last month, up from 11% in May.
June's 6.82 million tons of U.S. LNG exports were above the level of the same month a year ago when shipments were limited by a fire and outage at the second-largest U.S. LNG producer, Freeport LNG.
If demand does not slip, LNG exports could increase this quarter as gas flows to U.S. plants increase from the end of maintenance. Tudor Pickering Holt forecasts that feed gas will hit in excess of 14 bcfd this quarter.
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