美国LNG供应充足 有望走向全球

中国石化新闻网讯 据Forbes4月1日报道，液化天然气(LNG)市场人气越来越倾向于北美，尤其是美国市场由于充足的供应正推动不断增长的页岩气产量进入出口市场，并超出了大陆天然气管道的承受能力，这些天然气正运往全球市场。

目前EIA的数据指出, 2019年美国LNG出口量比去年翻了一番。而评级机构穆迪说, 全球环境法规将推动需求，直到可再生能源变得更具竞争力，使亚洲和欧洲能源市场尤其依赖天然气，其中大部分是从美国进口的。

EIA预计，到2019年底，美国LNG日出口能力将达到近90亿立方英尺(bcf)，成为仅次于澳大利亚和卡塔尔的全球第三大LNG出口国。目前，美国LNG日出口能力略低于50亿立方英尺。

2016年2月，美国首次从48个州出口LNG，当时路易斯安那州的Sabine Pass液化码头装运了第一批货物。

穆迪表示，随着北美天然气行业走向全球，充足的供应和更严格的环境监管只会进一步推动这一趋势。

穆迪副总裁、评级机构新一期天然气报告Amol Joshi表示:“该行业正处于从地区性行业向全球性行业转型的过程中。”

“充足的供应正在向北美管道无法触及的新市场推进，而更严格的环境监管最初将有利于天然气，直到可再生能源技术逐渐变得更具竞争力。”

孔丽炜 摘译自Forbes

原文如下：

U.S. LNG Tipped To Go Global On Abundant Supplies

Liquefied Natural Gas (LNG) market sentiment is increasingly leaning in favor of substantial volumes of North American, especially U.S., cargoes heading to global markets, as ample supply is pushing rising shale gas production into export markets and beyond the reach of continental pipelines.

The U.S. Energy Information Administration (EIA) data currently points to a near doubling of American LNG exports in 2019, over the year before, while rating agency Moody’s says global environmental regulations will bolster demand until renewable energies become more competitive making Asian and European energy markets particularly reliant on natural gas, much of it imported from the U.S.

The EIA projects that U.S. liquefied natural gas (LNG) export capacity will reach nearly 9 billion cubic feet (bcf) per day by the end of 2019, making it the third largest LNG exporter in the world behind Australia and Qatar. Currently, U.S. LNG export capacity is just shy of 5 bcf per day.

The U.S. first began exporting LNG from the Lower 48 states in February 2016, when the Sabine Pass liquefaction terminal in Louisiana shipped its first cargo.

Abundant supply and stricter environmental regulations will only further the drive as the North American natural gas industry goes global, according to Moody’s.

“The industry is in the midst of transitioning from a regional industry towards a global one,” says Amol Joshi, Vice President at Moody’s, and author of a new natural gas report by the rating agency.

“Plentiful supply is pushing into new markets beyond the reach of North American pipelines, while stricter environmental regulations will initially favor natural gas until renewable energy technologies gradually become more competitive.”