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| 2019-08-22 来源： 中国石化新闻网 |
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石化新闻 |
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中国石化新闻网讯 据海事新闻8月21日消息称，液化天然气运输船和浮式储气再气化装置（FRSUs）的所有者Flex LNG表示，在2019年第二季度，现货液化天然气(LNG)运价企稳，并开始逐步复苏。 由于天气转暖导致的供暖天数减少，以及夏季初期关键需求区域的天气比正常情况更冷，再加上新液化天然气供应的充分增长，亚洲冬季的需求异常放缓，继续对全球液化天然气价格构成压力。 据业内人士透露，2019年上半年，全球液化天然气出口量达到1.8亿吨，与今年年底达到约3.67亿吨的预期相符。这意味着同比增长约13％。 2019年也将是一个重要的一年，因为新的液化项目已经做出了最终投资决定，Sabine Pass 6号生产线(据报道每年有450万吨)和莫桑比克液化天然气(据报道有1290万吨/年)都将在2019年6月获得批准。 随后，Calcasieu Pass（报告108万吨/年）宣布它已于2019年7月获得资金，这意味着位于美国路易斯安那州的设施获得最终投资决定的可能性很高。 液化天然气供应量的增加对液化天然气价格产生了负面影响，2019年上半年亚洲天然气日韩标杆指数(JKM)较2018年上半年下降了约35%。 欧洲LNG价格(NBP)同比下降20%。液化天然气价格较低的环境有利于一些地区的需求增长，主要是欧洲，导致从煤炭和管道天然气转向液化天然气。远期天然气价格高于现货价格，这就导致了液化天然气库存的增加，尤其是在欧洲，据报道，欧洲的液化天然气库存约为75%，比5年平均水平高出17%。 据报道，2019年第二季度交付了8艘液化天然气运输船和1艘浮式储油和再气化装置(“FSRU”)，使今年迄今为止共有20艘液化天然气运输船和2艘FSRU。 据报道，2019年第二季度，液化天然气运输船的订单增加了11艘。截至本季度末，全球LNG运输量超过12.5万立方米的船舶共有502艘，不包括FSRU。 Flex LNG预计，随着冬季市场的临近，节能现代LNG运输船的市场将进一步向前发展，北半球对供暖的季节性需求增加。该行业的长期前景将继续得到良好的支持，可以充分地利用全球清洁能源的转变机遇。 曹海斌 摘译自 海事新闻 LNG Market Recovers in Q2, Says Flex LNG During the second quarter 2019, spot liquefied natural gas (LNG) freight rates stabilized and started gradually to recover, says Flex LNG, the owner of LNG carrier vessels and floating storage regasification units (FRSUs). Unseasonably slow demand in Asia over the winter due to fewer heating days caused by warmer weather, and cooler weather than normal in key demand areas early in the summer coupled with ample supply growth from new liquefaction continued to weigh on global LNG prices. According to industry sources, global LNG exports reached 180 million tonnes in the first half of 2019, in line with the expectations of reaching approximately 367 million tonnes by the end of the year. This represents year on year growth of approximately 13%. 2019 is also expected to be a significant year as new liquefaction projects have made final investment decision (FID) and both the Sabine Pass Train 6 (with reported4.5 million metric tonne per annum) and the Mozambique LNG ( with reported 12.9 MMtpa) receiving the green light in June 2019. Subsequently, Calcasieu Pass (with reported 10.8 MMtpa) announced that it has secured funding in July 2019 implying high probability of FID for this facility located in Louisiana, USA. The increased LNG supply has adversely affected LNG prices, with the average Asian benchmark prices (JKM) dropping approximately 35% lower in the first half of 2019 compared to the first half of 2018. European LNG prices (NBP) came in 20% lower on the same basis. The low LNG price environment has been positive for demand growth in some regions, predominately Europe, resulting in switching from coal and pipeline gas to LNG. Higher forward gas prices than spot prices have stipulated build-up of, LNG inventory particularly in Europe where inventories are reported to be around 75% full, approximately 17% above the five-year average. Eight LNG carriers and one floating storage and regasification unit ("FSRU") were reported delivered in the second quarter of 2019, bringing the year to date count to 20 LNG carriers and two FSRUs. During the second quarter 2019, 11 new orders for LNG carriers were reported. By the end of the quarter, there were 502 vessels above 125,000 cbm in the global LNG carrier fleet, excluding FSRUs. Flex LNG expects the market for energy-efficient modern LNG carriers to improve going forward, as we approach the winter market, where demand seasonally increases in the northern hemisphere for heating. The long term outlook for the industry continues to be well supported, and we believe that Flex LNG is well positioned to capitalize on the global shift for cleaner energy.
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