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| 2020-03-24 来源： 中国石化新闻网 |
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石化新闻 |
中国石化新闻网讯 据今日油价3月22日报道，俄罗斯看到了石油价格崩溃中的一线希望，这或许有助于让俄罗斯赢得进军欧洲天然气市场份额的机会。俄罗斯天然气巨头俄罗斯天然气工业股份公司（Gazprom）是欧洲最大的单一天然气供应商。该公司对过去两年从美国运抵欧洲海岸的LNG数量的增长表示担忧。 不过，俄新社的一篇文章称，尽管油价暴跌对全球所有天然气销售商都是不利的，但对液化天然气出口商的打击可能比对俄罗斯天然气工业股份公司的打击更大。 俄罗斯能源分析师索布科（Alexander Sobko）认为油价暴跌不会拖累俄罗斯天然气价格。他表示，多数长期液化天然气合同，尤其是较早的合同，都与油价挂钩，而俄气的长期合同中有32%与油价挂钩。 油价暴跌势必将会降低液化天然气出口商的收入和利润，因为这些出口商的合同与油价挂钩。在需求低迷、经济放缓以及许多成熟市场的彻底衰退的情况下，液化天然气供应过剩可能会使现货液化天然气价格长期走低，侵蚀液化天然气生产商的利润，并可能迫使它们推迟对新的液化天然气和出口项目的最终投资决定。 与此同时，欧洲较低的天然气价格也在损害俄气的销售收入，未来几个月，随着主要经济体工业活动大幅减少，欧洲需求可能会急剧下降，俄气的销售收入可能会进一步下滑。 邹勤 摘译自 今日油价 原文如下： Russia Moves In On European Gas Markets As Oil Prices Crash Russia sees a silver lining in the oil price collapse—it now believes that the oil price war will help it win the war for natural gas market share in Europe. Russia’s gas giant Gazprom, the single largest supplier of natural gas to Europe, has watched with apprehension the growing volumes of liquefied natural gas (LNG) from the United States that have arrived on European shores over the past two years. However, the coronavirus pandemic and the crash in oil prices—while negative for all gas sellers around the world—are likely to hit LNG exporters more than it would hurt Gazprom, Russian energy analyst Alexander Sobko argues in an article in Russia’s state news agency RIA Novosti. The “oil price collapse will not drag Russian gas down”, Sobko argues, saying that the majority of long-term LNG contracts, especially older ones, are indexed to oil prices, compared to 32 percent of Gazprom’s long-term contracts that are tied to oil prices. Crashing oil prices are set to lower the revenues and profits of LNG exporters whose contracts are indexed to the price of oil. The LNG glut amid depressed demand and economic slowdown (and outright recession in many mature markets) is likely to keep spot LNG prices lower for longer, eating into LNG producers’ profits and potentially forcing them to defer final investment decisions on new LNG liquefaction and export projects. At the same time, low natural gas prices in Europe are hurting Gazprom’s sales revenues, too, and the pain could become worse in the coming months as European demand will likely fall off a cliff with major economies under lockdown and industrial activity significantly down. |
