前9月澳大利亚LNG出口量有所增加

    中国石化新闻网讯 据10月16日Offshore Energy消息：能源咨询公司Energy Quest指出，澳大利亚在今年前9个月共出口了5770万吨液化天然气，略高于2019年同期的5740万吨。

    这家咨询公司在其月度报告中表示，自4月疫情爆发以来的6个月里，发货量下降了3.8%。同期澳大利亚LNG出口量达到3790万吨。

    疫情下的液化天然气市场显然对出口产生了一些影响，尽管中国的液化天然气总需求有所增长，但日本和韩国的需求却在下降。

    总体而言，考虑到疫情对进口国的影响，以及疫情期间液化天然气生产和运输的复杂性，3.8%的降幅并不大。

    9月澳大利亚LNG出货量较8月有所下降，主要是由于西北大陆架和Gorgon项目的产量下滑。

    油价下跌的主要影响是收入。8月(最新数据)LNG收入为21亿美元，远低于3月油价下跌前的44亿美元。

    报告显示，今年前8个月总收入为274亿美元，比2019年减少51亿美元，降幅为15.7%。

    相比2019年9月，今年9月对主要北亚市场的交付量有所上升。

    澳大利亚的项目在9月共向中国，日本和韩国交付了84批货物，高于去年同期的82批货物。

    LNG现货价格继续上涨，11月份交付的货物价格为4.50-5.00美元/百万英热(6.68澳元/GJ)，大大高于9月份昆士兰短期国内天然气价格，当时Wallumbilla和布里斯班的平均价格分别为4.46澳元/GJ和5.05澳元/GJ。

    冯娟 摘译自 Offshore Energy

    原文如下：

    EnergyQuest: Australian nine-month LNG exports up

    Energy consultancy EnergyQuest noted that Australia exported a total of 57.7 Mt of LNG in the first nine months of the year, slightly more than the 57.4 Mt exported in the same period in 2019.

    In its monthly report, the consultancy said that shipments in the six months from April, when the COVID-19 began, were 3.8 per cent down. Australian LNG exports for the period reached 37.9 Mt.

    The pandemic and flat LNG market has clearly had some impact on LNG exports. While total Chinese LNG demand has grown, demand from Japan and Korea is down.

    In a total context though a decline of 3.8 per cent is modest given the impact of COVID-19 on importing countries and the complexities of LNG production and shipping during a pandemic, the report says.

    Australian LNG shipments in September were lower compared with August, primarily due to decreased production at the North West Shelf and Gorgon projects.

    The main impact of the virus and fall in oil prices is on revenues. LNG revenues in August (the latest data) were $2.1 billion, well down from $4.4 billion reached in March prior to the drop in oil prices.

    In the eight months to August this year, total revenue was $27.4 billion, down $5.1 Billion or 15.7 per cent from 2019, the report shows.

    Deliveries to major North Asian markets were higher in September compared with September 2019.

    Australian projects delivered a total of 84 cargoes to China, Japan and Korea in September, up from 82 cargoes a year earlier.

    LNG spot cargo prices are continuing to increase with cargoes for November delivery reported at US$4.50-5.00/MMBtu (A$6.68/GJ), significantly higher than Queensland short-term domestic gas prices in September which averaged A$4.46/GJ at Wallumbilla and A$5.05/GJ in Brisbane.