原标题:美国LNG出口量将在2020年飙升
中国石化新闻网讯 据哈特能源1月2日消息,美国LNG出口商在经历了出口飙升逾60%的创纪录一年之后,即将迈入2020年,但对需求减弱和激烈竞争的担忧加剧,可能成为未来一年的不利因素。
今年,四条新的LNG生产线在美国投入使用。美国有望在2024年之前成为全球最大的LNG出口国。
市场变化无常的本质在今年早些时候表现得很明显,当时亚洲的暖冬减少了取暖需求,促使亚洲进口商将货物转往欧洲。
能源投资经理James Mick表示:“到2020年,LNG价格可能会保持在一定程度的低迷状态,除非大西洋彼岸和远东地区出现一个寒冷的冬季。”
到目前为止,欧洲和亚洲的LNG价格在2019年已经下跌40%左右,达到多年来的最低点。摩根士丹利和能源咨询公司的分析师表示,由于需求不足,美国部分LNG出口终端可能在2020年暂时关闭。价格下降和需求疲软可能危及仍在开发中的无数LNG项目。
程张翔 编译自 哈特能源
原文如下:
US LNG Exports Soar But Supply Glut May Await In 2020
U.S. exporters of LNG head into 2020 after a record year that saw exports soar by more than 60%, but growing concerns about weakened demand and heavy competition could act as headwinds in the coming year.
Four new liquefaction trains—the common term for a shipping facility—entered service this year in the U.S. The U.S. is on track to become the biggest global LNG exporter by 2024.
The fickle nature of the market was apparent early this year, when a warm winter in Asia cut heating demand and prompted Asian importers to divert cargoes to Europe.
It’s likely that LNG prices will stay somewhat depressed in 2020, unless we get a cold winter across the pond and in the Far East, said James Mick, managing director and energy portfolio manager at energy investment manager Tortoise.
Prices in Europe and Asia are down by around 40% so far in 2019 to their lowest in years. Analysts at Morgan Stanley and Energy Aspects say some U.S. LNG export terminals could shut temporarily in 2020 due to a lack of demand. Lower prices and weak demand could endanger the myriad of LNG projects still in development.
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