10月份，美國(guó)墨西哥灣沿岸液化廠的天然氣流量有所下降，主要是由于維護(hù)保養(yǎng)和電力中斷

美國(guó)液化天然氣出口不日可能開(kāi)始上升，因?yàn)橐恍┙灰咨填A(yù)計(jì)Cove Point液化天然氣設(shè)施將很快恢復(fù)服務(wù)

今年冬天全球?qū)σ夯烊粴獾男枨髮⒈３謴?qiáng)勁，當(dāng)美國(guó)自由港液化天然氣終端恢復(fù)服務(wù)時(shí)，美國(guó)的液化天然氣出口可能會(huì)再次飆升

據(jù)油價(jià)網(wǎng)10月21日?qǐng)?bào)道，自10月初以來(lái)，美國(guó)墨西哥灣沿岸液化廠的天然氣流量一直在下降，反映出維護(hù)保養(yǎng)和電力中斷導(dǎo)致的液化天然氣（LNG）產(chǎn)量下降。

目前Cove Point LNG設(shè)施正在進(jìn)行定期維護(hù)保養(yǎng)，而自由港LNG設(shè)施在6月發(fā)生爆炸后迄今仍然關(guān)閉。

Cove Point LNG設(shè)施有望很快恢復(fù)正常運(yùn)營(yíng)，自由港LNG設(shè)施也正準(zhǔn)備恢復(fù)正常運(yùn)營(yíng)，這種情況可能會(huì)很快發(fā)生變化，盡管它們首先需要獲得重啟的全面批準(zhǔn)。 

全球第4大財(cái)經(jīng)網(wǎng)站Investing.com援引全球金融市場(chǎng)數(shù)據(jù)和基礎(chǔ)設(shè)施提供商Refnitiv公布的數(shù)據(jù)顯示，日前從美國(guó)油氣田到南方液化生產(chǎn)線的天然氣日均流量為111億立方英尺。這一數(shù)字低于9月份的115億立方英尺，更低于3月份預(yù)定的創(chuàng)紀(jì)錄的129億立方英尺，3月份歐洲對(duì)美國(guó)LNG的需求激增。 

歐洲這種需求迄今仍然強(qiáng)勁，從而使得兩地價(jià)差大到足以刺激美國(guó)持續(xù)創(chuàng)紀(jì)錄的出口。然而，LNG生產(chǎn)商正接近產(chǎn)能極限，對(duì)其產(chǎn)品的需求不太可能在短時(shí)間內(nèi)消退。

事實(shí)上，媒體近日?qǐng)?bào)道稱(chēng)，LNG運(yùn)輸船堵塞了西班牙的進(jìn)口終端，因?yàn)樵谶@個(gè)擁有最大LNG進(jìn)口能力的歐盟成員國(guó)，等待卸貨的船舶數(shù)量超過(guò)了卸貨點(diǎn)。  

然而，由于國(guó)際市場(chǎng)對(duì)美國(guó)LNG需求的上升，美國(guó)國(guó)內(nèi)天然氣價(jià)格也在上漲，這引發(fā)了人們對(duì)美國(guó)那些需要供暖的地區(qū)在這個(gè)供暖季的能源負(fù)擔(dān)能力的擔(dān)憂。 

美國(guó)聯(lián)邦能源管理委員會(huì)（FERC）日前表示，預(yù)計(jì)今年冬天的天然氣價(jià)格將高于近幾年來(lái)的平均水平，這一切都是因?yàn)長(zhǎng)NG出口增加。

FERC表示：“預(yù)測(cè)預(yù)計(jì)，包括LNG出口設(shè)施在內(nèi)的凈出口的持續(xù)增長(zhǎng)，將在今年冬季給天然氣價(jià)格帶來(lái)額外壓力。”

路透社援引FERC的話說(shuō)，即使美國(guó)國(guó)內(nèi)天然氣產(chǎn)量持續(xù)增長(zhǎng)，即使其增速超過(guò)需求增速，情況（天然氣價(jià)格上漲）也將如此。  

FERC預(yù)測(cè)今年亨利中心天然氣的平均價(jià)格為6.82美元/百萬(wàn)英熱單位，這將比去年的平均價(jià)格高出30%。

李峻 編譯自 油價(jià)網(wǎng)

原文如下：

U.S. LNG Production Declines Despite Robust Demand

·     The flow of natural gas to liquefaction plants along the Gulf Coast has declined in October, largely due to maintenance and outages.

·     S. LNG exports could start to rise this week as some traders expect Cove Point to return to service soon.

·     Demand for LNG is set to remain robust this winter, and U.S. exports are likely to soar again when Freeport LNG returns to service.

Join Our Community

Natural gas flows to liquefaction plants along the Gulf Coast have been on the decline since the start of October, reflecting a decline in LNG production prompted by maintenance and outages.

The Cove Point LNG facility is undergoing regular maintenance and Freeport LNG remains shut after an explosion in June.

This will likely change as Cove Point is expected to return to regular operation soon and Freeport is preparing to resume normal operation as well, although it first needs to secure full approval for the restart.

The average daily volume of gas flows from U.S. fields to the liquefaction trains in the South stood at 11.1 billion cubic feet, Refnitiv data cited by Investing.com showed.

That’s down from 11.5 billion cubic feet for September and further down from the record 12.9 billion cubic feet daily booked in March as demand for U.S. LNG from Europe surged.

This demand is still robust, keeping the price difference big enough to motivate consistently record-high exports. Yet LNG producers are nearing their capacity limits and demand for their product is unlikely to subside any time soon.

Indeed, this week media reported that LNG carriers are clogging Spain’s import terminals because there are more ships than offload points in the EU member with the largest LNG import capacity.

As demand for U.S. LNG from international markets rises, however, so do domestic gas prices, sparking concern about the affordability of energy this heating season in those parts of the U.S. that need heating.