据能源网4月20日多哈/新加坡报道，据知情人士透露，欧洲急于确保供应之际，卡塔尔正探询买家，以期进一步提高其液化天然气产能。
据这些不愿透露姓名的人士称，国有的卡塔尔能源公司正在与天然气买家谈判，是否要扩大一个始于2021年、价值300亿美元的项目，建设六个天然气液化厂。该公司正在评估至少再增加一个装置的成本，以及包括亚洲一些客户在内的客户对增加天然气的兴趣有多大。
该谈判还处于初期阶段，量化宽松可能会坚持现有计划，即到2027年将最大年产量提高60%，达到近1.3亿吨。第一批天然气预计要到2025年才会进入市场。
该公司没有回应置评请求。
去年超过一半天然气进口的德国承诺加快首批液化天然气进口终端的建设。美国还在3月底公布了一项协议，最早将在今年增加对欧洲的供应。
过去一个月，包括欧盟最高外交官博雷尔和德国经济部长哈贝克在内的几位欧盟高级官员前往卡塔尔，讨论天然气供应问题。Habeck表示，德国的公用事业公司应该开始与这个波斯湾国家谈判多年的供应合同，该国是世界上最大的液化天然气出口国。
卡塔尔的扩建项目是液化天然气市场历史上最大的项目，在2019年宣布时遭到了质疑。据一些分析师表示，随着世界从化石燃料转向可再生能源，未来几十年天然气需求将迅速下降。不久之后，新冠疫情导致天然气价格跌至创纪录低位。
现在价格已经反弹到历史最高水平。摩根士丹利(Morgan Stanley)预计，到2030年，全球液化天然气消费量将增长60%，主要原因是欧洲摆脱对进口能源的依赖。
卡塔尔的六个新装置——将天然气压缩并冷却到华氏258度以下（-161℃），使其能够运往世界各地——每个装置每年将能够生产800万吨液化天然气。
郝芬 译自 能源网
原文如下：
Qatar Explores Boosting Its LNG Expansion as Gas Demand Boom -Bloomberg
Qatar is sounding out buyers about a further expansion of its liquefied natural gas capacity, according to people familiar with the matter, as Europe rushes to secure supplies.
State-run Qatar Energy is talking to gas buyers about whether to enlarge a $30 billion project started in 2021 to build six gas-liquefaction plants, the people said, asking not to be identified. The company is assessing the cost of adding at least one more unit and how much interest there is for additional gas from customers, including some in Asia.
The talks are at an early stage and QE may stick with its existing plan, which will boost its maximum annual output by 60% to almost 130 million tons by 2027. The first gas isn’t expected to hit the market until 2025.
The company didn’t respond to a request for comment.
Germany, which got more than half its gas imports last year from Russia, has pledged to fast-track the construction of its first LNG import terminals. The U.S. also unveiled a deal in late March that will see it boost supplies to Europe as soon as this year.
Several senior European Union officials — including the bloc’s top diplomat, Josep Borrell, and Germany’s Economic Minister Robert Habeck — have traveled to Qatar in the past month to discuss gas supplies. Habeck said German-based utilities should start negotiating multi-year supply contracts with the Persian Gulf state, which is the world’s biggest LNG exporter.
Qatar’s expansion project, the largest in the LNG market’s history, was met with skepticism when it was announced in 2019. Some analysts said gas demand would drop rapidly in the coming decades as the world transitioned from fossil fuels to renewable energy. Soon after, the coronavirus pandemic caused gas prices to sink to record lows.
Prices have now rebounded almost to all-time highs. Morgan Stanley forecasts global LNG consumption will rise 60% through 2030, mostly due to Europe’s pivot away from Russian energy.
Qatar’s six new units — in which gas is compressed and cooled to 258 degrees below Fahrenheit (-161°C), allowing it to be shipped around the world — will each be able to produce 8 million tons of LNG per year.
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