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5月美国LNG出口创下历史第二高

   2022-06-06 互联网综合消息
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核心提示:据能源网6月3日休斯敦报道,根据Refinitiv Eikon的数据显示,美国上月出口了729万吨液化天然气(LNG),为

据能源网6月3日休斯敦报道,根据Refinitiv Eikon的数据显示,美国上月出口了729万吨液化天然气LNG,为历史第二高水平,由于对欧洲和南美的销售有所增加。

随着生产商努力提高液化天然气产能,美国今年有望超过澳大利亚和卡塔尔,成为世界上最大的液化天然气出口国。

根据Eikon基于船舶跟踪的初步数据显示,5月份的出口量高于4月份的693万吨,同比增长12%。3月份达到创纪录的767万吨。

根据Refinitiv的初步数据显示,上个月美国液化天然气出口下降了约8%,对欧洲的出口继续占据主导地位。

全球风投液化天然气公司(Venture Global LNG Inc.)位于路易斯安那州卡梅伦教区(Cameron Parish)的新Calcasieu Pass终端的新增产能,以及美国最大出口商切尼尔能源(Cheniere Energy)股份有限公司的产量提高,推动了液化天然气出口。

这一增长引起了一些大消费者对美国天然气价格和产量的担忧。天然气生产商将不得不加快产量,以适应液化天然气出口的增长,同时又不会给国内消费者造成短缺。

美国液化天然气生产商5月份将近三分之二的货物运往欧洲,因为客户预计大国天然气供应将减少,因此需求增加,这是2022年初以来的趋势。根据数据显示,对亚洲的出口占总出口的15%。不过,随着库存的增加和冬季供暖季节的结束,欧洲的需求预计将很快缓解,为美国向亚洲和其他目的地发运更多货物铺平道路。

雷斯塔能源分析师Lu Ming Pang上周在给客户的一份报告中表示,所有因素保持不变——例如大国不再向欧洲输送天然气——我们可能会看到液化天然气船从该地区重新平衡,这已成为液化天然气的黑洞——吸引所有可用的货物。

随着南半球冬季的开始,上个月越来越多的美国液化天然气货物运往南美和加勒比地区,巴西、阿根廷、智利和多米尼加共和国是主要目的地。

液化天然气生产国秘鲁5月份也增加了对欧洲的出口,而来自特立尼达和多巴哥的出口连续第三个月下降。

郝芬 译自 能源网

原文如下:

May U.S. LNG exports reach 2nd highest as Latam shipments gain -data -Reuters

The United States exported 7.29 million tonnes of liquefied natural gas (LNG) last month, second highest on record, as sales to Europe and South America expanded, according to Refinitiv Eikon data.

The United States is on track to become the world’s largest LNG exporter this year, topping Australia and Qatar, as producers work to boost liquefaction capacity.

The volume exported in May was up from 6.93 million tonnes in April, and 12% more than a year earlier, according to preliminary Eikon data, based on vessel tracking. The record was 7.67 million tonnes in March.

U.S. liquefied natural gas (LNG) exports decreased about 8% last month, according to preliminary Refinitiv data, with shipments to Europe continuing to dominate.

LNG exports are getting a boost from additional capacity from Venture Global LNG Inc’s new Calcasieu Pass terminal in Cameron Parish, Louisiana, and higher production at top U.S. exporter Cheniere Energy Inc.

The growth has some big consumers raising concerns over natural gas prices and production in the United States. Gas producers would have to accelerate output to accommodate growth in LNG exports without creating shortages for domestic consumers.

U.S. LNG producers in May sent almost two-thirds of total cargoes to Europe as customers demanded more in anticipation of reductions in the world's largest oil producer's

gas supplies, a trend since early 2022. Exports to Asia represented 15% of total, the data showed.However, demand in Europe is expected to ease soon as inventories build and winter heating season ends, paving way for more U.S. shipments to Asia and other destinations.

“All factors remaining constant – such as no further cuts in Russian gas to Europe – we may see a rebalance of LNG vessels away from the region, which has become a black hole for LNG – drawing in all and every available cargo,” Rystad Energy analyst Lu Ming Pang said in a note to clients last week.

As the winter started in the Southern Hemisphere, an increasing number of U.S. LNG cargoes headed last month to South America and the Caribbean, with Brazil, Argentina, Chile and Dominican Republic as main destinations.

LNG producer Peru also ramped up exports to Europe in May, while shipments from Trinidad and Tobago fell for a third consecutive month.



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