2021-06-07
 
道达尔将向AMNS供应液化天然气,卡塔尔下调LNG价格 进军亚洲现货市场
2021年06月07日   阅读量:57

  中国石化新闻网讯据天然气资讯5月21日消息称,道达尔和安赛乐米塔尔新日铁公司(AMNS)签署了一项协议,将在2026年之前每年供应50万吨液化天然气。


  液化天然气将来自道达尔的全球投资组合,并在印度西海岸的Dahej或Hazira液化天然气终端卸载。AMNS将使用液化天然气来运营其位于印度古吉拉特邦Hazira的钢铁厂和发电厂中国化工网okmart.com


道达尔将向AMNS供应液化天然气,卡塔尔下调LNG价格 进军亚洲现货市场 中国化工网,okmart.com


  道达尔液化天然气高级副总裁Thomas Maurisse说:“我们很高兴与AMNS合作,并为印度不断增长的工业液化天然气需求提供供应,印度的目标是到2030年天然气在其能源结构中的份额比现在增加一倍以上。液化天然气的供应将有助于减少AMNS的碳排放,符合道达尔为客户提供二氧化碳排放较少的能源产品的雄心,并支持他们自己的低碳战略。”


  该协议加强了道达尔与AMNS的关系,并为仍严重依赖煤炭的印度钢铁行业的脱碳做出了贡献。


  道达尔是世界上第二大私有液化天然气公司,到2025年,其全球投资组合将达到近5000万吨/年,全球市场份额约为10%。由于对安哥拉、澳大利亚、埃及、阿拉伯联合酋长国、美国、尼日利亚、挪威、阿曼、俄罗斯和卡塔尔的液化天然气工厂感兴趣,该公司在全球市场上销售液化天然气。道达尔还受益于整个液化天然气价值链的强大和多样化地位,包括天然气生产、液化天然气运输、液化天然气贸易,以及用于海运的液化天然气行业的一些最新发展。


  朱佳妮摘译自天然气资讯


  原文如下:


  Total to supply LNG to ArcelorMittal Nippon Steel


  Total and ArcelorMittal Nippon Steel (AMNS) have signed an agreement for the supply of up to 500 000 tpy of LNG until 2026.


  The LNG will be sourced from Total’s global portfolio and offloaded either in Dahej or Hazira LNG Terminal, on the West Coast of India. AMNS will use the LNG to run its steel and power plants located in Hazira, Gujarat state, India.


  “We are pleased to partner with AMNS and to supply the growing industrial LNG demand in India, a country that aims to more than double the share of natural gas in its energy mix by 2030 compared to today,”said Thomas Maurisse, Senior Vice President LNG at Total.“The supply of LNG will contribute to the reduction of AMNS’s carbon emissions, in line with Total’s ambition to offer its customers energy products that emit less CO2 and to support them in their own low-carbon strategies.”


  This agreement strengthens Total’s relationship with AMNS and contributes to the decarbonisation of India’s steel industry, which still relies heavily on coal.


  Total is the world's second largest privately owned LNG player, with a global portfolio of nearly 50 million tpy by 2025 and a global market share of around 10%. Thanks to its interests in liquefaction plants in Angola, Australia, Egypt, the United Arab Emirates, the US, Nigeria, Norway, Oman, Russia, and Qatar, the company markets LNG on all world markets. Total also benefits from strong and diversified positions throughout the LNG value chain, including gas production, LNG transportation, LNG trading, and some recent development in the LNG industry for maritime transport.



  中国石化新闻网讯据今日油价网站5月20日消息卡塔尔正在下调天然气价格,并向亚洲现货市场扩张,以期保持其在液化天然气出口方面的领导地位。


  根据彭博社引述匿名消息来源,卡塔尔已将优先权从价格转移到市场份额,从而压低了价格,并推动了价值290亿美元的产能扩张,目标是将液化天然气出口增加50%。


  报告称,通过这一战略,卡塔尔将威胁世界其他地区新建液化天然气产能项目的商业可行性。


  几年来,澳大利亚一直在紧逼卡塔尔,一度暂时超过卡塔尔,成为全球最大的液化天然气出口国。美国也在增加其冷冻燃料的出口,上个月出口量几乎与卡塔尔持平。


  事实上,这样做的原因是卡塔尔一家大型生产设施的维修,但这个海湾国家有理由感到受到新兴竞争对手的威胁。即便如此,其仍保留了一些主要的优势。


  彭博社在报告中援引牛津能源研究所高级研究员Jonathan Stern的话报道称:“没有人能与卡塔尔的成本竞争。他们可以做任何他们喜欢的事情,对手都必须尽其所能进行应对。而且,特别是在市场过剩、价格低迷的情况下,这将影响竞争对手的利润。”


  然而,其他地方的一些液化天然气供应即使价格较低也仍然具有竞争力,比如俄罗斯诺瓦泰克的亚马尔液化天然气和美国切尼尔能源公司的产量。这是因为买家希望不必依赖单一的液化天然气来源,并实现燃料来源的多样化,以及美国生产商灵活的交货条件和价格与原油基准不再挂钩的愿景。


  王磊摘译自今日油价


  原文如下:


  Qatar Cuts LNG Prices And Expands Into Asian Spot Market


  Qatar is cutting prices for its gas and expanding into the Asian spot market as it seeks to maintain its number-one position in exports of liquefied natural gas.


  According to unnamed sources cited by Bloomberg, the country has shifted its priority from prices to market share, hence the price undercutting and the push ahead with a production capacity expansion worth $29 billion. The goal is to increase LNG exports by 50 percent.


  With this strategy, Qatar threatens the commercial viability of new LNG production capacity projects in the rest of the world, according to the report.


  Australia has been breathing down Qatar’s neck for a couple of years now, at one point temporarily overtaking it as the world’s largest LNG exporter. The United States is also boosting its exports of the superchilled fuel. Last month exported almost as much as Qatar.


  In truth, the reason for this was maintenance at a big production facility in Qatar, but the Gulf nation has reason to feel threatened by emerging competitors. Even so, it retains some major advantages over this competition.


  “Nobody can compete with Qatari costs,”according to Jonathan Stern, a senior research fellow at the Oxford Institute of Energy Studies, as quoted by Bloomberg in its report.“They can do whatever they like and everybody will have to respond the way they can. And, especially when the market is in surplus and prices are low, that will impact the competition’s profits.”


  Yet some LNG supply elsewhere remains competitive even at lower prices, such as Russian Novatek’s Yamal LNG and U.S. Cheniere Energy’s output. This is because of buyers’desire to not have to rely on a single source of LNG and diversify their sources of the fuel, and because of U.S. producers’flexible delivery terms and the fact that their prices are not tied to crude oil benchmarks.


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