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U.S. LNG exports decrease, Europe remains top destination

U.S. LNG exports decrease, Europe remains top destination

美国液化天然气出口减少,欧洲仍是首选目的地
reuters ·  2022/05/02 18:25

By Marcy de Luna

作者:马西·德·露娜

HOUSTON, May 2 (Reuters) - U.S. exports of liquefied natural gas (LNG) fell about 8% last month, according to preliminary Refinitiv vessel tracking data on Monday, but Europe remained the top importer as the continent secures alternate supply following Russia's invasion of Ukraine.

休斯顿,5月2日(路透社)-根据周一Refinitiv船舶跟踪的初步数据,美国上个月液化天然气(LNG)出口下降了约8%,但欧洲仍然是最大的进口国,因为在俄罗斯入侵乌克兰后,欧洲大陆获得了替代供应。

U.S. LNG exports to all destinations came to about 7.10 million tonnes (MT) last month, according to Refinitiv, down from a record high 7.67 MT in March.

根据Refinitiv的数据,上个月美国对所有目的地的液化天然气出口量约为710万吨,低于3月份创纪录的7.67吨。

Europe was the top importer of U.S. LNG for a fifth straight month, taking about 64% of U.S. exports, according to the data. European countries are slashing gas imports from Russia after its invasion of Ukraine. Moscow has threatened to cut supply to "unfriendly nations," and even cut flow to Bulgaria and Poland last week.

数据显示,欧洲连续第五个月成为美国液化天然气的最大进口国,约占美国出口的64%。在俄罗斯入侵乌克兰后,欧洲国家正在大幅削减从俄罗斯的天然气进口。莫斯科威胁要切断对“不友好国家”的供应,甚至在上周切断了对保加利亚和波兰的供应。

"Europe remains the dominant buyer of U.S. volumes," said Reid I'Anson, senior commodity analyst at Kpler. "That seems to be continuing into the shoulder months."

开普勒资深大宗商品分析师Reid I‘Anson称,“欧洲仍是美国成交量的主要买家.”“这种情况似乎会持续到肩部的几个月。”

The drop in U.S. exports stems mainly from planned maintenance at U.S. LNG plants, experts said, which reduces available liquefaction capacity, though exports still exceeded expectations.

专家说,美国出口下降的主要原因是美国液化天然气工厂计划中的维护,这降低了可用的液化能力,尽管出口仍超出预期。

Eventually, operators will have to conduct maintenance or risk operational troubles during peak winter demand.

最终,运营商将不得不在冬季需求高峰期进行维护,否则将面临运营故障的风险。

"The longer and harder these facilities run, which they have been for the last year, the more likely you're going to have issues pop up," said Ross Wyeno, lead analyst of Americas LNG Analytics at S&P Global Commodity Insights.

标准普尔全球大宗商品洞察(S&P Global Commodity Insights)美洲液化天然气分析(America LNG Analytics)首席分析师罗斯·怀诺(Ross Wyeno)表示:“这些设施运行的时间越长,难度越大,出现问题的可能性就越大。”

Last month, U.S. energy company Sempra Energy's SRE.N Cameron LNG plant in Louisiana began a three-week maintenance period on a liquefaction train, while Freeport LNG had an 18-day maintenance period, according to S&P.

标普数据显示,上个月,美国能源公司Sempra Energy位于路易斯安那州的SRE.N Cameron LNG工厂开始了为期三周的液化列车维护期,而自由港LNG的维护期为18天。

The United States is producing more LNG year-over-year because of additional capacity from Venture Global's new Calcasieu Pass LNG export terminal in Cameron Parish, Louisiana, as it ramps up.

由于Venture Global位于路易斯安那州卡梅隆教区的新Calcasieu Pass液化天然气出口终端的产能增加,美国的液化天然气产量同比增加。

Cheniere Energy Inc's LNG.A Sabine Pass facility in Louisiana now has a sixth liquefaction train operating. The U.S. Energy Department last month approved Cheniere to export more LNG from its Sabine Pass and Corpus Christi, Texas, terminals.

Cheniere Energy Inc.位于路易斯安那州的Sabine Pass工厂现在有第六列液化列车在运行。美国能源部上个月批准Cheniere从其Sabine Pass和Corpus Christi码头出口更多液化天然气。

About 13% of exports went to Asia and 2% to Latin America, data showed. About 21 vessels responsible for 21% of volumes had not signaled a destination.

数据显示,约13%的出口流向亚洲,2%流向拉丁美洲。约有21艘船只尚未发出目的地信号,占总运量的21%。

Global prices have tapered off in recent weeks. The European LNG benchmark TRNLTTFWKD this week traded at $30 per million British thermal units (mmBtu), according to Refinitiv, compared with $39.22 per mmBtu for the same week in March.

最近几周,全球房价已逐渐回落。根据Refinitiv的数据,欧洲基准液化天然气TRNLTTFWKD本周的交易价格为每百万英热单位(MmBtu)30美元,而3月份同一周的交易价格为每MmBtu 39.22美元。

Asia spot gas this week traded at $23.50 per mmBtu LNG-AS , down from $35.00 per mmBtu in March.

亚洲现货天然气本周的交易价格为23.50美元/MmBtu,低于3月份的35.00美元/MmBtu。

(Reporting by Marcy de Luna in Houston Editing by Matthew Lewis)

(马西·德·露娜在休斯顿编辑马修·刘易斯报道)

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