油價(jià)暴跌及供應(yīng)過剩沖擊天然氣行業(yè)

4月1日，伍德麥肯茲在其最新的短期天然氣和液化天然氣展望報(bào)告中表示，該公司評(píng)估了持續(xù)低油價(jià)和液化天然氣供過于求等因素對(duì)今年天然氣行業(yè)帶來(lái)的風(fēng)險(xiǎn)。

該公司研究主管羅伯特·西姆斯(Robert Sims)表示:“盡管液化天然氣價(jià)格朝著美國(guó)產(chǎn)量盈虧平衡的方向暴跌是可以預(yù)見的，但在2020年剩余時(shí)間里的情況是無(wú)法預(yù)測(cè)的。本來(lái)就供過于求的液化天然氣市場(chǎng)，在暖冬過后，歐洲和亞洲的庫(kù)存都很高，結(jié)果卻面臨著需求大幅下跌的危機(jī)。我們預(yù)計(jì)，到2020年，全球液化天然氣需求將同比增長(zhǎng)6%，達(dá)到3.71億噸。這些數(shù)字還需要根據(jù)實(shí)際市場(chǎng)走勢(shì)不斷進(jìn)行修正。”

王佳晶 摘譯自 伍德麥肯茲官網(wǎng)

原文如下：

Gas sector impacted by whammy of oil price crash and LNG oversupply

In its latest short-term gas and LNG outlook report, Wood Mackenzie weighs the risks coronavirus, sustained low oil prices and LNG oversupply pose to the sector this year.

Wood Mackenzie research director Robert Sims said: “While the collapse of LNG prices towards US production break-evens was foreseeable, the narrative for the rest of 2020 could not be more unpredictable.

“An already oversupplied LNG market comes out of a mild winter with high inventories across Europe and Asia, only to face a global pandemic which has already destroyed gas demand across China and looks increasingly set to do the same across the Asia Pacific and Europe.

“We expect global LNG demand to grow by 6% year-on-year to 371 million tonnes (Mt) in 2020; the numbers will need constant revision as economies around the world feel the force of the growing pandemic.”