俄氣對(duì)歐洲天然氣市場(chǎng)的份額下滑

據(jù)今日油價(jià)7月11日?qǐng)?bào)道，在歐洲西北部和意大利，天然氣庫(kù)存創(chuàng)紀(jì)錄地消耗，使得俄羅斯天然氣工業(yè)股份公司在該地區(qū)的銷售損失更大。

根據(jù)路透社和Refinitiv數(shù)據(jù)顯示，俄羅斯天然氣工業(yè)股份公司對(duì)該地區(qū)天然氣出口下降，導(dǎo)致其在2020年上半年天然氣市場(chǎng)的份額下降了4個(gè)百分點(diǎn)，從一年前的38%下降到現(xiàn)在的34%。

俄羅斯天然氣工業(yè)股份公司的競(jìng)爭(zhēng)對(duì)手（包括Equinor）的銷售額下降了40億立方米，這意味著Equinor實(shí)際上占據(jù)了更多的市場(chǎng)份額，上半年供應(yīng)了26%的市場(chǎng)份額，而去年僅為25%。北非在該地區(qū)的市場(chǎng)份額下降了1個(gè)百分點(diǎn)。

Kallanish Energy援引俄羅斯聯(lián)邦海關(guān)總署（Federal Customs Service）數(shù)據(jù)，今年前5個(gè)月，俄羅斯天然氣工業(yè)股份公司的天然氣出口收入大幅下降52.6%，至97億美元。其天然氣出貨量下降23%，至730億立方米。

高庫(kù)存已將天然氣價(jià)格推至歷史最低水平，并影響到包括美國(guó)在內(nèi)的世界各地的生產(chǎn)商。由于疫情導(dǎo)致天然氣消費(fèi)下降，鉆井活動(dòng)減少，美國(guó)今年的產(chǎn)量預(yù)計(jì)將下降3.2%。

俄羅斯天然氣工業(yè)股份公司（Gazprom）財(cái)務(wù)主管亞歷山大伊萬(wàn)尼科夫（Alexander Ivannikov）表示，天然氣價(jià)格下降將刺激歐洲和世界其他地區(qū)的消費(fèi)。

洪偉立 摘譯自 今日油價(jià)

原文如下：

Gazprom’s Hold On European Gas Market Slips

The record stockpile of natural gas in northwest Europe and Italy is eating into the regions’ thirst for Gazprom’s product, according to Reuters, and the Russian gas giant has lost more ground in terms of sales to the area compared to its competitors.

Gazprom’s falling natural gas exports to the region have caused Gazprom’s share of the natural gas market to fall by 4 percentage points in the first half of 2020, according to data compiled by Reuters and Refinitiv—from 38% a year ago to 34% now.

Sales from Gazprom’s competitors, including Equinor, has fallen off by a lesser amount—4bcm--meaning that Equinor has actually picked up more of the market, supplying 26% of the market in H1 vs 25% last year.

North Africa has seen its market share in the region slip by 1 percentage point.

Gazprom’s revenues from gas exports in the first five months of this year fell a whopping 52.6% to $9.7 billion, according to Russia’s Federal Customs Service data cited by Kallanish Energy. Shipments of its natural gas fell 23% to 73 billion cubic meters.

The high inventories have pushed the price of natural gas to record lows, and it’s affecting producers everywhere, including the United States. Production in the US is expected to drop 3.2 percent this year as drilling activity drops off as natural gas consumption falls due to coronavirus pandemic.

Gazprom’s head of finance, Alexander Ivannikov, the lower gas prices will encourage consumption in both Europe and the rest of the world.