天然氣價(jià)格飆升 美國LNG出口回升

據(jù)9月12日Hart Energy報(bào)道，美國9月液化天然氣出口有望連續(xù)第二個(gè)月實(shí)現(xiàn)增長，為今年1月觸及紀(jì)錄高位以來的首次，因全球天然氣價(jià)格上漲促使買家撤回部分取消的貨運(yùn)訂單。

美國聯(lián)邦數(shù)據(jù)顯示，上個(gè)月歐洲和亞洲的天然氣價(jià)格飆升超過60%，導(dǎo)致美國液化天然氣出口從7月份31億立方英尺/天的21個(gè)月低點(diǎn)躍升至8月份的37億立方英尺/天，預(yù)計(jì)9月份將達(dá)到38億立方英尺/天。

在此之前，因冠狀病毒需求銳減導(dǎo)致價(jià)格暴跌，買家取消貨物，美國出口量從3月到7月逐月下降。

數(shù)家美國液化天然氣出口工廠加緊供應(yīng)更多燃料，盡管在勞拉颶風(fēng)于8月下旬登陸墨西哥灣后，由于電力問題，Cameron LNG在路易斯安那州的工廠仍處于關(guān)閉狀態(tài)。不過，Cheniere能源公司提高了得德薩斯州科珀斯克里斯蒂(Corpus Christi)的出口，并于本周從路易斯安那州的Sabine Pass運(yùn)出了第一批貨物。這家工廠在颶風(fēng)襲擊前關(guān)閉。

與卡梅倫終端不同的是，Sabine有發(fā)電機(jī)，能夠提供大部分的電力供應(yīng)。Freeport在德克薩斯州的液化天然氣工廠和Kinder Morgan 在佐治亞州的厄爾巴島的出口也出現(xiàn)增長。

Energy Aspects的分析師表示，恢復(fù)電力和災(zāi)后清理為卡梅倫提供服務(wù)的船舶通道需要大量工作，可能會讓終端在10月中旬之前無法運(yùn)轉(zhuǎn)。能源交易商表示，卡梅倫已經(jīng)將貨物裝船時(shí)間從9月推遲到10月。

為卡梅倫提供電力的Entergy公司在一份聲明中表示:“路易斯安那州西南部的大多數(shù)客戶可能要到9月底才能安全用電?！?/span>

王佳晶 摘譯自 Hart Energy

原文如下：

US LNG Exports Rise from Coronavirus Lows as Global Gas Prices Soar

U.S. LNG exports were on track to increase for a second month in a row in September for the first time since hitting a record high in January as rising global gas prices prompted buyers to reverse some cargo cancellations.

Gas prices surged over 60% in Europe and Asia last month, causing U.S. LNG exports to jump from a 21-month low of 3.1 Bcf/d in July to 3.7 Bcf/d in August and an expected 3.8 Bcf/d in September, according to federal data.

Prior to that, U.S. exports fell every month from March to July as coronavirus demand destruction caused prices to collapse and buyers to cancel cargoes.

Several U.S. LNG export plants stepped up to supply more of the super-cooled fuel even though Cameron LNG's facility in Louisiana remains shut due to lingering power problems after Hurricane Laura slammed into the Gulf Coast in late August.

Cheniere Energy Inc. boosted exports from Corpus Christi in Texas, and this week sent out the first cargo from Sabine Pass in Louisiana since shutting the plant just before Laura hit.

Unlike Cameron, Sabine has on-site generators capable of producing much of its power supply.

Exports also increased at Freeport LNG's plant in Texas and Kinder Morgan Inc.'s Elba Island in Georgia.

Analysts at Energy Aspects said the amount of work needed to restore power and clean up the ship channel serving Cameron could keep the plant offline until mid-October.

Energy traders said Cameron has already deferred cargo loadings from September to October.

Officials at Cameron were not immediately available for comment.

Entergy Corp., which provides power to Cameron, said in a statement that "it may be late September before power is available to most customers in Southwest Louisiana who can safely receive it."