据油价网2021年6月25日 报道，尽管美国向最大的进口市场亚洲出口液化天然气（LNG）的运输成本飙升了65%，但美国的LNG海外出口量却飙升至纪录高位，并可能在今年晚些时候达到历史新高。
据挪威著名能源研究和商业情报公司雷斯塔能源公司（Rystad）估计，截至今年6月，美国LNG出口到亚洲市场的短期边际成本(SRMC)已上升至大约5.6美元/百万英热单(MMBtu)。Rystad在其最新报告中估计，这一边际成本比去年年中高出了65%，当时LNG需求因疫情而受到抑制，比2020年4.3美元/MMBtu的平均水平高出了30%。
尽管运输成本上升，但美国LNG出口商预计不会像去年需求低迷时那样关闭产能。 今年，全球LNG需求强劲反弹，包括最重要的市场亚洲。
“然而，尽管成本大幅上升，美国并不是今年对亚洲来说最昂贵的LNG供应国。 埃及LNG重返市场，使这个北非国家成为LNG的边际供应国，SRMC约为6.30美元/ MMBtu。”
Rystad称，由于亚洲需求强劲，且亚洲LNG现货价格约为12美元/MMBtu ，因此，即便是更高的运输成本也将被消化。
李峻 编译自油价网
原文如下：
U.S. LNG Exports Are Surging Despite Jump In Shipping Costs
Despite a 65-percent jump in the cost of U.S. exports of liquefied natural gas to the biggest import market, Asia, American LNG shipments abroad have soared to record highs and are likely to reach new all-time highs later this year.
According to estimates from independent energy research firm Rystad Energy, the short-run marginal cost (SRMC) of U.S. LNG exports to the Asian market has risen to about $5.60 per million British thermal units (MMBtu) as of June 2021. That cost is a massive 65-percent higher than in the middle of last year, when LNG demand was depressed with the pandemic, and is 30 percent higher than the 2020 average of $4.30 per MMBtu, Rystad Energy estimates in its new report.
Despite the higher costs, U.S. exporters of LNG are not expected to shut in capacity as they did last year when demand was low. This year, LNG demand globally, including in the most important market, Asia, has rebounded strongly.
“Despite the significant cost increase, the US is not the most expensive supplier to Asia this year, however. The comeback of Egyptian LNG to the market has seen the North African country assume the role as the marginal supplier of LNG, with an SRMC of about $6.30 per MMBtu,” Rystad Energy said.
Even the higher costs would be absorbed because of the strong demand in Asia and the high Asian spot prices of around $12 per MMBtu, according to the research firm.
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