据阿纳多卢新闻6月28日消息称,全球能源监测周四发布的一份报告显示,全球26个液化天然气出口终端的项目严重中断,最终投资决定被推迟,液化天然气(LNG)行业受到了打击。
题为《紧张的资金:2021年全球液化天然气终端更新》的年度报告确认,气候变化、安全担忧、Covid-19导致的经济放缓和可行性担忧是导致中断的主要原因。
该报告称,延期出口码头的年产能总计2.65亿吨。
“过去一年,与疫情相关的劳动力中断进一步加剧了困扰液化天然气行业的成本超支、计划延迟和高停机率。”
去年,全球只有一个液化天然气出口项目——墨西哥的Costa Azul液化天然气终端——达成了FID。
在全球64%的建设或建设前出口能力的项目中,北美的项目问题最严重,26个液化天然气出口终端中有11个报告FID延迟或其他严重中断。
根据该报告:“在低生产成本的卡塔尔和俄罗斯北极地区大举扩张产能,增加了美国液化天然气出口开发商面临的风险。”
全球能源监测在报告中还指出,液化天然气行业一度被视为潜在的气候解决方案,但现在越来越被视为一个气候问题,尤其是对欧洲买家而言。
国际能源署 (IEA) 上个月表示,按照2050年净零的设想,2025年后地区间液化天然气贸易将需要迅速下降。
全球能源监测执行董事Ted Nace 表示:“那些习惯于将基础设施视为‘安全’投资的人,可能会在液化天然气终端项目上遭遇坎坷。”
他说,建设更多出口能力的机会已经缩小。
尽管如此,液化天然气的进口能力仍在迅速扩大,有足够的在建或在建前项目将全球液化天然气进口能力提高70%。
报告透露:“在建设或在建前建设的产能中,32%在亚洲某大国,11%在印度,7%在泰国。在亚洲以外,巴西也是一个热点地区,有13个液化天然气进口码头正在建设或建设前。”
朱佳妮 摘译自 阿纳多卢新闻
原文如下:
LNG sector faces delays to 26 export terminal projects globally
The liquefied natural gas (LNG) sector has been hit by severe project disruptions and delays to final investment decisions (FIDs) of 26 LNG export terminals globally, a report by Global Energy Monitor revealed Thursday.
The annual report entitled Nervous Money: Global LNG Terminals Update 2021 confirms that climate change, security concerns, the economic slowdown due to Covid-19, and feasibility concerns are among the main reasons leading to disruptions.
The capacity of delayed export terminals total 265 million tonnes per annum, it said.
"The cost overruns, scheduling delays, and high outage rate that plagued the LNG sector were further exacerbated in the past year by Covid-related workforce disruption."
only one LNG export project worldwide, the Costa Azul LNG terminal in Mexico, reached an FID in the past year.
For 64% of the global export capacity in construction or pre-construction, North America has the most troubled projects with 11 of the 26 LNG export terminals reporting FID delays or other serious disruptions.
According to the report, "aggressive expansion of capacity in low-production-cost Qatar and the Russian Arctic has increased risks to US LNG export developers.”
Global Energy Monitor also noted in the report that once regarded as a potential climate solution, the LNG sector is increasingly seen as a climate problem particularly for European buyers.
The International Energy Agency (IEA) said last month that inter-regional LNG trade would need to decline rapidly after 2025 under a 2050 net-zero scenario.
"Those who are accustomed to thinking of infrastructure as a 'safe' investment may be in for a rocky ride with LNG terminals," said Ted Nace, executive director of Global Energy Monitor.
He said the opportunity has narrowed for more export capacity to be built.
Nonetheless, LNG import capacity is continuing to expand rapidly, with enough projects in construction or pre-construction to increase global capacity by 70%.
"Of the capacity in construction or pre-construction, 32% is in the curtain country of Asia, 11% is in India, and 7% is in Thailand. Outside Asia, Brazil is a hotspot with 13 LNG import terminals in construction or pre-construction," the report revealed.
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