据管道&天然气杂志网4月12日报道，马来西亚国家石油公司(马国油Petroliam Nasional Berhad)一名高管周三表示，该公司计划到2024年第一季度重启一处天然气管道。
马来西亚国家石油公司液化天然气营销和交易副总裁Shamsairi Ibrahim称，“我们的计划是到2024年第一季度完成工作”。该设施的重启需要得到当地政府的批准。
去年10月，马来西亚国家石油公司宣布，由于沙巴-沙捞越天然气管道的土壤移动导致管道泄漏，马来西亚液化天然气Dua的天然气供应出现不可抗力。
该公司的目标是到2023年中完成对天然气供应中断原因的调查。
这一中断引发了对包括日本公用事业公司在内的客户供应短缺的担忧，但马来西亚国家石油公司表示，将继续努力提供替代供应。
目标市场
在接受路透社采访时，Shamsairi还重申了马国油希望延长与日本客户的长期合同，并补充说谈判正在进行中。
马来西亚国家石油公司与东京燃气公司(Tokyo gas)和大阪燃气公司(Osaka gas)等日本天然气分销商签订了长期供应合同，其中一些合同将在今明两年到期。
根据日本的贸易数据显示，马来西亚最大的客户日本在2022年进口了1200万吨液化天然气，比2021年增长19%。
他表示，我们还希望从加拿大向日本提供更多（供应）。他指的是位于不列颠哥伦比亚省基蒂马特的加拿大液化天然气项目，马来西亚国家石油公司持有该项目25%的股权。
该项目的第一阶段将成为加拿大第一个液化天然气出口终端，预计将于2025年左右开始发货。
Shamsairi补充道，如果该项目得到实现，关于其与阿根廷国有石油公司YPF在阿根廷项目所产出的液化天然气供应可能会流向欧洲和亚洲等市场。
两家公司预计将于明年就是否投资这个600亿美元项目的第一阶段做出最终决定。
他表示，“欧洲是我们不能忽视的市场之一。除此之外，我们有可能将其带回亚太地区。如果这样发展经济的话，东盟经济也会很好”。
液化天然气的前景
Shamsairi预计，排除夏季异常炎热的风险，亚洲LNG现货价格在第三季度将维持在当前水平或呈下降趋势，因为日本在去年价格飙升至创纪录水平后减少了消费。
Shamsairi称，“如果我们有一个温和的夏天，那么液化天然气市场可能会面临压力。但尽管如此，（仍将存在）欧洲因停止使用产能大国天然气而继续消耗液化天然气的做法……高价格造成的需求损失将卷土重来。这将是市场价格水平的平衡因素”。
去年，在产能大国削减对欧洲的供应后，全球天然气价格飙升，迫使欧洲进口创纪录量的液化天然气。
然而，由于需求疲软和库存高企，亚洲液化天然气价格今年迄今已下跌逾55%，上周降至每百万英热单位12.5美元。
郝芬 译自 管道&天然气杂志网
原文如下：
Malaysia's Petronas to Restart Gas Pipeline Operations by Q1 2024
Malaysia's national oil company Petroliam Nasional Berhad aims to restart a gas pipeline currently under force majeure by the first quarter of 2024, a senior company executive said on Wednesday.
"Our plan is to complete the work by Q1 2024," said Shamsairi Ibrahim, vice president of LNG marketing and trading at the company, known as Petronas. The facility's restart is subject to approval from local authorities, he said.
In October, Petronas declared a force majeure on gas supply to Malaysia LNG Dua due to a pipeline leak caused by soil movement at its Sabah-Sarawak Gas Pipeline.
The company aims to complete an investigation into the gas supply disruption by mid-2023.
The disruption had fueled fears of a supply shortage to customers, including Japanese utilities, but Petronas has said it would continue efforts to provide alternative supplies.
Target Market
In an interview with Reuters, Shamsairi also reiterated Petronas' wish to extend its long-term contracts with its Japanese customers, adding that discussions are ongoing.
Petronas has long-term supply contracts with Japanese gas distributors such as Tokyo Gas and Osaka Gas, some of which are due to expire this year and next.
Japan, Malaysia's top client, imported 12 million tonnes of LNG in 2022, up 19% from 2021, according to Japan's trade data.
"Not only (supplies from) Bintulu, but it is our aspiration to get a bit more (supplies) from Canada to Japan," he said, referring to the LNG Canada project in Kitimat, British Columbia, in which Petronas has a 25% equity stake.
The first phase of the project, set to be Canada's first LNG export terminal, is expected to begin shipments around 2025.
On its project in Argentina with state firm YPF, LNG supplies from there could go to markets like Europe and Asia if the project is realized, added Shamsairi.
The companies expect to make a final decision next year on whether to invest in the first phase of the $60 billion project.
"Europe is one of the markets we cannot ignore. Other than that, we potentially can bring it back to Asia Pacific," he said. "ASEAN also will be good, if it is economical to do that."
LNG Outlook
Shamsairi expects Asian spot LNG prices to remain at current levels or trend lower towards the third quarter, excluding the risk of an unusually warm summer, as major buyers Japan reduced consumption after prices spiked to record levels last year.
"If we have a mild summer, then there could be pressure on the LNG market," said Shamsairi.
"But nevertheless, (there will still be) the practice of Europe continuing to consume LNG due to its cessation away from the largger producer's gas... Demand loss due to high prices will come back. This will be the balancing factor on price levels in the market."
Global gas prices surged last year after the largger producer cut supplies to Europe, forcing the bloc to import record amounts of LNG.
Asian LNG prices, however, have since fallen over 55% so far this year, easing to $12.50 per million British thermal units (MMBtu) last week on muted demand and high inventories.
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