据天然气加工新闻网7月5日报道,根据Refinitiv Eikon的初步数据显示,6月份美国液化天然气出口量下降10%,从5月的758万吨降至682万吨,由于工厂维护限制了产量,同时欧洲需求下滑。
据咨询公司雷斯塔能源称,两家大型供应商的计划停产最近阻碍了美国液化天然气的生产,再加上冬季比往年温暖,导致天然气库存增加,价格下跌。
雷斯塔能源分析师Lu Ming Pang在上周的一份报告中写道,6月最后一周,美国工厂的天然气供应量为107亿立方英尺/日,由于计划维护,低于5月份123亿立方英尺的日均水平。
根据Refinitiv的数据显示,切尼尔能源(Cheniere Energy)的萨宾帕斯液化天然气出口设施在6月26日之前经历了为期25天的计划运营维护,并将天然气消费量从5月底的45.6亿立方英尺/天降至6月21日的21亿立方英尺/天。
切尼尔首席运营官Corey Grindal周一对路透表示,“我们向市场明确表示,预计今年将出现一次重大维护,上个月刚刚完成了这一任务”。
能源投行Tudor Pickering Holt&Co的分析师在上个月的一份报告中表示,上个月欧洲的液化天然气每日进口总量呈下降趋势,在132亿至145亿桶之间,各国已达到了储存目标,可能接近满负荷。
根据数据显示,欧洲市场占美国6月份出口量的47%,5月份和4月份分别为60%和71%;亚洲市场占6月份出口总数的27%,5月份为14%;拉丁美洲市场占上月总数的17%,高于5月份的11%。
6月份,美国液化天然气出口量为682万吨,高于去年同月水平,当时美国第二大液化天然气生产商自由港液化天然气生产设施发生火灾和中断,运输受到限制。
如果需求不下滑,本季度美国液化天然气出口可能会增加,因为维护期结束而到美国工厂的天然气流量会增加。Tudor Pickering Holt预测,本季度原料气产量将超过140亿桶/天。
郝芬 译自 天然气加工新闻网
原文如下:
U.S. June LNG exports fall 10% on maintenance cuts, weaker demand
U.S. exports of liquefied natural gas fell 10% in June to 6.82 million tons (MT), from 7.58 MT the previous month, as plant maintenance curbed output and European demand slid, according to preliminary data from Refinitiv Eikon.
Planned outages at two big suppliers recently hampered U.S. LNG production, which combined with a warmer-than-normal winter led to a build-up of gas inventories and lower prices, according to consultancy Rystad Energy.
Gas supplies to U.S. plants in the last week of June was 10.7 billion cubic feet per day (bcfd), "lower than the May average of 12.3 Bcfd due to planned maintenance," wrote Rystad Energy analyst Lu Ming Pang in a report last week.
Cheniere Energy's Sabine Pass LNG export facility underwent a planned operations turnaround that lasted for 25 days through June 26 and cut gas consumption to a low of 2.1 bcfd on June 21 from 4.56 bcfd at the end of May, according to Refinitiv.
"We were clear with the market that we expected to have one major turnaround this year and we have just completed it last month," Corey Grindal, Cheniere chief operating officer, told Reuters on Monday.
Europe's overall LNG imports trended lower last month, to between 13.2 bcfd and 14.5 bcfd, with countries hitting storage goals and likely nearly full capacity, analysts at Tudor Pickering Holt & Co said in a report last month.
Europe took 47% of June U.S. exports, compared with 60% in May and 71% in April, the data showed. Asia took 27% of the total in June from 14% in May, while Latin America received 17% of the total last month, up from 11% in May.
June's 6.82 million tons of U.S. LNG exports were above the level of the same month a year ago when shipments were limited by a fire and outage at the second-largest U.S. LNG producer, Freeport LNG.
If demand does not slip, LNG exports could increase this quarter as gas flows to U.S. plants increase from the end of maintenance. Tudor Pickering Holt forecasts that feed gas will hit in excess of 14 bcfd this quarter.
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