卡塔尔将增加对英国LNG的出口

龙听

中国石化新闻网讯 据钻机地带10月14日彭博社报道，作为全球最大的燃料出口国，卡塔尔正准备增加对英国的液化天然气出口，以提高产能并寻求新的长期供应合同。

    从2025年到2050年，卡塔尔石油公司在谷岛(Isle of Grain)终端每年可储备720万吨液化天然气，比该公司2019年运往英国的液化天然气量多了约11%。该交易将锁定伦敦设施约40%的储能，此前该设施的所有者英国国家电网公司(National Grid Plc)对该终端进行了扩建。

    该协议支持了波斯湾国家到2025年将其年液化能力提高43%至1.1亿吨的计划。

    到目前为止，卡塔尔已经是英国最大的液化天然气供应国，周二宣布的协议将使国有的卡塔尔石油公司(Qatar Petroleum)在五年后更容易进入市场。随着英国在能源结构中增加可再生能源，天然气已成为英国在没有太阳和风的日子里发电的首选燃料。

    因新冠疫情，一些国家正在推迟对出口项目的最终投资决定。 但是，能源咨询公司伍德·麦肯兹公司（Wood Mackenzie Ltd.）表示，卡塔尔计划增加四条新生产线的计划可能会在今年年底前获得通过。 卡塔尔计划到2027年增加更多生产线，以达到年出口1.26亿吨。

    道达尔 SE的副总裁安德鲁·塞克（Andrew Seck）周二在能源情报论坛上表示，有关卡塔尔扩建的最终投资决定将影响全球LNG生产商。 道达尔领导着莫桑比克的一个液化天然气项目。

    赛克称，他们有能力做出多条生产线的FID，这将给许多其他竞争对手带来重大挑战。 我认为，做出这样的决定是一个真正决定性的时刻，因为我们要了解这个十年剩余时间的供需平衡。

    这个海湾国家生产液化天然气的成本几乎比其他任何国家都低，使该国能够在价格上击败竞争对手。据全球进口商组织GIIGNL表示，除了新增产能，卡塔尔还需要新的合同来取代将于2025年前到期的每年逾2,000万吨的长期合同。

    卡塔尔正在考虑2027年后的新一轮扩建。

    郝芬 译自 钻机地带

    原文如下：

    Qatar Set to Expand Access to UK LNG Market

    Qatar is preparing to ramp up liquefied natural gas exports to the U.K. as the world’s biggest exporter of the fuel boosts production capacity and looks for new long-term supply contracts.

    Qatar Petroleum reserved capacity for as much as 7.2 million tons of LNG per year at the Isle of Grain terminal from 2025 to 2050, or about 11% more than it shipped to the U.K. in 2019. The deal will lock up about 40% of the London facility’s capacity after its owner, National Grid Plc, expanded the terminal.

    The agreement bolsters the Persian Gulf country’s plan to increase its annual liquefaction capacity by 43% to 110 million tons in 2025.

    Qatar is already the U.K.’s biggest supplier of LNG by far, and the deal announced Tuesday will give state-run Qatar Petroleum even greater access to the market in five years’ time. With Britain adding more renewable power to its energy mix, gas has become the nation’s fuel of choice for generating electricity on days when the sun doesn’t shine and wind doesn’t blow.

    Some countries are postponing final investment decisions for export projects amid the global pandemic. However, Qatar’s plan to add four new production lines, or trains, may get a go-ahead by the end of the year, energy consultant Wood Mackenzie Ltd. said. Qatar intends to add even more trains by 2027 to export as much as 126 million tons a year.

    Final investment decisions on the Qatari expansion will affect LNG producers worldwide, Andrew Seck, a vice president at Total SE, said at the Energy Intelligence Forum on Tuesday. Total leads a liquefied gas project in Mozambique.

    “They have the ability to take FID on multiple trains, and I think that will cause a significant challenge to many of the other competitors,” Seck said. “I see that as a really decisive moment when that decision happens, on understanding the supply-demand balance for the remainder of the decade.”

    The Gulf nation can produce LNG at less expense than almost anywhere else, enabling it to undercut rivals on price. In addition to its new capacity, Qatar needs new contracts to replace long-term deals for more than 20 million tons per year that are due to expire by 2025, according to the global importers group known as GIIGNL.

    Qatar is mulling a further round of expansion after 2027.