据路透社3月8日报道,雪佛龙公司(Chevron)在澳大利亚的 Gorgon液化天然气(LNG)项目已经启动,即将向已经供过于求的市场输送更多的超冷燃料,这将进一步损害生产商的利益,但有望促进亚洲现货LNG市场的形成。
Gorgon项目耗资540亿美元,这个规模不断扩大的巨型工程曾被视为高油价时期的时代象征。该项目已于本周开工生产,或将成为建立一个真正意义上的全球天然气市场的最后一块拼图。
亚洲天然气消费占了全世界的70%,但仍缺少一个现货LNG市场。过剩的供应虽然使得生产商挣扎于低价,却也被认为是建立这样一个市场所必需的条件。
全球的供应过剩,不仅给买家带来了优势,也促使LNG市场摆脱对石油关联定价和长期合同的传统依赖。
沈佳蕾摘译自路透社
原文如下:
Chevron's Gorgon start-up to hurry along Asian spot LNG trade
Chevron has started up its massive Gorgon LNG project in Australia and will soon be shipping more of the super-chilled fuel into an oversupplied market, eroding producer revenues but also likely hastening the advent of a liquid Asian spot market.
The $54 billion project, seen by many as symbolic of the era when high prices funded mega-projects of ever-increasing size, started production this week and may be the last piece required to establish a truly global natural gas market.
While producers may struggle to profit from such projects at current low prices, a supply glut is seen as necessary to creating the liquid spot market that Asia still lacks despite being home to 70 percent of global LNG consumption.
The global oversupply is not only giving buyers the upper hand but is also pushing the LNG market away from its traditional reliance on oil-linked pricing and long-term contracts.