据11月5日Energy Voice报道，虽然液化天然气现货价格走低给该行业带来了损失，但欧洲两大液化天然气生产商道达尔(Total)和壳牌(Shell)在第三季度表现强劲。
道达尔董事长兼首席执行官Patrick Pouyanne称，该公司第三季天然气业务表现强劲，今年迄今为止，天然气、可再生能源和电力综合业务(iGRP)的现金流增加近10亿美元。天然气部门调整后的净营业收入为5.74亿美元，第二季度为4.29亿美元。
受益于俄罗斯亚马尔(Yamal)、澳大利亚Ichthys和美国卡梅伦(Cameron)的液化天然气项目。道达尔还有更多的大型液化天然气项目正在筹备中。于9月份启动的“北极液化天然气2号”(Arctic LNG 2)项目将继续稳步推进，并收购阿纳达科石油公司(Anadarko Petroleum)在莫桑比克液化天然气项目中的股份。
本季度，液化天然气总产量达到420万吨，同比增长50%。2020年，亚马尔液化天然气项目的第四条生产线预计将增加产量，而卡梅伦液化天然气项目的第二条和第三条生产线预计将投入使用。
壳牌表示，其综合天然气部门的收入为27亿美元，占公司收入的比例最大。这超过了今年第二季度的23亿美元和2018年第三季度的17亿美元。这包括该公司的液化天然气生产、天然气液化(GTL)业务和液化天然气交易。
壳牌第三季度天然气产量为895万吨，同比增长9%。第三季度的销售量为1890万吨，也增长了9%。预计第四季的液化量为880 - 940万吨。
受澳大利亚和特立尼达和多巴哥新油气田的推动，壳牌的综合天然气产量较2018年第三季度增长了4%，液化量同比增长9%。该公司指出，澳大利亚海上液化天然气(FLNG)项目——Prelude项目的增加是其增长的主要驱动力。
交易量增加和交易改善在一定程度上被价格的下降所抵消。该公司的全球天然气实际价格达到每1000立方英尺4.19美元。
壳牌首席财务官杰西卡?乌尔(Jessica Uhl)上周重申了公司的预测，即液化天然气需求将以每年4%的速度增长。她指出：“液化天然气买家仍对长期合同感兴趣，这支持了上述前景。”她举了最近为香港首座液化天然气终端供货的协议为例：“这为亚洲带来了一个新市场。我们相信液化天然气是一种具有前景的燃料，我们将继续致力于投资液化天然气投资组合，以增加现金和回报。”
王佳晶 摘译自 Energy Voice
原文如下：
LNG comes through for Shell and Total
While low LNG spot prices have taken their toll, the Europe’s two major players in the sector, Total and Shell, performed strongly in the third quarter.
Total’s gas segment had a strong third quarter, with cash flow in integrated gas, renewables and power (iGRP) up nearly $1 billion in the year to date, the company’s chairman and CEO Patrick Pouyanne said. Adjusted net operating income for the segment was $574 million, versus $429mn in the second quarter.
It benefited from starts at Russia’s Yamal LNG, Australia’s Ichthys LNG and the US’ Cameron LNG. The company has more large-scale LNG plans in the pipeline, deciding to proceed with the Arctic LNG 2 project in September and acquiring Anadarko Petroleum’s stake in Mozambique LNG.
LNG production reached 4.2mn tonnes for Total during the quarter, up 50% year on year. The fourth train at Yamal LNG is expected to add more production, plus the second and third trains at Cameron LNG, for the company in 2020.
Shell’s integrated gas sector accounted for $2.7 billion, the company said, representing the largest share in its earnings. This outstripped the $1.7bn in the second quarter of this year and the third quarter of 2018, at $2.3bn. This covers the company’s LNG production, gas-to-liquids (GTL) sales and LNG trading.
The company produced 8.95mn tonnes in the third quarter, up 9% on the year. Sales in the third quarter were 18.9mn tonnes, which was also up 9%. Liquefaction volumes in the fourth quarter are expected to be 8.8-9.4mn tonnes.
Shell’s integrated gas production was up 4% versus the third quarter in 2018, driven by new fields in Australia and Trinidad and Tobago. Liquefaction volumes specifically increased by 9% year on year. The company noted the ramping up of Prelude, the floating LNG (FLNG) project offshore Australia, as the main driver behind its increase.
Higher volumes and improved trading were partly offset by lower prices. The company’s global realised gas price reached $4.19 per 1,000 cubic feet.
Shell’s CFO Jessica Uhl, in comments last week, repeated the company’s projection that LNG demand would grow at 4% per year. Supporting this outlook, she noted there was “continued interest in long-term contracts from LNG buyers”, citing the example of a recent agreement to supply Hong Kong’s first terminal. “This secures a new market in Asia. You can see why we believe in LNG as a fuel and as a strong business and why we are committed to continue investing in our LNG portfolio to grow cash and returns.”
