亚洲将从年中开始体现LNG供应市场的增长

据油气新闻2月25日消息称，荷兰皇家壳牌表示，随着欧洲不再是一个平衡市场，从2020年下半年起，亚洲将能够吸收液化天然气(LNG)供应增长的大部分。

过去一年，随着全球液化天然气(LNG)供应飙升，特别是来自美国和澳大利亚的项目，大量货物被运往欧洲。

壳牌能源执行副总裁Steve Hill在壳牌介绍其液化天然气前景后的一次网络直播中表示：“在过去5个季度，我们看到供应增长尤其强劲，欧洲不得不充当平衡市场来吸收这些供应。”

“但从2020年开始，特别是从2020年中期开始，供应增长将出现实质性的下降，欧洲不再被要求扮演平衡市场的角色，亚洲将吸收未来大部分供应增长。”

在2019年新增近3000万吨液化产能后，今年新增供应增速预计将放缓至2000万吨以下。

Refinitiv的数据显示，与2018年相比，2019年欧洲的液化天然气进口飙升逾3000万吨，至约8500万吨，原因是日本和韩国的需求下降。

曹海斌 摘译自 油气新闻

原文如下：

Asia to absorb LNG supply growth from mid-2020

Asia will be able to absorb most of the growth in liquefied natural gas (LNG) supply from the second half of 2020, with Europe ceasing to be a balancing market, Royal Dutch Shell said.

Excess cargoes have been sent to Europe in the past year as global LNG supply has been soaring, in particular from projects in the United States and Australia.

“Over the last five quarters, we’ve seen particularly strong supply growth and Europe having to act as the balancing market to absorb those volumes,” Steve Hill, EVP Shell Energy, said in a webcast after Shell presented its LNG outlook.

“But as you look forward from 2020, particularly from the middle of 2020, you see a material reduction in the growth of supply and you see Europe no longer being called upon to provide the role as the balancing markets, and Asia absorbing most of the supply growth going forward.”

After almost 30 million tonnes of new liquefaction capacity was added in 2019, the growth in new supply is expected to slow down this year to below 20 million tonnes.

European LNG imports soared by more than 30 million tonnes to around 85 million tonnes in 2019 compared to 2018 as demand fell in Japan and South Korea, Refinitiv data showed.