液化天然气进口缓解巴西的天然气需求

据能源新闻3月2日消息称，据雷斯塔能源预测，巴西的天然气需求将在2020年至2021年飙升至创纪录的每年390亿立方米(Bcm/y)，这将导致史上最大的供应缺口之一。

这家挪威咨询公司上个月底表示，进口液化天然气(LNG)是满足国内需求的最佳短期解决方案。Kallanish Energy了解到，这个国家有多余的进口能力，而且液化天然气也是当今市场上比较便宜的选择。

供应方面的阻力出现在玻利维亚天然气进口下降和海上天然气运输基础设施有限的时期。然而，巴西的天然气产量正在增长，该国预计将在2025年成为天然气净出口国。

上游行业分析师Krishan Pal Birda预计，到2025年，天然气产量将达到330亿立方米/年，而需求将在350亿立方米左右。“如果巴西在此基础上，到2025年将现有的燃除天然气商业化，或者如果GEV(澳大利亚的全球能源企业)将桑托斯盆地每年310亿立方米的目标天然气商业化，巴西将在2025年首次成为天然气净出口国。”

雷斯塔能源的数据显示，巴西去年的天然气产量约为440亿立方米，其中约39%被燃烧或重新注入。另外12%用于勘探和生产活动，只剩下一半的天然气用于商业出口。

曹海斌 摘译自 能源新闻

原文如下：

LNG imports to mitigate Brazil’s hunger for gas

Brazil’s natural gas demand is forecast to surge to a record in 2020-2021 of 39 billion cubic meters per year (Bcm/y), resulting in one of the largest supply deficits in history, according to Rystad Energy.

The Norwegian consulting firm said late last month liquefied natural gas (LNG) imports are the best short-term solution to meet domestic demand. The country has spare importing capacity and LNG is also the cheaper option available in today’s market, Kallanish Energy learns.

The supply headwinds come at times of declining Bolivian gas imports and limited offshore gas transport infrastructure. However, Brazilian natural gas production is growing and the country is set to become a net gas exporter in 2025.

Upstream analyst Krishan Pal Birda estimated gas production will reach 33 Bcm/y in 2025, while demand will be around 35 Bcm. “If the country, on top of this, commercializes its currently flared gas by 2025, or if GEV (Australia’s Global Energy Ventures) commercializes its targeted 3.1 Bcm/y of gas from the Santos Basin, Brazil could become a net gas exporter in 2025 for the first time in its history.”

Rystad Energy’s data show Brazil produced roughly 44 Bcm of gas last year and flared or re-injected about 39% of this total. Another 12% was consumed for exploration and production activities, leaving only half of the output available commercially.