首页 > 资料下载 > 他们可能是巨人：新兴的液化天然气进口国如何重塑水上天然气市场THEY MIGHT BE GIANTS: How New and Emerging LNG Importers Are Reshaping
他们可能是巨人：新兴的液化天然气进口国如何重塑水上天然气市场THEY MIGHT BE GIANTS: How New and Emerging LNG Importers Are Reshaping 他们可能是巨人：新兴的液化天然气进口国如何重塑水上天然气市场THEY MIGHT BE GIANTS: How New and Emerging LNG Importers Are Reshaping

他们可能是巨人：新兴的液化天然气进口国如何重塑水上天然气市场THEY MIGHT BE GIANTS: How New and Emerging LNG Importers Are Reshaping

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  • 更新时间：2021-09-22
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几年来，许多液化天然气（LNG）市场观察家一直预计，水上运输市场将更加宽松，价格也将下降。主要由于澳大利亚和美国出口激增，自2014年年中以来，新供应以前所未有的速度进入市场，而且这种扩张将持续到本世纪末。不过，尽管现货液化天然气价格较2011-14年的高位有所下降，但现货液化天然气市场似乎并未出现实质性的松动。 本文旨在证明，面对日益增长的供应，实际液化天然气市场仍然相当紧张，并检验这种紧张的一个低估的驱动因素：2014年以来，一批新的和新兴的液化天然气进口国的巨大需求增长。在不断扩大的浮式储油和再气化装置（FSRUs）船队的推动下，这些新兴进口商迅速颠覆了传统观念，即液化天然气市场已进入结构性供过于求时期。该报的主要收获如下：

For several years, many liquefied natural gas (LNG) market observers have been anticipating looser waterborne markets and lower prices. Primarily due to surging exports from Australia and the United States, new supply has been entering the market at an unprecedented pace since mid-2014, and this expansion is set to continue through the end of the decade. However, the physical LNG market does not appear to have loosened substantially, even though spot LNG prices are down from the lofty levels of 2011–14, following Japan’s Fukushima crisis. The purpose of this paper is to demonstrate that physical LNG markets have remained quite tight in the face of growing supply and to examine an underappreciated driver of this tightness: enormous demand growth by a group of new and emerging LNG importers since 2014. Facilitated by an expanding fleet of floating storage and regasification units (FSRUs), these emerging importers have quickly upended the conventional wisdom that the LNG market has entered a period of structural oversupply. The paper’s key takeaways are the following:

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