據(jù)天然氣資訊6月16日消息稱，液化天然氣長(zhǎng)期合同市場(chǎng)和液化天然氣現(xiàn)貨市場(chǎng)走勢(shì)相反。全球能源咨詢公司W(wǎng)ood Mackenzie表示，當(dāng)需求將明顯超過(guò)卡塔爾和俄羅斯的新供應(yīng)時(shí)，長(zhǎng)期買(mǎi)家市場(chǎng)才可能結(jié)束。

　　2025年后開(kāi)始的液化天然氣合同市場(chǎng)上的買(mǎi)家有很多選擇，因?yàn)榭晒┻x擇的數(shù)量超過(guò)了他們的需求。但那些在 2025 年之前需要大量現(xiàn)貨的公司面臨更高的現(xiàn)貨價(jià)格和昂貴的短期交易。

　　但是有一個(gè)可能的解決方案。這些購(gòu)買(mǎi)者可以使用超長(zhǎng)期合同來(lái)鏈接短期和長(zhǎng)期市場(chǎng)。一份過(guò)渡性合同可能會(huì)在未來(lái)5年給買(mǎi)家更低的價(jià)格，以換取賣(mài)家獲得長(zhǎng)期合同的保障。

　　Wood Mackenzie 全球液化天然氣總監(jiān) Giles Farrer 表示：“目前，6月和7月運(yùn)往東北亞的現(xiàn)貨價(jià)格平均在12美元/百萬(wàn)英熱(Btu)左右，為6年多來(lái)夏季的最高水平。

　　“盡管天然氣價(jià)格明年可能短暫下跌，但Wood Mackenzie預(yù)計(jì)，這種漲勢(shì)將在未來(lái)5年延續(xù)，因?yàn)閬喼抟夯烊粴庑枨蟮脑鲩L(zhǎng)將超過(guò)全球液化天然氣供應(yīng)的增長(zhǎng)，將把大西洋的供應(yīng)拉入太平洋，導(dǎo)致市場(chǎng)吃緊?！?/p>

　　朱佳妮 摘譯自 天然氣資訊

　　原文如下：

　　Wood Mackenzie: Long-term LNG set to remain a buyers’ market

　　The LNG long-term contract market and LNG spot market are travelling in opposite directions. The long-term buyers’ market is only likely to end when it becomes clear that demand will outstrip new supply available from Qatar and Russia, global energy consultancy Wood Mackenzie said.

　　Buyers in the market for LNG contracts starting after 2025 are spoilt for choice – there are more volumes available than they need. But those who need volumes before 2025 face higher spot prices and expensive short-term deals.

　　But there is a possible solution. These purchasers may be able to use long-er-term contracts which ‘bridge’ the short- and long-term market. A bridging contract would potentially give buyers lower prices over the next five years in exchange for the seller receiving the security of long-term contracts.

　　Giles Farrer, Director, global LNG at Wood Mackenzie, said: “Spot prices are presently averaging around US$12/million Btu for June and July delivery into North East Asia, their highest at this point in the summer for over six years.

　　“While prices may briefly dip next year, Wood Mackenzie expects this rally to extend over the next five years because rising Asian LNG demand will outstrip global LNG supply growth, pulling Atlantic supply into the Pacific and tightening the market.”

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