據(jù)阿拉伯貿(mào)易網(wǎng)2023年8月17日?qǐng)?bào)道，全球領(lǐng)先的數(shù)據(jù)分析和咨詢(xún)公司GlobalData日前公布的最新統(tǒng)計(jì)數(shù)據(jù)顯示，美國(guó)將繼續(xù)引領(lǐng)全球液化天然氣(LNG)液化能力的增加，在2023年至2027年期間，美國(guó)將占全球LNG液化能力增加總量的46%。

GlobalData發(fā)布的題為《2023-2027年液化天然氣終端容量和資本支出(CapEx)》最新報(bào)告顯示，到2027年前，美國(guó)預(yù)計(jì)將每年增加1.584億噸的新建LNG液化能力。據(jù)估計(jì)，美國(guó)將通過(guò)擴(kuò)建項(xiàng)目再年增5820萬(wàn)噸的LNG產(chǎn)能。

GlobalData石油和天然氣分析師Himani Pandey評(píng)論道：“亞洲和歐洲豐富的頁(yè)巖氣和對(duì)液化天然氣的強(qiáng)勁需求主要鼓勵(lì)了對(duì)美國(guó)LNG液化項(xiàng)目的投資。由于地緣政治沖突發(fā)生，歐洲計(jì)劃停止從產(chǎn)能大國(guó)進(jìn)口管道天然氣，這進(jìn)一步推動(dòng)了美國(guó)的LNG液化項(xiàng)目。”

CP2 LNG項(xiàng)目是美國(guó)即將到來(lái)的關(guān)鍵LNG液化項(xiàng)目之一，由Venture Global Partners, LLC公司持有全部股權(quán)，而Venture Global LNG公司是擬議的運(yùn)營(yíng)商。這個(gè)項(xiàng)目預(yù)計(jì)將于2026年開(kāi)始運(yùn)營(yíng)，年產(chǎn)能為1000萬(wàn)噸，到2027年前可能翻一番，達(dá)到2000萬(wàn)噸。

今年7月，CP2 LNG項(xiàng)目獲得了美國(guó)聯(lián)邦能源監(jiān)管委員會(huì)的環(huán)境批準(zhǔn)，并可能在今年晚些時(shí)候達(dá)成最終投資決定(FID)。埃克森美孚公司、雪佛龍公司和日本JERA等公司已經(jīng)簽署了從該項(xiàng)目購(gòu)買(mǎi)LNG的協(xié)議。

普拉克明項(xiàng)目是Venture Global LNG公司的另一個(gè)重點(diǎn)項(xiàng)目，已經(jīng)獲得FID，目前處于建設(shè)階段。預(yù)計(jì)將于2024年開(kāi)始運(yùn)營(yíng)，年產(chǎn)能為1320萬(wàn)噸。  

Pandey補(bǔ)充說(shuō)：“今年3月，Venture Global LNG公司還宣布了普拉克明LNG出口工廠(chǎng)第二階段的最終投資決定，并獲得了78億美元的融資。到2026年前，這個(gè)項(xiàng)目的第二階段可能會(huì)將普拉克明項(xiàng)目的年液化能力提高到1980萬(wàn)噸。”

Venture Global LNG公司已經(jīng)為普拉克明項(xiàng)目的二期項(xiàng)目爭(zhēng)取到了雪佛龍公司、Excelerate能源公司、埃克森美孚公司和巴登符騰堡能源公司等買(mǎi)家。

李峻 譯自 阿拉伯貿(mào)易網(wǎng)

原文如下：

US to lead global LNG liquefaction by 2027

The US is set to continue to lead global liquefied natural gas (LNG) liquefaction capacity additions, contributing 46 per cent of the total LNG liquefaction capacity additions between 2023 and 2027, according to GlobalData.

GlobalData’s latest report, “LNG Liquefaction Terminals Capacity and Capital Expenditure (CapEx) 2023-2027”, reveals that the US is expected to add a new build LNG liquefaction capacity of 158.4 (million tonnes per annum) by 2027. The country is estimated to add another 58.2 mtpa capacity from expansion projects.

Himani Pandey, Oil & Gas Analyst at GlobalData, comments: “Abundant shale gas and strong demand for LNG in Asia and Europe have been primarily encouraging investments in the LNG liquefaction projects in the US. The European plans to stop natural gas imports from the bigger producer due to the geopolitical conflicts have given further impetus to the US liquefaction projects.”

CP2 is one of the key upcoming LNG liquefaction projects in the US, with Venture Global Partners, LLC holding the entire equity, while Venture Global LNG is the proposed operator. The project is expected to start operations in 2026 with a capacity of 10 mtpa, which is likely to be doubled to 20 mtpa by 2027.

In July 2023, CP2 obtained environmental approval from the US Federal Energy Regulatory Commission and is likely to reach Financial Investment Decision (FID) later this year. Companies such as ExxonMobil, Chevron, and JERA have already signed agreements for the purchase of LNG from the project.

Plaquemines is another key project of Venture Global LNG that has already received FID and is presently in the construction stage. It is expected to start operations in 2024 with a capacity of 13.2 mtpa.

Pandey adds: “In March 2023, Venture Global LNG also announced the FID for phase two of the Plaquemines LNG export plant and secured $7.8 billion in financing. Phase II of the project is likely to increase the liquefaction capacity of the Plaquemines project to 19.8 mtpa by 2026.”

Venture Global LNG has already secured buyers such as Chevron, Excelerate Energy, Exxon Mobil, and Energie Baden Wuerttemberg for phase II of the Plaquemines project.