據(jù)世界能源7月5日消息:今年6月,全球液化天然氣接收量連續(xù)第四個月同比增長,但較5月有所下降,處于去年10月以來的最低水平。
石油分析公司Vortexa的數(shù)據(jù)顯示,上月液化天然氣總交付量從去年同期的2700萬噸上升至2990萬噸,但低于5月份的3190萬噸。上個月的進口量為去年10月以來的最低水平,當時全球進口量為2890萬噸,去年11月至今年5月的交貨量均保持在3000萬噸以上,這在一定程度上反映了全球需求的典型季節(jié)性特征。
亞太地區(qū)強勁的需求再次成為全球增長的主要驅(qū)動力,該地區(qū)上個月接收了1760萬噸,高于去年同期的1540萬噸,并進一步將其市場份額從去年同期的69.8%和5月份的68.9%提高到70.4%。但拉美國家也貢獻了很大一部分額外需求,該地區(qū)上月的總收入從去年同期的99.3萬噸增加了一倍,達到190萬噸,創(chuàng)下了2018年8月以來的最高水平,而就在美國新管道投產(chǎn)前,墨西哥的液化天然氣需求開始大幅下降。
今年以來,阿根廷國內(nèi)天然氣產(chǎn)量的疲軟推動了該國對液化天然氣的依賴,而巴西創(chuàng)紀錄的干旱則大幅打壓了水力發(fā)電產(chǎn)量,并提升了該國的天然氣需求。但拉丁美洲在全球市場的份額仍僅為5.7%,盡管這一比例高于去年同期的2.3%和5月份的3.6%。
歐洲在全球需求中的份額從去年同期的22.1%和5月份的23.8%收窄至6月份的19.4%。該地區(qū)上月進口量為575萬噸,與去年同期的571萬噸基本持平。
盡管與去年同期相比,6月份天氣較為溫和,但日本6月的進口量從去年同期的530萬噸和5月的520萬噸增至560萬噸。與去年6月相比,上個月更強勁的經(jīng)濟活動使消費有所增加,當時出臺了更多的新冠肺炎限制措施。
在Krishna Godavari盆地的新海上油田投產(chǎn)后,國內(nèi)產(chǎn)量增加,也減少了該國對進口的依賴。最新數(shù)據(jù)顯示,印度上個月的進口量從一年前的234萬噸降至180萬噸,而5月份國內(nèi)產(chǎn)量從一年前的23億立方米增長了近五分之一,達到27.4億立方米。6月份液化天然氣價格高企,可能也打壓了印度買家對現(xiàn)貨的興趣。
馮娟 摘譯自 世界能源
原文如下:
Global LNG Deliveries Rise in June
Worldwide LNG receipts increased compared with a year earlier for a fourth consecutive month in June but dropped from May and were at their lowest since October.
Aggregate LNG deliveries rose to 29.9mn t of LNG last month from 27mn t a year earlier, data from oil analytics firm Vortexa show, but were lower than the 31.9mn t delivered in May. Receipts last month were at their lowest since October, when 28.9mn t was imported globally, with November-May deliveries all holding above 30mn t, partly reflecting a typical seasonality profile in global demand.
Stronger Asia-Pacific demand was again the main driver of the global increase, with the region receiving 17.6mn t last month, up from 15.4mn t a year earlier, and further increasing its market share to 70.4pc, from 69.8pc a year earlier and 68.9pc in May. But Latin American countries also contributed a large slice of the additional demand, with aggregate receipts to the region broadly doubling to 1.9mn t last month from 993,000t a year earlier — and the highest since August 2018, just before the commissioning of a new pipeline from the US began to slash Mexico's LNG demand.
Weak domestic gas production in Argentina has boosted the country's reliance on LNG so far this year, while a record drought in Brazil has weighed on hydroelectric output sharply and lifted gas demand in the country. But Latin America still accounted for only a marginal share of the global market at 5.7pc last month, although this was up from 2.3pc a year earlier and 3.6pc in May.
Europe's share of global demand narrowed to 19.4pc in June from 22.1pc a year earlier and 23.8pc in May. The region took 5.75mn t last month, broadly unchanged from 5.71mn t a year earlier.
Japanese receipts rose to 5.6mn t in June from 5.3mn t a year earlier and 5.2mn t in May, despite mild weather during the month compared with June 2020. But stronger economic activity last month enabled higher consumption compared with June last year, when more Covid-19 restrictions were in place.
Stronger domestic production following the start-up of new offshore fields in the Krishna Godavari basin also reduced the country's reliance on imports. Indian receipts fell to 1.8mn t last month from 2.34mn t a year earlier, while domestic production rose by almost a fifth to 2.74bn m3 in May, the latest data available, from 2.3bn m3 a year earlier. High LNG prices in June may have also weighed on Indian buyers' appetite for spot cargoes.
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