據(jù)阿納多盧新聞6月28日消息稱，全球能源監(jiān)測(cè)周四發(fā)布的一份報(bào)告顯示，全球26個(gè)液化天然氣出口終端的項(xiàng)目嚴(yán)重中斷，最終投資決定被推遲，液化天然氣(LNG)行業(yè)受到了打擊。
題為《緊張的資金:2021年全球液化天然氣終端更新》的年度報(bào)告確認(rèn)，氣候變化、安全擔(dān)憂、Covid-19導(dǎo)致的經(jīng)濟(jì)放緩和可行性擔(dān)憂是導(dǎo)致中斷的主要原因。
該報(bào)告稱，延期出口碼頭的年產(chǎn)能總計(jì)2.65億噸。
“過去一年，與疫情相關(guān)的勞動(dòng)力中斷進(jìn)一步加劇了困擾液化天然氣行業(yè)的成本超支、計(jì)劃延遲和高停機(jī)率。”
去年，全球只有一個(gè)液化天然氣出口項(xiàng)目——墨西哥的Costa Azul液化天然氣終端——達(dá)成了FID。
在全球64%的建設(shè)或建設(shè)前出口能力的項(xiàng)目中，北美的項(xiàng)目問題最嚴(yán)重，26個(gè)液化天然氣出口終端中有11個(gè)報(bào)告FID延遲或其他嚴(yán)重中斷。
根據(jù)該報(bào)告：“在低生產(chǎn)成本的卡塔爾和俄羅斯北極地區(qū)大舉擴(kuò)張產(chǎn)能，增加了美國(guó)液化天然氣出口開發(fā)商面臨的風(fēng)險(xiǎn)。”
全球能源監(jiān)測(cè)在報(bào)告中還指出，液化天然氣行業(yè)一度被視為潛在的氣候解決方案，但現(xiàn)在越來越被視為一個(gè)氣候問題，尤其是對(duì)歐洲買家而言。
國(guó)際能源署 (IEA) 上個(gè)月表示，按照2050年凈零的設(shè)想，2025年后地區(qū)間液化天然氣貿(mào)易將需要迅速下降。
全球能源監(jiān)測(cè)執(zhí)行董事Ted Nace 表示：“那些習(xí)慣于將基礎(chǔ)設(shè)施視為‘安全’投資的人，可能會(huì)在液化天然氣終端項(xiàng)目上遭遇坎坷。”
他說，建設(shè)更多出口能力的機(jī)會(huì)已經(jīng)縮小。
盡管如此，液化天然氣的進(jìn)口能力仍在迅速擴(kuò)大，有足夠的在建或在建前項(xiàng)目將全球液化天然氣進(jìn)口能力提高70%。
報(bào)告透露：“在建設(shè)或在建前建設(shè)的產(chǎn)能中，32%在亞洲某大國(guó)，11%在印度，7%在泰國(guó)。在亞洲以外，巴西也是一個(gè)熱點(diǎn)地區(qū)，有13個(gè)液化天然氣進(jìn)口碼頭正在建設(shè)或建設(shè)前。”
朱佳妮 摘譯自 阿納多盧新聞
原文如下：
LNG sector faces delays to 26 export terminal projects globally
The liquefied natural gas (LNG) sector has been hit by severe project disruptions and delays to final investment decisions (FIDs) of 26 LNG export terminals globally, a report by Global Energy Monitor revealed Thursday.
The annual report entitled Nervous Money: Global LNG Terminals Update 2021 confirms that climate change, security concerns, the economic slowdown due to Covid-19, and feasibility concerns are among the main reasons leading to disruptions.
The capacity of delayed export terminals total 265 million tonnes per annum, it said.
"The cost overruns, scheduling delays, and high outage rate that plagued the LNG sector were further exacerbated in the past year by Covid-related workforce disruption."
only one LNG export project worldwide, the Costa Azul LNG terminal in Mexico, reached an FID in the past year.
For 64% of the global export capacity in construction or pre-construction, North America has the most troubled projects with 11 of the 26 LNG export terminals reporting FID delays or other serious disruptions.
According to the report, "aggressive expansion of capacity in low-production-cost Qatar and the Russian Arctic has increased risks to US LNG export developers.”
Global Energy Monitor also noted in the report that once regarded as a potential climate solution, the LNG sector is increasingly seen as a climate problem particularly for European buyers.
The International Energy Agency (IEA) said last month that inter-regional LNG trade would need to decline rapidly after 2025 under a 2050 net-zero scenario.
"Those who are accustomed to thinking of infrastructure as a 'safe' investment may be in for a rocky ride with LNG terminals," said Ted Nace, executive director of Global Energy Monitor.
He said the opportunity has narrowed for more export capacity to be built.
Nonetheless, LNG import capacity is continuing to expand rapidly, with enough projects in construction or pre-construction to increase global capacity by 70%.
"Of the capacity in construction or pre-construction, 32% is in the curtain country of Asia, 11% is in India, and 7% is in Thailand. Outside Asia, Brazil is a hotspot with 13 LNG import terminals in construction or pre-construction," the report revealed.
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