石油设备网讯 据油价网2022年12月19日报道,欧洲急于取代管道天然气,以及预计将持续数年的液化天然气(LNG)供应和价格牛市,导致了今年全球LNG运输船订单的竞争。
根据Splash引用的克拉克森研究公司发布的数据,随着2022年即将结束,到目前为止,今年全球LNG运输船订单已达到170艘,比2021年全年激增95%。
克拉克森研究公司发布的数据显示,今年LNG运输船的新订单也创下了新建船舶价格的纪录。
LNG运输船订单市场的表现远远超过船舶订单市场的总体表现,2022年迄今为止,该市场已订购了1306艘船舶,低于2021年全年的2123艘船舶订单。
由于欧洲竞相囤积货物,以在冬季到来之前填满其天然气储存地点,今年LNG运输船日费率大幅飙升。
今年到目前为止,美国LNG在满足欧洲的需求方面发挥了至关重要的作用。欧洲一直在争夺天然气供应,并愿意为现货交货支付更高的价格,出价高于亚洲大部分地区。
美国向欧洲运送了创纪录数量的LNG,以帮助其欧盟盟友,近几个月来,美国约70%的LNG出口都运往欧洲。
分析师和业内人士表示,明年欧洲将需要更多的LNG供应,以抵消来自管道天然气流量较低(或可能根本不存在)的影响。
12月早些时候,大宗商品交易商托克表示,随着管道天然气输送量的大幅下降,欧洲明年将需要“大量”LNG,并补充说,预计全球天然气和LNG市场将继续波动。
托克在截至9月30日的年度报告中表示:“尽管欧洲应该通过动用库存和削减需求来避免今年冬天出现供应中断,但鉴于来自管道天然气流量大幅减少,欧洲将需要在2023年进口大量LNG。”
李峻 编译自 油价网
原文如下:
LNG Tanker Orders Soar 95% To Hit A Record High In 2022
Europe’s rush to replace gas and an expected years-long bull market for LNG supply and prices have also created a race for LNG carrier orders this year.
With 2022 nearly at its end, the global order book so far this year has numbered 170 LNG carriers, a surge of 95% compared to full-year 2021, per data from Clarksons Research cited by Splash.
This year, new orders for LNG carriers also hit records in terms of prices for the newbuild vessels, according to Clarksons Research.
The market for LNG carrier orders widely outperformed the total ship order market, where 1,306 vessels have been ordered so far in 2022, down from 2,123 ship orders for the full year in 2021.
LNG day rates have surged this year as Europe raced to stock up on cargoes to fill its natural gas storage sites ahead of the winter.
So far this year, American LNG has been crucial in meeting demand in Europe, which has been scrambling for gas supply and willing to pay up for spot deliveries, outbidding most of Asia.
The United States has shipped record volumes of LNG to Europe to help EU allies and around 70% of all American LNG exports have headed to Europe in recent months.
Next year, Europe will need even more LNG supply to offset low (or possibly non-existent) pipeline flows, analysts and industry players say.
With the plunge in pipeline gas deliveries, Europe will need “huge volumes” of LNG next year, commodity trader Trafigura said earlier this month, adding it expects continued volatility in the natural gas and LNG markets.
“While Europe should avoid a blackout this winter by drawing on inventories and cutting demand, it will need to import huge volumes of LNG in 2023 given the massive reduction in flows ,” Trafigura said in its annual report for the year to September 30.