油价暴跌及供应过剩冲击天然气行业

4月1日，伍德麦肯兹在其最新的短期天然气和液化天然气展望报告中表示，该公司评估了持续低油价和液化天然气供过于求等因素对今年天然气行业带来的风险。

该公司研究主管罗伯特·西姆斯(Robert Sims)表示:“尽管液化天然气价格朝着美国产量盈亏平衡的方向暴跌是可以预见的，但在2020年剩余时间里的情况是无法预测的。本来就供过于求的液化天然气市场，在暖冬过后，欧洲和亚洲的库存都很高，结果却面临着需求大幅下跌的危机。我们预计，到2020年，全球液化天然气需求将同比增长6%，达到3.71亿吨。这些数字还需要根据实际市场走势不断进行修正。”

王佳晶 摘译自 伍德麦肯兹官网

原文如下：

Gas sector impacted by whammy of oil price crash and LNG oversupply

In its latest short-term gas and LNG outlook report, Wood Mackenzie weighs the risks coronavirus, sustained low oil prices and LNG oversupply pose to the sector this year.

Wood Mackenzie research director Robert Sims said: “While the collapse of LNG prices towards US production break-evens was foreseeable, the narrative for the rest of 2020 could not be more unpredictable.

“An already oversupplied LNG market comes out of a mild winter with high inventories across Europe and Asia, only to face a global pandemic which has already destroyed gas demand across China and looks increasingly set to do the same across the Asia Pacific and Europe.

“We expect global LNG demand to grow by 6% year-on-year to 371 million tonnes (Mt) in 2020; the numbers will need constant revision as economies around the world feel the force of the growing pandemic.”