俄气对欧洲天然气市场的份额下滑

据今日油价7月11日报道，在欧洲西北部和意大利，天然气库存创纪录地消耗，使得俄罗斯天然气工业股份公司在该地区的销售损失更大。

根据路透社和Refinitiv数据显示，俄罗斯天然气工业股份公司对该地区天然气出口下降，导致其在2020年上半年天然气市场的份额下降了4个百分点，从一年前的38%下降到现在的34%。

俄罗斯天然气工业股份公司的竞争对手（包括Equinor）的销售额下降了40亿立方米，这意味着Equinor实际上占据了更多的市场份额，上半年供应了26%的市场份额，而去年仅为25%。北非在该地区的市场份额下降了1个百分点。

Kallanish Energy援引俄罗斯联邦海关总署（Federal Customs Service）数据，今年前5个月，俄罗斯天然气工业股份公司的天然气出口收入大幅下降52.6%，至97亿美元。其天然气出货量下降23%，至730亿立方米。

高库存已将天然气价格推至历史最低水平，并影响到包括美国在内的世界各地的生产商。由于疫情导致天然气消费下降，钻井活动减少，美国今年的产量预计将下降3.2%。

俄罗斯天然气工业股份公司（Gazprom）财务主管亚历山大伊万尼科夫（Alexander Ivannikov）表示，天然气价格下降将刺激欧洲和世界其他地区的消费。

洪伟立 摘译自 今日油价

原文如下：

Gazprom’s Hold On European Gas Market Slips

The record stockpile of natural gas in northwest Europe and Italy is eating into the regions’ thirst for Gazprom’s product, according to Reuters, and the Russian gas giant has lost more ground in terms of sales to the area compared to its competitors.

Gazprom’s falling natural gas exports to the region have caused Gazprom’s share of the natural gas market to fall by 4 percentage points in the first half of 2020, according to data compiled by Reuters and Refinitiv—from 38% a year ago to 34% now.

Sales from Gazprom’s competitors, including Equinor, has fallen off by a lesser amount—4bcm--meaning that Equinor has actually picked up more of the market, supplying 26% of the market in H1 vs 25% last year.

North Africa has seen its market share in the region slip by 1 percentage point.

Gazprom’s revenues from gas exports in the first five months of this year fell a whopping 52.6% to $9.7 billion, according to Russia’s Federal Customs Service data cited by Kallanish Energy. Shipments of its natural gas fell 23% to 73 billion cubic meters.

The high inventories have pushed the price of natural gas to record lows, and it’s affecting producers everywhere, including the United States. Production in the US is expected to drop 3.2 percent this year as drilling activity drops off as natural gas consumption falls due to coronavirus pandemic.

Gazprom’s head of finance, Alexander Ivannikov, the lower gas prices will encourage consumption in both Europe and the rest of the world.