全球在建的再气化产能将达到10年来最高水平

据9月2日Wood Mackenzie网站消息：伍德·麦肯齐称，预计2020年全球再气化(regas)在建产能将达到1.44亿吨/年，为10年来最高水平。

包括在建的33个新码头，增加9280万吨/年的吞吐量，以及现有码头将增加5100万吨/年的吞吐量。

全球增长最快的需求中心中国正在引领再气化装置产能的增加，占总再气化装置产能的三分之一以上，即5260万吨/年，其中包括10个新码头2240万吨/年的产能。

南亚地区受到疫情影响，管道基础设施的建设被推迟，限制了一些码头的发货。印度还在建设5个总容量为2000万吨的新码头。

在欧洲其他地区，到2025年，荷兰、波兰、法国、希腊和英国的扩建项目将增加多达1300万吨的产能。

今年共有四个新项目开始接收货物。这些项目包括巴西的Sergipe液化天然气项目、印度的Mundra液化天然气项目、波多黎各的圣胡安项目以及最近缅甸的Thanlyin项目。

伍德·麦肯齐亚洲液化天然气研究分析师Otavio Veras称:“东南亚一直是今年再气开发的重要地区。越南和缅甸都在创纪录的时间内完成了终端工程建设，以帮助缓解迫在眉睫的电力短缺问题。海林公司已经在越南东南部的Vung Tau完成了一个码头的建设，并计划在2021年第二季度开始商业运作。在缅甸，位于首都仰光附近Thanlyin的小型终端在2020年5月收到了来自马来西亚国家石油公司的第一批液化天然气。”

越南和缅甸加气项目的开发商在交付项目时承担了更多的风险。这两个码头均为私人所有，并在没有签订任何买卖协议之前开始建设。缅甸还使用了由LNG-Easy运营的新型卸货系统，在码头建设完成之前开始进口。

最有意义的发展也许是计划于2021年一季度在莫桑比克南部建设的天然气终端。

伍德·麦肯齐研究总监吉尔斯·法拉尔表示：“尽管目前莫桑比克南部的需求量不大，但该终端还将以南非北部的需求为目标，以取代Pande和Temane油气田的下滑，目前，这两个油气田通过865公里长的ROMPCO管道向马普托/马托拉地区的30多个行业以及南非供应天然气。”

冯娟 摘译自 Wood Mackenzie

原文如下:

Global regas capacity under construction hits 10-year high at 144 mmtpa

Global regasification (regas) capacity under construction is expected to hit a 10-year high at 144 million tonnes per annum (mmtpa) in 2020, says Wood Mackenzie.

This includes 33 new terminals under construction, adding 92.8 mmtpa, and a further 51.0 mmtpa of capacity which is set to be added at existing terminals.

The world’s fastest growing demand centre, China, is unsurprisingly leading the regas capacity additions, accounting for over a third or 52.6 mmtpa of total regas capacity including 22.4 mmtpa at 10 new terminals.

Wood Mackenzie research director Giles Farrer said: “Access to capacity in China is being shaken up, with the new national pipeline company, PipeChina, likely to take ownership of a number of national oil company-owned terminals soon. China also suffered from delays in capacity additions due to Covid-19, with expected expansion of the Caofeidian and Rudong terminals facing risks of slipping to 2021.”

Schedules in South Asia have also been impacted by coronavirus, with delays to construction of pipeline infrastructure, limiting send-out from some of the terminals. India is also building five new terminals with 20.0 mmtpa of total capacity.

Elsewhere, Europe may see up to 13.0 mmtpa of additional capacity from expansion projects until 2025 across the Netherlands, Poland, France, Greece, and UK.

Wood Mackenzie expects a total of seven regas terminals to take final investment decision (FID) this year. Three new regas terminals – Cyprus LNG, and China’s Yantai LNG and Tianjin LNG – have already taken FID in the first half of 2020.

Farrer said: “We think a further four terminals have a good chance of reaching FID before the end of the year: Alexandropoulos LNG, in Eastern Greece, Hong Kong LNG, Vila do Conde terminal from Golar, located in North Brazil and Puerto Sandino, in Nicaragua.”

A total of four new projects have started receiving cargoes in this year. These include Brazil’s Sergipe LNG, India’s Mundra LNG, Puerto Rico’s San Juan project and most recently Myanmar’s Thanlyin project.

Wood Mackenzie’s Asia LNG Research Analyst Otavio Veras added: “Southeast Asia has been an important region for regas development this year. Vietnam and Myanmar have both completed terminals in record time to help stave off looming power shortages. Hai Linh Company has completed construction of a terminal in Vung Tau, Southeast Vietnam and plans to begin commercial operations by Q2 2021. In Myanmar, a small-scale terminal, located in Thanlyin, near the capital Yangon, received its first LNG cargo from PETRONAS, in May 2020.”

The developers of both the Vietnam and Myanmar regas projects have taken more risk to deliver their projects. Both terminals are privately owned and started construction before any sales and purchase agreements were signed. In Myanmar, novel offloading systems, operated by LNG-Easy have also been used to begin imports before terminal construction is complete.

Perhaps the most interesting development is the proposed regas in Southern Mozambique targeted for construction in Q1 2021.

Farrer said: “Although demand in Southern Mozambique is presently modest, the terminal will also target demand in Northern South Africa to replace decline at the Pande and Temane fields, which currently supply gas to more than 30 industries in the Maputo/Matola area and also to South Africa, through the 865-km ROMPCO pipeline.”