天然气价格飙升 美国LNG出口回升

据9月12日Hart Energy报道，美国9月液化天然气出口有望连续第二个月实现增长，为今年1月触及纪录高位以来的首次，因全球天然气价格上涨促使买家撤回部分取消的货运订单。

美国联邦数据显示，上个月欧洲和亚洲的天然气价格飙升超过60%，导致美国液化天然气出口从7月份31亿立方英尺/天的21个月低点跃升至8月份的37亿立方英尺/天，预计9月份将达到38亿立方英尺/天。

在此之前，因冠状病毒需求锐减导致价格暴跌，买家取消货物，美国出口量从3月到7月逐月下降。

数家美国液化天然气出口工厂加紧供应更多燃料，尽管在劳拉飓风于8月下旬登陆墨西哥湾后，由于电力问题，Cameron LNG在路易斯安那州的工厂仍处于关闭状态。不过，Cheniere能源公司提高了得德萨斯州科珀斯克里斯蒂(Corpus Christi)的出口，并于本周从路易斯安那州的Sabine Pass运出了第一批货物。这家工厂在飓风袭击前关闭。

与卡梅伦终端不同的是，Sabine有发电机，能够提供大部分的电力供应。Freeport在德克萨斯州的液化天然气工厂和Kinder Morgan 在佐治亚州的厄尔巴岛的出口也出现增长。

Energy Aspects的分析师表示，恢复电力和灾后清理为卡梅伦提供服务的船舶通道需要大量工作，可能会让终端在10月中旬之前无法运转。能源交易商表示，卡梅伦已经将货物装船时间从9月推迟到10月。

为卡梅伦提供电力的Entergy公司在一份声明中表示:“路易斯安那州西南部的大多数客户可能要到9月底才能安全用电。”

王佳晶 摘译自 Hart Energy

原文如下：

US LNG Exports Rise from Coronavirus Lows as Global Gas Prices Soar

U.S. LNG exports were on track to increase for a second month in a row in September for the first time since hitting a record high in January as rising global gas prices prompted buyers to reverse some cargo cancellations.

Gas prices surged over 60% in Europe and Asia last month, causing U.S. LNG exports to jump from a 21-month low of 3.1 Bcf/d in July to 3.7 Bcf/d in August and an expected 3.8 Bcf/d in September, according to federal data.

Prior to that, U.S. exports fell every month from March to July as coronavirus demand destruction caused prices to collapse and buyers to cancel cargoes.

Several U.S. LNG export plants stepped up to supply more of the super-cooled fuel even though Cameron LNG's facility in Louisiana remains shut due to lingering power problems after Hurricane Laura slammed into the Gulf Coast in late August.

Cheniere Energy Inc. boosted exports from Corpus Christi in Texas, and this week sent out the first cargo from Sabine Pass in Louisiana since shutting the plant just before Laura hit.

Unlike Cameron, Sabine has on-site generators capable of producing much of its power supply.

Exports also increased at Freeport LNG's plant in Texas and Kinder Morgan Inc.'s Elba Island in Georgia.

Analysts at Energy Aspects said the amount of work needed to restore power and clean up the ship channel serving Cameron could keep the plant offline until mid-October.

Energy traders said Cameron has already deferred cargo loadings from September to October.

Officials at Cameron were not immediately available for comment.

Entergy Corp., which provides power to Cameron, said in a statement that "it may be late September before power is available to most customers in Southwest Louisiana who can safely receive it."