据能源经济3月8日消息称，一家顶级液化天然气油轮公司表示，液化天然气(LNG)船舶的盈利将受到补充库存需求的提振，此前寒冷的天气推动了供应的紧张和创纪录的高运费。
今年1月欧洲和亚洲以及上月北美的寒流增加了供暖需求，促使几个市场的价格飙升，同时库存下降。
GasLog Partners首席执行官Paul Wogan对路透表示：“由于亚洲和欧洲的北半球冬季都很冷，你需要补充库存。所以，我们认为这将增运英里。”
吨英里是航运需求的一个指标，衡量的是运输货物量乘以距离。
航运消息人士估计，1月份液化天然气船费率创下了超过32万美元/天的历史新高，其中一些租船合同的成交价格约为35万美元/天。
波罗的海交易所的数据显示，部分航线的平均日收入已降至2万美元左右。
Wogan说，尽管到2021年将有更多的油轮交付，但运费可能会“比去年每天高出5000美元左右”。
他说:“我们认为今年的液化天然气运输量将比去年增加约2,000万吨。”他还补充说，大部分新增产量将来自美国生产商。
经纪商EA Gibson基于AIS船舶跟踪的数据显示，今年已经交付了14艘液化天然气船，另有44艘计划在2021年下水，这将使现有的593艘液化天然气船增加。
Gaslog的董事长Peter Livanos上周表示，该交易将允许“获得目前在公开股票市场缺乏的增长型资本”。
朱佳妮 摘译自 能源经济
原文如下：
LNG shipping market primed for growth after scramble for supply
Liquefied natural gas (LNG) ships are set to receive an earnings boost from restocking demand after colder conditions drove a scramble for supplies and record high freight rates, a top LNG tanker player said.
A cold snap in Europe and Asia in January and in North America last month increased heating demand, prompting prices to jump in several markets, while inventories fell.
"You need to replenish stocks because of the cold northern hemisphere winter in both Asia and in Europe. So, we think this is going to add to tonne miles," GasLog Partners chief executive Paul Wogan told Reuters.
Tonne miles are an indicator of shipping demand, measuring transported cargo volume multiplied by distance.
LNG tanker rates in January hit record highs of over $320,000 a day, with some charters concluded at around $350,000 a day, estimates from shipping sources showed.
Average earnings have fallen to around $20,000 a day on some routes, Baltic Exchange data showed.
Wogan said despite more tankers being delivered in 2021, rates could be "somewhere between $5,000 a day better than they were at last year".
"We think there's going to be about 20 million tonnes more LNG moved this year than last year," he said, adding that much of the additional production would come from U.S. producers.
Data from broker EA Gibson, based on AIS ship tracking, showed 14 LNG vessels had already been delivered this year with a further 44 scheduled to hit the water in 2021, which will add to the existing LNG fleet of 593 tankers.
Gaslog Ltd's chairman Peter Livanos said last week the deal would allow "for access to growth capital currently absent in the public equity markets".
