泰国PTT寻求与卡塔尔达成15年LNG供应协议

   2023-07-11 互联网综合消息

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核心提示:据管道天然气杂志网7月7日报道,据四位贸易消息人士对路透表示,泰国最大的能源公司、国有控股的PTT正与卡

据管道&天然气杂志网7月7日报道,据四位贸易消息人士对路透表示,泰国最大的能源公司、国有控股的PTT正与卡塔尔就一项为期15年的液化天然气供应协议进行深入谈判。

根据消息人士引用的不同数据显示,这家油气集团正在谈判每年100万吨或200万吨的供应量,这将是亚洲买家锁定长协一系列交易中的最新一笔。

第五位业内人士表示,两家公司正在进行“严肃的谈判”,但预计在夏季结束之前不会达成协议。

卡塔尔能源和PTT都没有立即回应记者的置评请求。

卡塔尔是世界上最大的液化天然气出口国,自去年地缘政治冲突开始以来,对液化天然气的竞争已经加剧,特别是欧洲需要大量的天然气,以助取代管道天然气,此前管道天然气占欧洲大陆进口的近40%。

渴望长期协议的亚洲公司在锁定卡塔尔两阶段扩建计划的供应方面已经超过了欧洲。该计划将使卡塔尔的液化产能从每年7700万吨提至2027年的1.26亿吨。

卡塔尔这家海湾能源巨头今年一直在与其他几家亚洲买家进行谈判,到目前为止已经与亚洲买家签署了三份液化天然气供应协议,预计今年晚些时候还将签署更多协议。

贸易商表示,在超冷燃料价格从去年的高位回落后,PTT与其他新兴亚洲市场的公司一样今年一直在寻求现货液化天然气货物,与其他新兴亚洲市场的公司一样。

今年年初PTT还与阿曼液化天然气公司签署了一项为期9年的协议,从2026年开始,PTT每年将收到80万吨液化天然气。

泰国是一个石油和天然气净进口国,需要增加液化天然气的进口,以弥补其天然气田产量的急剧下降。数据公司Kpler的数据显示,到目前为止,该国今年进口了约600万吨液化天然气,而2022年为870万吨。

郝芬 译自 管道&天然气杂志网

原文如下:

Thailand's PTT Seeking 15-Year LNG Supply Deal with Qatar

Thailand's largest energy company, state-controlled PTT, is in advanced talks with Qatar for a 15-year LNG supply deal, four trading sources told Reuters.

The oil and gas conglomerate is negotiating a supply of 1 or 2 million tonnes per annum (MTPA), according to different figures cited by the sources, in what would be the latest in a spate of deals by Asian buyers to lock in long term supplies.

A fifth industry source said that both companies are in "serious negotiations” but added that a deal isn't expected before the end of summer.

QatarEnergy and PTT did not immediately respond to a request for comment.

Qatar is the world's top LNG exporter and competition for LNG has ramped up since the beginning of the war, with Europe in particular needing vast amounts to help replace piped gas that previously made up almost 40% of the continent's imports.

Asian companies, with an appetite for long-term sales and purchase agreements, have outpaced Europe in locking in supply from Qatar's two-phase expansion plan that will raise its liquefaction capacity to 126 million metric tons a year by 2027 from 77 million.

The Gulf energy giant has been in negotiations with several other Asian buyers this year and has so far signed three LNG supply deals with Asian buyers, with more expected later this year.

PTT has been seeking spot LNG cargoes this year, traders have said, along with other companies in emerging Asian markets, after prices of the super-chilled fuel eased from last year's record highs.

PTT also signed a nine-year deal with Oman LNG at the start of the year, which will see it receive 800,000 tons of LNG per year beginning 2026.

Thailand, a net oil and gas importer, needs to increase imports of LNG to offset a steep production fall at its gas fields. So far, the country has imported around 6 million tons of LNG this year versus 8.7 million tons in 2022, according to data firm Kpler.



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