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印度盖尔公司计划将2020年LNG进口量增加21%

阅读:1669次 日期:2019/05/29

据普氏能源资讯5月28日新德里报道,印度东北部一位高级公司官员周一表示,印度国有天然气公用事业公司盖尔计划在截至2020年3月进口75艘液化天然气(约500万吨)货物,较去年同期的62艘货物增长21%,主要是为了满足化肥行业的额外需求。

盖尔公司董事长特里帕西(B.C.Tripathi)说,大部分新增需求(约100万吨)将用于满足扩建两个化肥厂的需求。该公司计划通过与美国、俄罗斯和卡塔尔供应商签订的现有长期合同获得90%的液化天然气需求,其余10%来自现货市场。这是基于长期成交量的8-9美元/MMBtu的估计平均价格和现货的5-6美元/MMBtu。

特里帕蒂表示,截至2022年3月,盖尔通过互换交易出售了所有来自美国的长期债券。该公司与美国签订了580万吨/年的长期液化天然气合同,其中约40%的液化天然气投资组合与亨利枢纽的价格挂钩。

随着液化天然气进口量的增加,盖尔公司计划到2022年在现有的输气管网上再增加5500公里。目前,其现有的14000公里管道网络的平均利用率为50%。

尹路 编译自 普氏能源资讯

原文如下:

India's Gail plans to raise FY2020 LNG imports by 21% on year to meet fertilizer demand

India's state-owned gas utility Gail plans to import 75 LNG cargoes -- or around five million mt -- in the fiscal year ending March 2020, up 21% from 62 cargoes a year earlier, a top company official said Monday, mainly to meet extra demand from the fertilizer sector.

Most of the additional demand -- around one million mt -- will be destined to meet demand from the expansion of two fertilizer plants, Gail chairman B.C. Tripathi said. The company plans to source 90% of its LNG requirements through existing long-term contracts with suppliers from the US, Russia and Qatar, with the remaining 10% from the spot market. This is based on an estimated average price of $8-$9/MMBtu for long-term volumes and a $5-$6/MMBtu for spot.

Tripathi said Gail has sold all of its long-term volumes from the US via swap deals up until March 2022. The company has long term LNG contracts with the US to the tune of 5.8 million mt/year, with around 40% of its LNG portfolio indexed to Henry Hub prices.

As LNG imports increase, Gail plans to add 5,500 km to its existing pipeline network by 2022. At present, the average utilization rate for its existing pipeline network spanning 14,000 km stands at 50%.

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