据普氏能源资讯8月9日伦敦报道，根据标准普尔全球普氏公司(S&P Global Platts)的一项分析显示，因欧洲天然气价格下跌和卡塔尔产量下降，7月份欧洲液化天然气进口量环比下降27.6%，至68亿立方米，但预计9月份欧洲液化天然气进口量将出现反弹。

根据普氏分析数据显示。这一下跌是由于更广泛的JKM-TTF，在欧洲天然气集散中心疲软的背景下，库存量异常高，达到75%，同比增长了25%。

虽然7月份的进口量有所下降，但与去年同期相比，7月份的进口量显著增加，6月份和7月份的进口量均为54亿立方米。

7月份，来自最大液化天然气出口国卡塔尔的进口环比下降44.6%，至18亿立方米。

据普氏分析公司的数据显示，7月份卡塔尔液化天然气出口设施的产能利用率从一年前的107%降至98%。

普氏分析公司在周三发布的每周报告中表示，卡塔尔可能一直在抑制供应，而不是向欧洲注入过剩的液化天然气。

然而，卡塔尔对亚洲的出口下降幅度不如欧洲，印度和巴基斯坦7月份的进口量增加，而亚洲的净回报更为有利。

日本和韩国7月份的交付中东的平均价格为3.78美元/百万英热单位，而其西北欧洲同行的平均价格仅为2.58美元/百万英热单位。

今年7月份，从欧洲从俄罗斯和美国的进口也出现下降，环比分别下降11.7%和23.5%，分别为16亿立方米和6亿立方米。

普氏分析公司表示，今年7月，美国仅向欧洲西北部发出了一艘船的货，这是2018年9月以来的最低月运量。与此同时，北海航线的开通，也支持了部分亚马尔液化天然气货物运往亚洲。

然而，随着目前JKM-TTF利差收窄，普氏分析公司预测，在8月份触底后，9月份流入欧洲西北部的液化天然气将出现反弹。

据普氏分析公司的数据显示，就目的地而言，法国在2019年迄今一直是欧洲最大的液化天然气进口国，其次是西班牙和英国。

法国主要从俄罗斯(56亿立方米)和阿尔及利亚(21亿立方米)进口。今年对西班牙的主要出口国是尼日利亚(26亿立方米)，而卡塔尔今年向英国运送了大部分液化天然气现货货物(58亿立方米)，因为其他全球定期合同的需求有所下降。

据普氏分析数据显示，今年迄今欧洲最大的液化天然气供应国是卡塔尔(191亿立方米)、俄罗斯(130亿立方米)、阿尔及利亚(89亿厘米)、尼日利亚(84亿立方米)和美国(79亿立方米)。

郝芬 译自 Platts

原文如下：

European LNG imports down 28% in July on hub prices, Qatari turndown

European LNG imports in July fell 27.6% month on month to 6.8 Bcm due to weaker European pricing and a turndown in Qatari production, but a rebound in flows is expected in September, an analysis by S&P Global Platts Analytics show.

This turndown was a result of a wider JKM-TTF, on the back of weakness in European gas hubs, with stock levels unusually high at 75% full, up 25 percentage points year on year, according to Platts Analytics data.

Although lower on the month, July imports marked a quite significant increase from a year ago, when June and July imports both stood at 5.4 Bcm.

Imports in July from top LNG exporter Qatar plunged 44.6% month on month to 1.8 Bcm.

Capacity utilization of Qatari LNG export facilities fell to 98% in July from 107% a year ago, according to Platts Analytics.

Qatar may have been holding back supplies rather than flooding Europe with excess LNG, Platts Analytics said in its weekly report published Wednesday.

However, the fall in Qatari exports toward Asia was less pronounced than to Europe, with India and Pakistan increasing their imports in July, amid more favorable Asian netbacks.

The Japan-Korea netback to the Middle East for July delivery averaged $3.78/MMBtu, while its Northwest European counterparts averaged only $2.58/MMBtu.

Imports from Russia and the US to Europe also fell in July, down 11.7% and 23.5% month on month to 1.6 Bcm and 0.6 Bcm respectively.

The US sent just one vessel to Northwest Europe in July, its lowest monthly volume since September 2018, while the opening of the North Sea Route has supported the shipment of some Yamal LNG cargoes to Asia, Platts Analytics said.

However, with the current JKM-TTF spread narrowing, Platts Analytics forecasts LNG imports into Northwest Europe will rebound in September, after hitting a bottom in August.

In terms of destinations, France has been Europe's leading importer of LNG in 2019 to date, followed by Spain and the UK, according to Platts Analytics data.

France imported mainly from Russia (5.6 Bcm) and Algeria (2.1 Bcm). The main exporter to Spain this year has been Nigeria (2.6 Bcm), while Qatar has been sending most of its LNG spot cargoes to the UK this year (5.8 Bcm) as demand from other global term contracts shrank.

The top LNG suppliers to Europe so far this year are Qatar (19.1 Bcm), Russia (13 Bcm), Algeria (8.9 Bcm), Nigeria (8.4 Bcm) and the US (7.9 Bcm), Platts Analytics data show.