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美国增加对巴西冬季的液化天然气供应

阅读:1392次 日期:2019/08/29

据普氏能源资讯8月28日报道,根据标普全球分析的数据显示,自6月初认为是旱季以来,美国一直是巴西的主要液化天然气供应国,占南美最大经济体的60%。

数据显示,自6月初以来,巴西已进口了410亿立方英尺的天然气,其中240亿立方英尺来自美国。剩下的170亿美元由赤道几内亚、特立尼达和多巴哥、喀麦隆、挪威和尼日利亚等5个国家。

普氏分析的数据显示,2018年同期,美国对巴西的出口为217亿立方英尺。数据显示,从2018年6月1日开始的三个月里,巴西进口了相当于57.86亿立方英尺(合57.86亿立方英尺)的液化天然气。

据巴西国家电力系统运营商(ONS)的数据,南半球冬季,巴西东南部和中西部地区的水电储备在过去三个月里下降了7个百分点,至周二的40.4%。

旱季和全球液化天然气价格下跌,导致冬季伊始,液化天然气进口增加。

巴西矿业和能源部(Ministry of Mines and Energy)的数据显示,6月份巴西的再气化水平有所上升,原因是在液化天然气价格下降,进口液化天然气增加。普氏分析的数据显示,巴西5月份液化天然气进口总额为93亿立方英尺,全部来自美国。

该国政府表示:“以离岸价计算,6月份液化天然气价格从5月份的7.20美元/百万桶跌至4.6美元/百万桶。这种价格下降自1986年以来从未发生过。”

根据普氏能源资讯的数据,至少两艘液化天然气油轮将于8月28日至9月9日抵达巴西,一艘来自挪威,另一艘来自尼日利亚。

洪伟立 摘译自 普氏能源资讯

原文如下:

US increases hold on top spot for supplying winter LNG to Brazil: Platts Analytics

Since the start of June, a period that is considered the dry season, the US has been the main LNG supplier to Brazil, accounting for 60% of the shipments to South America's largest economy, according to S&P Global Platts Analytics data.

Brazil has imported the equivalent of 41 Bcf of natural gas since the beginning of June, of which 24 Bcf was US-sourced, as of Tuesday, the data show.

The remaining 17 Bcf was split between five other countries - Equatorial Guinea, Trinidad & Tobago, Cameroon, Norway and Nigeria.

In the same period in 2018, the US exported the equivalent of 21.7 Bcf to Brazil, according to Platts Analytics. Brazil imported the equivalent of 57.86 Bcf of gas as LNG in the three months that started June 1, 2018, the data show.

During the ongoing Southern Hemisphere winter, Brazil's Southeast-Midwest hydro reserves have dropped 7 percentage points over the last three months to 40.4% of capacity on Tuesday, according to Brazil's National Electric System Operator (ONS).

The dry season and lower global LNG prices contributed to an increase in LNG imports at the start of the winter.

Brazil's regasification level in June increased due to higher imports of LNG on the back of lower LNG prices, according to Brazil's Ministry of Mines and Energy. Brazil's May imports - all from the US - totaled 9.3 Bcf, according to Platts Analytics.

"The LNG price in June dropped to $4.60/MMBtu from $7.20/MMBtu in May on an FOB basis. This price decrease has not happened since 1986," the government said.

At least two LNG tankers are set to arrive in Brazil between August 28 and September 9, one from Norway and the other from Nigeria, according to Platts Analytics.

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