据5月29日Offshore Energy消息：向美国生产出口液化天然气的设施输送的天然气量降至2019年10月以来的最低水平。5月24日，天然气日产量降至56亿立方英尺，而5月1日到5月26日的平均日产量为67亿立方英尺。

这是自2019年10月以来液化天然气进料量的最低水平，尽管在此期间新增了20亿立方英尺/天(峰值为23亿立方英尺/天)的液化能力。

液化天然气出口设施的原料气水平及液化天然气出口量的下降，反映了亚洲和欧洲主要消费市场对液化天然气需求的季节性下滑。

EIA指出，全球液化天然气需求下降，以及现货价格处于历史低位，这降低了美国液化天然气出口的经济可行性。

据行业媒体报道，由于买家取消了6月交付的多达20船货物和7月交付的45船货物，预计整个夏季美国LNG出口量将继续下降。

受欧洲和亚洲LNG需求强劲的支撑，在2019年12月至2020年2月期间，美国LNG原料气和出口分别创下83亿立方英尺/天和76亿立方英尺/天的新纪录。

美国LNG原料气在3月和4月继续保持高水平，分别为86亿立方英尺 / 天和82亿立方英尺/天，但在5月20日至5月24日期间降至60亿立方英尺/天以下。

2020年1月，美国装载了74批液化天然气出口货物，这是迄今为止最高的月装载量，其次是2月的66批，3月的71批和4月的61批。

EIA估计，在5月1日至5月24日期间，有40批液化天然气出口，约为58亿立方英尺/天，而4月同期出口为70亿立方英尺/天。

5月萨宾山口、科珀斯克里斯蒂和卡梅伦码头船舶装载量降幅最大。6月宣布取消20批液化天然气出口货物，7月取消多达45批，这可能导致6月液化天然气出口量减少约23亿立方英尺/天，7月份减少逾50亿立方英尺/天。

美国液化天然气出口能力近年来迅速扩大，并将在今年夏天持续。

EIA指出，新的液化能力在2020年将达到27亿立方英尺/天的基本负荷(峰值为3亿立方英尺/天)，使总液化能力达到89亿立方英尺/天的基本负荷(峰值为101亿立方英尺/天)。

冯娟 摘译自 Offshore Energy

原文如下：

EIA: U.S. LNG feedgas deliveries lowest since October 2019

Natural gas deliveries to U.S. facilities producing liquefied natural gas for export (LNG feedgas) slipped to the lowest levels since October 2019.

The volumes declined to 5.6 billion cubic feet per day (Bcf/d) on May 24, 2020, and averaged 6.7 Bcf/d from May 1 through May 26, EIA noted, citing IHS Markit data.

This was the lowest level of LNG feedgas deliveries since October 2019, despite 2.0 Bcf/d baseload (2.3 Bcf/d peak) of new liquefaction capacity that was commissioned over this period.

Declining levels of feedgas to LNG export facilities (and LNG export volumes) reflect a seasonal decline in LNG demand in the major consuming markets in Asia and Europe.

EIA also noted that the decline was also a result of the reduction in global LNG demand resulting from mitigation efforts related to the coronavirus (COVID-19), and historically low global LNG spot prices, which reduce economic viability of U.S. LNG exports.

Lower levels of U.S. LNG exports are expected to continue through the summer as buyers have canceled as many as 20 cargoes for June delivery and up to 45 cargoes for July delivery, according to trade press reports.

U.S. LNG feedgas and exports set new records this winter (December 2019–February 2020), averaging 8.3 Bcf/d and 7.6 Bcf/d, respectively, over this period, supported by the strong LNG demand in Europe and Asia, EIA said.

U.S. LNG feedgas continued to remain at high levels in March and April, averaging 8.6 Bcf/d and 8.2 Bcf/d, respectively, before declining below 6 Bcf/d from May 20 through May 24.

In January 2020, 74 LNG export cargoes were loaded in the United States—the highest monthly volume to date—followed by 66 cargoes in February, 71 cargoes in March, and an estimated 61 cargoes in April.

EIA also estimates that 40 cargoes were loaded between May 1 through May 24, which amounted to an estimated 5.8 Bcf/d of LNG exports, compared to 7.0 Bcf/d exported over the same period in April.

The Sabine Pass, Corpus Christi, and Cameron terminals had the largest reductions in vessel loadings in May. Announced cancellations of 20 LNG export cargoes in June and up to 45 cargoes in July could reduce LNG exports by an estimated 2.3 Bcf/d in June and more than 5.0 Bcf/d in July.

U.S. LNG export capacity has rapidly expanded in recent years and will continue to expand through this summer.

EIA notes that 2.7 Bcf/d baseload (3.0 Bcf/d peak) of new liquefaction capacity is scheduled to come online in 2020, bringing the total liquefaction capacity to 8.9 Bcf/d baseload (10.1 Bcf/d peak).