石油圈中國石化新聞網訊 據普氏能源資訊首爾10月12日消息稱，韓國國有公司韓國天然氣公司副總裁周五表示，他們已經開始準備新的合同，以取代即將到期的合同，并力圖使中東和東南亞以外的液化天然氣供應來源多樣化。 Kogas的高級執行副總裁Lim Jong-Kook在首爾的一個能源論壇上說：“我們正在開發新合同市場?！?Kogas的兩份價值300萬公噸/年的長期合同于2018年到期其中200萬噸/年來自馬來西亞的MLNG II項目，剩余100萬噸/年則來自文萊的BLNG項目。與印度尼西亞巴達克項目簽訂的30年期合同也已于去年年底到期，該項目中Kogas每年進口100萬噸。 另外七個長期合同的總價值為1728萬公噸/年，計劃在2030年之前到期，其中700萬噸/年來自卡塔爾的拉斯加斯，400萬公噸/年來自阿曼OLNG，200萬噸/年/年來自也門YLNG。 世界第二大液化天然氣買家Kogas去年進口3306萬噸，大部分來自15個定期合約，比2016年的3185萬公噸增長3.8％。 Lim說：“我們的目標是利用當前買家的市場條件確保新期限合約的必要數量?！?由于中國和印度的消費增長，全球液化天然氣需求預計將增長，因此，Kogas一直在密切關注市場市場。Lim表示：“價格是新合約的最重要因素?！?“我們將努力與其他買家攜手爭取更大的議價能力，同時尋求降低與原油價格相關的液化天然氣進口價格的風險?！?他說：“為確保向韓國提供穩定的液化天然氣供應，Kogas將加強與其他買家在交換、交易和聯合使用儲存設施方面的合作?！?Lim表示，作為確保供應努力的一部分，Kogas將于2024年開始從加拿大天然氣公司進口70萬噸/年的液化天然氣并持續40年。 他說：“我們可以根據我們在該項目中的股份，從加拿大天然氣公司獲得70萬公噸/年天然氣，總計1400萬公噸/年，我們將把這批產品帶到韓國?！?Kogas持有加拿大天然氣公司5％的股份; 荷蘭皇家殼牌持有40％股權，其次是馬來西亞國家石油公司25％股權，中石油和日本三菱公司各持有15％的股權。 Lim說，Kogas最近決定向加拿大液化天然氣項目投資7498.6億韓元（約6.670億美元），并指出加拿大天然氣公司預計將于2023年或2024年開始出口。 他表示：“我們還可以根據韓國的液化天然氣供應情況將部分產品轉售給第三方?！蓖瑫r他還指出了這筆交易可操作性強 Kogas副總裁表示，相比于穿越巴拿馬運河或者通過大西洋，位于加拿大西海岸的加拿大LNG項目大幅縮短了前往韓國的路線。 最近，加拿大天然氣公司獲準以高達310億美元的價格在加拿大西部建立液化設施和出口碼頭，這將能夠抵消其高昂的價格標簽，這筆費用將能夠抵消其高昂的價格，因為向東亞運送貨物的時間不到美國墨西哥灣沿岸碼頭的一半。 這是加拿大第一個大型液化天然氣出口項目。加拿大LNG是加拿大西部提出的14個液化天然氣出口項目之一。 林說:“加拿大政府已向加拿大天然氣公司提供了稅收優惠，這表明正副表示希望通過鄰近地區向東亞運送更多貨物?！?為了滿足韓國日益增長的需求，韓國天然氣集團公司增加了液化天然氣的進口，這是由全國范圍內努力減少對煤炭和核能發電的依賴所造成。 Kogas在1月至6月進口了2014萬公噸天然氣，同比增長14.8％。 Lim表示，由于國家從核能和煤炭到液化天然氣和可再生能源的能源轉型，國家公用事業的液化天然氣進口量預計將繼續增加。 陳菲 摘譯自 普氏能源資訊 原文如下： South Korea’s Kogas tapping LNG markets for new term contracts South Korea’s state-run Korea Gas Corp. has started preparations for new term contracts to replace expiring contracts, and has sought to diversify LNG supply sources beyond the Middle East and Southeast Asia, the company’s vice president said Friday. “We are now tapping the market for new term contracts,” Kogas’ senior executive vice president Lim Jong-Kook said at an energy forum in Seoul. Kogas’ two long-term contracts worth 3 million mt/year expired in 2018 — 2 million mt/year from Malaysia’s MLNG II project and 1 million mt/year from Brunei’s BLNG. A 30-year contract with Indonesia’s Badak project under which Kogas had imported 1 million mt/year had also expired late last year. Seven more long-term contracts, worth 17.28 million mt/year, are scheduled to expire before 2030, such as 7 million mt/year from Qatar’s Rasgas, 4 million mt/year from Oman’s OLNG and 2 million/mt from Yemen’s YLNG. Kogas, the world’s second-largest LNG buyer, imported 33.06 million mt last year, mostly under 15 term contracts, up 3.8% from 31.85 million mt in 2016. “We aim to secure necessary volumes for new term contracts using the current buyers’ market conditions,” Lim said. Kogas has been watching market conditions closely because global LNG demand is expected to grow, driven by increasing consumption in China and India. “Price is the single most important factor for new term contracts,” Lim said. “We will push to join hands with other buyers for greater bargaining power, while seeking to reduce risks of LNG import prices linked to crude oil prices.” “Kogas will deepen cooperation with other buyers in terms of swap, trading and joint uses of storage facilities as part of efforts to ensure stable LNG supplies to South Korea,” he said. As part of efforts to ensure supplies, Kogas would import 700,000 mt/year of LNG from the LNG Canada project from 2024 for 40 years, Lim said. “We can secure 700,000 mt/year from LNG Canada on the basis of our stake in the project, amounting to 14 million mt/year, and we would bring the volume into South Korea,” he said. Kogas holds a 5% stake in LNG Canada; Royal Dutch Shell holds a 40% stake, followed by Malaysia’s Petronas with a 25% interest, and PetroChina as well as Japan’s Mitsubishi with 15% each. Kogas recently decided to invest Won 749.86 billion ($660.7 million) in the LNG Canada project, Lim said, noting that LNG Canada is expected to start exports late 2023 or 2024. “We can also resell part of the volume to a third party, depending on LNG supply conditions in South Korea,” he said, noting that the deal has destination flexibility. The LNG Canada project, located on the west coast of Canada, sharply cuts the shipping voyage to South Korea, compared with passing through the Panama Canal or sailing via the Atlantic Ocean, the Kogas vice president said. Recently, LNG Canada was given the go-ahead to build liquefaction facility and export terminal in Western Canada for up to $31 billion, which will be able to offset its hefty price tag by delivering cargoes to East Asia in less than half the time that terminals on the US Gulf Coast can. It is the first large-scale LNG export project in Canada to advance. LNG Canada is among some 14 LNG export projects proposed for Western Canada. “The Canadian government has provided tax benefits to LNG Canada, which demonstrated its hope of sending more cargoes to East Asia due to its proximity,” Lim said. Kogas has increased its LNG imports to help meet South Korea’s growing demand, driven by nationwide efforts to reduce heavy reliance on coal and nuclear in power generation. Kogas imported 20.14 million mt over January-June, up 14.8% year on year. The state utility’s LNG imports are expected to keep rising thanks to the country’s energy transition from nuclear and coal to LNG and renewable sources, Lim said.? ?
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