石油圈中國石化新聞網訊 據路透社倫敦、新加坡報道，幾家大型LNG公司試圖解除他們從美國購買未來貨物的義務，從而放棄多年前在尋找新能源和燃料的商業條款方面做出的額外承諾。
幾位亞洲和歐洲的交易員表示，LNG多年“調整”銷售反映的是買家投資組合調整，而不是對美國天然氣的反沖。
但這也及時提醒了我們，美國的LNG比其他地區的天然氣更具商業吸引力，市場能夠吸收這些LNG，正如美國正在為更多的出口工廠準備新的投資。
交易員們表示，澳大利亞的伍德賽德石油公司、印度蓋爾和印尼國家石油公司最近都在銷售從2019年開始必須從切尼爾能源公司的科珀斯克里斯蒂LNG出口終端或者道明尼資源公司的灣點LNG終端購買的產品。
這些數量來自前幾年簽訂的銷售和采購協議，這些長期的購買承諾通常是出口終端項目融資和最終投資決策的基礎。
一位資深LNG交易員表示：“承購商在最初幾年過度承銷，但從長期來看，應該沒問題?！?br />
例如，伍德賽德公司希望擴大其在大西洋地區的投資組合，當時該公司在2014年以每年85萬噸與科珀斯克里斯蒂第二條生產線達成了一項協議。
不過，交易員表示，伍德賽德退出德克薩斯州的一個出口終端項目后，其出口的天然氣約占全球總量的7%，該公司可能已經重新考慮了戰略。
伍德賽德表示，它定期優化投資組合，但不對具體交易進行評論。 詹曉晶摘自路透社
原文如下： LNG buyers try to ditch U.S. gas commitments Several large liquefied natural gas (LNG) players have tried to offload their obligation to buy future cargoes from the United States, shedding excess commitments made years ago in the rush for new sources and commercial terms for the fuel. The sale of multi-year “strips” of LNG cargoes represent portfolio adjustments by the buyers rather than backlash against U.S. gas, several Asian and Europe-based traders said. But it was a timely reminder that there is only so much U.S. LNG, which can be more commercially attractive than gas from other regions, that the market can absorb, even as new investment is being prepared for more U.S. export plants. Australia’s Woodside Petroleum, GAIL (India) and Indonesia’s Pertamina have all recently marketed strips they are obliged to buy from Cheniere Energy’s Corpus Christi or Dominion Energy’s Cove Point terminals from 2019, traders said. The volumes come from sales and purchase agreements (SPAs) signed in previous years. These long-term promises to buy are what typically underpin the financing and final investment decisions (FIDs) on export terminal projects. “Many U.S. offtakers overcommitted the first few years but it should be OK in the long term,” one veteran LNG trader said. Woodside, for example, wanted to expand its Atlantic portfolio when it penned a 2014 deal with Corpus Christi’s second train, or plant, for 0.85 million tonnes per year (mtpa). However, a trader said that Woodside, the Australian terminals of which export about 7 percent of the world’s LNG, may have had a strategy rethink after its withdrawal from an export terminal project in Texas. Woodside said it optimizes its portfolio regularly but does not comment on specific transactions. ?
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