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馬國(guó)油將于2024年第一季度重啟天然氣管道運(yùn)營(yíng)
點(diǎn)擊次數(shù)：388 發(fā)表時(shí)間：2023-4-18
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中國(guó)石化新聞網(wǎng)
中國(guó)石化新聞網(wǎng)訊 據(jù)管道&天然氣雜志網(wǎng)4月12日?qǐng)?bào)道，馬來(lái)西亞國(guó)家石油公司(馬國(guó)油Petroliam Nasional Berhad)一名高管周三表示，該公司計(jì)劃到2024年第一季度重啟一處天然氣管道。
馬來(lái)西亞國(guó)家石油公司液化天然氣營(yíng)銷和交易副總裁Shamsairi Ibrahim稱，“我們的計(jì)劃是到2024年第一季度完成工作”。該設(shè)施的重啟需要得到當(dāng)?shù)卣呐鷾?zhǔn)。
去年10月，馬來(lái)西亞國(guó)家石油公司宣布，由于沙巴-沙撈越天然氣管道的土壤移動(dòng)導(dǎo)致管道泄漏，馬來(lái)西亞液化天然氣Dua的天然氣供應(yīng)出現(xiàn)不可抗力。
該公司的目標(biāo)是到2023年中完成對(duì)天然氣供應(yīng)中斷原因的調(diào)查。
這一中斷引發(fā)了對(duì)包括日本公用事業(yè)公司在內(nèi)的客戶供應(yīng)短缺的擔(dān)憂，但馬來(lái)西亞國(guó)家石油公司表示，將繼續(xù)努力提供替代供應(yīng)。
目標(biāo)市場(chǎng)
在接受路透社采訪時(shí)，Shamsairi還重申了馬國(guó)油希望延長(zhǎng)與日本客戶的長(zhǎng)期合同，并補(bǔ)充說(shuō)談判正在進(jìn)行中。
馬來(lái)西亞國(guó)家石油公司與東京燃?xì)夤?Tokyo gas)和大阪燃?xì)夤?Osaka gas)等日本天然氣分銷商簽訂了長(zhǎng)期供應(yīng)合同，其中一些合同將在今明兩年到期。
根據(jù)日本的貿(mào)易數(shù)據(jù)顯示，馬來(lái)西亞最大的客戶日本在2022年進(jìn)口了1200萬(wàn)噸液化天然氣，比2021年增長(zhǎng)19%。
他表示，我們還希望從加拿大向日本提供更多（供應(yīng)）。他指的是位于不列顛哥倫比亞省基蒂馬特的加拿大液化天然氣項(xiàng)目，馬來(lái)西亞國(guó)家石油公司持有該項(xiàng)目25%的股權(quán)。
該項(xiàng)目的第一階段將成為加拿大第一個(gè)液化天然氣出口終端，預(yù)計(jì)將于2025年左右開(kāi)始發(fā)貨。
Shamsairi補(bǔ)充道，如果該項(xiàng)目得到實(shí)現(xiàn)，關(guān)于其與阿根廷國(guó)有石油公司YPF在阿根廷項(xiàng)目所產(chǎn)出的液化天然氣供應(yīng)可能會(huì)流向歐洲和亞洲等市場(chǎng)。
兩家公司預(yù)計(jì)將于明年就是否投資這個(gè)600億美元項(xiàng)目的第一階段做出最終決定。
他表示，“歐洲是我們不能忽視的市場(chǎng)之一。除此之外，我們有可能將其帶回亞太地區(qū)。如果這樣發(fā)展經(jīng)濟(jì)的話，東盟經(jīng)濟(jì)也會(huì)很好”。
液化天然氣的前景
Shamsairi預(yù)計(jì)，排除夏季異常炎熱的風(fēng)險(xiǎn)，亞洲LNG現(xiàn)貨價(jià)格在第三季度將維持在當(dāng)前水平或呈下降趨勢(shì)，因?yàn)槿毡驹谌ツ陜r(jià)格飆升至創(chuàng)紀(jì)錄水平后減少了消費(fèi)。
Shamsairi稱，“如果我們有一個(gè)溫和的夏天，那么液化天然氣市場(chǎng)可能會(huì)面臨壓力。但盡管如此，（仍將存在）歐洲因停止使用產(chǎn)能大國(guó)天然氣而繼續(xù)消耗液化天然氣的做法……高價(jià)格造成的需求損失將卷土重來(lái)。這將是市場(chǎng)價(jià)格水平的平衡因素”。
去年，在產(chǎn)能大國(guó)削減對(duì)歐洲的供應(yīng)后，全球天然氣價(jià)格飆升，迫使歐洲進(jìn)口創(chuàng)紀(jì)錄量的液化天然氣。
然而，由于需求疲軟和庫(kù)存高企，亞洲液化天然氣價(jià)格今年迄今已下跌逾55%，上周降至每百萬(wàn)英熱單位12.5美元。
郝芬 譯自 管道&天然氣雜志網(wǎng)
原文如下：
Malaysia's Petronas to Restart Gas Pipeline Operations by Q1 2024
Malaysia's national oil company Petroliam Nasional Berhad aims to restart a gas pipeline currently under force majeure by the first quarter of 2024, a senior company executive said on Wednesday.
"Our plan is to complete the work by Q1 2024," said Shamsairi Ibrahim, vice president of LNG marketing and trading at the company, known as Petronas. The facility's restart is subject to approval from local authorities, he said.
In October, Petronas declared a force majeure on gas supply to Malaysia LNG Dua due to a pipeline leak caused by soil movement at its Sabah-Sarawak Gas Pipeline.
The company aims to complete an investigation into the gas supply disruption by mid-2023.
The disruption had fueled fears of a supply shortage to customers, including Japanese utilities, but Petronas has said it would continue efforts to provide alternative supplies.
Target Market
In an interview with Reuters, Shamsairi also reiterated Petronas' wish to extend its long-term contracts with its Japanese customers, adding that discussions are ongoing.
Petronas has long-term supply contracts with Japanese gas distributors such as Tokyo Gas and Osaka Gas, some of which are due to expire this year and next.
Japan, Malaysia's top client, imported 12 million tonnes of LNG in 2022, up 19% from 2021, according to Japan's trade data.
"Not only (supplies from) Bintulu, but it is our aspiration to get a bit more (supplies) from Canada to Japan," he said, referring to the LNG Canada project in Kitimat, British Columbia, in which Petronas has a 25% equity stake.
The first phase of the project, set to be Canada's first LNG export terminal, is expected to begin shipments around 2025.
On its project in Argentina with state firm YPF, LNG supplies from there could go to markets like Europe and Asia if the project is realized, added Shamsairi.
The companies expect to make a final decision next year on whether to invest in the first phase of the $60 billion project.
"Europe is one of the markets we cannot ignore. Other than that, we potentially can bring it back to Asia Pacific," he said. "ASEAN also will be good, if it is economical to do that."
LNG Outlook
Shamsairi expects Asian spot LNG prices to remain at current levels or trend lower towards the third quarter, excluding the risk of an unusually warm summer, as major buyers Japan reduced consumption after prices spiked to record levels last year.
"If we have a mild summer, then there could be pressure on the LNG market," said Shamsairi.
"But nevertheless, (there will still be) the practice of Europe continuing to consume LNG due to its cessation away from the largger producer's gas... Demand loss due to high prices will come back. This will be the balancing factor on price levels in the market."
Global gas prices surged last year after the largger producer cut supplies to Europe, forcing the bloc to import record amounts of LNG.
Asian LNG prices, however, have since fallen over 55% so far this year, easing to $12.50 per million British thermal units (MMBtu) last week on muted demand and high inventories.