據(jù)天然氣加工新聞網(wǎng)6月2日?qǐng)?bào)道，根據(jù)船運(yùn)數(shù)據(jù)顯示，美國5月液化天然氣(LNG)出口量從4月的801萬噸降至766萬噸，因工廠維修季限制了部分產(chǎn)量，且歐洲價(jià)格走弱削減了對(duì)該地區(qū)的出口。

根據(jù)研究機(jī)構(gòu)Refinitiv Eikon初步船舶跟蹤數(shù)據(jù)顯示，上個(gè)月美國液化天然氣出口商減少了對(duì)歐洲的貨物，而更多的液化天然氣運(yùn)往亞洲和拉丁美洲，部分抵消了歐洲市場的疲軟。

據(jù)咨詢公司雷斯塔能源表示，7月份交付的亞洲液化天然氣價(jià)格已從早些時(shí)候的下跌中反彈，這使得美國液化天然氣對(duì)能夠獲得現(xiàn)貨貨物的貿(mào)易商和石油巨頭更有吸引力。

但在美國液化天然氣的主要市場歐洲，荷蘭TTF的近月價(jià)格已經(jīng)下滑，雷斯塔能源指出，這為其他地區(qū)的買家購買美國液化天然氣現(xiàn)貨創(chuàng)造了機(jī)會(huì)。

美國對(duì)歐洲的液化天然氣出口占總出口的比例從4月份的71%降至5月份的60.5%，而對(duì)亞洲的出口占總出口比例從4月份的12%升至上月的14%。根據(jù)數(shù)據(jù)顯示，5月份拉美對(duì)美國液化天然氣的進(jìn)口量從4月份的6%增長至11%。

對(duì)拉美出口增加的原因是，隨著各國漸近儲(chǔ)備期，同時(shí)對(duì)發(fā)電和空調(diào)用天然氣的季節(jié)性需求增加，而在拉丁美洲的一些地區(qū)，對(duì)供暖用天然氣的季節(jié)性需求增加。

據(jù)雷斯塔能源稱，美國液化天然氣總產(chǎn)量下降是因?yàn)橛?jì)劃中的維護(hù)影響了一些大型設(shè)施產(chǎn)能。

4月底對(duì)森普拉卡梅隆液化天然氣2號(hào)生產(chǎn)線的定期維護(hù)影響了約30萬噸的供應(yīng)，該工廠于5月22日重新啟動(dòng)。雷斯塔指出，切尼爾能源液化天然氣設(shè)施的維護(hù)預(yù)計(jì)將于5月18日完成，但直至5月20日，其原料氣的利用率仍為13億立方英尺/天，而平常水平約為20億立方英尺/天。

郝芬 譯自 天然氣加工新聞網(wǎng)

原文如下：

U.S. LNG exports fall in May on lower output and changing demand trends

U.S. exports of liquefied natural gas (LNG) fell in May to 7.66 million tons from a record 8.01 million tons in April as plant maintenance curbed some output and weaker prices in Europe cut flows to the region, shipping data showed.

U.S. LNG exporters reduced cargoes to Europe last month while more LNG was delivered to Asia and Latin America, partially offsetting the European weakness, according to Refinitiv Eikon preliminary vessel tracking data.

Asia LNG prices for July delivery have rebounded from earlier declines, making U.S. LNG more attractive for traders and oil majors with access to spot cargoes, according to consulting firm Rystad Energy.

But in Europe, the primary market for U.S. LNG, front-month prices at the Dutch Title Transfer Facility have slid, Rystad noted, creating an opportunity for buyers from other regions to purchase spot U.S. LNG cargoes.

U.S. LNG exports to Europe fell from 71% of total exports in April to 60.5% in May, while exports to Asia rose to 14% of total shipments last month from 12% in April. Latin American imports of U.S. LNG grew to 11% in May, from 6% in April, the data showed.

The increase in exports to Latin America comes as there is greater seasonal demand for natural gas for power generation and air conditioning, and in some parts of Latin America for heating as countries enter the winter period.

The decline in total U.S. LNG output came as planned maintenance affected some large facilities, according to Rystad Energy.

Scheduled maintenance at Sempra's Cameron LNG train 2 at the end of April affected some 300,000 tons of supply, with the plant restarting on May 22. Maintenance at Cheniere Energy's Corpus Christi LNG facility was expected to be completed on May 18, but its utilization of feed gas remained at 1.3 billion cubic feet per day (bcfd) as of May 20, compared to typical levels of some 2 bcfd, Rystad noted.