从液化天然气贸易逆增看全球市场和经营策略

Sharp rising LNG trade implications to global market trends and operation strategies

2020年以来,新冠肺炎疫情导致油气价格暴跌、液化天然气(LNG)需求可能负增长、全球LNG液化项目严重受阻。然而,LNG合同签订数量逆市上扬,与油价挂钩的长约合同更受欢迎。这反映出目前全球LNG市场在供、需、价等多方面存在较大的不确定性,但同时也显示出巨大的商机。建议国内外天然气贸易商审时度势,加以充分利用。一是参与LNG招标采购;二是签订新合同尽量选取老项目和老伙伴;三是适当增加"小型化"合同数量;四是LNG商业模式创新需张弛有度;五是海外LNG项目经营需强调灵活性和协同性。

Due to COVID-19 epidemic,global gas prices slumped along with oil price,LNG demand might experience its first ever contraction and LNG liquefaction projects are seriously blocked.However,LNG contract volumes see sharp rise and oil benchmarks still dominate in H12020.All those indicate that global LNG market is bearing so much uncertainties in all aspects,including price,demand and supply.But there coexist enormous market opportunities that can be utilized accordingly.It is suggested:(1)actively participate in LNG tenders;(2)consider build on existing partnership and legacy projects;(3)focus on short-term deals;(4)apply"fit for purpose"business model;(5)focus on integrated value and flexibility for LNG projects.