东北亚液化天然气市场分析

The Northeast Asia LNG Market Analysis

在全球能源新格局之下,传统的液化天然气卖方市场已经开始出现松动。在美国、澳大利亚新增液化天然气供给的冲击下,俄罗斯未来对东北亚的天然气出口将面临更多的竞争对手,其价格下降将有着明确的预期。2015年以后,随着更多液化天然气实现实质供给,东北亚的天然气市场将出现新的局面,届时中俄有可能达成一种双赢的价格安排。

In the new global energy pattem, the traditional LNG （liquefied natural gas） sellers＇ market has changed bit by bit. Under the impact from the new supply of U.S.A. and Australia, Russia will face more competitors in the Northeast Asia market in the future, the declining price has clear expectation. After 2015, with more LNG supply materiality, the LNG market will have a new situation. Then, China and Russia will reach a win-win price arrangement.