全球LNG价格度过黑暗期

Global LNG Gas Prices Through The Dark Period

2016年,美国气价结束了2008年页岩气革命以来持续下降的态势,3月达到10多年来的新低1.49美元/百万英热单位。此后随着国际油价触底反弹,气价一路上升,至去年底升至3.7美元/百万英热单位,全年最大升幅150%。天然气行业最黑暗时期已过去。综观近年来LNG市场运行状况,可以总结国际气价变化主要有两大特点，即全球LNG价格反弹仍有空间，美洲、欧洲、亚洲三地价差进一步缩小。

Wood Mc Kinsey expects the number of short-term contracts signed by large LNG buyers in the world will rise by 31% to 42 million tonnes in 2017. Prices and crude oil linked to the proportion will be further reduced. In 2016, in China and Southeast Asian buyers signed the contract, the price is about 11.5% of international oil prices, 2017 this proportion or will fall below 11%. With 2016 China, Japan, Singapore and South Korea jointly announced support for the establishment of a more open and free Asian LNG market. In 2017, countries will take concrete measures to promote the implementation of the Declaration. With the completion of more LNG export terminals in the United States and the rise in Asian gas prices, the Asian market will be an important destination for US LNG exports.