石油圈中国石化新闻网讯 据普氏能源资讯首尔10月12日消息称，韩国国有公司韩国天然气公司副总裁周五表示，他们已经开始准备新的合同，以取代即将到期的合同，并力图使中东和东南亚以外的液化天然气供应来源多样化。 Kogas的高级执行副总裁Lim Jong-Kook在首尔的一个能源论坛上说：“我们正在开发新合同市场。” Kogas的两份价值300万公吨/年的长期合同于2018年到期其中200万吨/年来自马来西亚的MLNG II项目，剩余100万吨/年则来自文莱的BLNG项目。与印度尼西亚巴达克项目签订的30年期合同也已于去年年底到期，该项目中Kogas每年进口100万吨。 另外七个长期合同的总价值为1728万公吨/年，计划在2030年之前到期，其中700万吨/年来自卡塔尔的拉斯加斯，400万公吨/年来自阿曼OLNG，200万吨/年/年来自也门YLNG。 世界第二大液化天然气买家Kogas去年进口3306万吨，大部分来自15个定期合约，比2016年的3185万公吨增长3.8％。 Lim说：“我们的目标是利用当前买家的市场条件确保新期限合约的必要数量。” 由于中国和印度的消费增长，全球液化天然气需求预计将增长，因此，Kogas一直在密切关注市场市场。Lim表示：“价格是新合约的最重要因素。” “我们将努力与其他买家携手争取更大的议价能力，同时寻求降低与原油价格相关的液化天然气进口价格的风险。” 他说：“为确保向韩国提供稳定的液化天然气供应，Kogas将加强与其他买家在交换、交易和联合使用储存设施方面的合作。” Lim表示，作为确保供应努力的一部分，Kogas将于2024年开始从加拿大天然气公司进口70万吨/年的液化天然气并持续40年。 他说：“我们可以根据我们在该项目中的股份，从加拿大天然气公司获得70万公吨/年天然气，总计1400万公吨/年，我们将把这批产品带到韩国。” Kogas持有加拿大天然气公司5％的股份; 荷兰皇家壳牌持有40％股权，其次是马来西亚国家石油公司25％股权，中石油和日本三菱公司各持有15％的股权。 Lim说，Kogas最近决定向加拿大液化天然气项目投资7498.6亿韩元（约6.670亿美元），并指出加拿大天然气公司预计将于2023年或2024年开始出口。 他表示：“我们还可以根据韩国的液化天然气供应情况将部分产品转售给第三方。”同时他还指出了这笔交易可操作性强 Kogas副总裁表示，相比于穿越巴拿马运河或者通过大西洋，位于加拿大西海岸的加拿大LNG项目大幅缩短了前往韩国的路线。 最近，加拿大天然气公司获准以高达310亿美元的价格在加拿大西部建立液化设施和出口码头，这将能够抵消其高昂的价格标签，这笔费用将能够抵消其高昂的价格，因为向东亚运送货物的时间不到美国墨西哥湾沿岸码头的一半。 这是加拿大第一个大型液化天然气出口项目。加拿大LNG是加拿大西部提出的14个液化天然气出口项目之一。 林说:“加拿大政府已向加拿大天然气公司提供了税收优惠，这表明正副表示希望通过邻近地区向东亚运送更多货物。” 为了满足韩国日益增长的需求，韩国天然气集团公司增加了液化天然气的进口，这是由全国范围内努力减少对煤炭和核能发电的依赖所造成。 Kogas在1月至6月进口了2014万公吨天然气，同比增长14.8％。 Lim表示，由于国家从核能和煤炭到液化天然气和可再生能源的能源转型，国家公用事业的液化天然气进口量预计将继续增加。 陈菲 摘译自 普氏能源资讯 原文如下： South Korea’s Kogas tapping LNG markets for new term contracts South Korea’s state-run Korea Gas Corp. has started preparations for new term contracts to replace expiring contracts, and has sought to diversify LNG supply sources beyond the Middle East and Southeast Asia, the company’s vice president said Friday. “We are now tapping the market for new term contracts,” Kogas’ senior executive vice president Lim Jong-Kook said at an energy forum in Seoul. Kogas’ two long-term contracts worth 3 million mt/year expired in 2018 — 2 million mt/year from Malaysia’s MLNG II project and 1 million mt/year from Brunei’s BLNG. A 30-year contract with Indonesia’s Badak project under which Kogas had imported 1 million mt/year had also expired late last year. Seven more long-term contracts, worth 17.28 million mt/year, are scheduled to expire before 2030, such as 7 million mt/year from Qatar’s Rasgas, 4 million mt/year from Oman’s OLNG and 2 million/mt from Yemen’s YLNG. Kogas, the world’s second-largest LNG buyer, imported 33.06 million mt last year, mostly under 15 term contracts, up 3.8% from 31.85 million mt in 2016. “We aim to secure necessary volumes for new term contracts using the current buyers’ market conditions,” Lim said. Kogas has been watching market conditions closely because global LNG demand is expected to grow, driven by increasing consumption in China and India. “Price is the single most important factor for new term contracts,” Lim said. “We will push to join hands with other buyers for greater bargaining power, while seeking to reduce risks of LNG import prices linked to crude oil prices.” “Kogas will deepen cooperation with other buyers in terms of swap, trading and joint uses of storage facilities as part of efforts to ensure stable LNG supplies to South Korea,” he said. As part of efforts to ensure supplies, Kogas would import 700,000 mt/year of LNG from the LNG Canada project from 2024 for 40 years, Lim said. “We can secure 700,000 mt/year from LNG Canada on the basis of our stake in the project, amounting to 14 million mt/year, and we would bring the volume into South Korea,” he said. Kogas holds a 5% stake in LNG Canada; Royal Dutch Shell holds a 40% stake, followed by Malaysia’s Petronas with a 25% interest, and PetroChina as well as Japan’s Mitsubishi with 15% each. Kogas recently decided to invest Won 749.86 billion ($660.7 million) in the LNG Canada project, Lim said, noting that LNG Canada is expected to start exports late 2023 or 2024. “We can also resell part of the volume to a third party, depending on LNG supply conditions in South Korea,” he said, noting that the deal has destination flexibility. The LNG Canada project, located on the west coast of Canada, sharply cuts the shipping voyage to South Korea, compared with passing through the Panama Canal or sailing via the Atlantic Ocean, the Kogas vice president said. Recently, LNG Canada was given the go-ahead to build liquefaction facility and export terminal in Western Canada for up to $31 billion, which will be able to offset its hefty price tag by delivering cargoes to East Asia in less than half the time that terminals on the US Gulf Coast can. It is the first large-scale LNG export project in Canada to advance. LNG Canada is among some 14 LNG export projects proposed for Western Canada. “The Canadian government has provided tax benefits to LNG Canada, which demonstrated its hope of sending more cargoes to East Asia due to its proximity,” Lim said. Kogas has increased its LNG imports to help meet South Korea’s growing demand, driven by nationwide efforts to reduce heavy reliance on coal and nuclear in power generation. Kogas imported 20.14 million mt over January-June, up 14.8% year on year. The state utility’s LNG imports are expected to keep rising thanks to the country’s energy transition from nuclear and coal to LNG and renewable sources, Lim said.
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