石油圈中国石化新闻网讯 据普氏能源资讯11月13日休斯顿消息称，普氏船舶跟踪工具cFlow显示，周一，一艘空载的液化天然气油轮停泊在切尼尔能源公司的科珀斯克里斯蒂液化天然气接收终端，该公司开始从德克萨斯州工厂出口第一批货物。 标志着德克萨斯州工厂开营的活动定于周四举行。科珀斯克里斯蒂港口管理局首席执行官Sean Strawbridge表示，他预计第一艘货物将在此后不久装船出货，不过切尼尔对其具体的运营计划或时间守口如瓶，因为市场条件往往使这些决定变得不稳定。 普氏数据显示，过去三天，供应给科珀斯克里斯蒂液化天然气设施的原料气输送量降至3900万立方英尺/日，较之前的10天平均水平下降了30％。1号生产线的铭牌液化能力为6亿立方英尺/日，这意味着一旦标准的35 亿立方英尺液化天然气货物达到满负荷，将需要大约6天的时间才能将其液化。 然而，切尼尔并不一定需要将全部货物液化以完成其从科珀斯克里斯蒂工厂的首次出口。据报道称，从路易斯安那州Sabine Pass出口终端装载的第一批货物大约20亿立方英尺，其满载能力为33亿立方英尺。Golar Tundra周日抵达德克萨斯州的工厂。它似乎是从印度的Petronet液化天然气公司的Dahej接收终端于10月12日开始出发。cFlow数据显示，它的最后一次装载似乎是在9月在西非索约由雪佛龙支持的安哥拉液化天然气出口终端。 11月大西洋海域液化天然气租船费率已上升至每日140000美元的高位，这是自2012年8月以来的最高月平均值。这表明11月向普氏JKM市场交付的船舶租赁费用已上升至约1.90美元/ MMBtu，比去年增加118％，满载运输成本目前已超过3美元/ MMBtu。 但根据普氏JKM，由于东北亚化天然气现货液的基准价格仍然高于10美元/ MMBtu，美国墨西哥湾沿岸液化天然气出口商仍然可以从亚洲获得约3.37美元/ MMBtu净收益，如果其自身的装货能力可以得到保证，其收益约为1- 2美元/MMBtu。 因此，切尼尔可能会充分利用这一新产能，科珀斯克里斯蒂液化天然气公司的盈亏平衡生产成本估计略低于3美元/ MMBtu，而切尼尔的营销部门则运营着自己的长期租船液化天然气船队。 曹海斌 摘译自 普氏能源资讯 原文如下： Unladen LNG tanker Golar Tundra stationed at jetty at Corpus Christi facility An unladen LNG tanker was moored to a jetty at Cheniere Energy’s Corpus Christi LNG terminal on Monday as the company inched closer to exporting the first cargo from the Texas facility, S&P Global Platts Analytics’ vessel tracking tool cFlow shows. An event to mark the opening of the Texas facility is scheduled for Thursday. The CEO of the Port of Corpus Christi Authority, Sean Strawbridge, has said he expects the first cargo to ship soon after that, though Cheniere has been mum on its specific operational plans or timing, as market conditions can often make such decisions a fluid process. Feedgas deliveries to the Corpus Christi LNG facility fell to 39 MMcf/d over the last three days, a 30% drop from the prior 10-day average, Platts Analytics data shows. Train 1 has a nameplate liquefaction capacity of 600 MMcf/d, suggesting that it would take approximately six days to liquefy a standard 3.5 Bcf LNG cargo once it ramps up to full capacity. However, Cheniere doesn’t necessarily need to liquefy a full cargo in order to complete its first export from the Corpus Christi facility. The first cargo loaded from its Sabine Pass export terminal in Louisiana was reported at roughly 2 Bcf onto the Asia Vision, which has a fully loaded capacity of 3.3 Bcf. The Golar Tundra arrived at the Texas facility on Sunday. It appears to have traveled from Petronet LNG’s Dahej receiving terminal in India, departing from there on October 12. Its last loading appears to have been at the Chevron-backed Angola LNG export terminal at Soyo, in West Africa, in September, cFlow data shows. Atlantic Basin LNG vessel charter rates have risen to a high of $140,000/day in November, the highest monthly average since August 2012. This suggests that vessel Charter costs in November have risen to roughly $1.90/MMBtu for deliveries to the Platts JKM market, a 118% build over last year, and fully loaded shipping costs are now more than $3/MMBtu. But with Platts JKM, the benchmark price for spot LNG in Northeast Asia, still trending above $10/MMBtu, a US Gulf Coast LNG exporter is still capturing an estimated $3.37/MMBtu netback to Asia, with roughly $1-$2/MMBtu of upside if it has secured its own shipping capacity. Therefore, it appears likely that Cheniere will fully utilize this new capacity, with breakeven production costs at Corpus Christi LNG estimated at just below $3/MMBtu and Cheniere’s marketing unit operating its own fleet of long term-chartered LNG vessels.
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