石油圈中国石化新闻网讯 据路透社伦敦、新加坡报道，几家大型LNG公司试图解除他们从美国购买未来货物的义务，从而放弃多年前在寻找新能源和燃料的商业条款方面做出的额外承诺。
几位亚洲和欧洲的交易员表示，LNG多年“调整”销售反映的是买家投资组合调整，而不是对美国天然气的反冲。
但这也及时提醒了我们，美国的LNG比其他地区的天然气更具商业吸引力，市场能够吸收这些LNG，正如美国正在为更多的出口工厂准备新的投资。
交易员们表示，澳大利亚的伍德赛德石油公司、印度盖尔和印尼国家石油公司最近都在销售从2019年开始必须从切尼尔能源公司的科珀斯克里斯蒂LNG出口终端或者道明尼资源公司的湾点LNG终端购买的产品。
这些数量来自前几年签订的销售和采购协议，这些长期的购买承诺通常是出口终端项目融资和最终投资决策的基础。
一位资深LNG交易员表示：“承购商在最初几年过度承销，但从长期来看，应该没问题。”
例如，伍德赛德公司希望扩大其在大西洋地区的投资组合，当时该公司在2014年以每年85万吨与科珀斯克里斯蒂第二条生产线达成了一项协议。
不过，交易员表示，伍德赛德退出德克萨斯州的一个出口终端项目后，其出口的天然气约占全球总量的7%，该公司可能已经重新考虑了战略。
伍德赛德表示，它定期优化投资组合，但不对具体交易进行评论。 詹晓晶摘自路透社
原文如下： LNG buyers try to ditch U.S. gas commitments Several large liquefied natural gas (LNG) players have tried to offload their obligation to buy future cargoes from the United States, shedding excess commitments made years ago in the rush for new sources and commercial terms for the fuel. The sale of multi-year “strips” of LNG cargoes represent portfolio adjustments by the buyers rather than backlash against U.S. gas, several Asian and Europe-based traders said. But it was a timely reminder that there is only so much U.S. LNG, which can be more commercially attractive than gas from other regions, that the market can absorb, even as new investment is being prepared for more U.S. export plants. Australia’s Woodside Petroleum, GAIL (India) and Indonesia’s Pertamina have all recently marketed strips they are obliged to buy from Cheniere Energy’s Corpus Christi or Dominion Energy’s Cove Point terminals from 2019, traders said. The volumes come from sales and purchase agreements (SPAs) signed in previous years. These long-term promises to buy are what typically underpin the financing and final investment decisions (FIDs) on export terminal projects. “Many U.S. offtakers overcommitted the first few years but it should be OK in the long term,” one veteran LNG trader said. Woodside, for example, wanted to expand its Atlantic portfolio when it penned a 2014 deal with Corpus Christi’s second train, or plant, for 0.85 million tonnes per year (mtpa). However, a trader said that Woodside, the Australian terminals of which export about 7 percent of the world’s LNG, may have had a strategy rethink after its withdrawal from an export terminal project in Texas. Woodside said it optimizes its portfolio regularly but does not comment on specific transactions.
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