據能源之聲網站4月28日報道 雷斯塔能源首席執行官Jarand Rystad表示，天然氣行業對冠狀病毒的影響沒有石油那么強烈，盡管今年液化天然氣產量的增加似乎將使價格承壓。

雷斯塔在國際天然氣聯盟（IGU）發布的《2020年世界液化天然氣報告》上發表上述講話。

2019年全球天然氣價格較低。美國亨利中心平均為2.53美元/每百萬英熱單位，英國NBP為4.85美元/每百萬英熱單位，亞洲現貨為5.49美元/每百萬英熱單位。一些地區的基準甚至更低，德克薩斯州的瓦哈中心的價格為0.9美元/每百萬英熱單位。

日本的液化天然氣需求持續下降，盡管該國在2019年保持在首位，為7690萬噸，較2018年減少560萬噸。

不過，最具戲劇性的影響還是在歐洲。低價推動液化天然氣流入該地區，該地區一直被視為最后的市場，液化天然氣流量幾乎翻了一番，達到8590萬噸。

冠狀病毒對日本進口的影響因日本轉向核電而變得模糊不清。

病毒向歐洲的傳播有更大的標志。以意大利為例，根據雷斯塔的報告，在短短一個多月內，天然氣消費量下降了20%左右。原定于6月和7月從美國運抵西班牙的兩批貨物已被取消，顯示出進一步的中斷。

雷斯塔表示，在美國沒有看到冠狀病毒的影響，美國正處于從燃煤發電向天然氣發電的結構性轉變之中。天然氣消費一直由非常低的價格推動，到目前為止，天然氣消費在2020年和2019年之間保持良好勢頭。

王磊 摘譯自 能源之聲

原文如下：

European gas demand under pressure

The impact of coronavirus has not been felt as strongly by the gas industry as oil, Rystad Energy’s CEO Jarand Rystad has said, although increasing LNG production seems set to keep prices under pressure this year.

Rystad was speaking at the launch of the International Gas Union’s (IGU) World LNG Report 2020.

Gas prices were low in 2019 around the world. The US’ Henry Hub averaged $2.53 per mmBtu, the UK’s NBP $4.85 per mmBtu and Asian spot was $5.49 per mmBtu. Some regional benchmarks were even lower, with the Waha hub in Texas running at $0.9 per mmBtu.

LNG demand in Japan kept on falling, although the country held onto its top spot in 2019, at 76.9 million tonnes, down by 5.6mn tonnes from 2018.

The most dramatic impact was in Europe, though. Low prices drove LNG volumes into the region, which has long been considered the market of last resort, with flows almost doubling to 85.9mn tonnes.

The impact of coronavirus on Japan’s imports has been obscured by the country’s shift back to nuclear power.

The spread of the virus to Europe has had a greater mark. In Italy, for instance, gas consumption has fallen by around 20% in just over a month, according to the Rystad presentation. Two cargoes due to arrive in Spain from the US, for delivery in June and July, have been cancelled showing further disruption.

Rystad said they “hadn’t seen a [coronavirus] impact in the US”, with the country in the midst of a structural shift from coal-fired power generation to gas. Consumption of gas has been driven by very low prices and has held up well in 2020 to date versus 2019.