據9月2日Wood Mackenzie網站消息：伍德·麥肯齊稱，預計2020年全球再氣化(regas)在建產能將達到1.44億噸/年，為10年來最高水平。

包括在建的33個新碼頭，增加9280萬噸/年的吞吐量，以及現有碼頭將增加5100萬噸/年的吞吐量。

全球增長最快的需求中心中國正在引領再氣化裝置產能的增加，占總再氣化裝置產能的三分之一以上，即5260萬噸/年，其中包括10個新碼頭2240萬噸/年的產能。

南亞地區受到疫情影響，管道基礎設施的建設被推遲，限制了一些碼頭的發貨。印度還在建設5個總容量為2000萬噸的新碼頭。

在歐洲其他地區，到2025年，荷蘭、波蘭、法國、希臘和英國的擴建項目將增加多達1300萬噸的產能。

今年共有四個新項目開始接收貨物。這些項目包括巴西的Sergipe液化天然氣項目、印度的Mundra液化天然氣項目、波多黎各的圣胡安項目以及最近緬甸的Thanlyin項目。

伍德·麥肯齊亞洲液化天然氣研究分析師Otavio Veras稱:“東南亞一直是今年再氣開發的重要地區。越南和緬甸都在創紀錄的時間內完成了終端工程建設，以幫助緩解迫在眉睫的電力短缺問題。海林公司已經在越南東南部的Vung Tau完成了一個碼頭的建設，并計劃在2021年第二季度開始商業運作。在緬甸，位于首都仰光附近Thanlyin的小型終端在2020年5月收到了來自馬來西亞國家石油公司的第一批液化天然氣。”

越南和緬甸加氣項目的開發商在交付項目時承擔了更多的風險。這兩個碼頭均為私人所有，并在沒有簽訂任何買賣協議之前開始建設。緬甸還使用了由LNG-Easy運營的新型卸貨系統，在碼頭建設完成之前開始進口。

最有意義的發展也許是計劃于2021年一季度在莫桑比克南部建設的天然氣終端。

伍德·麥肯齊研究總監吉爾斯·法拉爾表示：“盡管目前莫桑比克南部的需求量不大，但該終端還將以南非北部的需求為目標，以取代Pande和Temane油氣田的下滑，目前，這兩個油氣田通過865公里長的ROMPCO管道向馬普托/馬托拉地區的30多個行業以及南非供應天然氣。”

馮娟 摘譯自 Wood Mackenzie

原文如下:

Global regas capacity under construction hits 10-year high at 144 mmtpa

Global regasification (regas) capacity under construction is expected to hit a 10-year high at 144 million tonnes per annum (mmtpa) in 2020, says Wood Mackenzie.

This includes 33 new terminals under construction, adding 92.8 mmtpa, and a further 51.0 mmtpa of capacity which is set to be added at existing terminals.

The world’s fastest growing demand centre, China, is unsurprisingly leading the regas capacity additions, accounting for over a third or 52.6 mmtpa of total regas capacity including 22.4 mmtpa at 10 new terminals.

Wood Mackenzie research director Giles Farrer said: “Access to capacity in China is being shaken up, with the new national pipeline company, PipeChina, likely to take ownership of a number of national oil company-owned terminals soon. China also suffered from delays in capacity additions due to Covid-19, with expected expansion of the Caofeidian and Rudong terminals facing risks of slipping to 2021.”

Schedules in South Asia have also been impacted by coronavirus, with delays to construction of pipeline infrastructure, limiting send-out from some of the terminals. India is also building five new terminals with 20.0 mmtpa of total capacity.

Elsewhere, Europe may see up to 13.0 mmtpa of additional capacity from expansion projects until 2025 across the Netherlands, Poland, France, Greece, and UK.

Wood Mackenzie expects a total of seven regas terminals to take final investment decision (FID) this year. Three new regas terminals – Cyprus LNG, and China’s Yantai LNG and Tianjin LNG – have already taken FID in the first half of 2020.

Farrer said: “We think a further four terminals have a good chance of reaching FID before the end of the year: Alexandropoulos LNG, in Eastern Greece, Hong Kong LNG, Vila do Conde terminal from Golar, located in North Brazil and Puerto Sandino, in Nicaragua.”

A total of four new projects have started receiving cargoes in this year. These include Brazil’s Sergipe LNG, India’s Mundra LNG, Puerto Rico’s San Juan project and most recently Myanmar’s Thanlyin project.

Wood Mackenzie’s Asia LNG Research Analyst Otavio Veras added: “Southeast Asia has been an important region for regas development this year. Vietnam and Myanmar have both completed terminals in record time to help stave off looming power shortages. Hai Linh Company has completed construction of a terminal in Vung Tau, Southeast Vietnam and plans to begin commercial operations by Q2 2021. In Myanmar, a small-scale terminal, located in Thanlyin, near the capital Yangon, received its first LNG cargo from PETRONAS, in May 2020.”

The developers of both the Vietnam and Myanmar regas projects have taken more risk to deliver their projects. Both terminals are privately owned and started construction before any sales and purchase agreements were signed. In Myanmar, novel offloading systems, operated by LNG-Easy have also been used to begin imports before terminal construction is complete.

Perhaps the most interesting development is the proposed regas in Southern Mozambique targeted for construction in Q1 2021.

Farrer said: “Although demand in Southern Mozambique is presently modest, the terminal will also target demand in Northern South Africa to replace decline at the Pande and Temane fields, which currently supply gas to more than 30 industries in the Maputo/Matola area and also to South Africa, through the 865-km ROMPCO pipeline.”