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关于液化天然气道业的四种常见误解

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您是否有关于液化天然气工业的长期信念,其实际上可能不会被接地?

上个月在LNG全球大会上,我们赶上了来自整个行业的四位专家,了解他们遇到关于LNG的一些误解。从美国出口到空气污染,向天然气供应经济学,他们的答案可能只是让您在液化天然气贸易中看起来有点不同。

Watch the video to see what they had to say.

误解1:美国LNG出口的增长潜力是无限的。

Vivek Chandra, CEO, Texas LNG

最常见的误解是,从美国出口的液化天然气有限。这绝对不是真的。比人们意识到更多的制约因素。

有政治限制,有经济限制,有地理限制。从地理角度来看,实际上没有那么许多良好的网站,可以在美国下放液化天然气出口设施。人们看着一张地图,说“哦,我的上帝,距离德克萨斯州到佛罗里达州的海岸线3000英里 - 为什么我不能在那里举行出口设施?”

Well most of it is very shallow, and in Texas, you only have deep water where there is a canal. And you only have six canals. So you only have six physical places where you can put an export facility, and in Louisiana it’s pretty much the same thing. The lack of a good location is actually the main constraint for why we do not have a lot more projects proposed. That’s the geographical point of view.

From an economic point of view, it really doesn’t make sense to put an LNG terminal where you’re not close to the gas supply. It’s an unusual case that you have a terminal on the East Coast at Cove Point, because that happens to be a regas terminal that has been converted. Anywhere else you actually want to be reasonably close to the gas supply, and you want to have pipelines already in place – so again that brings you back to Texas.

然后从政治角度来看,在任何地方都建立在任何地方的东西都很难。你必须去第三个海岸 - 墨西哥湾沿岸。这就是为什么人们认为美国有这么多项目。

It may seem that there are new projects all the time, and that there are going to be more and more – but that’s actually not true. You’re pretty much maxxed out, and the new projects you’re seeing are getting more and more marginal all the time.

最近的一个我看到的是路易斯安那州海岸的浮动项目。为什么你会在美国漂浮,对我来说没有任何意义 - 有很多飓风风险,有成本风险,有建设风险 - 没有理由在美国浮动液化天然气项目。

So that’s a big misconception I think. What you see is what you get right now. And depending on how the elections work out next year, this may be all you ever see until the next election cycle. So we’ll see what happens – it could be different, but not as much as people from the outside might think. If they think well, why should we go with project A or B when there might be ten more projects behind them, that actually may not be that true.

误解2:通过管道进口气体总是比通过LNG导入的更具成本效益。

Jurgita Siliskaite-Vensloviene,LNG Commerce,Klaipedos Nafta

Probably there are several misconceptions, but today I would like to name just one of them – which is that LNG is more expensive than natural gas from pipelines.

Naturally if you take the value chain, of course the natural gas has to be liquefied, and afterwards it has to be transported to an import terminal, and then it has to be regassifed again, and this whole value chain is costly. So logically natural gas from the pipeline directly should be cheaper than LNG. But this is not the case!

The case is that in Europe, we see at the moment that all the liquefied natural gas terminals are working intensively. We can take as an example the Lithuanian import terminal,The Independence.最近几个月,我们一直在重新扫描能力的80%,我们生产比立陶宛对自身的需求更多的四倍。因此,天然气不仅流向立陶宛,而且还流向拉脱维亚和爱沙尼亚的邻国。

原因是商品取决于不同的定价结构。管道气体的一些定价结构无法与全球的LNG价格竞争。总而言之,液化天然气并不一定更昂贵 - 它经常更便宜。

误解3:因为LNG是一种化石燃料,增加LNG消费对环境有害。

Roxanna Caliminte,政策顾问,煤气基础设施欧洲

关于LNG的最常见误解的概念是,因为它是一种化石燃料,它不一定环保。但这是如此错误!每个人都喜欢它 - 甚至Greta都应该喜欢它。

如果您想要清洁空气,答案是简单 - 液化天然气。您没有硫排放,氮氧化物排放量高,颗粒物质排放几乎是零粒度排放。你知道那是什么意思吗?这意味着LNG有助于减少肺癌和心脏病的肺炎引起的死亡。通常这些疾病是由空气污染引起的,特别是通过颗粒物质引起。

而且,LNG减少了二氧化碳排放量。与Biolng一起,我们可以将CO2排放量减少100% - 所以我们等待什么?等待不是一个选择。

Misconception 4: LNG acting as a “virtual pipeline” means that it must be replacing actual pipeline gas.

Mashal Jaffery, Senior Management Consultant, Baringa

最近是我的一位同事和我撰写了一系列关于LNG的思考领导及其作为虚拟全球管道的作用. There have been a couple of interesting discussions about that topic, and what was interesting for me was the different interpretations of what that meant.

At times it was taken to mean that LNG is competing with traditional pipeline gas. But to say that LNG is moving towards a virtual pipeline system actually means that it is acting as a bridge to different regional gas markets.

传统上LNG与油相比。通过其在全球能源组合平台上的出现,它正在促进不同区域气体市场的结合。全球液化天然气市场的流动性越来越流动性是驾驶员支撑着这一点。

So from my point of view, people are asking whether LNG is competing with pipeline gas, when the reality is that it isn’t really. The economics of that are quite different than when you’re talking about all the infrastructure needed to cool the gas down and transport it.

与建立天然气管道相比,LNG交付有多少 - 这种方法始终能够竞争吗?并不真地。但实际上LNG不希望取代管道气体,它是全球天然气市场的推动因素。而且我认为这是人们有不同的观点的一个观点。

如此,如此讨论,加入我们在欧洲最大,最具影响力的天然气和液化天然气事件,阿姆斯特丹火焰会议。

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