據(jù)能源網(wǎng)4月20日多哈/新加坡報(bào)道，據(jù)知情人士透露，歐洲急于確保供應(yīng)之際，卡塔爾正探詢(xún)買(mǎi)家，以期進(jìn)一步提高其液化天然氣產(chǎn)能。

據(jù)這些不愿透露姓名的人士稱(chēng)，國(guó)有的卡塔爾能源公司正在與天然氣買(mǎi)家談判，是否要擴(kuò)大一個(gè)始于2021年、價(jià)值300億美元的項(xiàng)目，建設(shè)六個(gè)天然氣液化廠。該公司正在評(píng)估至少再增加一個(gè)裝置的成本，以及包括亞洲一些客戶(hù)在內(nèi)的客戶(hù)對(duì)增加天然氣的興趣有多大。

該談判還處于初期階段，量化寬松可能會(huì)堅(jiān)持現(xiàn)有計(jì)劃，即到2027年將最大年產(chǎn)量提高60%，達(dá)到近1.3億噸。第一批天然氣預(yù)計(jì)要到2025年才會(huì)進(jìn)入市場(chǎng)。

該公司沒(méi)有回應(yīng)置評(píng)請(qǐng)求。

去年超過(guò)一半天然氣進(jìn)口的德國(guó)承諾加快首批液化天然氣進(jìn)口終端的建設(shè)。美國(guó)還在3月底公布了一項(xiàng)協(xié)議，最早將在今年增加對(duì)歐洲的供應(yīng)。

過(guò)去一個(gè)月，包括歐盟最高外交官博雷爾和德國(guó)經(jīng)濟(jì)部長(zhǎng)哈貝克在內(nèi)的幾位歐盟高級(jí)官員前往卡塔爾，討論天然氣供應(yīng)問(wèn)題。Habeck表示，德國(guó)的公用事業(yè)公司應(yīng)該開(kāi)始與這個(gè)波斯灣國(guó)家談判多年的供應(yīng)合同，該國(guó)是世界上最大的液化天然氣出口國(guó)。

卡塔爾的擴(kuò)建項(xiàng)目是液化天然氣市場(chǎng)歷史上最大的項(xiàng)目，在2019年宣布時(shí)遭到了質(zhì)疑。據(jù)一些分析師表示，隨著世界從化石燃料轉(zhuǎn)向可再生能源，未來(lái)幾十年天然氣需求將迅速下降。不久之后，新冠疫情導(dǎo)致天然氣價(jià)格跌至創(chuàng)紀(jì)錄低位。

現(xiàn)在價(jià)格已經(jīng)反彈到歷史最高水平。摩根士丹利(Morgan Stanley)預(yù)計(jì)，到2030年，全球液化天然氣消費(fèi)量將增長(zhǎng)60%，主要原因是歐洲擺脫對(duì)進(jìn)口能源的依賴(lài)。

卡塔爾的六個(gè)新裝置——將天然氣壓縮并冷卻到華氏258度以下（-161℃），使其能夠運(yùn)往世界各地——每個(gè)裝置每年將能夠生產(chǎn)800萬(wàn)噸液化天然氣。

郝芬 譯自 能源網(wǎng)

原文如下：

Qatar Explores Boosting Its LNG Expansion as Gas Demand Boom -Bloomberg

Qatar is sounding out buyers about a further expansion of its liquefied natural gas capacity, according to people familiar with the matter, as Europe rushes to secure supplies.

State-run Qatar Energy is talking to gas buyers about whether to enlarge a $30 billion project started in 2021 to build six gas-liquefaction plants, the people said, asking not to be identified. The company is assessing the cost of adding at least one more unit and how much interest there is for additional gas from customers, including some in Asia.

The talks are at an early stage and QE may stick with its existing plan, which will boost its maximum annual output by 60% to almost 130 million tons by 2027. The first gas isn’t expected to hit the market until 2025.

The company didn’t respond to a request for comment.

Germany, which got more than half its gas imports last year from Russia, has pledged to fast-track the construction of its first LNG import terminals. The U.S. also unveiled a deal in late March that will see it boost supplies to Europe as soon as this year.

Several senior European Union officials — including the bloc’s top diplomat, Josep Borrell, and Germany’s Economic Minister Robert Habeck — have traveled to Qatar in the past month to discuss gas supplies. Habeck said German-based utilities should start negotiating multi-year supply contracts with the Persian Gulf state, which is the world’s biggest LNG exporter.

Qatar’s expansion project, the largest in the LNG market’s history, was met with skepticism when it was announced in 2019. Some analysts said gas demand would drop rapidly in the coming decades as the world transitioned from fossil fuels to renewable energy. Soon after, the coronavirus pandemic caused gas prices to sink to record lows.

Prices have now rebounded almost to all-time highs. Morgan Stanley forecasts global LNG consumption will rise 60% through 2030, mostly due to Europe’s pivot away from Russian energy.

Qatar’s six new units — in which gas is compressed and cooled to 258 degrees below Fahrenheit (-161°C), allowing it to be shipped around the world — will each be able to produce 8 million tons of LNG per year.