世界天然气周刊.pdfVIP

Copyright © 2010 EIG. Unauthorized access or electronic forwarding, even for internal use, is prohibited. Vol. XXI, No. 31, August 4, 2010 Rethinking China’s LNG What’s New While LNG sellers around the world are pinning their hopes on robust growth BG Sees LNG Glut Ending 2014 . . . . . . . . p2 from Asia, particularly China, to sustain contract prices, the window to cap- Macondo May Impact US Onshore Gas . . p3 ture China as a foundation customer is fading fast. Consultancy Wood Mackenzie has undertaken a comprehensive study of Eni’s New Egypt Export Option . . . . . . . . p4 the Chinese gas market, concluding that LNG demand growth will be the Heat Raises US Gas Prices. . . . . . . . . . p6 fastest in the coming decade, but is likely to taper off post-2020 as domestic gas production and piped gas imports ramp up. Europe’s Renewables – Fit but Fraught . p7 Annual LNG demand will reach 46 million tons by 2020, it predicts, or Canada’s West-East Split Widens . . . . . . p8 roughly 20% of China’s total gas demand of 31 billion cubic feet per day (320 Bcm/yr). In contrast, 2009 LNG imports totaled 5.5 million tons, representing about 8% of China’s total demand of 9 Bcf/d. In the first half of this year, LNG imports leapt to 4.08 million tons on the back of strong economic Poland Eyes growth. China, however, has about 30 million tons of LNG already firmed up, Lithuania Link according to Woodmac’s Gavin Thompson, who headed the study: “That leaves an additional 16 million tons that r