LNG生产商：保持项目投资以防止未来供应瓶颈.docxVIP

PAGE 11 LNG Producers: Investments Needed to Prevent Future Supply Bottleneck LNG生产商:保持项目投资以防止未来供应瓶颈 摘要：目前液化天然气市场的疲软可能会影响上游开发项目的投资，进而导致2020年供应短缺。但未来天然气需求量仍被普遍看好，开发供应商们应当保持产量，而在技术成本降低上寻求出路。 Concern is brewing in the global liquefied natural gas （LNG） industry that low gas prices–resulting from a prolonged slump in the oil markets–could delay sanctions for upstream projects, potentially leading to a supply bottleneck in 2020, panelists told delegates at the Gastech 2015 conference in Singapore in late October. 2015年10月下旬的Gastech展会（新加坡）上，专题小组成员告诉与会代表说：石油市场长期低迷、天然气价格持续走低将会使天然气开发项目数量缩减，很可能于2020年出现供应瓶颈。这种担忧广泛笼罩于全球液化天然气（LNG）行业内。 “When we asked ourselves what will be the impact of lower oil and LNG prices for the next 5 years, the answer might very well be that no new LNG projects are sanctioned,” Chevron Corp.’s executive vice president for Gas and Midstream at Chevron Corp. Pierre Breber told the conference. 英国雪佛龙公司的气体和中游雪佛龙公司执行副总裁Pierre Breber在会上讲到，“当我们问自己，石油和液化天然气低价格会在未来5年内产生什么样的影响时，答案很可能是——没有新的液化天然气项目被批准。” “But that’s not the best outcome for buyers and sellers. Getting that best outcome will require keeping a long term perspective, one that recognizes energy markets are the biggest and most efficient in the world and they can move in both directions,” he explained. 他解释道，“但这对家和卖家来说都不是最好的结局。想要得到最好的结果，需要保持一个长远的眼光，认识到能源市场是世界上最庞大和最有效率的，这两个特征可以同时实现。” CURRENT MARKET DETERS UPSTREAM GAS INVESTMENTS 当前市场阻碍上游天然气的投资 Breber’s views were in accord with the findings contained in the “Medium Term Gas Market Report” released June 4 by the International Energy Agency （IEA）. The agency stated in the report “that lower oil prices will have a major impact on gas upstream and infrastructure investment ... which will unavoidably lead to slower production growth over the medium term.” Breber的观点与国际能源署（IEA）6月4日公布的“中期天然气市场报告”相一致。报告中写到“低油价会对天然气开发和基础设施投资产生重大影响，这将不可避免地导致中期产量增长放缓。” “If current low prices persist, LNG markets could start tightening substantially by 2020, with demand gradually a