2019年7月19日 星期五

美國“自由氣”旨在鬆開俄羅斯對歐洲市場的控制

Recently Yahoo Finance reported the following:
Yahoo Finance
U.S. ‘Freedom Gas’ Aims to Loosen Russia's Grip on Europe’s Market

Bloomberg Christine Buurma, Bloomberg Wed, Jun 12 9:00 PM PDT
 (Bloomberg) -- More “freedom gas” from U.S. shale basins is earmarked for Europe after the company behind a Louisiana export project expanded a deal with Poland.


Venture Global LNG Inc. will send Poland’s PGNiG 2.5 million tons of liquefied natural gas from the yet-to-be-built Plaquemines terminal, up from 1 million in a previous agreement, according to a filing Wednesday. The pact boosts the odds that Venture Global will decide to move forward with the $8.5 billion project, which isn’t expected to start up until 2022.

The deal is an example of the Trump administration’s push to see more shale gas, which it has dubbed “molecules of U.S. freedom,” go to overseas buyers as a foreign policy tool. Though America’s cargoes to Europe have climbed, Russia remains the region’s biggest and lowest-cost gas supplier -- and Moscow may be testing the resilience of U.S. exporters by boosting shipments via pipeline, according to Citigroup Inc.

President Trump said on Wednesday he’s considering using U.S. sanctions to stop construction of the Nord Stream 2 gas pipeline between Russia and Germany. Europe has become a hotspot for LNG as Germany, Greece and Croatia consider building import terminals, seeking alternatives to supplies piped from Russia amid declining production from the Netherlands and the North Sea.

Today is a very very important milestone in the relationship between the United States and Poland,” Energy Secretary Rick Perry said before announcing the LNG agreement. “We are fortified by our shared commitment to energy security.”

Poland also agreed last year to buy LNG from Sempra Energy’s planned Port Arthur export terminal in Texas.

Plaquemines would be among the so-called second wave of U.S. LNG export projects. While four terminals are already sending shale gas abroad, projects that haven’t yet broken ground face an uncertain future amid tumbling global gas prices and stiff competition from Russia, Qatar and Australia. Venture Global has begun construction on another Louisiana LNG facility, the $5 billion Calcasieu Pass terminal.

Translation

(彭博社) - 在路易斯安那州出口計劃背后的公司擴大與波蘭達成協議後,更多美國頁岩盆地的 “自由氣”被指定用於歐洲。

根據周三提交的文件,Venture Global LNG Inc. 將從尚未建成的Plaquemines碼頭向波蘭PGNiG輸出250萬噸液化天然氣,高於此前協議中的100萬噸。該協議提高了Venture Global決定將推進85億美元項目的可能性,該項目預計將在2022年開始實施。

這筆交易是特朗普政府推動更多頁岩氣的一個例子,它被稱為“美國自由的分子”,向海外買家作為外交政策工具。據花旗集團(Citigroup Inc.)稱,雖然美國向歐洲出口貨物已經攀升,但俄羅斯仍然是該地區最大和成本最低的天然氣供應國 - 莫斯科可能通過增加管道出貨量來測試美國出口商的彈性。

特朗普總統週三表示,他正在考慮利用美國的製裁措施去阻礙在俄羅斯和德國之間建設Nord Stream 2天然氣管道。歐洲已經成為液化天然氣的熱點,因為德國,希臘和克羅地亞已考慮建立進口终奌,他在荷蘭和北海量下降的情況下尋求從俄羅斯輸送的替代品。

“今天是美國與波蘭關係中非常重要的里程碑,”能源部長瑞克佩里在宣布液化天然氣協議之前表示。 “我們對能源安全的共同承諾得到了。”

去年,波蘭已同意从Sempra Energy計劃出的德克薩斯州的Port Arthur出口碼頭購買液化天然氣。

Plaquemines將成為所謂的第二波美國液化天然氣出口項目之。雖然四個碼頭已經向國外輸送頁岩氣,但由於全球天然氣價格下跌以及來自俄羅斯,卡塔爾和澳大利亞的激烈競爭,尚未破土動工的項目面臨著不確定的未來。 Venture Global已經開始在另一個路易斯安那州建設液化天然氣設施 -- 一個價50億美元的Calcasieu Pass终奌

Comments

          So, LNG supply has become a political tool for both the US and Russia in their competition for influence in Europe. Currently Russia is also busy in doing business on LNG with Japan in Asia.

沒有留言:

張貼留言