據天然氣資訊6月16日消息稱，液化天然氣長期合同市場和液化天然氣現貨市場走勢相反。全球能源咨詢公司Wood Mackenzie表示，當需求將明顯超過卡塔爾和俄羅斯的新供應時，長期買家市場才可能結束。

　　2025年后開始的液化天然氣合同市場上的買家有很多選擇，因為可供選擇的數量超過了他們的需求。但那些在 2025 年之前需要大量現貨的公司面臨更高的現貨價格和昂貴的短期交易。

　　但是有一個可能的解決方案。這些購買者可以使用超長期合同來鏈接短期和長期市場。一份過渡性合同可能會在未來5年給買家更低的價格，以換取賣家獲得長期合同的保障。

　　Wood Mackenzie 全球液化天然氣總監 Giles Farrer 表示：“目前，6月和7月運往東北亞的現貨價格平均在12美元/百萬英熱(Btu)左右，為6年多來夏季的最高水平。

　　“盡管天然氣價格明年可能短暫下跌，但Wood Mackenzie預計，這種漲勢將在未來5年延續，因為亞洲液化天然氣需求的增長將超過全球液化天然氣供應的增長，將把大西洋的供應拉入太平洋，導致市場吃緊。”

　　朱佳妮 摘譯自 天然氣資訊

　　原文如下：

　　Wood Mackenzie: Long-term LNG set to remain a buyers’ market

　　The LNG long-term contract market and LNG spot market are travelling in opposite directions. The long-term buyers’ market is only likely to end when it becomes clear that demand will outstrip new supply available from Qatar and Russia, global energy consultancy Wood Mackenzie said.

　　Buyers in the market for LNG contracts starting after 2025 are spoilt for choice – there are more volumes available than they need. But those who need volumes before 2025 face higher spot prices and expensive short-term deals.

　　But there is a possible solution. These purchasers may be able to use long-er-term contracts which ‘bridge’ the short- and long-term market. A bridging contract would potentially give buyers lower prices over the next five years in exchange for the seller receiving the security of long-term contracts.

　　Giles Farrer, Director, global LNG at Wood Mackenzie, said: “Spot prices are presently averaging around US$12/million Btu for June and July delivery into North East Asia, their highest at this point in the summer for over six years.

　　“While prices may briefly dip next year, Wood Mackenzie expects this rally to extend over the next five years because rising Asian LNG demand will outstrip global LNG supply growth, pulling Atlantic supply into the Pacific and tightening the market.”

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