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预测:LNG市场2020仍将大涨

作者:   发布时间:2019-10-11    浏览量:1429   字体大小:  A+   A- 

预测:LNG市场2020仍将大涨
图片来自网络,版权属于原作者

来源:World Maritime News 2019-10-10

翻译:国际海事信息网 黄子倩 张运鸿
 
        VesselsValue的报告显示,LNG航运市场的积极增长势头有望持续到2019年底到2020年。
 
        随着越来越多的国家将LNG作为优于石油和煤炭的第一能源,且新项目不断上线增加需求,LNG市场得到进一步发展。
 
        VesselsValue指出,中国处于增长最前沿,正成为LNG新需求的最大增长源及世界第二大LNG进口国。VesselsValue补充道,中国的天然气消耗量一个气化项目中猛增,让数以百万计的家庭和无数工厂由使用煤炭转向使用天然气。
 
        提到大型LNG资产的所有权问题,VesselsValue表示以美元衡量,希腊和日本占统治地位。希腊近日代替日本成为世界头号船东国,自2018年以来更是订购多艘船舶。
 
        VesselsValue补充道,“然而,我们已经看到中国在LNG市场中崛起,拥有总计59亿美元的LNG船队资产,约占全球五大船东国的13%。”
 
        中国目前总共拥有45艘船舶,包括新造船在内的船舶有一半以上船龄不足2年。因此和希腊一样,他们的船队非常年轻,在未来市场中优势很大。
 
        中国工商银行(ICBC)拥有的船队价值最高,共有10艘船,总价超过17亿美元。
 
        在造船方面,韩国在建造LNG船舶上一直具有优势。随着现代重工(HHI)及大宇造船和海洋工程公司(DSME)的大规模合并,中国开始感受到压力。然而,随着天然气市场开始向中国船厂投入更多资金,情况有所转变。
 
        在未来三年内投入使用的127艘船中,17%将在中国造船厂建造,75%在韩国,其余在日本。
 
        中国开始与韩国争夺这些高净值资产,“在未来几年内我们希望中国增强与日、韩的竞争力,也希望中国船厂制造的LNG船舶数量大幅增多。”VesselsValue补充道,中国正在LNG市场做出行动,借助市场发展的东风。
 
       (本文版权归国际海事信息网所有,图片版权归原作者,转载请注明出处。)
 
VV: Growth of Large LNG Sector to Continue into 2020
 
Positive developments in the large LNG sector are expected to continue throughout the rest of 2019 and into 2020, according to a report from VesselsValue.
 
The sector is being driven by increasing demand as more countries prioritize LNG as an energy source, replacing oil and coal, combined with increasing supply as more projects continue to come online.
 
China is at the forefront of this growth and is emerging as the largest source of new LNG demand growth and second largest importer of LNG, VesselsValue noted, adding that China’s natural gas consumption has surged amid a gasification programme and plan that is shifting millions of households and a large number of factories to natural gas from coal.
 
Referring to ownership of large LNG assets, VesselsValue said that Greece and Japan dominate in terms of USD value. Greece has recently overtaken Japan as the top owning country, ordering a large number of vessels since 2018.
 
“However, we have seen China emerge in the LNG market owning a total of USD 5.9 billion of large LNG assets, which equates to about 13% of the top 5 owning countries,” the platform added.
 
China currently owns a total of 45 vessels, with over half of them being younger than 2 years including newbuilds, so alongside the Greeks, they own a young fleet benefiting in the future market.
 
ICBC own the highest value of the fleet with their 10 vessels with a value of over USD 1.7 billion.
 
In terms of yards, South Korea has always been the favourable country to build LNG vessels at and with the mega merger of HHI and DSME, China began to feel the pressure. However, a shift is taking place as the gas market is starting to invest more money into Chinese yards.
 
Out of the 127 vessels due to go online in the next 3 years, 17% will be built at a Chinese yard, 75% in South Korea and the rest in Japan.
 
China is starting to compete with South Korea for these high net assets and “over the next few years we expect the Chinese to increase competition with South Korea / Japan and the number of gas newbuilds in Chinese yards to increase dramatically,” the platform informed, adding that China is making a move in the LNG market and taking advantage of the sector development.
 

来源:simic