据8月19日阿格斯网站消息:7月,孟加拉国的液化天然气进口量较上年同期大幅增长,为该国2018年开始进口液化天然气以来的最高月份。
从船舶尺寸来看,孟加拉国的两个浮动储存和再气化装置(FSRUs)的收货量从2019年7月的27.59万吨上升到上月的49.73万吨,增长80%。上个月的进口量是该国自2018年4月开始进口液化天然气以来的最高水平。此前的纪录是在去年10月创下的,当时该国吸收了49.57万吨。
第一季度末和第二季度,疫情爆发令需求承压,进口量在1-2月翻了一番后,3-6月与去年持平。孟加拉国第二个液化天然气装置,即13.8万立方米的Summit LNG,已于去年4月安装,在其第一个FSRU的13.8万立方米的基础上,增加了3.5万吨/年的进口能力。
卡塔尔是孟加拉国7月最大的液化天然气供应国,当月交付了4批液化天然气,与前几个月持平,但高于去年同期的两批。孟加拉国也将从尼日利亚邦尼岛工厂的进口从一年前的零增加到七月的两批。近几个月来,尼日利亚对孟加拉国的液化天然气出口一直非常迅速,5月至7月交付了4批液化天然气,高于1月至4月的1批。
与其他主要供应国的出口相比,尼日利亚的液化天然气出口近几个月基本保持稳定。在疫情爆发需求减少的情况下,其他主要供应国的出口大幅下降。但该国在现货市场的销量似乎超过了其与石油相关的定期合同,因为该国增加了对巴基斯坦等非传统买家的交货量,而对西班牙和葡萄牙等传统买家(它们根据与石油相关的合同购买尼日利亚液化天然气)的出货量近几个月大幅下降。
孟加拉国电网公司的数据显示,尽管电力部门天然气需求减少,但该国7月的液化天然气进口量仍出现增长,燃气发电量从2019年7月的6.04吉瓦下滑至5.85吉瓦。但印度平均总发电量从9.85吉瓦上升至9.98吉瓦,主要受燃煤量增加和从印度进口电力的支撑,燃煤发电从0.25吉瓦增加到0.66吉瓦。
冯娟 摘译自 阿格斯
原文如下:
Bangladesh LNG imports reach record high
Bangladesh's LNG imports rose sharply on the year in July and were the highest for any month since the country started importing LNG in 2018.
Receipts at Bangladesh's two floating storage and regasification units (FSRUs) rose by 80pc to 497,300t last month from 275,900t in July 2019, judging by vessel size. Last month's imports were the highest since the country started importing LNG in April 2018. The previous record was set in October, when the country absorbed 495,700t.
The Covid-19 outbreak weighed on demand late in the first quarter and in the second quarter, with imports flat on the year in March-June, after they doubled in January-February. Bangladesh's second FSRU, the 138,000m3 Summit LNG, was installed in April last year, adding 3.5mn t/yr of import capacity to the 2.8mn t/yr of Bangladesh's first FSRU, the 138,000m3 Excellence.
Qatar was the biggest supplier of LNG to Bangladesh in July, delivering four cargoes over the month, in line with previous months but up from two a year earlier. Bangladesh also increased its imports from Nigeria's Bonny Island plant to two deliveries in July, from none a year earlier. Nigerian LNG exports to Bangladesh have been quick in recent months, with the country delivering four cargoes in May-July, up from one in January-April.
Nigerian LNG exports have held broadly stable in recent months compared with exports from other major suppliers, which have fallen sharply amid reduced demand following the coronavirus. But the country appeared to have sold more on the spot market than under its oil-linked term contracts, as it increased deliveries to non-traditional buyers such as Pakistan, while shipments to traditional buyers such as Spain and Portugal, which purchase Nigerian LNG under oil-linked contracts, fell sharply in recent months.
The increase in Bangladesh's July LNG imports came despite lower power sector gas demand, as gas-fired generation slipped to 5.85GW over the month from 6.04GW in July 2019, according to data from Bangladesh's Power Grid Company. But total average power generation in the country edged up to 9.98GW from 9.85GW, supported by stronger coal burn and power imports from India. Coal-fired generation rose to 0.66GW from 0.25GW.