据天然气新闻2020年12月28日丹佛报道,由于对美国的天然气出口增加,寒冷的冬预计天将减少加拿大国内的天然气过剩库存以及国内天然气产量将在3年来首次增加,加拿大2021年天然气市场的前景似乎大多是积极的。
整个夏天的大量注入使得加拿大的天然气库存量达到了5年来的最高水平。尽管目前天然气库存高企,但对美国中西部地区出人意料的强劲出口,将推动加拿大西部在今年冬季结束时天然气库存量低于5年平均水平,即使在正常天气情况下也是如此。如果像预测的那样寒冷的天气到来,这可能会导致在2020-2021年冬季AECO-芝加哥的平衡扩大到目前的范围以外。
五大湖天然气输送管道(Great Lakes Gas Transmission)一直是加拿大中西部天然气出口强劲的最大推动力,其迄今为止14亿立方英尺/天的平均输气水平比5年来的最高水平高出了2.5亿立方英尺/天。
由于俄克拉荷马州的天然气产量不断下降,而位于加拿大上西部的北方天然气管道(NNG)的大部分天然气供应来自俄克拉荷马州,五大湖天然气输送管道将把更多的AECO天然气输送到北方天然气管道。
李峻 编译自 天然气新闻
原文如下:
Canadian natural gas exports, demand and production all forecast to rise year over year
The outlook for gas markets in Canada in 2021 appears mostly positive as exports to the US increase and forecasts for a frigid winter look to draw down the nation's storage surplus while production is set to grow for the first time in three years.
Strong injections all summer left Canada with a record amount of gas in storage to start winter, and mild weather both locally and in downstream markets has kept storage trending at five-year highs. Despite current high inventories, unexpectedly strong exports into the US Midwest are Great Lakes Gas Transmission has been the biggest driver of stronger Midwest exports, with its 1.4 Bcf/d month-to-date average 250 MMcf/d higher than the five-year high for this time. The pipe is delivering more AECO gas to Northern Natural Gas Pipeline in the upper Midwest, possibly due to declining production in Oklahoma, where NNG gets most of its supply.
