据OE网站1月22日报道，澳大利亚伍德赛德能源公司(Woodside Energy)首席执行官周四表示，在2020年天然气供应过剩影响价格之后，伍德赛德认为今年的液化天然气(LNG)市场将趋紧，需求将增长，尤其是在亚洲。
澳大利亚最大的独立天然气生产商伍德赛德预计，由于计划对其位于澳大利亚西北大陆架(North West Shelf)液化天然气工厂五个生产单元中的两个进行维护，2021年伍德赛德自己的产量可能会下降多达10%，因此2021年的液化天然气供应将趋紧。
伍德赛德公司股价下跌1.5%，预计2021年产量将在9000万-9500万桶油当量之间，低于分析师预测的约9650万桶油当量。
不过，该公司首席执行官彼得·科尔曼(Peter Coleman)表示，该公司预计将从今年的油价上涨中受益。
由于供应中断和北亚寒冷天气导致亚洲液化天然气现货价格在1月初飙升，伍德赛德以每百万英热单位20美元的创纪录价格出售了第一季度交付的一批现货货物。科尔曼拒绝透露具体价格。
科尔曼对路透社表示，我们认为，2021年全年的油价将比我们去年此时(新冠疫情之前)的预测更高。
科尔曼表示，市场趋紧加速，我们将很快回到(供需)平衡。但从中长期来看，我们也可以预测，从2025年开始，市场将保持平衡。
伍德赛德预计，预计从2025年开始大量涌入市场的众多竞争对手的液化天然气项目将不会继续进行，因为在去年的盈利下滑之后，企业将无法负担建造这些项目的费用。
这对于伍德赛德自己110亿美元的斯卡伯勒（Scarborough）和冥王星（Pluto）液化天然气扩建项目来说可能是个好消息，该公司计划于2021年下半年做出最终投资决定。
郝芬 译自 OE
原文如下：
Woodside Sees Global LNG Market Tightening
Australia’s Woodside Energy sees the liquefied natural gas (LNG) market tightening this year, with demand growing especially in Asia, after prices were battered by a supply glut in 2020, its chief executive said LNG supply in 2021 will be partly tighter as Woodside, Australia’s top independent gas producer, forecast its own output could fall as much as 10% in 2021 due to planned maintenance Woodside’s shares fell 1.5% However the company expects to benefit from higher prices this year, Chief Executive Peter Coleman said.
Thanks to a spike in spot Asian LNG prices in early January amid supply disruptions and frigid weather in north Asia, Woodside sold a spot cargo for first-quarter delivery at a record price in the high $20s per million British thermal units. Coleman declined to reveal the specific price.
“We think we’ll see stronger prices throughout 2021 than we had been predicting at this time last year, before COVID,” Coleman told Reuters.
“The tightening of that market has accelerated and we’ve gone back into (supply-demand) balance now very quickly,” Coleman said. “But for the mid- to long term, we’re also now seeing that the market is going to be balanced through that period of 2025 Woodside anticipates a slew of rivals’ LNG projects that were expected to flood the market from 2025 will not go ahead, as companies will not be able to afford to build them after last year’s earnings slump.
That could be good news for Woodside’s own $11 billion Scarborough and Pluto LNG expansion project, assuming it goes ahead: the company aims to make a final investment decision in the second half of 2021.