中国石化新闻网讯 据钻机地带11月18日报道,受液化天然气出口激增的推动,北美天然气市场在2022年-2033年将提供290亿立方英尺/天的产量。
根据伍德麦肯兹的一份新报告显示,如果天然气市场达到290亿立方英尺/日,其市场规模将是目前的三倍。
伍德麦肯兹美洲天然气和液化天然气研究主管Dulles Wang表示,未来十年北美天然气市场的扩张相当于新增两个二叠纪盆地。随着欧洲转向更安全的供应来源,全球的国际买家寻求可靠的低成本供应,北美已做好了交付的准备。
据该报告称,北美天然气供应将以有节制的速度恢复。生产商继续关注资本纪律,但将在未来几年逐步增加投资,以支持市场扩张。由此产生的新供应将给天然气价格带来下行压力,直到液化天然气出口设施在本世纪末上线,为国际需求中心创造出口。
政策支持影响长期需求
尽管2030年之后增长将放缓,但《2022年通货膨胀削减法案》(IRA)中包括的各种激励措施将在长期内支持北美的天然气需求,如碳捕获和存储以及氢气。这些地区的开发将长期促进天然气需求。
Wang表示,随着对新技术的更多投资,天然气将在我们能源行业的脱碳中发挥关键作用,特别是在IRA提供的激励措施下,这将确保天然气在未来几十年发挥重要作用。
郝芬 译自 钻机地带
原文如下:
North American Gas Market To Triple Production From 2022-2033
Driven by a surge in LNG exports, the North American natural gas market will support 29 billion cubic feet per day (bcfd) of production from 2022-2033
If the gas market hits 29 bcfd, it will triple its current market size, according to a new report from Wood Mackenzie.
“The North America gas market expansion for the next decade will be equivalent to adding two new Permian basins,” said Dulles Wang, Director of Americas Gas and LNG Research for Wood Mackenzie. “As Europe diversifies to more secure supply sources and international buyers across the globe seek reliable low-cost supply, North America is poised to deliver.”
According to the report, the North American gas supply will return at a measured pace. Producers continue to focus>Policy support impacts long-term demand
Although growth will slow after 2030, various incentives included in the Inflation Reduction Act of 2022 (IRA) will support the North American natural gas demand in the long term, such as carbon capture and storage as well as hydrogen. Development in these areas will boost gas demand long term.
“As more investments are made in new technology, gas will play a key role in the decarbonization of our energy industry, especially with the incentives provided by the IRA,” said Wang. “It will ensure that natural gas will have a vital role to play for decades to come.”