據(jù)管道&天然氣雜志網(wǎng)7月7日?qǐng)?bào)道，據(jù)四位貿(mào)易消息人士對(duì)路透表示，泰國(guó)最大的能源公司、國(guó)有控股的PTT正與卡塔爾就一項(xiàng)為期15年的液化天然氣供應(yīng)協(xié)議進(jìn)行深入談判。

根據(jù)消息人士引用的不同數(shù)據(jù)顯示，這家油氣集團(tuán)正在談判每年100萬(wàn)噸或200萬(wàn)噸的供應(yīng)量，這將是亞洲買家鎖定長(zhǎng)協(xié)一系列交易中的最新一筆。

第五位業(yè)內(nèi)人士表示，兩家公司正在進(jìn)行“嚴(yán)肅的談判”，但預(yù)計(jì)在夏季結(jié)束之前不會(huì)達(dá)成協(xié)議。

卡塔爾能源和PTT都沒(méi)有立即回應(yīng)記者的置評(píng)請(qǐng)求。

卡塔爾是世界上最大的液化天然氣出口國(guó)，自去年地緣政治沖突開(kāi)始以來(lái)，對(duì)液化天然氣的競(jìng)爭(zhēng)已經(jīng)加劇，特別是歐洲需要大量的天然氣，以助取代管道天然氣，此前管道天然氣占?xì)W洲大陸進(jìn)口的近40%。

渴望長(zhǎng)期協(xié)議的亞洲公司在鎖定卡塔爾兩階段擴(kuò)建計(jì)劃的供應(yīng)方面已經(jīng)超過(guò)了歐洲。該計(jì)劃將使卡塔爾的液化產(chǎn)能從每年7700萬(wàn)噸提至2027年的1.26億噸。

卡塔爾這家海灣能源巨頭今年一直在與其他幾家亞洲買家進(jìn)行談判，到目前為止已經(jīng)與亞洲買家簽署了三份液化天然氣供應(yīng)協(xié)議，預(yù)計(jì)今年晚些時(shí)候還將簽署更多協(xié)議。

貿(mào)易商表示，在超冷燃料價(jià)格從去年的高位回落后，PTT與其他新興亞洲市場(chǎng)的公司一樣今年一直在尋求現(xiàn)貨液化天然氣貨物，與其他新興亞洲市場(chǎng)的公司一樣。

今年年初PTT還與阿曼液化天然氣公司簽署了一項(xiàng)為期9年的協(xié)議，從2026年開(kāi)始，PTT每年將收到80萬(wàn)噸液化天然氣。

泰國(guó)是一個(gè)石油和天然氣凈進(jìn)口國(guó)，需要增加液化天然氣的進(jìn)口，以彌補(bǔ)其天然氣田產(chǎn)量的急劇下降。數(shù)據(jù)公司Kpler的數(shù)據(jù)顯示，到目前為止，該國(guó)今年進(jìn)口了約600萬(wàn)噸液化天然氣，而2022年為870萬(wàn)噸。

郝芬 譯自 管道&天然氣雜志網(wǎng)

原文如下:

Thailand's PTT Seeking 15-Year LNG Supply Deal with Qatar

Thailand's largest energy company, state-controlled PTT, is in advanced talks with Qatar for a 15-year LNG supply deal, four trading sources told Reuters.

The oil and gas conglomerate is negotiating a supply of 1 or 2 million tonnes per annum (MTPA), according to different figures cited by the sources, in what would be the latest in a spate of deals by Asian buyers to lock in long term supplies.

A fifth industry source said that both companies are in "serious negotiations” but added that a deal isn't expected before the end of summer.

QatarEnergy and PTT did not immediately respond to a request for comment.

Qatar is the world's top LNG exporter and competition for LNG has ramped up since the beginning of the war, with Europe in particular needing vast amounts to help replace piped gas that previously made up almost 40% of the continent's imports.

Asian companies, with an appetite for long-term sales and purchase agreements, have outpaced Europe in locking in supply from Qatar's two-phase expansion plan that will raise its liquefaction capacity to 126 million metric tons a year by 2027 from 77 million.

The Gulf energy giant has been in negotiations with several other Asian buyers this year and has so far signed three LNG supply deals with Asian buyers, with more expected later this year.

PTT has been seeking spot LNG cargoes this year, traders have said, along with other companies in emerging Asian markets, after prices of the super-chilled fuel eased from last year's record highs.

PTT also signed a nine-year deal with Oman LNG at the start of the year, which will see it receive 800,000 tons of LNG per year beginning 2026.

Thailand, a net oil and gas importer, needs to increase imports of LNG to offset a steep production fall at its gas fields. So far, the country has imported around 6 million tons of LNG this year versus 8.7 million tons in 2022, according to data firm Kpler.