油气价格因疫情大幅下跌今年或无新LNG项目FID|液化天然气_新浪财经

原标题：油气价格因疫情大幅下跌今年或无新LNG项目FID

中国石化新闻网讯据天然气加工网站9月8日消息银行和工业界人士表示，在疫情导致能源需求下降、价格跌至历史低点后，今年至少20年来首次不会批准新的液化天然气出口项目。

与去年创纪录的液化天然气生产审批水平形成鲜明对比的是，2020年石油和天然气价格的大幅下跌迫使企业推迟新项目的决策，并减记对现有工厂的投资。

咨询公司伍德麦肯兹对路透社表示，之前没有批准新的液化天然气出口工厂是1998年，而国际能源署（IEA）估计至少是20年前。

五位投行和能源分析师表示，他们预计今年不会做出最终投资决定（FID），而另外四位消息人士表示，他们预计最多会有一到两个。

在冠状病毒大流行之前，预计2020年批准的新出口量将与去年每年超过7000万吨的纪录相似。

摩根士丹利负责天然气和电力的大宗商品策略师德文•麦克德莫特表示：“我们预计今年液化天然气出口项目不会出现任何重大最终投资决定。”

“随着冠状病毒减少石油需求和油价，主要石油公司的资本支出下降，从而打压了它们的投资，并推迟最终投资决定。”

麦肯锡公司合伙人乔瓦尼•布鲁尼和亚历山德罗•阿戈斯塔表示，由于资本支出削减和延期，加上难以获得买家，他们预计所有最终投资决定的项目都将推迟1至2年。

吴恒磊编译自天然气加工

原文如下：

LNG investments vanish in 2020 as coronavirus slashes oil and gas prices

No new LNG export projects could be approved this year for the first time in at least two decades, banking and industry sources said, after the COVID-19 pandemic drove down energy demand and knocked prices to all-time lows.

In a stark contrast to last year’s record level of approvals for LNG production plants, 2020’s dramatic oil and gas price drop has forced companies to delay decisions on new projects and write down investments in existing plants.

The last year in which no new LNG exports plants were approved was 1998, consultancy Wood Mackenzie told Reuters, while the International Energy Agency estimated it was at least two decades ago.

Five investment banking and energy analysts said they expect no final investment decisions (FIDs) this year, while four other sources said they expect at most one to two.

Prior to the coronavirus pandemic, the volume of new export capacity sanctioned in 2020 was expected to be similar to last year’s record of over 70 million tonnes per year.

“We do not expect any major FIDs on LNG export projects this year,” Morgan Stanley’s lead commodity strategist for natural gas and power Devin McDermott said.

“With coronavirus reducing oil demand and prices, majors’ capital spending dropped, weighing on their investment and pushing out FIDs.”

Giovanni Bruni and Alessandro Agosta, partners at McKinsey & Company, said they expect all pre-FID projects to be delayed by 1 to 2 years due to CAPEX cuts and deferrals, plus difficulty in securing buyers.