據(jù)能源網(wǎng)6月3日休斯敦報(bào)道，根據(jù)Refinitiv Eikon的數(shù)據(jù)顯示，美國(guó)上月出口了729萬(wàn)噸液化天然氣（LNG），為歷史第二高水平，由于對(duì)歐洲和南美的銷售有所增加。

隨著生產(chǎn)商努力提高液化天然氣產(chǎn)能，美國(guó)今年有望超過澳大利亞和卡塔爾，成為世界上最大的液化天然氣出口國(guó)。

根據(jù)Eikon基于船舶跟蹤的初步數(shù)據(jù)顯示，5月份的出口量高于4月份的693萬(wàn)噸，同比增長(zhǎng)12%。3月份達(dá)到創(chuàng)紀(jì)錄的767萬(wàn)噸。

根據(jù)Refinitiv的初步數(shù)據(jù)顯示，上個(gè)月美國(guó)液化天然氣出口下降了約8%，對(duì)歐洲的出口繼續(xù)占據(jù)主導(dǎo)地位。

全球風(fēng)投液化天然氣公司（Venture Global LNG Inc.）位于路易斯安那州卡梅倫教區(qū)（Cameron Parish）的新Calcasieu Pass終端的新增產(chǎn)能，以及美國(guó)最大出口商切尼爾能源（Cheniere Energy）股份有限公司的產(chǎn)量提高，推動(dòng)了液化天然氣出口。

這一增長(zhǎng)引起了一些大消費(fèi)者對(duì)美國(guó)天然氣價(jià)格和產(chǎn)量的擔(dān)憂。天然氣生產(chǎn)商將不得不加快產(chǎn)量，以適應(yīng)液化天然氣出口的增長(zhǎng)，同時(shí)又不會(huì)給國(guó)內(nèi)消費(fèi)者造成短缺。

美國(guó)液化天然氣生產(chǎn)商5月份將近三分之二的貨物運(yùn)往歐洲，因?yàn)榭蛻纛A(yù)計(jì)大國(guó)天然氣供應(yīng)將減少，因此需求增加，這是2022年初以來(lái)的趨勢(shì)。根據(jù)數(shù)據(jù)顯示，對(duì)亞洲的出口占總出口的15%。不過，隨著庫(kù)存的增加和冬季供暖季節(jié)的結(jié)束，歐洲的需求預(yù)計(jì)將很快緩解，為美國(guó)向亞洲和其他目的地發(fā)運(yùn)更多貨物鋪平道路。

雷斯塔能源分析師Lu Ming Pang上周在給客戶的一份報(bào)告中表示，所有因素保持不變——例如大國(guó)不再向歐洲輸送天然氣——我們可能會(huì)看到液化天然氣船從該地區(qū)重新平衡，這已成為液化天然氣的黑洞——吸引所有可用的貨物。

隨著南半球冬季的開始，上個(gè)月越來(lái)越多的美國(guó)液化天然氣貨物運(yùn)往南美和加勒比地區(qū)，巴西、阿根廷、智利和多米尼加共和國(guó)是主要目的地。

液化天然氣生產(chǎn)國(guó)秘魯5月份也增加了對(duì)歐洲的出口，而來(lái)自特立尼達(dá)和多巴哥的出口連續(xù)第三個(gè)月下降。

郝芬 譯自 能源網(wǎng)

原文如下：

May U.S. LNG exports reach 2nd highest as Latam shipments gain -data -Reuters

The United States exported 7.29 million tonnes of liquefied natural gas (LNG) last month, second highest on record, as sales to Europe and South America expanded, according to Refinitiv Eikon data.

The United States is on track to become the world’s largest LNG exporter this year, topping Australia and Qatar, as producers work to boost liquefaction capacity.

The volume exported in May was up from 6.93 million tonnes in April, and 12% more than a year earlier, according to preliminary Eikon data, based on vessel tracking. The record was 7.67 million tonnes in March.

U.S. liquefied natural gas (LNG) exports decreased about 8% last month, according to preliminary Refinitiv data, with shipments to Europe continuing to dominate.

LNG exports are getting a boost from additional capacity from Venture Global LNG Inc’s new Calcasieu Pass terminal in Cameron Parish, Louisiana, and higher production at top U.S. exporter Cheniere Energy Inc.

The growth has some big consumers raising concerns over natural gas prices and production in the United States. Gas producers would have to accelerate output to accommodate growth in LNG exports without creating shortages for domestic consumers.

U.S. LNG producers in May sent almost two-thirds of total cargoes to Europe as customers demanded more in anticipation of reductions in the world's largest oil producer's

gas supplies, a trend since early 2022. Exports to Asia represented 15% of total, the data showed.However, demand in Europe is expected to ease soon as inventories build and winter heating season ends, paving way for more U.S. shipments to Asia and other destinations.

“All factors remaining constant – such as no further cuts in Russian gas to Europe – we may see a rebalance of LNG vessels away from the region, which has become a black hole for LNG – drawing in all and every available cargo,” Rystad Energy analyst Lu Ming Pang said in a note to clients last week.

As the winter started in the Southern Hemisphere, an increasing number of U.S. LNG cargoes headed last month to South America and the Caribbean, with Brazil, Argentina, Chile and Dominican Republic as main destinations.

LNG producer Peru also ramped up exports to Europe in May, while shipments from Trinidad and Tobago fell for a third consecutive month.