|2019-11-06 来源： 中国石化新闻网|
中国石化新闻网讯 据11月5日Energy Voice报道，虽然液化天然气现货价格走低给该行业带来了损失，但欧洲两大液化天然气生产商道达尔(Total)和壳牌(Shell)在第三季度表现强劲。
受益于俄罗斯亚马尔(Yamal)、澳大利亚Ichthys和美国卡梅伦(Cameron)的液化天然气项目。道达尔还有更多的大型液化天然气项目正在筹备中。于9月份启动的“北极液化天然气2号”(Arctic LNG 2)项目将继续稳步推进，并收购阿纳达科石油公司(Anadarko Petroleum)在莫桑比克液化天然气项目中的股份。
壳牌第三季度天然气产量为895万吨，同比增长9%。第三季度的销售量为1890万吨，也增长了9%。预计第四季的液化量为880 - 940万吨。
王佳晶 摘译自 Energy Voice
LNG comes through for Shell and Total
While low LNG spot prices have taken their toll, the Europe’s two major players in the sector, Total and Shell, performed strongly in the third quarter.
Total’s gas segment had a strong third quarter, with cash flow in integrated gas, renewables and power (iGRP) up nearly $1 billion in the year to date, the company’s chairman and CEO Patrick Pouyanne said. Adjusted net operating income for the segment was $574 million, versus $429mn in the second quarter.
It benefited from starts at Russia’s Yamal LNG, Australia’s Ichthys LNG and the US’ Cameron LNG. The company has more large-scale LNG plans in the pipeline, deciding to proceed with the Arctic LNG 2 project in September and acquiring Anadarko Petroleum’s stake in Mozambique LNG.
LNG production reached 4.2mn tonnes for Total during the quarter, up 50% year on year. The fourth train at Yamal LNG is expected to add more production, plus the second and third trains at Cameron LNG, for the company in 2020.
Shell’s integrated gas sector accounted for $2.7 billion, the company said, representing the largest share in its earnings. This outstripped the $1.7bn in the second quarter of this year and the third quarter of 2018, at $2.3bn. This covers the company’s LNG production, gas-to-liquids (GTL) sales and LNG trading.
The company produced 8.95mn tonnes in the third quarter, up 9% on the year. Sales in the third quarter were 18.9mn tonnes, which was also up 9%. Liquefaction volumes in the fourth quarter are expected to be 8.8-9.4mn tonnes.
Shell’s integrated gas production was up 4% versus the third quarter in 2018, driven by new fields in Australia and Trinidad and Tobago. Liquefaction volumes specifically increased by 9% year on year. The company noted the ramping up of Prelude, the floating LNG (FLNG) project offshore Australia, as the main driver behind its increase.
Higher volumes and improved trading were partly offset by lower prices. The company’s global realised gas price reached $4.19 per 1,000 cubic feet.
Shell’s CFO Jessica Uhl, in comments last week, repeated the company’s projection that LNG demand would grow at 4% per year. Supporting this outlook, she noted there was “continued interest in long-term contracts from LNG buyers”, citing the example of a recent agreement to supply Hong Kong’s first terminal. “This secures a new market in Asia. You can see why we believe in LNG as a fuel and as a strong business and why we are committed to continue investing in our LNG portfolio to grow cash and returns.”