摘要
分析全球LNG市场供需趋势,围绕壳牌、埃克森美孚、BP、道达尔、雪佛龙五家大型国际石油公司LNG资产组合的现状与发展趋势,提出上游储量资产是LNG业务发展的重要前提。着力建设原料气供应-液化-船运-再汽化的一体化LNG产业链,多元化分布资产组合和液化能力建设,是国际大石油公司共同的关注重点;低成本的优质资产是各大国际石油公司LNG资产组合的核心,也是各公司资产优化配置能力的体现;原料气供给、项目经济性、合同条款、气源国用气需求、项目在资产组合中的优先级是影响国际公司推进LNG项目进展的重要因素。全球主要LNG供应商的资产配置趋势和经验是中国的石油企业配置资源组合、优化LNG采购来源的重要借鉴。
Based on the LNG asset allocation status and trend of Shell,ExxonMobil,BP,Total and Chevron,the paper proposes that upstream reserve is an important pre-requisite for LNG business development.The majors should focus on building their own integrated LNG industry chains of feedstock gas supply,liquefaction,shipping,and regasification,diversifying asset portfolios and building liquefaction capacity.Low-cost and high-quality assets are not only the core of their LNG portfolios,but also the embodiment of the optimization capability.The feedstock availability,project economics,contract terms,domestic gas demand,and the priority in producers’portfolio are significant determinants on the progress of LNG projects.The trend and experiences of asset allocation of major LNG suppliers in the world is an important reference for Chinese oil companies to build resouce portfolioa nd optimize the allocation of LNG procurement.
作者
张永峰
陈蕊
史宇峰
吕明轩
段天宇
ZHANG Yongfeng;CHEN Rui;SHI Yufeng;LYU Mingxuan;DUAN Tianyu(CNPC Economics&Technology Research Institute;PetroChina Natural Gas Marketing Company)
出处
《国际石油经济》
2020年第6期41-50,共10页
International Petroleum Economics
