據(jù)天然氣加工新聞網(wǎng)2022年2月24日報道，美國最大的液化天然氣（LNG）出口公司錢尼爾能源公司（Cheniere Energy）表示，高油價和“極度動蕩的”全球市場正在推動簽更多的長期LNG供應(yīng)合同。  

錢尼爾能源公司首席商務(wù)長阿納托爾·費金說，歐洲天然氣價格2月24日暴漲40%，這表明LNG仍將是歐洲能源結(jié)構(gòu)的重要組成部分。 

早在之前，全球LNG的需求就已飆升，去年年底，由于供應(yīng)短缺以及人們從污染更嚴(yán)重的燃料轉(zhuǎn)向天然氣，LNG價格已升至創(chuàng)紀(jì)錄高位。 LNG供應(yīng)商依靠長期供應(yīng)合同為新的LNG廠提供資金。  

錢尼爾能源公司首席執(zhí)行官Jack Fusco說：“全球強(qiáng)勁的LNG需求可能使錢尼爾能源公司在近期內(nèi)對其在得克薩斯州科珀斯克里斯蒂工廠的產(chǎn)能進(jìn)行大規(guī)模擴(kuò)張。” 這一擴(kuò)張將增加1000萬噸/年的燃料產(chǎn)能。

費金表示：“2億多噸的LNG合同將在未來10年內(nèi)到期，約1億噸的LNG合同需要在2026年至2030年之間更換。”“錢尼爾能源公司去年簽署的合同中，有三分之二是與亞洲買家簽訂的。”

錢尼爾能源公司2月24日將盈利預(yù)期上調(diào)了大約20%，原因是利潤率上升，并預(yù)計新增產(chǎn)能將帶來銷量增長。 由于前景樂觀，錢尼爾能源公司股價午盤上漲6.8%，至每股127.02美元。  

錢尼爾能源公司預(yù)計，今年調(diào)整后的利潤將達(dá)到75億美元，高于此前預(yù)測的63億美元。錢尼爾能源公司表示，今年可分配現(xiàn)金流預(yù)計將增加12億美元。

這一預(yù)期遠(yuǎn)高于華爾街對其2022年調(diào)整后盈利64億美元的預(yù)期，令錢尼爾能源公司的股價在盤前交易中上漲逾6%，至每股126.50美元。 

在截至12月31日的第4季度中，錢尼爾能源公司的股東損失從去年同期的1.94億美元擴(kuò)大到13億美元。  

錢尼爾能源公司表示，去年第4季度，該公司出口了創(chuàng)紀(jì)錄的153船LNG貨物，而2020年第4季度為130船。去年 全年出口566船貨物，比2020年增長45%。  

李峻 編譯自 天然氣加工新聞網(wǎng)

原文如下：

Cherniere expects more long-term LNG supply deals

Cheniere Energy said high prices and an "extremely volatile" global market are driving more long-term supply contracts. 

The situation of Russia and Ukraine sent European gas prices up 40% on Thursday, a signal that LNG will remain a critical part of Europe's energy mix, said Chief Commercial Officer, Anatol Feygin. 

Even before the this, LNG demand had soared, sending prices late last year to record highs on supply shortages and a shift to gas from more polluting fuels. LNG suppliers rely on long-term contracts to finance new plants.

"Strong demand could allow the company to make a FID—in the near term—on a major expansion at its Corpus Christi, Texas plant," said Chief Executive Jack Fusco. That expansion would add 10 MMtpy of fuel capacity.

"More than 200 MMt of contracted LNG volumes will expire over the next decade, with about 100 MMt of LNG contracts needing to be replaced between 2026 and 2030," Feygin said. "Two-thirds of contracts signed by Cheniere last year were with Asian buyers."

Cheniere on Thursday raised its earnings outlook by about 20% on stronger margins and expected volume gains from new capacity. Its shares rose 6.8% to $127.02 in mid-day trading on the optimistic outlook. 

Cheniere forecast an adjusted profit for this year of as much as $7.5 B, up from an earlier outlook for up to $6.3 B. It expects an up to $1.2 B increase in distributable cash flow, the company said.

The outlook was well above Wall Street estimates for adjusted 2022 earnings of $6.4 B, sending Cheniere's shares up more than 6% to $126.50 in pre-market trading. 

For the quarter ended Dec. 31, the company's loss attributable to shareholders widened to $1.3 B from $194 MM in the same quarter a year ago. 

Cheniere said it exported a record 153 LNG cargoes during 4Q, compared to 130 in 4Q of 2020. For its full year, it exported 566 cargoes, up 45% from 2020.