Makontrakitala Opereka Nthawi Yaitali a LNG Akuwonjezeka Pakati pa Kuletsa ndi Russia
Chaka chino, kufunikira kwa makontrakitala anthawi yayitali a LNG kwakula pakati pa kuyesetsa kwapadziko lonse kuchepetsa kutumizidwa kwa gasi waku Russia. Opanga atengerapo njira iyi polipira mitengo yokwera kwambiri pamakontrakitala atsopano anthawi yayitali.
Malinga ndi lipoti la Oil & Gas Journal, makontrakitala a LNG azaka 10 pakali pano ndi ofunika pafupifupi 75% kuposa 2021. Komabe, kusiyana kwazinthuzi kukuyembekezeka kupitilirabe pomwe Europe ikufuna kuwonjezera zogulitsa kunja kwa LNG.
Chaka chatha, kuchuluka kwa mapangano a nthawi yayitali omwe adasainidwa ndi ogwiritsa ntchito kumapeto kwa LNG adafika zaka 5, ndipo chaka chino izi sizingachedwe. Malinga ndi lipoti la Wood Mackenzie, mapangano adasainidwa ndi ogwiritsa ntchito kumapeto kuti apereke matani opitilira 10 miliyoni a LNG pachaka chaka chino.
Mwachitsanzo, kampani ya LNG ya ku Louisiana ya Sempra Infrastructure, yomwe ndi eni ake ambiri a Sempra Energy (NYSE: SRE), yangosaina mgwirizano wake wachisanu ndi chimodzi wanthawi yayitali m'miyezi isanu. Mgwirizanowu ukuwona kuti kampani ya Hackberry, Cameron LNG, ikupereka matani 2 miliyoni a LNG pachaka ku Poland Oil & Gas Co. Sempra Infrastructure yapeza mapangano ena a 2 mt ndi kampani yomweyi ya malo ake atsopano a LNG ku Port Arthur, Texas.
Makontrakitala ambiri atsopano ali ndi opanga LNG aku US, ndipo zonse izi zimalumikizidwa kumitengo yaku North America. Pakadali pano, ogula aku China akupitilizabe kulamulira msika, kusaina matani opitilira 8 miliyoni amakampani atsopano a LNG chaka chino.
"Kuukira kwa Russia ku Ukraine kunakhudza kwambiri mapangano operekera LNG kwa nthawi yayitali," atero a Daniel Toleman, katswiri wamkulu ku Wood Mackenzie. "Ogula ambiri amtundu wa LNG sadzagula gasi kapena LNG, kapena kukonzanso kapena kusaina mapangano owonjezera a LNG ndi ogulitsa aku Russia. Mitengo ya Spot inalinso yokwera komanso yosasunthika, zomwe zidapangitsa ogula ambiri kulowa m'makontrakitala anthawi yayitali. Kuphatikiza apo, ogula ena akubwereranso ku mapangano anthawi yayitali m'malo mwa maboma kuti ateteze chitetezo champhamvu cha dziko. ”
Mosadabwitsa, ziyembekezo zabwino kwambiri za msika wa LNG zikubweretsa kuyambiranso kwa makontrakitala anthawi yayitali, omwe akatswiri amawona kuti ndizofunikira kwambiri pakuyendetsa mapulojekiti a LNG ku Final Investment Decision (FID).
M'malo mwake, ma FID omwe angakhalepo mu 2022 adzaposa kuwirikiza kawiri US LNG kutumiza kunja. Makamaka, Venture Global idalengeza za FID ya polojekiti yake ya Plaquemines LNG mu Meyi atalandira ndalama zokwana $ 13.2 biliyoni. Plaquemines ndi US FID yoyamba ku projekiti yotumiza kunja kwa LNG kuyambira pomwe Venture Global's Calcasieu idadutsa mu Ogasiti 2019. Ntchito zina zomwe zikuyembekezeka kukhala ndi FID chaka chino ndi gawo loyamba la projekiti ya Tellurian's (NYSE: TELL) Driftwood LNG. M'chilimwe, Cheniere Energy (NYSE: LNG) idzakulitsa mzere wachitatu wa polojekiti ya Corpus Christi, pamene Energy Transfer (NYSE: ET) ndi NextDecade Corp. (NASDAQ: NEXT) akuyang'ana makasitomala a ntchito zawo za LNG ku Lake Charles, Louisiana, ndi Rio Grande ku Brownsville, Texas.
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