ä»å¹´3æãS&P Globalã¯ãã¢ã¸ã¢ã«åããç±³å½ç£LNGã®ç´1.6ç¾ä¸ã¡ããªãã¯ãã³ãæè¼ãã24é»ã®è¹ãã±ã¼ãã»ãªãã»ã°ãããã¼ãçµç±ã§å°éããã¨å ±åãã¾ãããããã¯2024å¹´ã®æåã®3ãæã«ããã¦ã®è¨é²ã§ããããéæ²³ãã¹ã¨ãºéæ²³ãé¿ãã輸åºæ¥è ãããé·ãèªè·¯ãé¸æããçç±ã«ãããã®ã§ããS&Pã«ããã¨ãåæé帯ã«ãããéæ²³ãééããã®ã¯ããã14é»ã®è¹ã§ãããæ·±å»ãªå¹²ã°ã¤ã«ããä½æ°´ä½ãåå ã§LNGãã£ãªã¢ã®å¾ ã¡æéãé·ããªãã2022å¹´ã®å¯¾å¿æéã«è¨é²ããã40é»ããæ¥æ¿ã«æ¸å°ãã¾ãããç¶æ³ã¯4æãæ·±å»ã§ããããéæ²³ã®ããªããããã¯ã¹ã»ããã¯ãééããLNGã®ãã©ã³ã¸ããã¯æ¨½è¹ã®60%以ä¸ã«å¯¾ãã¦5%æªæºã«ã¨ã©ã¾ãã¾ããã
ç±³Cheniere Energyï¼NYSE:LNGï¼ã®æé«å·è¡è²¬ä»»è ã§ããCorey Grindalæ°ã¯ã以åã®ã¡ãã£ã¢ããªã¼ãã£ã³ã°ã§ãããçµæ¸çãªå ´åã«éæ²³ãå©ç¨ãã¾ãããä»ã®ã¨ããããã§ã¯ããã¾ãããç¾å¨ã極æ±å¸å ´ãããããµãã¼ããã¦ããããç§ãã¡ãåªå çãªé¡§å®¢ã§ã¯ãªããããä»ã®ã¨ãããããå©ç¨ãã価å¤ãããã¾ãããã¨è¿°ã¹ã¾ããã
幸ããªãã¨ã«ãç¶æ³ã¯å¤ããã¤ã¤ããã¾ãããããéæ²³ã¯ç¾å¨ãæ°´ä½ã®å復ã«ä¼´ãéè¦ã®å¢å ã«ã©ã®ããã«å¯¾å¦ãããã«ã¤ãã¦ãç±³å½ã®LNGçç£æ¥è ã¨åè°ä¸ã§ããã¨ãã¤ã¿ã¼ãå ±ãã¦ãã¾ããéæ²³å½å±ã¯LNG顧客ã«ããå¤ãã®ééã確ä¿ããããã«è¹è¶ä¼ç¤¾ã¨ååããæ°åå¤åã«é¢é£ããä¸è¶³ã«å¯¾å¦ããããã«è²¯æ°´æ± ã®å»ºè¨ãè¨ç»ãã¦ãã¾ãã
æ¨å¹´ãç±³å½ã®LNG輸åºã®66%ãã¨ã¼ãããã26%ãã¢ã¸ã¢ãæ®ã8%ãä¸åç±³ã¨ä¸æ±ã«å²ãå½ã¦ããã¾ããããã ããCheniereã¯ã¢ã¸ã¢ã®LNGéè¦ã«ã¤ãã¦é常ã«æ¥½è¦³çã§ãããç¾å¨ããã¤ãã®ã¬ã¹ä¾åçµæ¸ãæ±ããå½ã ãä¿¡ç¨æ ¼ä»ãã®ä½ãã«è¦ããã§ãããã¨ã«ãããããããéè¦ãé«ã¾ãã¨èãã¦ãã¾ãã
é¢é£è¨äºï¼Pembina Not Giving Trans Mountain Hard Look Due to Shipping Fee Uncertainties
ç±³å½æ大ã®LNGçç£è å ¼è¼¸åºæ¥è ã§ããCheniereã®æé«åæ¥è²¬ä»»è ã§ããAnatol Feyginæ°ã¯ããã¤ã¿ã¼ã«èªããããå½¼ãã¯å½ã¨å½ã¨ã®éã§ã®åæã«ä¾åããå¾åãããã¾ããå½ç¶ãããã«ç§ãã¡ãåå ãããã¨ã¯ã§ãã¾ãããã¿ã¤ã¨ãã£ãªãã³ãé常ã«é åçãªå¸å ´ã¨è¦ã¦ãã¾ããã¨è¿°ã¹ã¾ãããFeyginæ°ã¯ãä¸å½ãå°æ¥çã«å¹´é1åã¡ããªãã¯ãã³ãè¼¸å ¥ããã¨äºæ³ãã¦ããã2022å¹´ã®ç´6400ä¸ã¡ããªãã¯ãã³ããå¢å ããè¦è¾¼ã¿ã§ãã
LNGã®å 調ãªæé·
æ¨å¹´ãç±³å½ã¯å²ä¸åãã¦ä¸çæ大ã®LNG輸åºå½ã¨ãã¦ã«ã¿ã¼ã«ãæããããã®é²å±ã«ç¶ããåå½ã¯ä¸çãããã®åæ²¹çç£å½ã¨ãã¦ãæµ®ä¸ãã¾ããã
LNGã®è¦éãã¯æããã¾ã¾ã§ããç±³å½ã¨ãã«ã®ã¼æ å ±å±ï¼EIAï¼ã¯ã天ç¶ã¬ã¹ä¾¡æ ¼ã®ä½ä¸ã«ãã天ç¶ã¬ã¹çç£ã®æ¸éã«ããããããã2024å¹´ã«LNG輸åºéã2%å¢å ãã¦1æ¥å¹³å12.2 Bcfã«éããã¨äºæ¸¬ãã¦ãã¾ããEIAã¯ãããã«2.1 Bcf/då¢å ãããã¨ã§è¼¸åºã18%å¢å ããããå 調ãªæé·ãè¦è¾¼ã¾ãã¦ãã¾ããä¸æ¹ãã¨ãã«ã®ã¼ç£è¦æ©é¢ã¯ã2024å¹´ã«ãã¤ãã©ã¤ã³ã§ã®ç±³å½ã®å¤©ç¶ã¬ã¹è¼¸åºã3%å¢å ï¼0.3 Bcf/dï¼ã2025å¹´ã«ã¯4%å¢å ããã¨äºæ¸¬ãã¦ãã¾ããEIAã¯ããã¤ãã©ã¤ã³ã®è¼¸å ¥ã2024å¹´ã«0.4 Bcf/dæ¸å°ãã2025å¹´ã«ã¯ããã0.1 Bcf/då¢å ããã¨äºæ³ãã¦ãã¾ãã
ä¸æ¹ãã¨ãã«ã®ã¼ã»ã¤ã³ããªã¸ã§ã³ã¹ã«ããã¨ãç±³å½ã®é·æLNGããã¸ã§ã¯ãã«å¯¾ããå¼·ãé¢å¿ãããã¾ããåæ©é¢ã¯ãä»å¹´æãéè¦ãªFIDã®å¹´ã«ãªãå¯è½æ§ãããã¨æ¨å®ãããç´6900ä¸ãã³/å¹´ã®LNGãFIDã«éããè¦è¾¼ã¿ã§ããã2019å¹´ã«7000ä¸ãã³/年以ä¸ãèªå¯ããã2019年以æ¥ã®æãéè¦ãªå¹´ã«ãªãããããã¾ãããéå»2å¹´éã«ã¯ãCommonwealthãCP2ãDelfinãSaguaroãªã©ã®ããã¸ã§ã¯ããæ¯æ´ãã40,000ä¸ãã³/年以ä¸ã®åºæ¬ä¾çµ¦å¥ç´ãç· çµããã建è¨ä¸ã®å®¹éã40%å¢å ããã次ã®ä¾çµ¦æ³¢ã2028å¹´ãã2029å¹´ã¾ã§å»¶é·ãã¾ãã
ã¨ã¼ãããã¯ä»å¾ãç±³å½LNGã®ä¸»è¦æ¶è²»å°ã§ããç¶ããè¦è¾¼ã¿ã§ãå大é¸ã¯ããã«ãã·ã¢ã®å¤©ç¶ã¬ã¹ãåæ¸ããç¨æãããã¾ããPoliticoã«ããã¨ã欧å·å§å¡ä¼ã¯ãã·ã¢ã®LNGé¨éã«å¶è£ãç§ããã¨ãææ¡ãã¦ãã¾ããããã¯ããªã¥ãã»ã«ã®ãã·ã¢ã«å¯¾ãã14åç®ã®å¶è£ããã±ã¼ã¸ã®ä¸ç°ã§ãã
ææ¡ãããå¶è£ã¯ç´æ¥çã«ã¯ãEU諸å½ããã·ã¢ããã®LNGè¼¸å ¥ãç¦æ¢ãããã®ã§ã¯ããã¾ãããããã·ã¢ããã®LNGãåãåã£ãå¾ã®å輸åºãé²æ¢ããã¾ãEUãå°æ¥ã®ãã·ã¢ã®LNGããã¸ã§ã¯ãã«é¢ä¸ãããã¨ãç¦æ¢ãã¾ãããããã®æªç½®ã¯ããã¼ãã³ãã¦ã¯ã©ã¤ãã«å¯¾ããæ¦äºãç¶ããè³éæºã¨ãã¦ã®ã¬ã¹è²©å£²ãä¾ç¶éè¦ã§ããããããã¼ãã³ã®è½åãæãªããã¨ãæå³ãã¦ãã¾ãããã·ã¢ã®LNGã¯2023å¹´ã«EUã®ã¨ãã«ã®ã¼æ¶è²»ã®ããã5%ãå ãã¾ããããã¯ã¬ã ãªã³ã«ã¯ç´80åãã«ã®åçãããããã¾ããã
ææ¡ã«ã¯ãEUã®æ¸¯ãéèãããã³ãµã¼ãã¹ã®å輸åºãã·ã¢LNGã¸ã®ä½¿ç¨ãç¦æ¢ãããã¨ãå«ã¾ãã¦ãããããã«ãã£ã¦ãç¾å¨ã¹ãã¤ã³ããã«ã®ã¼ããã©ã³ã¹ã主è¦ãªããã¨ãªã£ã¦ããã¨ã¼ããããä»ãã¦ã¢ã¸ã¢ã«LNGãä¾çµ¦ãã¦ãããã·ã¢ããæ°·çµé²æ¢è¹ãããé·ãèªæµ·ã«åºããããå¾ãªããªãå¯è½æ§ãããã¾ãã
ãã¼ã¿åæä¼æ¥Kplerã®ã¬ã¹å°é家ã§ããLaura Pageæ°ã¯ãPoliticoã«å¯¾ããããããå½¼ããã¨ã¼ãããã§è²¨ç©ã®ç©ã¿æ¿ããã§ããªãå ´åãæ°·çµé²æ¢ã¯ã©ã¹ã®ã¿ã³ã«ã¼ãããé·ãèªæµ·ã«åºããªããã°ãªããªãããããã¾ãããã¤ãã«ããã®ç©ã¿åºãæ°ãæ¸ãå¯è½æ§ãããããããã·ã¢ã¯è¹è¶ãããã«æ»ã£ã¦ããããªããã¨ãèããã¨ãåãæ°ã®åºè·ãéãåºããã¨ãã§ããªãããããã¾ãããã¨è¿°ã¹ã¦ãã¾ãã
ãªã¤ã«ãã©ã¤ã¹.comã®Alex Kimaniããå±ããã¾ãã
Oilprice.comã®æ³¨ç®è¨äºï¼ãµã¦ã¸ã¢ã©ãã¢ãåæ²¹ä¾¡æ ¼ãæ¼ãä¸ãããã¨è©¦ã¿ãã失æããµã¦ã¸ã¢ã©ã ã³ãå©çæ¸ã«ããããããæ°ååãã«ã®é å½ãç´æããã§ãµãã¼ã¯ã®çç£åæ¸ã天ç¶ã¬ã¹å¸å ´ãæºããã
Alex Kimani is a veteran finance writer, investor, engineer and researcher for Safehaven.com. … More