据油价网11月21日消息称，全球最大液化天然气进口国日本表示，2026年之前的全球长期液化天然气合同已售罄。目前，随着欧洲寻求取代管道天然气供应，对这种燃料的竞争日趋激烈。

彭博社(Bloomberg)援引日本经济产业省对日本企业进行的一项调查，得出了液化天然气交易售罄的估计。

由于欧洲一直在竞标供应，并已成为美国以外的液化天然气现货供应的主要目的地，今年高企的液化天然气现货价格已将许多亚洲买家拒之门外。与此同时，市场的波动和不确定性，以及对能源安全的担忧，促使越来越多的买家寻求长期合同。

伍德麦肯兹全球天然气供应首席分析师Kateryna Filippenko今年早些时候表示，对液化天然气供应的争夺可能会引发第二波美国液化天然气项目建设，但新供应的开发需要时间。

但是，包括前几年已经做出最终投资决定的项目在内，大部分新的液化天然气供应可能要到2026年之后才会出现。

Filippenko指出，直到2026年左右，“欧洲将不得不与亚洲竞争边际液化天然气市场，以满足需求——就像现在一样。”

“欧洲和亚洲之间对有限液化天然气的竞争将非常激烈，直到2026年后新的供应浪潮到来。在那之前，价格将不可避免地保持在高位。”

就日本而言，它是一个主要的液化天然气进口国，今年将重新成为全球最大的液化天然气进口国。

曹海斌 摘译自 油价网

原文如下：

Global Long-Term LNG Contracts Are Sold Out Until 2026

The global long-term LNG contracts before 2026 are sold out, top importer Japan says, amid heated competition for the fuel as Europe seeks to replace Russian pipeline gas supply.

The estimate of sold-out LNG deals emerged from a survey of Japanese companies conducted by the local trade ministry and cited by Bloomberg.

High spot LNG prices have priced out many Asian buyers this year as Europe has been bidding for supply and has become the primary destination of spot LNG supply out of the United States. At the same time, market volatility and uncertainties, and concerns about energy security, have prompted a growing number of buyers to seek long-term contracts. 

The race for LNG supply could give rise to a second wave of U.S. LNG projects, but new supply will take time to develop, Kateryna Filippenko, Principal Analyst, Global Gas Supply, at Wood Mackenzie, said earlier this year.

But much of this new LNG supply, including from projects that have taken final investment decisions (FIDs) in previous years, is likely to come only after 2026.

Until around 2026, “Europe will have to compete with Asia for the marginal LNG molecule to satisfy demand – just as it is right now,” Filippenko noted.

“Competition between Europe and Asia for limited LNG will be intense until a new supply wave arrives after 2026. Prices will inevitably remain elevated until then.”  

Japan, for its part, is a major LNG importer and is set to regain its status as the world’s largest LNG importer this year.