2023年全球液化天然气市场贸易走势展望  

Outlook for 2023 Global LNG Market Trade

作　　者：杨宁 高珊珊 丁宣升 YANG Ning;GAO Shanshan;DING Xuansheng(SINOPEC Economics&Development Research Institute Co.,Ltd.,Beijing 100029,China)

机构地区：[1]中国石化集团经济技术研究院有限公司,北京100029

出　　处：《能源化工财经与管理》2023年第1期9-15,34,共8页

摘　　要：2023年,国际环境复杂多变,世界经济持续放缓,地缘冲突不断升级,全球液化天然气(LNG)市场不确定性增加,贸易格局加速演变。全球LNG供应紧张形势接续,欧洲为摆脱对俄罗斯能源的依赖,将进一步扩大LNG进口,中国和东南亚国家需求复苏,亚欧在国际LNG市场竞争激烈,LNG现货价格虽有所回落但仍高位震荡。鉴于LNG长约价格较现货价格依然优势显著,加大长约资源引进力度,把握低价窗口期采购现货,成为中国LNG进口企业保障低成本资源供应的有效手段之一。In 2023,the international environment is complex and variable.The global economy continues to slow,geopolitical conflicts escalate,and uncertainty in the global LNG market increases,while trade patterns are rapidly evolving.As global LNG supplies remain tight,Europe will further expand its LNG imports to reduce its dependence on Russian energy.Meanwhile,recovering demand in China and Southeast Asian countries,and intense competitions between Asia and Europe in the international LNG market,have led to high volatility in spot prices,despite some minor declines.Given the significant advantage of long-term LNG prices over spot prices,increasing the introduction of long-term contracted resources and exploiting the low-price window to purchase spot LNG have become effective means for Chinese LNG importers to secure low-cost energy supply.

关 键 词：天然气 市场 贸易格局 价格走势 资源供应 

分 类 号：F416.22[经济管理—产业经济] F746