據天然氣資訊8月6日消息稱，數據分析公司GlobalData表示，盡管東南亞是液化天然氣的凈出口國，但到2030年，東南亞將越來越依賴進口液化天然氣，以滿足不斷增長的需求，并支撐日益減少的國內供應。

　　隨著人口和經濟的持續增長，東南亞是未來十年天然氣的一個關鍵增長地區，一些國家將天然氣視為滿足日益增長的電力需求盡管該地區是天然氣凈出口國，主要受到馬來西亞和印度尼西亞的支持，但強勁的需求增長可能在本十年結束前超過該地區的供應。

　　GlobalData高級油氣分析師Daniel Rogers評論道:“在該地區的天然氣和液化天然氣前景中，泰國和菲律賓的天然氣供需缺口預計將擴大，因為國內供應下降滿足了穩定的需求增長。兩國將通過增加液化天然氣再氣化能力，尋求液化天然氣市場填補國內生產或管道進口無法填補的缺口。兩國目前有超過3萬億立方英尺的再氣化產能，計劃中的產能約為2萬億立方英尺，已宣布的產能約為1萬億立方英尺，到2030年可能投入使用，相比之下，目前的產能只有0.5萬億立方英尺?！?/p>

　　2020年，泰國和新加坡進口了創紀錄的液化天然氣數量，緬甸在疫情期間首次進口了液化天然氣貨物。GlobalData表示，在泰國，液化天然氣進口可能變得越來越重要，因為國內供應和從緬甸進口面臨自然下降，而這兩個國家的需求增長繼續上升。即使到2030年，新加坡預計仍將嚴重依賴天然氣，因為該國幾乎所有的發電都來自天然氣。新加坡去年的液化天然氣進口增加了20%，隨著管道天然氣供應合同在短期內到期，液化天然氣進口將對支撐急需天然氣的電力結構至關重要。

　　Rogers先生總結道：“在供應方面，馬來西亞和印度尼西亞有一個項目管道，將有助于在短期內提高產量，印度尼西亞增加的近 400 萬噸液化天然氣液化能力將越來越多地用于供應其國內市場。然而，文萊、越南和緬甸在預測期內面臨國內供應下降的風險，除非它們能夠推進目前面臨挑戰的未開發天然氣項目。這些項目的進展對其供應前景至關重要。

　　朱佳妮 摘譯自 天然氣資訊

　　原文如下：

　　Globaldata: Southeast Asia to increasingly rely on LNG imports

　　Despite being a net exporter of LNG, Southeast Asia is set to increasingly rely on imported LNG through 2030 to meet the growing demand and support the waning domestic supplies, says GlobalData, a data and analytics company.

　　Southeast Asia represents a key growth region for natural gas over the next decade as populations and economies continue to grow and several countries look to gas for meeting the ever-growing power demand. Despite the region being a net exporter of gas supported mainly by major gas producers Malaysia and Indonesia, strong demand growth could outpace the regional supply by the end of the decade.

　　Daniel Rogers, Senior Oil and Gas Analyst at GlobalData, comments: “In the gas and LNG outlook for the region, both Thailand and the Philippines’ gas supply-demand gaps are expected to widen as steady demand growth is met by the declining domestic supply. Both countries will look to the LNG market to fill the gap where domestic production or pipeline imports are unable to, through additional LNG regasification capacity. There is over 3 trillion ft3 of regasification capacity in the pipeline, approximately 2 trillion ft3 of planned and 1 trillion ft3 of announced capacity across these two countries that could be online by 2030, this compares to just 0.5 trillion ft3 of capacity currently active.”

　　In 2020, Thailand and Singapore imported record LNG volumes, and Myanmar imported its first ever LNG cargo despite the pandemic. In Thailand, LNG imports are likely to become increasingly important for the country as both domestic supply and imports from Myanmar face natural decline while the demand growth from these two countries continues to rise, GlobalData states. Even till 2030, Singapore is expected to remain heavily dependent upon gas as it represents almost all the country’s power generation. Singapore’s LNG imports jumped 20% last year and with the piped gas supply contracts expiring over the near term, LNG imports will be vital for supporting a gas hungry power mix.

　　Mr Rogers concludes: “On the supply side, Malaysia and Indonesia have a project pipeline that will help boost production over the near term and just under 4 million tpy of increased LNG liquefaction capacity in Indonesia will increasingly be used to supply its domestic market. However, Brunei, Vietnam, and Myanmar risk facing domestic supply declines over the forecast period unless they can progress their currently challenged, undeveloped gas projects. Progress of such projects will be pivotal for their supply outlooks.

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