膠着状態が続く中国のLNG輸入(<特集>エネルギー価格形成のメカニズム〜最新動向と今後の展望〜)

概要

論文の詳細を見る
The present high price of imported LNG can't compete with domestic coal and natural gas, even imported pipeline gas. The Chinese LNG demand may be influenced by various elements such as the situation with domestic coal, natural gas and imported pipeline gas supply. Imported pipeline gas from Turkmenistan and Myanmar may satisfy Chinese natural gas demand until around 2010-2015. The construction of Chinese LNG receiving terminals (except the present 3 terminals) will become more low-key in the next 5-10 years. Japanese utility companies (the main Japanese LNG users) basically do not compete with Chinese LNG buyers because the North Eastern LNG Market is mainly based on long term contracts. However, there is a price volatility risk regarding spot LNG because of unexpected demand growth of the Chinese LNG market. For the LNG producer, a Chinese spot LNG demand hike could be favorable, but they are disappointed that the market growth of Chinese LNG has not matched their expectations and may need to wait for the next 5 to 10 years for it to do so. Newly planned LNG projects may be scaled back to reflect this Chinese LNG Trend.
一般社団法人日本エネルギー学会の論文
2007-12-20