How much does the world ’s many countries compete for liquefied natural gas boats?

[Global Times Special Reporter in Germany Zhaodong Global Times reporter Fu Honglie Ding Yazang] LNG (LNG) ship fire. As of September 2nd, Flex LNG and Golar LNG have increased by 48.2%and 98.1%so far this year. In the context of many industries in the world economy, such digitals are particularly eye -catching. The LNG ship becomes fragrant, behind it is the huge shock in the international energy market. Under the conflict of Russia and Ukraine, economic sanctions and oil and gas embargo have become weapons. Standing with the United States to sanction in Russia's Europe is now facing a serious oil and gas crisis. With the help of LNG ship gas storage, it has become the most urgent task of many European countries. The LNG ship of the world has limited capacity, and the manufacturing cycle is relatively long, which constitutes the "bottleneck" of Europe to solve the energy crisis. Will China be affected by many countries in the world?

The LNG ship is transporting liquefied natural gas. Visual China

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"After taking sanctions on Russia in Europe, the natural gas transported by 'Beixi No. 1', 'Beixi 2' 'pipeline is also decreasing, so many European countries choose to turn to imported liquefied natural gas." Dong Xiucheng, a professor at the National Institute of Opening of the University of Trade, told the Global Times reporter.

However, it is worth noting that the liquefied natural gas needs to transport special ships that transport liquefied gas under the low temperature conditions of minus 161.5 degrees Celsius, and its transportation method is extremely dependent on sea transportation. Dong Xiucheng said, "The number of global LNG ships is limited. Energy concerns in Europe spread to Japan and South Korea.

It is understood that more than 700 LNG ships around the world are in the hands of freight companies and natural gas traders. LNG natural gas transportation is similar to natural gas transactions. the rules. A report by SPARK Commodities, SPARK Commodities, LPG, shows that under the bidding of various parties, the daily rental fee of the LNG ship in mid -September to mid -November has exceeded 100,000 US dollars (about 700,000 yuan).

In the face of interests, liquefied natural gas traders are crazy booking ships. On August 17, Daewoo Shipbuilding received 2 million US dollars of special prizes for Singapore's natural gas transport giant BW GROUP on time.

According to Yonhap News Agency. According to data released by British Shipbuilding and Maritime Industry Analysis Agency, Clarkson showed that the number of new ships in the world in July was 2.1 million amendments to the total ton (CGT), of which South Korea undertake 1.16 million amendments (19 ships), accounting for 55 %. Little in the world. China undertakes the total tonnage (35 ships) of 620,000 amendments, ranking second with 30 %.

The Roushi Shipping Agency, the authoritative certification agency of the international ship industry, predicts that the annual output of 6 professional LNG ship manufacturers in South Korea and China will be 70-80. According to Rystad Energy, the energy consulting agency, due to the surge in orders, the South Korean shipbuilding industry, which is the largest construction country of LNG ships, is full, and it will only be able to accept the new orders until 2027.

The EU's major countries storage and natural gas storage can fill the degree. Chen Mengqiao Table

However, Dong Xiucheng proposed that the situation of "loss" in Europe will continue in the short term. The reason is that the LNG ship is difficult to manufacture, the production cycle needs to be calculated in annual, and the long water is puzzled. In addition, he emphasized: "Not all countries have the ability to import liquefaction natural gas. This requires the exporting country of liquefied natural gas must have a port that can build large natural gas liquefied facilities, and importing countries must also build natural gas and vaporization facilities in the port." The crisis of natural gas in Germany was because there were no conditions and could not receive liquefied natural gas directly from the port. "

The latest news shows that Germany's first liquefied natural gas receiving terminal has started in July this year, but the earliest time to put into operation will also need to wait until the beginning of next year.

How much does it affect China?

In the context of turbulent international gas markets and the extreme shortage of LNG ships, whether China will be affected, it will also attract attention.

The reporter learned that in China's energy supply, natural gas accounts for less than 30%. my country consumes about 300 billion cubic meters of natural gas a year, of which only one -third of them relied on imports. In an interview with reporters, Lin Boqiang, Dean of the China Energy Policy Research Institute of Xiamen University, said: "The sources of natural gas imports in China are not only Russia, Australia, Malaysia, Qatar, but also the United States and Turkmenistan, with relatively stable structure."

In response to the increase in the prices of liquefied natural gas transportation, Lin Boqiang said, "Compared with other countries, the current situation in China is remained in a relatively stable state. Although China also faces the problem of oil tanker prices and the rise in LNG ship rental, China has to it to it. The dependence is not so strong. Most of the natural gas imported in China is through the pipeline. The liquefied natural gas imported by sea transport only accounts for a small proportion, and China has its own LNG ship. Therefore, the rise in natural gas prices caused by transportation is relative to China. Controlled. "

It is understood that the number of Chinese LNG ships is about to exceed a hundred ships. In addition, China's local shipyard has received a large number of foreign orders. According to the official data of China Shipbuilding Group, as of the end of May this year, the plant had a total of 243 orders and 20.887 million yuan. At the same time, China ’s large LNG ships that can transport 174,000 square meters of liquefied natural gas have also been successfully developed. The emergence of this ship will bring better guarantees to the development of natural gas in my country. On the other hand, although international gas prices have risen, the pressure of natural gas prices in my country is dispersed to several subjects, and local governments will provide some support. The three major companies will also help stabilize the price of natural gas. "Therefore, in the short term, the fluctuations in the natural gas market may not have a big impact on my country's energy in the next one to 2 years." He added.

Europe prepares "欧 winter"

Europe is the "earthquake" of the energy crisis in the world today.

Winter is approaching, and the demand for natural gas in European countries is becoming more and more urgent. It is so large that power generation is heated, and small aspects of raw fires are inseparable from natural gas. Data from European natural gas inventory websites show that as of August 31, Germany's gas storage tank filling level was 84%. Victoria, Energy Economist, Germany, told the Global Times reporter that the storage facilities of European countries make up for the fluctuations of gas consumption, thereby forming a buffer system for the natural gas market.

"Europe is preparing for winter," European News and Television reported. In Spain, the parliament has approved the government's energy conservation plan. Portugal is also preparing for winter. The government will propose a energy -saving plan before the end of August, such as reducing measures for store business hours. The Croatian government hopes to reduce the value -added tax of wood chips and firewood to 5%, and the value -added tax for solar cells will completely decrease.

Marcus, who lives in Hamburg, Germany, told the Global Times reporter that about 100 square meters of apartments lived in the family of three, using natural gas to boil water and heating last year, spent more than 900 euros a year, and this year is expected to reach 2,500 euros Essence For middle -income families, this is a lot of expenses. Therefore, the family now only takes two or three baths a week. In the face of the upcoming winter, the family is also preparing to use firewood to warm it.

Although Europe is "storing qi" for winter, the reality is that the energy use of people and local public facilities in the reality are in a normal state. If before the fall, Europe has not stopped sanctions against Russia, the natural gas crisis will continue to affect these countries, and the global LNG ship shortage will continue.

For these countries, the upcoming winter will not only be extremely cold, but also the risk of social turmoil and political turmoil will increase. According to reports, the British government has begun to formulate a plan to respond to social turmoil that may be caused by the energy crisis.

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