全球液化天然气行业年度报告2021.docx

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1、ProfileProfileGIIGNL is a non-profit organisation whose objective is to promote the development of activities related to LNG: purchasing, importing, processing, transportation, handling, re-gasification and its various uses.The Group constitutes a forum for exchange of information and experience amo

2、ng its 86 members in order to enhance the safety, reliability, efficiency and sustainability of LNG import activities and in particular, the operation of LNG import terminals. GIGNL - wemoltond Gcw G ikjueled Naiufd Gos IgatsAl dcto 8c mops proved in rNs putlcolcn are for inftxmohcc purposes end $ho

3、l 加物 o kK3fcMMUndec rog they % regarded as date a mops inters & ccnercd use.ol thea thb pitokebon n ar, morre 9hoisoevec Iswthouf Ma consent of the coprQht grs.AcknowledgementsWe wish to thank all member companies for their contribution to the report and the following international experts for their

4、 comments and suggestions: Cybele Henriquez - Cheniere EnergyNajla Jamoussi - Cheniere Energy Callum Bennett - ClarksonsOliver Stavrinidis - Clarksons Laurent Hamou - ElengyJacques Rottenberg - Elengy Maria Angeles de Vicente - EnagasPaul-Emmanuel Decroes - Engie Oliver Simpson - Excelerate EnergyAn

5、dy Flower - Flower LNG Magnus Koren - Hoegh LNGGavin Stevens - MOL Mariana Ortiz - Naturgy Energy GroupBirthe van Vliet - Shell Mayumi Ikeda - Tokyo GasDonna DeWick - Total Xinyi Zhang - TotalExport CountryTrinidad &TobagoUnited StatesLoading PointSellerBuyerACQ(MTPA)Start dateEnd dateDelivery Forma

6、tCommentsPoint FortinAtlantic LNG T2 8.3BP0.8520022021FOBPoint FortinAtlantic LNG T2& 3EDP0.7420032023FOBNaturgy/EDP swap： Naturgy txjys 0.74 MTPA on a FOB txi$ until 2023Point FortinAtlantic LNGT2&3ENGIE0.3520022023FOBPoint FortinAtlantic LNGT2 8.3Naturgy Energy GroupO.d520032023FOBPoint FortinAtla

7、ntic LNGT243Shell1,720032023FOBPoint FortinAtlantic LNGT2 8.3Shell220062023FOBPoint FortinAtlantic LNG T4BP2.520062026FOBPoint FortinAtlantic LNGT4Shell1.520062026FOBPoint FortinAtlantic LNG T4Shell1.1520142026FOBCameronCaineton LNGMitsubishi420192039TolingCameronCameron LNGMitsui420192039TolingCame

8、ronCameron LNGTotal420192039TolingCameronDiamond Gas intenTotiondToho Gas0.220202039DES3 cargoes per yearCameronDiamond Gas IntemationdTokyo Gas0.220202039DES3 cargoes per yearCameronMitsuiToho Gas0.320192039DESCameronMitsuiTokyo Gas0.5220202039DES8 cargoes per yearCameronMitsuiTotal0.520192029FOBCa

9、meronTotalCPC0.8201920B8DESCameronTotalMarubeni0.520192039FOBCameronTotalToboku Electric0.2720192039DESCorpus ChristiCheniereCheniere Marketing2019-FOBExcess from Corpus ChristiCorpus ChristiCheniereEOF0.7720202040FO8Option to extend for 10 yeersCorpus ChristiCheniereEndesa2.2520192059FO8Corpus Chri

10、stiCheniereNaturgy Energy Group1.520202040FO8Option to extend for 10 yeersCorpus ChristiChenierePavilion Energy0.820192040FOBPavilion Energy novation of Iberdrofa contractCorpus ChristiChenierePertamina0.7620202040FOBOption to extend for 10 yearsCorpus ChristiChenierePertamina0.7620192039FO8Corpus C

11、hristiCheniereWoodside0.8520202040FOBOption Io extend for 10 years20182038 FO8GAIL GLOBAL (USA) LNG GAILCove PointPocific Summit EnergyKansai Electric Group0.820182037FOBCove PointST Cove PointPacific Summit Energy0.920182037FOBCove PointST Cove PointTokyo Gas1.420182038FOBElba IslandBba IslandShell

12、2.520202040FOBFreeportFreeport LNGBP4.420202040TolingFreeportFreepcxl LNGJERA2.320192039TolingFreeportFreeport LNGKansai Electric0.1320202032FOBFreeportFreeport LNGOsaka Gas2.320192039TolingFreeportFreeport LNGSK E&S2.220202040TolingFreeportFreeport LNGTotal2.220202040TolingSabine PassCheniereCentri

13、ca1.7520192039FOBSabine PassCheniereCheniere Marketing2016-FOB,Excess from Sabine PassSabine PassCheniereGAIL3520182038FOBSabine PassCheneteKOGAS3520172037FOBKogas resells 0.7 MTPA to TotalSabine PassChenereNaturgy Energy Group3620172037FOBSabine PassChertereShell5520162036FOBRevised in 2012 (2 MTPA

14、 added to 36)Sabine PassCheriereTotal220192039FOBCove PointMedium-term and long-term contracts in force in 2020*Export Country Loading Point Seller Buyer ACQ |MTPA| Start date End date Delivery FormatComments MIDDLE EASTQalhatOmon LNGBP1.1320182024FOBQalhatOman LNGItochu0.720062025FOBQalhatOman LNGK

15、OGAS4.0620002024FOBOmanQalhatOman LNGOsaka Gas0.6620002024FOBQalhatQqMI LNGMitsubishi0820062020FOBQalhatQ。卜Qt LNGOsaka Gas0820092026FOBQalhatQotOl INGUnion Fenosa Gas1.6520062025DESRas laffanQatargos 1Chugoku Electric, JERA, Kansai Electric/ Ovaka Gas, Toho Gas, Tohoku Electric, Tokyo Gas219982021DE

16、SRas LaffanQotargas 1JERA419972021DESRas LaffanQotcxgas 1JERA120122021DESInherited from TEPCO in 2016Ras LaffanQatargos 1Naturgy Energy Group0.7520052024DESRas LaffanQotargas 1Naturgy Energy Group0.7520062025FOBRas LaffanQotargas 1Shizuoka Gas0.220162021DESTripcrtite SPA (Qatar liquefied Gas JERA an

17、d Shizuoka Gos)Ras LaffanQotcrgos II TlPakistan State Oil3.7520162031DESRas LaffanQaTargas IITI/T2PetroChina3.420182040DESRas LaffanQotargas IIT2Total1皮200920MDESRas LaffanQotargas II T2Total15200920MDESRas LaffanQatcrgas IIT2Total1.85200920MDESRas LaffanQotargas IIICNOOC220112035DESRas LaffanOotarg

18、as IIIJERA0.720132028DESRas LaffanQa?argos IIIKansai Electric0.520132027DESRas LaffanQaTargas IIIPGNiGl.l201S20MDESRas LaffanQatargos IIIPGNiG0.920182034DESQatarRas laffanQotcrgos IIIPTT220152034DESRas LaffanQotargas IIIRWE Supply & Trading1.120172024DESRas LaffanQaTargas IIITohoku Electric0.1820162

19、030DESRas LaffanQotargas IVCentrica220142023DESExtension ol the previous 4 5-yeor ccnlrocl Nwnnd quantity (aCQ) 2014/2018:3 mTPa； 2019/2023： 2 MTPARas LaffanQaTargas IVOMVl.l20192024DESRas LaffanQatcrgas IVPetroChina320112036DESRas laffanQotcrgos IVPetronasl.l20142023DESExtension of the previous 5-y

20、ea contract： Ntxnhcl quantify (ACQ) 2014/2018: l.U MTPA: 2019/2023： 1.1 MTPARas LaffanQatorgas IVShelll.l20192023DESJan 2019-Dec 2023Ras LaffanQotorgas IVShell12020DESDestination KuwaitRas LaffanRq$Gq$ 1Endesa0.75200S2025DESRas LaffanRasGas 1KOGAS4.9219992024FOBRas LaffanRasGas IIPetronet LNG5200420

21、28FOBRas LaffanRasGos IIPetronet LNG2.520092028FOBRas LaffanRasGas IIT2Ediwn4.620092034DESRas LaffanRasGas IIT3CPC320082032FOBRas LaffanRasGas IIT3EDF Trading3.420072027DESExtended until 2027Ras LaffanRasGas IIT3ENI2.0520072027DES/FOBFormer Distrigas contractACQStart End DeliveryExport CountryLoadin

22、g PointSellerBuyer|MTPA| date date Format Comments QatarRas laffanR05GaslllTlEDF Trading220172021DESRas laffanRosGas III T1KOGAS2.120072026DESRas LaffanRosGos III T2CPC1520132032 DESRas LaffanRosGas III T2KOGAS220122032 DESRas LaffanRosGas III T2Petrobangla2.520182033 DESYemenBalhafYemen LNGTl &2Tot

23、al220092029 DESBalhafYernen LNGT2Total26520092029 FOBPACIFIC BXSINAshburton North Chevron. Kufpec, (Wheatstone)WoodsideICD.neInherited fromTEPCO: Totd ACQ20172OI8:JERA3320172036 DES| J mTPA: 2018-2027:3.3 MTPAAshburton North Chevron. KufpCC, (Wheatstone)WoodsideJERA0.920172056 FOBInherited from TEPC

24、O in 2016Ashburton North Chevron. Kufpec, (Wheatstone)WoodsideJERA0.420172036 把Inherited from TEPCO in 2016Ashburton North ChevTQn, Kufpec, (Wheatstone)WoodsideInherited from Chubu: Nomincl quontity (ACQ)JERA0.8201720茹 FOB2018： 0.4 MTPA： 2019： 0.7 MTPA: 2020:0.8 MTPA:from 2021： 1 MTPAAshburton North

25、 Chevron. Kufpec, (Wheatstone)WoodsideKyushu Electric0.8320172056 FOB0.7 MTPA 0.13 MTPAAshburton North Chevron. Kufpec,(Wheatstone)WoodsideTohoku Electric0.9220172056 DES处 7 th pEWheoWone (Wheatstone)n7msInherited from TEPCO; Nominal quantity |ACQ|、2017-2018:0.5 MTPA: 2018*2027:0.7 MTPABarrow Island

26、fhpvTOn(Gorgon ING)ENEOS Corporation0.320152030 DESBarrow Island Chevron (Gorgon ING)GS Caltex0.5201620% DES肥I窜d加3(Gorgon LNG)JERA1.4420152039 FOB/DES曾row鬻d 加出 (Gorgon LNG)Kyushu Electric0.320152029 DESBarrow Island-Chevron(Gorgon LNG)Osaka Gas1.562520142039 FOBBarrow Island (Gorgon ING)SK Group0.83

27、20172021 FOB4.15 MTPA of LNG over a 5-yeor periodBarrow Island八.(Gorgon LNG)皿询Tokyo Gas1.2520162039 FOBl.l MTPA+ 0.15 MTPAJarrowl 总？ExxonMobil(Gorgon LNG)PetroChina2.2520162016 DES然 “owl：鬻1ExxonMobil(Gorgon LNG)Petronet LNG1.42520162(36 DESBarrow Island小3(Gorgon LNG)BP0.520162056 FOBCurtis IslandGLN

28、GKOGAS3.5201620% FOBCurtis IslandGLNGPetronas3.520152035 FOBCurtis IslandQCLNGCNOOC3.620142014 DESCurtis IslandQCINGShell3.820142034 FOBCurtis IslandQCINGTokyo Gas1.220152035 DESCurtis IslandAPINGKansai Electric120172035 FOBCurtis IslandAPINGSinopec7.6201620茹FOBDarwinIchthys LNGCPC1.7520182032 DESDa

29、rwinIchthys LNG0.920182032 FOBMedium-term and long-term contracts in force in 2020*Export CountryLoading PointSellerBuyerACQ(MTPA)Start dateEnd dateDelivery FormatCommentsDarwinIchthysLNGJERA0.4920182032FOBInherited from ChubuDarwinIChthysLNGJERA1.0520182032FOBInherited from TEPCO in 2016DarwinIchth

30、ysLNGJERA, Toho Gas0.7720182032FOBDarwinIchthys LNGKansai Electric0.820182032FOBDarwinIchthys LNGKyushu Electric0.320182032FOBDarwinIchthys LNGOsaka Gas0.820182032FOBDarwinIchthys LNGTokyo Gas1.0520182032FOBDarwinIchthysLNGTotal0.920182033FOBDarwinSantos. EN. INPEX, JERA, Tokyo GasJERA, Tokyo Gas320

31、062022FOBPlutoPluto LNGKansai Electric220112025FOB/DES1.72 MTPAPlutoPluto LNGTokyo Gas1.520122025FO8/DESPreludeINPEXJERA0.5620192025DESFrom INPEX equity volumesPreludeINPEXShizuoka Gas0.0720192025DESFrom INPEX equity volumesAustraliaPreludeKOGASKOGAS0.362019-FOBPreludeOPIC AustrolioCPC0.182019FOBPre

32、ludeShellShell2.432019-FOBWithnell BayChugoku Electric1.4320092021DESWithnell BayGDLNG3320062031FOBWithnell BayJERA0320092024DESWithnell BayJERA0.620092029DESWithnell BayKansai Electric0.9320092024DES0.5-0.93 MTPAWithnell BayWocxiside. Shell. BHR _ BP Auslrolo. Chevron,Kansai Electric0.4420092024DES

33、0.2-0.44 MTPAWithnell BayJapan Australia ING fMJtujbrshi & Mitsui)Kyushu Electric0.720092023FOBWithnell BayKyushu Electric0.520062021DESWithnell BayOsaka Gas120042033FOBWithnell BayShizuoka Gas0.1320042029FOBWithnell BayToho Gas, Tokyo Gas1.3720042029FOBWithnell BayTokyo Gas0.5320172024DESBruneiLumu

34、tBrunei LNGJERA, Osaka Gs, Tokyo Gas3.420132023DESLumut8njnei LNGPetronas0.920132023DESlumutBrunei LNGShell0820132023FOBBontangPeftamirxjJERA, Kansai Electric. Kyushu Electric, Nippon Steel Corporation, Osaka Gas, Toho Gas220112020DES/FOBBontangPertarrincNusantara Rcgas120122022FOB2016-2020 = 1 MTPA

35、： 2021-2022 = 0.8 MTPABontangPertaminaPPT ETS0820192025FOBStort Aug. 2019: + SLA for ccrgo arrangement in 2020BontangPertamino, ENI Muara bOxjENI120172027FC6Nominal quantity |ACQ) 2011/2015:3 MTPA; 2016/2020:2 MTPAIndonesiaBontangPert amino.ENI Mucro bakcuPertamina1.420172024FOBBontangPectamina. IDD

36、 ChevronPertamina0.0620162021FOB2020 = 0.06 MTPA: 2021 = 0.06 MTPADonggi-SenoroPT Don-Senao LNGJERA120152027DESQonggi-SenoroPT Don助Senoto LNGKOGAS0720152027FOBDonggi-SenoroPT Donggi-Senoco LNGKyushu Electrk0.320152027DESTangguhCNOOC2.620092033FOBTangguh_ XiesKansai Electric120142035DESTangguhPLN2.49

37、20152033DES44 cargoes per yeaExport CountryIndonesiaMalaysiaPapua New GuineaPeruRussiaLoading PointSellerBuyerACQ (MTPA)Start dateEnd dateDelivery FormatCommentsTangguhPosco0.5520052024DESTangguhTon 的 uh PSCSempra LNG3.720082029DES3.4 MTPA divertibleTangguhControclor PartiesSKEaS0.620062026DESTanggu

38、hTohoku Electric0.1220102024DESBintuluMoioysia INGHokkaido Electric Power0.1320182028D6BintuluMoloy?ia LNGHokuriku Electric0.420182028DESBintuluMoioysia LNGOsaka Gas0820092023DESBintuluMoioysia LNGTokyo Gas0620182031FOB/DESNominol quantity (ACQ) 2013-2023：up to 0.5 MTPA; 2024-2031： up to 0.9 MTPABin

39、tuluMctaysia LNG DuaCPC220152020DESBintuluMdaysia LNG DuaENEOS Corporation0.3820152025DESBintuluMdaysia LNG DuaGas Bureau, City of Sendai0.1620182027DESBintuluMctoysio LNG DuoJERA0.420112031DESBintuluMalaysia LNG DuoShizuoka Gas0.3320162025DESBintuluMotaysia LNG DuoTohoku Electric0.3720162026DESBint

40、uluMoloysc LNG OjoTokyo Gas0.920152025DESBintuluMoloysio LNG SatuHiroshima Gas0.120162031FOBBintuluMoioysia LNG SatuSaibu Gas0.4520142028DES/FOBBintuluMalaysia LNG SatuShikoku Electric0J420102025DESBintuluMolaysio LNG TgaCNOOC320092029DESBintuluMoioysia LNG TigaJapan Petroleum Exploration Co.0.4820022021DESBintuluMalaysia