-- 根據基於美國能源資訊署數據的分析,隨著大量新的液化產能計畫在2031年前陸續投產,美國有望大幅擴大其在全球能源市場的主導地位。 目前,美國出口設施的運作接近峰值,2026年3月的實際出口量平均約為每日180億立方英尺。這超過了約154億立方英尺/日的標稱基本負載能力,因為終端的運作通常高於額定水準。 在2026年剩餘時間裡,該行業預計將新增約20億立方英尺/日的產能,其中卡達能源公司(QatarEnergy)和埃克森美孚公司(Exxon Mobil,XOM)將引領這一增長,因為它們位於金山口(Golden Pass)的首批兩套生產線將投入運營,預計將新增產能近14億立方英尺/英尺。 切尼爾能源公司(Cheniere Energy,LNG)也正在完成其科珀斯克里斯蒂(Corpus Christi)三期擴建項目的最後幾套裝置,預計將新增產能6億立方英尺/日。預計這些新增產能將使美國天然氣總名目產能到年底達到約 175 億立方英尺/日 (Bcf/d)。 2027 年,產能擴張速度將加快,預計新增產能約 54 億立方英尺/日 (Bcf/d) 將投入使用。其中包括 Golden Pass 的第三條生產線,新增產能 7 億立方英尺/日 (Bcf/d);以及 Venture Global (VG) 在路易斯安那州 Plaquemines 二期項目投產,新增產能 11 億立方英尺/日 (Bcf/d)。 今年晚些時候,兩個大型新建項目也將投產:Sempra (SRE) 的 Port Arthur 一期項目投產,產能為 16 億立方英尺/日 (Bcf/d);NextDecade 的 Rio Grande 設施投產,產能為 14 億立方英尺/日 (Bcf/d)。 Plaquemines LNG 和 Elba Island LNG 的額外核准產能總計為 6 億立方英尺/日 (Bcf/d)。預計到2027年底,這些發展將使美國天然氣產能提升至約229億立方英尺/日。 這一增長動能將推遲至2028年,預計新增產能20億立方英尺/日。 NextDecade公司預計將在裡奧格蘭德完成更多裝置的建設,新增產能7億立方英尺/日;Venture Global公司的CP2液化天然氣第一期項目預計將貢獻13億立方英尺/日。預計到年底,這些項目將使美國天然氣出口總產能提升至約249億立方英尺/日。 目前的建設週期預計將在2029年至2031年間達到頂峰,之後將迎來新一輪的擴建。 伍德賽德能源公司(WDS)預計將從其路易斯安那州液化天然氣項目中新增22億立方英尺/日(Bcf/d)的產能,此外,還將有其他擴建項目,包括阿瑟港二期項目(16億立方英尺/日)、裡奧格蘭德項目(14億立方英尺/日)以及Venture Global企業新增的6億立方 工程完成後,美國液化天然氣出口總產能預計將超過300億立方英尺/日,鞏固美國作為全球領先液化天然氣供應國的地位。
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