随着霍尔木兹危机持续,卡塔尔与阿联酋转向罕见的LNG船对船转运
Qatar And UAE Turn To Rare LNG Ship Transfers As Hormuz Crisis Drags On

原始链接: https://www.zerohedge.com/energy/qatar-and-uae-turn-rare-lng-ship-transfers-hormuz-crisis-drags

最新的船舶追踪数据显示,卡塔尔和阿联酋采用了不同寻常的船对船(STS)转运方式,在霍尔木兹海峡之外运输液化天然气(LNG)。8月份,三艘运输船——包括两艘此前曾在该海峡附近卷入事故的船只——在阿曼近海将货物转移到了其他船只上。 尽管流经霍尔木兹海峡的石油运输已开始回升,但由于船对船转运的技术复杂性以及地区局势的持续紧张,LNG运输仍处于近乎停滞的状态。这些物流障碍,加上卡塔尔目前对交付采取的不可抗力措施以及美伊摩擦的加剧,严重制约了供应。受此影响,全球能源市场压力倍增,亚洲现货LNG价格创下五个月新高,欧洲天然气基准价格也攀升至三年半以来的最高水平。

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原文

By Tsvetana Paraskova of OilPrice.com

Three LNG carriers loaded from Qatar and the United Arab Emirates in the Persian Gulf have transferred their cargoes onto other vessels outside the Strait of Hormuz in the past month, a move that’s highly unusual for LNG cargoes but one that could raise the crippled LNG shipments from the region.

LNG traffic at the Strait of Hormuz nevertheless remains at a standstill, even though oil flows are estimated to have rebounded in recent weeks.

However, unlike crude oil, it’s much more difficult to shuttle-ship LNG through Hormuz and then reload it via a ship-to-ship (STS) transfer as Persian Gulf producers, including Qatar, have been doing in recent months to ship oil to customers.

The UAE and Qatar appear to have done this with three LNG cargoes in August, Reuters reported on Wednesday, citing vessel-tracking data from Vortexa and Kpler.

The three LNG carriers in question include Greek-owned GasLog Shanghai, which was involved in an “incident” in the Strait of Hormuz at the end of July, and transferred its cargo onto GasLog Savannah offshore Oman outside the Strait in late August.

Qatar-owned Al Rekayyat, hit by a projectile near the Strait of Hormuz in early July, also conducted an STS transfer with Qatar-owned tanker Tembek in mid-August, according to the data compiled by Reuters.

The cargo on the Tembek was delivered to India on August 31.

ADNOC’s Mraweh LNG carrier also made an STS onto LNG Enugu outside the Strait offshore Oman in the middle of August, and is en route to deliver the cargo to Japan, according to the data.

The lack of meaningful recovery of LNG flows from the Persian Gulf and Qatar’s extended force majeure on deliveries combined with the U.S.-Iran re-escalation to hike Asia’s spot LNG prices to a five-month high and Europe’s benchmark natural gas prices to a three-and-a-half-year high this week.

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