Tellurian和Petronet续签LNG投资协议

据管道新闻网7月22日消息称，熟悉情况的印度消息人士称，该国最大的天然气进口商Petronet LNG已与总部位于美国的Tellurian LNG续签协议，以便双方有更多时间完成对路易斯安那州的Tellurian Driftwood出口项目的投资。

消息人士称，Petronet和Tellurian目前必须在12月底前完成交易。由由于全球天然气价格急剧下滑，开发商今年推迟了许多北美液化天然气项目。2019年液化天然气供应增长创记录，而冠状病毒削弱了总体燃料需求。

两家公司于2019年9月签署了一项非约束性协议，Petronet同意就该项目使用期内每年购买至多500万吨液化天然气进行谈判，同时对Driftwood进行股权投资。

印度正在扩建管道网络，建设液化天然气进口终端，以鼓励使用更清洁的燃料。印度总理Narendra Modi制定了目标，到2030年将天然气在印度能源结构中的比重从目前的6.2%提高到15%。

Tellurian表示：“液化天然气的长期基本面没有改变，只是受COVID-19影响有所放缓。印度继续需要大量液化天然气，而美国继续生产成本最低的液化天然气，因此Tellurian将继续与印度所有液化天然气买家合作，这是合情合理的。”

Tellurian曾表示，这个价值275亿美元的Driftwood项目（包括管道），计划每年生产2760万吨液化天然气。

曹海斌 摘译自 管道新闻网

原文如下：

Tellurian, Petronet Renew LNG Investment Deal

Indian sources familiar with the matter said the country’s top gas importer, Petronet LNG, has renewed a deal with U.S.-based Tellurian LNG to give the parties more time to finalize an investment in Tellurian’s Driftwood export project in Louisiana.

Petronet and Tellurian now have until the end of December to finalize the deal, sources said. Developers have delayed numerous North American LNG projects this year due to a sharp downturn in global gas prices. LNG supply increased by a record amount in 2019, and the coronavirus has sapped overall fuel demand.

The companies signed a non-binding agreement in September 2019, in which Petronet agreed to negotiate the annual purchase of up to 5 million tonnes of LNG, over the lifespan of the project, concurrent with an equity investment in Driftwood.

India is expanding its pipeline network and building LNG import terminals to encourage use of cleaner fuel. Prime Minister Narendra Modi has set a target to raise the share of gas in India’s energy mix to 15% by 2030 from 6.2% now.

“The long-term LNG fundamentals have not changed, just slowed by COVID-19. India continues to need a large amount of LNG and the U.S. continues to produce the lowest cost LNG, so it stands to reason Tellurian would continue to work with all LNG buyers in India,” Tellurian said.

Tellurian has said the $27.5 billion Driftwood project, which includes pipelines, is designed to produce 27.6 million tonnes per annum of LNG.