中国最大液化天然气买家寻求降低与澳大利亚的昂贵合同中的价格，这是进口商为使其国内市场燃料成本更为亲民的最新努力。据澳大利亚能源企业周五发布的通知称，中国石油化工集团（Sinopec）将从2023年1月起对该合同进行调整，持有澳洲太平洋液化天然气出口工厂27.5%股权。
去年，中国成为全球最大的液化天然气进口国，然而其进一步扩大消费的能力因国内价格疲软而受阻。此外，新产能的涌入将在2027年前后引发全球价格走低趋势。有了解内情的交易员透露，Sinopec请求的价格下调是为了适应当前市场基本面，并指出APLNG合同的价格水平约为布伦特原油价格的14%，是市场中较为昂贵的一类，而类似的协议目前定价在约12%或更低。
需要提及的是，在2020年的上一次价格评估中，Sinopec并未成功实现任何价格调整。有消息指出，从当前季度起，双方均具备进行周期性审核的权利。
新闻来源：www.bloomberg.com
原文地址：China’s Sinopec Aims to Cut Price of Massive Australian LNG Deal
新闻日期：2024-10-04
原文摘要：
One of China’s top liquefied natural gas buyers wants prices lowered in its expensive contract with Australia, the latest attempt by the importer to make the fuel cheaper for its domestic market., which owns 27.5% of the Australia Pacific LNG export plant, a price review notice from , with changes effective from January, the Australian energy firm said on Friday. Sinopec has a multibillion dollar deal to purchase of LNG a year from the plant.China was the world’s largest LNG importer last year, but the nation’s ability to further boost consumption has been hamstrung by weaker prices at home. Additionally, a flood of new production is set to create an from 2027, which will push global prices lower.Sinopec is asking for a price cut to match current market fundamentals, according to traders with knowledge of the matter. The APLNG contract is at about a 14% link to Brent oil on a free-on-board basis, one of the pricier such deals in the market, the traders said, adding that similar pacts are currently priced at about 12% or below.The last price review by Sinopec in 2020 didn’t result in any changes, Origin said at the time. It in August that either party would be able to call for a periodic review this quarter.
