中国最大的液化天然气进口商之一正与澳大利亚就其成本高昂的合同条款进行协商，以期降低价格。此举是中国企业为减轻国内市场的燃料成本而采取的最新举措。
澳大利亚能源公司Origin Energy宣布，在一份于周五发布的价评通知中，收到来自中石化（Sinopec）的要求，该变化将于1月起生效。根据协议，Sinopec持有澳洲太平洋液化天然气出口项目27.5%的所有权，并每年从该项目购买价值数十亿美元的LNG。
Sinopec与澳洲太平洋 LNG 合同总额庞大，每年采购量达到一定的数量级。中国去年成为全球最大的 LNG 进口国，但其国内市场受到较低价格的限制，进一步推动消费的能力受限。另外，预计未来几年新增产能将导致从2027年起的价格下跌。
知情交易人士透露，Sinopec正在寻求下调合同价格以反映当前市场趋势，试图匹配目前普遍的市场行情。与某些交易相比，APLNG 合同的基础价格约为14%，这是市场上相对较高的定价水平之一。根据类似的合同，目前市场价格在12%以下或者更低。
据了解，中石化在2020年进行过一次价格评估，但结果并未产生任何变动。据Origin Energy说明，在最近的一次会谈中明确指出，自本月起，双方都可以请求每季度进行一次定期审查。
这一动作显示了Sinopec试图与澳洲太平洋 LNG 合作伙伴协商降低价格的意愿，以适应当前市场的实际需求，并寻求更为公平、更具市场竞争力的合同条款。
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.
