据普氏能源资讯12月6日休斯顿报道，成立仅两年但已在全球液化天然气（LNG）市场上崭露头角的Tellurian公司周四透露已与大宗商品交易商维多集团达成一项初步供应协议，此举朝着为其拟议中的路易斯安那州Driftwood液化天然气出口终端建设商业支持迈出了重要一步。
这是这家开发商迄今宣布的第一份LNG承购协议，据信也是美国供应商签署的第一份长期LNG供应合同，该合同将与普氏日韩标杆（JKM）挂钩。普氏JKM是东北亚地区现货LNG的基准价格。尽管来自美国的现货常常以JKM为基础销售，但长期合同大多与美国亨利中心的价格挂钩。
由于价格和成本方面的潜在大幅波动，该合同给开发商带来了风险。但通过设定一个最低原料成本的底价，可以缓解这一问题。Tellurian公司希望通过投资上游页岩气生产和修建管道为该设施提供服务将原料成本保持在较低水平。
李峻 编译自 普氏能源资讯
原文如下：
Tellurian inks preliminary offtake deal to supply Driftwood LNG export volumes to Vitol
Tellurian took a step Thursday toward building commercial support for its proposed Driftwood LNG export terminal in Louisiana by disclosing that it had reached a preliminary supply deal with commodity trader Vitol.
The first offtake agreement announced to date by the developer is also believed to be the first long-term LNG contract inked by a US supplier that will be linked to Platts JKM, the benchmark price for spot LNG in Northeast Asia. While spot cargoes from the US are often sold basis JKM, long-term contracts have been mostly linked to the US Henry Hub price.
Because of the potential for substantial volatility on the price and cost sides, the contract poses a risk for the developer. But that could be mitigated by setting a floor price that would cover, at minimum, its feedstock cost, which it hopes to keep low by investing in upstream shale production and building pipelines to serve the facility.
