郝芬 译自 石油世界期刊
Argentina to incentive gas output,LNG imports to raise
Argentina's government expects a pricing incentives program will turn around a slide in natural gas output in the next few years, but LNG imports are poised to rise this year, including via a possible second floating storage and regasification unit (FSRU), Energy Secretary Dario Martinez said.
"Producers are investing in [gas] resources," he said late March 30 in an interview with Telefe Neuquen, a local TV broadcaster. "We want to create a virtuous cycle that guarantees more gas for Argentina and reduces gas imports."
The secretariat launched the incentives program in December, creating a system of auctions for long-term gas supply contracts with the goal of pre-selling 70 million cu m/d — half of the 140 million cu m/d of average consumption — of supplies each year to distributors and power plants, plus additional amounts during the cold months of May to September. In the first tender, contracts were awarded for supplying 67 million cu m/d at an average of $3.50/MMBtu, while in the second an additional 4.5 million cu m/d was awarded for deliveries during the cold season at about $4.70/MMBtu.
The commitments come after gas output dwindled 21% to 114.5 million cu m/d in February from a most recent peak of 144.4 million cu m/d in July 2019, largely because a decline in prices to less than $2.50/MMBtu in 2020 from $3.50/MMBtu in 2019 made the business less profitable, according to data from the secretariat.
With demand peaking at 180 million cu m/d in the winter, imports likely will increase this year from an average of 19.9 million cu m/d in 2020 to avert shortages as the economy recovers from a slump in 2020. The economy is poised to grow 6.2% this year after an estimated 11% contraction in 2020, according to a late-February survey of economists by Argentina's central bank.