摘要
Abstract
Impacted by the supply shock from Nord Stream Gas pipeline shut-down,the global LNG market and trade landscape have been characterized by such new features as restructuring of LNG trade flows,expansion of the LNG shipping market,and revival of long-term LNG contracts.Prices in three major regional gas markets continued to fall from high levels,the spread of JKM/TTF returned to positive value,and Asia once again became the premium market for global LNG.In the future,the long-term demand for natural gas in Europe will decline,there will be a rapid growth in LNG import demand and receiving capacity.The growth of gas production in the United States will boost prices to stay low and the United States will play a more influential role in the global LNG market.Gas demand in emerging markets in Asia will maintain the growth momentum and the tight LNG supply and demand balance is expected to ease in the coming years.To enhance the security of China's natural gas supply,it is suggested to establish a diversified natural gas portfolio to enhance risk-resisting ability,strengthen global trading capability to increase the flexibility of supply,establish and improve China's gas market trading and pricing system to boost its influence on international natural gas prices.关键词
液化天然气/贸易特点/北溪管道断供/供需/价格Key words
LNG/trade characteristics/Nord Stream pipeline shut-down/supply and demand/price
