卡塔尔能源宣布,经由的液化天然气(LNG)运输将面临不可抗力,截止至五月,可能涉及多达90批货物。
QatarEnergy Declares ForceMajeure For LNG Shipments Through May, Representing As Many As 90 Cargoes

原始链接: https://www.zerohedge.com/markets/qatarenergy-declares-forcemajeure-lng-shipments-through-may-representing-many-90-cargoes

全球液化天然气供应正面临重大危机。卡塔尔能源宣布对意大利、比利时、韩国和中国的液化天然气合同执行不可抗力,可能取消高达90批货物,原因是其基础设施遭受严重破坏,以及霍尔木兹海峡的运输中断。 这源于美国、以色列和伊朗冲突相关的紧张局势升级和袭击。伊朗对卡塔尔拉斯拉凡设施的袭击瘫痪了其约17%的液化天然气出口能力,预计维修需要3-5年,每年花费200亿美元。此前,以色列袭击了伊朗的南帕斯天然气田,该天然气田是卡塔尔北场的延伸。 科威特和巴林石油公司也已援引不可抗力。这种情况威胁着欧洲和亚洲的能源安全,凸显了该地区关键基础设施的脆弱性,并引发了对长期供应短缺的担忧。

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原文

The already dismal LNG supply situation just got worse.

With up to 20% of global LNG flows shuttered due to the ongoing blockade of the Hormuz Strait and the extensive damage of Qatar LNG infrastructure, QatarEnergy has declared force majeure on some of ⁠its long-term liquefied natural gas (LNG) supply contracts, including ‌for customers ⁠in Italy, Belgium, South Korea ⁠and China, effectively canceling contractual obligations. That would represent as many as 90 cargoes according to Bloomberg.

The move on Tuesday comes amid ongoing production and supply disruptions caused by the United States-Israeli war on Iran.

Force majeure is a clause in contracts that allows a party to be excused from its obligations due to unforeseeable events. Petroleum companies in Kuwait and Bahrain have also recently invoked force majeure.

Last week, QatarEnergy CEO Saad al-Kaabi said an Iranian attack on Qatar’s Ras Laffan gas facility wiped out about ⁠17 percent of the country’s LNG export capacity, causing an estimated $20bn in lost annual revenue and threatening supplies to Europe and ⁠Asia. Repairs are expected to take 3-5 years. 

Saad al-Kaabi told the Reuters news agency that two of Qatar’s 14 LNG trains, the equipment used to liquefy natural gas, and one of its two gas-to-liquids facilities were damaged in Iranian attacks.

The repairs will sideline 12.8 million tonnes of LNG production per year for three to five years, he said.

The Iranian attack on Ras Laffan came after the Israeli military targeted Iran’s offshore South Pars gasfield, the largest in the world, located off the coast of the country’s southern Bushehr province. 

Majed al-Ansari, spokesperson for Qatar’s Ministry of Foreign Affairs, had condemned Israel for targeting South Pars, noting that the Iranian gasfield is an extension of Qatar’s North Field. Qatar and other Gulf countries have also condemned Iran’s continued attacks on energy infrastructure across the region, stressing that the strikes violate international law and the United Nations Charter.

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