卡塔尔能源到2033年将成为美国液化天然气最大买家：年掌控量约2370万吨
伦敦——英国《金融时报》11月4日报道，能源研究机构伍德麦肯兹测算，卡塔尔国有能源公司卡塔尔能源到2033年将掌控约2370万吨美国液化天然气（LNG）的年供应量，超过任何其他买家，成为美国液化天然气的最大买家。这些气不会运回卡塔尔，而是由卡塔尔能源转售给世界各地的客户。
这2370万吨来自三部分：卡塔尔能源持有得克萨斯州 Golden Pass 液化天然气出口项目70%的股份（其余股份由埃克森美孚持有）；10月22日，它与切尼尔能源签约，每年最高购买400万吨液化天然气，合同一直签到2054年，气源是萨宾帕斯和科珀斯克里斯蒂两处工厂，价格按亨利港基准价加固定费用计算，2031年起开始交付；10月29日，它又与伍德赛德能源签约，从2030年起的20年里，每年最高购买300万吨路易斯安那液化天然气项目的产品。两笔新合同合计每年多出700万吨。
卡塔尔能源首席执行官萨阿德·卡阿比在10月29日的签约后表示，这批新增供应让卡塔尔能源成为美国液化天然气的最大买家，也让公司更有能力满足全球不断增长的需求。能源与航运经纪商 Poten & Partners 的全球商业情报主管贾森·费尔对《金融时报》说，卡塔尔能源接下来可能还会再签两三笔美国供应合同。卡阿比2025年5月曾表示，公司目标是到2030年每年经手3000万到4000万吨非卡塔尔产的液化天然气贸易量。
卡塔尔原本是世界第二大液化天然气出口国（美国已在2023年超过它升至第一），如今大举买入美国气源，背后是伊朗战争的冲击：卡塔尔能源今年3月初在伊朗导弹袭击后停产，3月4日向受影响买家发出不可抗力通知；到10月，它的出货量只恢复到战前的大约三分之一。卡塔尔的每一船气都要穿过霍尔木兹海峡，公司需要海峡之外的供应来履行对全球客户的合同。
（来源：金融时报）
QatarEnergy on Track to Become the Largest Buyer of U.S. Liquefied Natural Gas by 2033, Controlling About 23.7 Million Tonnes a Year
London — QatarEnergy, Qatar's state energy company, is on track to control about 23.7 million tonnes a year of U.S. liquefied natural gas (LNG) by 2033, more than any other buyer, according to estimates by the energy research firm Wood Mackenzie reported by the Financial Times on November 4. None of the gas will be shipped to Qatar itself; QatarEnergy will resell it to customers around the world.
The 23.7 million tonnes come from three sources: QatarEnergy's 70 percent stake in the Golden Pass LNG export project in Texas (ExxonMobil holds the rest); an October 22 agreement to buy as much as 4 million tonnes a year from Cheniere Energy through 2054, sourced from the Sabine Pass and Corpus Christi plants, priced off the Henry Hub benchmark plus a fixed fee, with deliveries expected from 2031; and an October 29 agreement for as much as 3 million tonnes a year over 20 years from Woodside Energy's Louisiana LNG project, starting in 2030. The two new deals add 7 million tonnes a year.
Saad Sherida al-Kaabi, Qatar's energy minister and QatarEnergy's chief executive, said after the October 29 signing that the additional volumes make QatarEnergy the largest buyer of LNG from the United States and put the company in a stronger position to meet growing global demand. Jason Feer, global head of business intelligence at the energy and shipping broker Poten & Partners, told the FT that QatarEnergy will probably strike two or three more U.S. supply agreements. Al-Kaabi said in May 2025 that the company aims to trade 30 to 40 million tonnes a year of non-Qatari LNG by 2030.
Qatar was the world's second-largest LNG exporter before the war (the United States passed it for the top spot in 2023). Its turn to American supply follows the shock of the Iran war: QatarEnergy stopped producing LNG in early March after Iranian missile strikes and notified affected buyers of force majeure on March 4; by October its shipments had recovered to only about one-third of prewar levels. Every Qatari cargo must cross the Strait of Hormuz, and the company needs supply from outside the strait to honor its contracts with customers worldwide.
(Source: Financial Times)
来源：金融时报
发布：GSM·美国（发布链接）
图片来源：图：位于得克萨斯州萨宾帕斯的 Golden Pass 液化天然气出口终端（资料图），卡塔尔能源持有该项目70%股份。CC BY 2.0，经 Wikimedia Commons。 / Photo: The Golden Pass LNG export terminal at Sabine Pass, Texas (file photo); QatarEnergy holds a 70 percent stake in the project. CC BY 2.0, via Wikimedia Commons.
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