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美国天然气在中国不愁销路

来源:可可英语 编辑:alice   可可英语APP下载 |  可可官方微信:ikekenet

A rebound in China’s greenhouse gas emissions could be good news for US LNG exporters. The decline in China’s coal consumption for three consecutive years had fuelled hopes that the country’s carbon dioxide emissions might already have peaked in 2016. But coal use has been rebounding this year, and the Global Carbon Project has estimated that China’s greenhouse gas emissions for 2017 will be up about 3.5 per cent from last year.

中国温室气体排放量反弹对美国液化天然气(LNG)出口商来说或许是好消息。中国煤炭消费量连续三年下降曾让人们生出这样的希望:中国的二氧化碳排放量或许已在2016年达到峰值。但今年以来中国的煤炭消费量一直在反弹,全球碳计划(GCP)估计,2017年中国的温室气体排放量将比去年增加约3.5%。
Using gas instead of coal can be a way to cut those emissions, so long as leaks of methane on the route from well to burner are low, and it also helps cut local air pollution, which is a more immediate imperative. As a result, China is expected to be the world’s most important market for future gas demand growth, and last week, President Donald Trump was accompanied on his visit to China by US companies looking for a piece of the action.
只要从开采到使用的过程中甲烷泄漏量较低,“煤改气”就是减少温室气体排放的一种有用方式,而且还有助于减少当地的空气污染,后者是一项更加迫在眉睫的任务。因此,就未来天然气需求增长来说,中国预计将成为全球最重要的市场。希望从中分一杯羹的美国企业上周陪同美国总统唐纳德?特朗普(Donald Trump)访问了中国。
Mr Trump was perhaps not the best salesman for the environmental benefits of US gas, given that in June he announced his plan to withdraw the US from the Paris climate agreement, and justified the move by arguing that China “can do whatever they want for 13 years”. Still, some US energy companies were able to come away from the trip with agreements, including Cheniere Energy, which exports LNG from Louisiana, and the Alaska Gasline Development Corp, the state-owned company that hopes to do the same from southern Alaska. Gas infrastructure was also a focus for the massive $83.7bn investment in West Virginia that the state said was planned by China Energy Investment Corp.
说到使用美国天然气在环境方面的益处,特朗普或许并不是最佳推销员,因为他在6月宣布了美国退出《巴黎气候协定》的计划,而且他为此举辩护的理由是,中国可以“在未来13年为所欲为”。尽管如此,一些美国能源公司还是利用此次访问达成了协议,包括从路易斯安那州出口LNG的Cheniere Energy,以及希望从阿拉斯加州南部输出LNG的国有的Alaska Gasline Development Corp。天然气基础设施也是中国国家能源投资集团(China Energy investment Corp)对西弗吉尼亚州837亿美元投资计划的一个重点。
It is easy to be sceptical about those agreements, which supposedly added up to a total value of more than $250bn, and many people were. Some of the touted deals were re-announcements of existing contracts, and the big new energy agreements were non-binding memorandums of understanding. Alaska LNG, for example, is a complex and expensive project, with a cost that has been estimated at up to $65bn, and the agreement between Sinopec and the Alaska Gasline Development Corp to work together on the plan certainly does not guarantee that it will go ahead. As Josephine Mason and Chen Aizhu of Reuters pointed out, Chinese LNG buyers have plenty of other potential suppliers that they could turn to. But Mr Xi is keen to show leadership on addressing the threat of climate change, and some genuine new contracts to buy American gas seem likely to be on the way in the next year or so.
人们很容易对这些据称总价值超过2500亿美元的协议产生质疑,事实上很多人都抱着怀疑态度。其中一些交易只是再次宣布了已有合同,新签署的大型能源协议则是不具约束力的谅解备忘录。例如,阿拉斯加州LNG项目是一个复杂且成本高昂的项目,据估计成本最高将达到650亿美元,中国石化(Sinopec)与Gasline Development Corp之间的合作开发协议当然无法保证这一计划顺利进行。正如路透社(Reuters)的约瑟芬?梅森(Josephine Mason)和陈爱珠指出的,中国的LNG买家有很多其他的潜在供应商可以选择。但习近平急于在应对气候变化威胁方面展现领导力,估计在明后年很可能达成一些购买美国天然气的真正的新合约。
Demand for US LNG could be helped by one emerging component of China’s climate strategy, a long-planned national system for trading carbon emissions, which is now close to being launched, the Financial Times reported. The EU’s emissions trading scheme has been widely criticised for failing to do enough to spur adequate cuts in greenhouse gases, but last week the European Parliament and European Council reached what was described as a “landmark” agreement to tighten the supply of allowances after 2020. In a sign of the consequences of an ample supply of allowances and low carbon prices, Germany’s energy-related CO2 emissions are expected to rise for a second consecutive year in 2017. The government said last month it expected to miss its targets for cutting emissions by 2020.
中国气候战略中的一个新组成部分将有助于扩大对美国LNG的需求,那就是规划已久的碳排放交易国家体系。据英国《金融时报》报道,这个机制已接近要推出了。欧盟的碳排放交易计划因未能刺激温室气体大幅减排而广受批评,但欧洲议会(European Parliament)和欧洲理事会(European Council)上周达成了一项被认为具有“里程碑意义”的协议,即同意在2020年以后缩减补贴。2017年德国与能源相关的二氧化碳排放量预计将连续第二年上升,这就是慷慨补贴和碳价较低的结果。德国政府上月表示,预计无法在2020年实现本国的减排目标。
Emissions trading was also in the news in the US last week, as a result of the Democratic party’s successes in state elections. The FT’s Gregory Meyer pointed out that the states of New Jersey and Virginia were on course to join the Regional Greenhouse Gas Initiative carbon market, and Virginia is expected to set out a new climate plan next week.
上周美国也出现了碳排放交易方面的新闻,这是民主党在州选举中获得成功的结果。英国《金融时报》的格雷戈里?梅耶(Gregory Meyer)指出,新泽西州和弗吉尼亚州有望加入“区域温室气体减排行动”(Regional Greenhouse Gas Initiative)的碳市场,预计弗吉尼亚州将于下周公布新的气候计划。
China’s success in clearing the air in Beijing has sparked envy in Delhi, where pollution “literally went off the charts” last week, hitting the maximum reading on the US embassy’s air quality index. Shivam Vij for Quartz described the deadly smog as “a perfect example of everything that’s wrong with India”.
中国在清洁北京空气方面的成就让德里嫉妒,上周德里的污染“真的爆表了”,达到了美国大使馆空气质量指数的最高值。Quartz的希瓦姆?维杰(Shivam Vij)称这场致命的雾霾是“印度所有弊端的一个完美例证”。
The International Energy Agency held its ministerial meeting in Paris and launched a new initiative to help emerging economies with “clean energy transitions”. It also held a summit with government officials and energy industry leaders on carbon capture. The most interesting news out of the IEA last week, though, was its report on “digitalisation” in the industry. As Tsvetana Paraskova pointed out for Oilprice.com, technologies including advanced data analytics are already driving profound changes for energy companies.
国际能源署(IEA)在巴黎召开了部长级会议,并出台了一项新举措,以帮助新兴经济体实现“向清洁能源的转变”,它还举行有各国政府官员和能源行业领袖出席的碳捕集峰会。不过上周国际能源署最有趣的消息是其发布了行业“数字化”报告。正如茨韦塔纳?帕拉斯科娃(Tsvetana Paraskova)在Oilprice.com上指出,包括先进的数据分析在内,众多技术已经在推动能源公司展开深刻变革。

美国天然气在中国不愁销路.jpg

Intrigue continues to grip Saudi Arabia following the sweep of princes, government officials and business executives on corruption charges ordered by Crown Prince Mohammed bin Salman last weekend. The FT has helpfully gathered its coverage of the unfolding drama on a single page.

继上周末在穆罕默德?本?萨勒曼王储(Crown Prince Mohammed bin Salman)命令下,沙特多位王子、政府官员和企业高管受到腐败指控,阴谋气氛依然笼罩着这个国家。英国《金融时报》用单独的一个页面集中呈现了这场正在上演的大戏的相关报道。
And finally: I have never seen the Netflix show Stranger Things, but my children love it. Matt Chester wrote an entertaining post on his energy and policy blog about the significance of the role played by the fictional US Department of Energy in the series, and parallels with the department’s real-life history.
最后:我没看过Netflix的《怪奇物语》(Stranger Things),不过我的孩子们喜欢这部剧。马特?切斯特(Matt Chester)在他的能源与政策博客上写了一篇有趣的文章,谈论了这部剧中的美国能源部所扮演角色的重要性,以及虚构情节与该部门真实历史的相似之处。

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quality ['kwɔliti]

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