Litefiso tsa US LNG li kanna tsa fetola 'maraka oa lefats'e

Litefiso tsa China mabapi le thomello ea khase ea tlhaho ea Amerika e ka rekoa United States 'marakeng oa China le ho hlophisa mmaraka oa lefats'e, ho lemositse baetapele le litsebi tse ling tsa indasteri ea US.

China e phatlalalitse ka Labobeli litefiso tsa boiphetetso ho theko e eketsehileng ea liranta tse limilione tse likete tse 60 ho tsoa kantle ho naha, ho kenyeletsoa le tefiso ea liperesente tse 10 ho LNG, ka Mantaha o sebetsang.

Phatlalatso ea China e tla kamora hore US e boletse ka Mantaha hore e tla kenya tšebetsong litefiso tsa liperesente tse 10 ho thepa e tsoang kantle ho naha ea China e jang $200 billion ho tloha ka Mantaha.

Charlie Riedl, molaoli ea ka sehloohong Setsing sa Washington sa Liquefied Natural Gas, o boletse polelong hore "nete ke ea bohlokoa bakeng sa indasteri ea LNG ea US, moo nako ea nako e leng nako e telele 'me matsete a bohlokoa a limilione tse likete,' me litefiso tsena li baka ho hloka botsitso ho tebileng".

"Litefiso tsena li na le matla a ho reka US LNG ho tsoa 'marakeng oa China, e leng morekisi oa bobeli oa LNG lefatšeng ka bophara.

"Litefiso le tsona li tla etsa hore likonteraka tsa nako e telele li be thata haholoanyane ho buisana," o boletse joalo.

Lihlahisoa tsa US LNG tse eang Chaena, hoo e ka bang li ne li le sieo ka tlase ho lilemo tse peli tse fetileng, li ile tsa eketseha butle-butle 'me tsa nka karolo ea 10 lekholong ea thepa eohle ea China e tsoang kantle ho naha ka Pherekhong.

Ho fapana le keketseho e tsitsitseng ea palo ea thepa e tsoang kantle ho naha joalo ka ha ho ne ho lebelletsoe pele pele ho khohlano ea khoebo, sekhahla seo se theohile hoo e ka bang liperesente tse 3 ka Phupu, ho latela Sanford C. Bernstein & Co, feme ea lipatlisiso tsa matsete.

Robert Ineson, molaoli ea ka sehloohong oa LNG ea lefats'e ho IHS Markit, k'hamphani ea tlhahlobo ea mahlale a indasteri le mebaraka, o itse litefiso li tla ba le phello e nyarosang ho feta US le China.

"Bothata ke ho fumana mohato o latelang oa ho haha ​​​​ho etsa hore bareki ba batle likonteraka. Ketsahalo ena eohle ea likhohlano tsa khoebo e etsa hore bareki bohle ... ba tšohe ka ho etsa khoebo le US. Mmaraka oa LNG o Asia," o boletse joalo.

Kenneth Medlock, molaoli ea phahameng Setsing sa Lithuto tsa Matla Setsing sa Baker bakeng sa Leano la Sechaba la Rice University, o itse, "Litefiso li tla nyolla litšenyehelo tsa thepa ea US LNG ho bareki ba Machaena ka ho ba khothaletsa ho reka ho tsoa mehloling e meng, joalo ka Australia, Qatar, Russia, Afrika Bophirima."

Sena se tla tlosa palo ea US ho limmaraka tse ling joalo ka ha arbitrage e ntse e leka-lekanya tsamaiso ea lefats'e. Ka mantsoe a mang, li-volumes li fetoloa bocha lefatšeng ka bophara. Ho phahama ha litefiso ho tla lumella bareki ba China ho lokisa litumellano tsa bona tsa phepelo, ho ikamahanya le 'nete e ncha, ho latela Medlock.

Bahlahlobisisi ba Machaena ba lumela hore litefiso tsa China mabapi le thepa e romelloang kantle ho naha ea US LNG li ka thibela ho rekoa ha litheko tsa US nakong e tlang.

Li Li, motsamaisi oa lipatlisiso k'hamphaning ea boeletsi ea matla ICIS China, o re litefiso tse ka bang teng e ka ba koluoa ​​​​e kholo ho lik'hamphani tsa US LNG kaha lits'ebeletso tse ngata tsa China li se li bontšitse hore ha li na boikemisetso ba ho sheba thepa ea Amerika bakeng sa litumellano tse ncha tsa sebaka ka lebaka la likhohlano tsa khoebo tsa hajoale.

China e khona ho fumana mehloli e meng ea khase ea tlhaho pele ho tlhokeho e phahameng ea khase nakong ea mariha, o boletse joalo.

Ho latela Wang Lu, mohlahlobi oa Bloomberg Intelligence, China e kanna ea tlanya barekisi ba bang ba LNG, ho kenyeletsoa Australia, Russia, Middle East le Papua New Guinea, ho nahanoa ka litefiso tse eketsehileng tsa thepa ea kantle ho naha ea US LNG.

"Litefiso ... li ke ke tsa thibela tlhokahalo ea LNG ea China, 'me mehloli ea eona e pharaletseng ea thepa e tsoang kantle ho naha e tla e fa matla a maholo khoebong ea matla," o boletse joalo.

 

Ho latela Bloomberg Intelligence, tefiso e ncha ea China ea liperesente tse 10 e kanna ea senya tlholisano ea US LNG le ho fetisetsa tlhoko ea China ho barekisi ba bang, ho kenyeletsoa Australia le Qatar, bafani ba China ba kholo ka ho fetisisa ba LNG.

Lihlahisoa tsa kantle ho naha tsa Russia tsa LNG le tsona lia eketseha ha morero oa eona oa Yamal o qala tlhahiso.

Wang o itse China e tla tlisa LNG e ngata ho tsoa Papua New Guinea.

 

Foam ea melamine ea SINOYQX e etselitsoe ho thibela mocheso o tlase bakeng sa tanka ea LNG, e tsamaisang LNG, e fanang ka ts'ebetso e betere ea ho lahleheloa ke mocheso, ha e bapisoa le thepa ea setso ea ho thibela mocheso o tlase mochesong, joalo ka boea ba khalase; empa e fana ka boima bo bobebe, ts'ebetso e bonolo kamora ho sebetsoa.

 

Mohloli oa SINOYQX o tsoa ho: https://enapp.chinadaily.com.cn/a/201809/20/AP5ba2d3bda31047554286df6f.html