中国的液化天然气进口减少：2022年剩余的剩余时间是什么？

自2021年第4季度以来，由于经济放缓，进口价格更高，煤炭友好型政策以及去年冬天的温暖，中国的天然气需求一直受到压力。最近，新因素，即共同暴发和广泛的封锁，对包括天然气在内的能源需求造成了重大打击。液化天然气进口量最大，到目前为止同比下降18％。The downward pressure is expected to continue for the remainder of 2022. We now expect 2022 LNG imports to decrease by an unprecedented extent to 70 Mt. While coal’s key role in energy security won’t change in the near future, provincial energy policies signify gas and LNG demand growth potential. Some provinces are still targeting a higher gas share in the energy mix over 2021-2025. Not all of those targets can be reached in the face of headwinds and high gas prices, but they reveal China’s gas demand potential that could materialise with affordable gas price levels and supply chain support.