2012年的冬天，气荒再次来袭

The winter of 2012,Air drought hit again

　　其实入冬以来，包括山东、河北、山西、陕西、北京等地就已经出现气荒的苗头，随着天然气需求的逐步增加，受“限工业、保民用”的原则影响，车用气和工业用气供应量缩减，各地气荒开始蔓延。

In fact this winter,Including shandong/hebei/shanxi/shaanxi/Beijing, etc have been the first hint of waste gas,With natural gas demand increased gradually,by"Limit industrial/The civil"Influence the principle of,Car gas and industrial gas supply is reduced,All waste gas began to spread.

　　供应缩减需求暴增 国内液化天然气大幅涨价

Supply reduced demand jumps Domestic liquefied natural gas rise in price considerably

　　12月初以来，中国国内多个天然气液化项目因受原料气供应下降影响，产量大幅走跌。与此同时，低开工率也为国产液化天然气(LNG)出厂报价上调提供了契机，多个LNG供应商纷纷上调出厂报价。

Since early December,China's domestic more natural gas liquefaction project by raw material gas supply falling,Continue production sharply.meanwhile,Low rate of operation for domestic liquefied natural gas(LNG)The factory price increase provides an opportunity,Several LNG supplier have raised ex-factory price.

　　而在供应缩减的情况下，下游市场需求暴增，生意社监测显示，仅今年一年太原油改气的出租车数量就增长了近4000辆。济南共8043辆出租车，新增加的油改气出租车却又导致天然气供应变得更加紧张。

And on the supply reduced circumstances,The downstream market demand jumps,Business club monitoring display,Only this year too crude oil to gas taxi number rose nearly 4000 cars.Jinan 8043 taxi,The new increase from oil to gas in a taxi the but again lead to natural gas supply become more nervous.

　　有数据为证，以天然气为原料气的液化天然气价格在进入12月演绎疯涨行情。据生意社大宗榜监测数据显示，12月1日国内液化天然气出厂均价为3898元/吨，截止到21日上涨至4286元/吨，涨幅接近10%。

Have data to prove,With natural gas as raw material gas liquefied natural gas price in the December deductive soaring prices.According to large business club's monitoring data shows,On December 1, domestic liquefied natural gas factory average price for 3898 yuan/ton,By 21 to rise to 4286 yuan/ton,Or close to 10%.

　　天然气供需缺口正在扩大

Natural gas supply and demand gap is expanding

　　近年来，我国的天然气消费量一直保持着年均两位数的增长速度。随着市场需求不断扩大，我国天然气供需缺口也不断增加，每到供暖季节，各地就会出现不同程度的气紧、气荒、加气难现象。

In recent years,China's natural gas consumption has been maintained with an average annual double-digit growth rate.Along with the market demand expanding,China's natural gas supply and demand gap are also increasing,Every arrive the heating season,All will appear different degree of gas tight/Waste gas/Gas difficult phenomenon.

　　根据《中国能源发展报告(2009)》预计，到2015年、2020年，中国天然气的供需缺口将达到30%、40%左右。而生意社监测数据显示，2010年中国天然气短缺比例已经扩大到9.8%。但是，我国国内天然气生产却明显不足，生意社监测显示，2012年1-10月，国内生产天然气878亿立方米，增长6.4%；而天然气表观消费量1187亿立方米，增长14.1%，供需缺口正逐步扩大。

According to the[China's energy development report(2009)]Is expected to,By 2015/In 2020,,China's natural gas supply and demand gap will reach 30%/About 40%.And business club monitoring data shows,In 2010, China natural gas shortage widening to 9.8%.but,Our domestic natural gas production is obviously insufficient,Business club monitoring display,2012 1 - October,The domestic production of 87.8 billion cubic meters of natural gas,Growth of 6.4%;And the apparent consumption of 118.7 billion cubic meters of natural gas,Growth of 14.1%,Supply and demand gap is gradually enlarged.

　　三大油企担心亏损控制天然气进口

Three lard to worry about loss control gas imports

　　2011年，三大石油公司包括炼油、天然气进口等在内的政策性亏损超过1190亿。一些业内人士称，受天然气进口亏损影响，三大油企进口天然气的热情遭受打击，进口动力不足，而一市场人士同时指出，今年国内天然气消费将进入“井喷”时期，按当初“照付不议”协议签订的天然气进口量会迅猛增加，对石油巨头意味着亏损压力陡增。

In 2011,,Three big oil companies including oil refining/Natural gas imports, policy-related losses of more than 119 billion.Some of the personage inside course of study says,By gas import loss effect,Three lard to import gas enthusiasm take a hit,Import power shortage,And a market participants also pointed out,This year the domestic natural gas consumption will enter"blowout"period,According to the first"Pay or pay"Agreement of natural gas imports will rapidly increase,For big oil means loss pressure spurt.

　　生意社燃气分析师周翠平称，气荒年年现，要从根本上解决气荒，还要依赖于扩大进口，因此天然气价改势在必行。 

Business club gas analysts ZhouCuiPing says,Gas famine years now,To fundamentally solve the waste gas,Also depends on the expanded import,Therefore, it is imperative JiaGai natural gas.