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RPT-COLUMN-China's natural gas output, imports surge, beating target: Russell

Published 28/06/2017, 10:00 pm
© Reuters.  RPT-COLUMN-China's natural gas output, imports surge, beating target: Russell
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(Repeats item issued earlier. The opinions expressed here are those of the author, a columnist for Reuters.)

* Graphic of China LNG imports vs spot price: http://tmsnrt.rs/2sPc2BQ

By Clyde Russell

LAUNCESTON, Australia, June 28 (Reuters) - China is ramping up both imports and domestic production of natural gas, with the combined rate of growth running well ahead of the government's target for boosting the use of the cleaner-burning fuel.

Official data for domestic production, imports via pipelines and imports of liquefied natural gas (LNG) show the total amount of natural gas available in China in the first five months of the year was the equivalent of 72.01 million tonnes of LNG.

This was up nine percent, or 5.94 million tonnes, on the 66.07 million tonnes that were either pumped domestically or imported in the first five months of 2016.

China has set a target of increasing the share of natural gas in energy consumption from 5.9 percent in 2015 to 10 percent in 2020, an average annual increase of 4.1 percent.

So far this year, China's output and imports of the fuel are running at more than double the annual rate needed to reach the official target.

The biggest gainer has been imports of LNG, which are up 38.4 percent in the first five months of 2017 to 12.86 million tonnes, while pipeline imports have dropped 4.4 percent to 12.65 million tonnes. natural gas production has been a strong gainer, rising almost 7 percent in the January to May period to 62.88 billion cubic metres, equivalent to 46.5 million tonnes of LNG.

The rise in natural gas output stands in sharp contrast to the decline in crude oil production, which fell to the lowest on record in May as output declines from older fields.

Natural gas has also outperformed coal, with domestic output of the polluting fuel up 4.3 percent to 1.4 billion tonnes in the first five months of the year.

The jump in imports of LNG shows how the super-chilled fuel is becoming more competitive with pipeline imports from central Asia.

Customs data from May shows that the average landed cost of LNG was $7.28 per million British thermal units (mmBtu).

This is higher than the $5.25 per mmBtu of pipeline imports, however, the customs price excludes the cost of internal pipeline and distribution, meaning imports from central Asia still have to pay to get from the border to demand centres.

In contrast, much of the LNG is consumed near to where it is offloaded and re-gasified, meaning it doesn't suffer from the additional costs associated with the pipeline imports.

LNG FROM AUSTRALIA SURGES

Among China's LNG suppliers Australia has fared best, with imports rising 42.7 percent in the first five months to 5.39 million tonnes, almost double that of second-placed Qatar at 2.84 million tonnes.

Malaysia is the third-biggest supplier to China, with 1.82 million tonnes in the first five months, up 90 percent from the same period in 2016.

The price being paid by China for LNG tells part of the story, with cargoes from Australia landing at $6.80 per mmBtu in May, well below the $8.95 for Qatar and slightly ahead of the $6.49 for Malaysia.

Australia's price advantage is still largely tied to the 25-year supply deal from the North West Shelf venture, signed in 2002 at a fixed price of $3.80 per mmBtu.

At the time it was Australia's biggest export deal and hailed as a breakthrough in accessing China's markets, with former prime minister John Howard calling deal a "gold medal performance."

Since then, as spot LNG prices first rose dramatically to peak at over $20 per mmBtu in 2014, the deal was seen as too generous to the Chinese, given it lacked any mechanism for re-negotiation or linking the price to crude oil, as is common in most long-term LNG contracts.

The spot price of Asian LNG LNG-AS was $5.40 per mmBtu in the week to June 23, down from the northern winter peak this year of $9.40 in early January.

This means China is still paying more for its LNG than the spot price, but not so much as to make LNG imports uncompetitive against pipeline supplies.

LNG imports in June appear set to remain robust, with vessel-tracking and port data compiled by Thomson Reuters Supply Chain and Commodity Forecasts showing 2.7 million tonnes has already been discharged, or is discharging, at Chinese ports as of Tuesday.

With three days still remaining in the month, the data suggests that an additional eight vessels carrying 560,000 tonnes may discharge before the end of June, taking total imports for the month to around 3.26 million tonnes.

While natural gas has policy support boosting its use in China, it remains more expensive than coal when used to generate electricity.

The best chance for natural gas to continue to make inroads is not only for LNG prices to remain relatively low, but also for the authorities in Beijing to push for natural gas to be used more in areas like residential heating and smaller factories, many of which still use coal.

<^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ China LNG imports vs spot price

http://tmsnrt.rs/2sPc2BQ

^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^> (Editing by Richard Pullin)

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