호주 LNG 수출 항구 앞에 중국 LNG선 고장으로 막아섬(2023.11.29)

2023.11.29

 

11월21일 호주 LNG 수출 터미널 항구 앞에 중국 LNG선이 발전기 고장으로 멈추면서 항해 불능 상태가 되어

수출 항구를 막아서 호주가 LNG를 수출 못하고 있다고 함.

 

중국 소유의 LNG 탱커 CESI Qingdao (95,600 dwt)가 호주의 수출 터미널 중 하나를 막고 있어 글로벌 에너지 시장의 

주목을 끌고 있습니다. 우려는 오늘인 11월 28일에 시작되었는데, 호주의 상류 생산자인 오리진 에너지가 몇 차례의 

선적이 연기된 후 가스 흐름을 줄이기 위해 "생산을 줄이기"를 시작했다고 발표했습니다.

중국 에너지 기업 중 하나인 중유화학공업(중국 석유화학공업)이 장기 시간 연대 임대계약 하에 운영되는 

LNG 탱커 CESI Qingdao는 해당 터미널에 정기적으로 입항하는데, 이는 중국으로의 LNG 수송을 위해 중국 

석유화학공업과 호주 태평양 LNG의 세 개 투자자 중 하나입니다. 이 배는 2017년 Hudong-Zhonghua Shipyard에서 

건조되었으며 용량은 174,000 cbm로, 중국으로의 LNG 운송을 위해 특별히 설계된 배 유형 중 하나입니다.

문제는 11월 21일에 발생했는데, 이 배가 글래드스톤 근처의 커티스 아일랜드에 위치한 호주 태평양 LNG의 운영사인 코노코필립스에서의 정기적인 호출 중 하나로 도착했을 때 시작되었습니다. 배가 화물을 싣고 있는 중에 동력을 잃었으며, 그 주인들은 "추진장치 고장"으로 설명하고 있지만 호주의 언론 보도에는 호주 해양안전청(AMSA)이 배가 현재 "항해불능"이라고 말하고 발전기 문제로 언급하고 있습니다. 

화물을 싣고 있는 상태의 배는 지난 주 후반에 중국의 웬저우로 출항할 예정이었습니다.

'호주 태평양'은 연간 9백만 톤의 용량을 갖춘 국내 최대의 생산자 및 수출업체 중 하나입니다. 그러나 해당 터미널은 하나의 부두만을 보유하고 있으며 오리온은 "배가 동력을 잃었으며 현재 터미널을 떠날 수 없는 상태"라고 보고했습니다. 상황이 해결될 때까지 다른 화물을 싣을 수 없다고 밝혔습니다.

오리온은 상황을 해결하기 위한 조치를 취하면서 생산을 줄이기 시작했다고 보고했습니다. 비운영 포트폴리오 생산을 예탁하기 위한 단계도 진행 중이라고 밝혔으며, 해당 터미널은 보통 세 달에 한 번씩 새로운 선박을 싣습니다. 그리고 지금까지 두 차례의 선적이 연기되었다고 전했습니다. AIS 신호에 따르면 글래드스톤 근처에 지금 세 척의 LNG 탱커가 닻을 올려놓고 기다리고 있으며, 오리온은 "더 많은 LNG 화물이 연기될 것으로 예상된다"고 발표했습니다.

해결 시간표에 따라 연기될 선적의 총 수는 오리온에 따라 다를 것으로 보고했습니다. 그들은 코노코필립스가 해당 상황을 최대한 빨리 해결하기 위해 배, 그 주인 및 해상 당국과 협력 중이라고 밝혔습니다. 

 

그러나 '호주 태평양'은 중국의 중국 석유화학공업 및 일본의 간사이전력(Kansai Electric)에 주요 공급자입니다. 

이러한 중단은 중국과 일본의 추운 날씨 계절에 LNG 수요가 전통적으로 증가하는 시기에 발생했습니다.

 

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South Korea Investigates Mysterious Sinking of Unmanned Cargo Ship (maritime-executive.com)

 

A stranded Chinese LNG tanker is blocking one of Australia’s export terminals and is starting to draw the attention of the global energy markets. The concerns were sparked today, November 28, when Australia’s upstream producer Origin Energy announced it has commenced “turning down production” to reduce the flow of gas to the LNG facility after several shipments have been deferred.

 

The Chinese-owned LNG tanker CESI Qingdao (95,600 dwt) is a regular caller at the terminal as part of a dedicated export operation with the vessel operating under a long-term time charter with Chinese energy company Sinopec (China Petroleum & Chemical Company) which is also one of the three investors in Australia Pacific LNG. The ship was built by Hudong-Zhonghua Shipyard and delivered in 2017 to a JV between Sinopec, COSCO Ship, and Mitsui O.S.K. Lines (MOL). With a capacity of 174,000 cbm she is one of six carriers built in a class of ships specifically for the transport of LNG from the terminal to China for Sinopec.

 

The problem began on November 21 when the vessel arrived for one of its regular calls at the terminal on Curtis Island near Gladstone, Australia, which is operated by ConocoPhillips as part of Australia Pacific LNG. While the vessel was loading it lost power in what its owners are describing as a “propulsion failure,” while media reports in Australia attributed to the Australian Maritime Safety Authority said it is a generator issue with AMSA calling the vessel “unseaworthy” at this time. The laden vessel was due to sail late last week for Wenzhou, China.

 

Australia Pacific is one of the country’s largest producers and exporters with a capacity of 9 million metric tons annually. However, the terminal only has one dock and according to Orion the tanker “has lost power and is currently unable to leave the terminal.” They reported that no other cargo can be loaded until the situation is resolved.

 

Orion reports it has begun reducing production while it is taking steps to bank its non-operated portfolio production. They report that the terminal normally loads a new ship every three days and so far, two shipments have had to be deferred. AIS signals show that there are now three LNG tankers anchored off Gladstone waiting while Orion in its statement said, “It is expected that more LNG cargos will be deferred.”

 

The total number of cargoes to be deferred will depend on the timeframe for resolution according to Orion. They noted that ConocoPhillips is working with the vessel, its owners, and the maritime authorities to resolve the situation as quickly as possible.

 

However, Australia Pacific is a major supplier to Sinopec and also to Japan’s Kansai Electric. The disruption comes as LNG demand traditionally increases during the colder weather season in China and Japan.