目标与现有规模相差多大

S&P Global新报告认为,加拿大有机会成为主要液化天然气出口国,但前提是解决许可与成本问题。联邦目标为年出口超过一亿吨,目前唯一运营设施能力约1,400万吨;另有六个项目在建或开发中,连同现有项目合计产量仍只是每年5,000多万吨。报告估算达标至2050年可能带来接近一万亿加元投资与每年近25万个就业机会,这些是情景测算,不是已落实投资或职位。

市场优势并不消除建设风险

报告称加拿大审批较得州长27个月,管线建设成本高160%。西部气源与较短的亚洲航程有利竞争,但Coastal GasLink曾出现延误、超支,并面对部分原住民社区和环保人士反对。报告提出加拿大项目温室气体排放强度较同类海外项目低55%,应理解为报告比较口径而非零排放。开发商仍需拿出项目、融资及可兑现的审批改革,不能只靠出口目标。

来源:CBC News 原报道。大鱼新闻整理原创中文摘要;保留原网页刊发日期。

An LNG tanker in Kitimat, B.C., in April 2025. LNG Canada recently announced it would proceed with the second phase of the facility, which could double the amount of exports. (Maggie MacPherson/CBC)

An LNG tanker in Kitimat, B.C., in April 2025. LNG Canada recently announced it would proceed with the second phase of the facility, which could double the amount of exports. (Maggie MacPherson/CBC)

Daniel Yergin at CERAWeek in Houston, March 10, 2025. Archive photo: Kaylee Greenlee/Reuters.

Daniel Yergin at CERAWeek in Houston, March 10, 2025. Archive photo: Kaylee Greenlee/Reuters.