2022年液化天然气运输船新订单达160余艘，日本船东占主导

VV: 2022 saw over 160 LNG carriers ordered, with Japanese owners leading the pack

2022年液化天然气运输船新订单达160余艘，日本船东占主导

This year saw an ordering spree for LNG carriers amid spiking demand for LNG driven primarily by the ongoing geopolitical turbulence in Europe as the EU battles to break away from dependence on Russian gas instigated by Russia’s war in Ukraine.

今年，欧洲地缘政治持续动荡导致液化天然气运输船的订购量激增。受俄乌冲突影响，欧盟正努力摆脱对俄罗斯天然气的依赖。

A total of 162 new orders have been placed so far this year, compared to 99 orders placed in 2021, an increase of c.63% year on year, data from VesselsValue as of the end of November shows.
根据VesselsValue相关数据，截至11月底，2022年新订单达162条，较2021的99条同比增长约63%。

The value of LNG newbuilding orders placed so far this year is $33,742.89 mil, an increase of c.87% from $18,076.25 mil.
今年，液化天然气新造船订单金额为337.4289亿美元，较去年的180.7625亿美元增长了约87%。

Of these orders, just over a quarter were placed by Japanese companies including MOL, NYJ and Meiji Shipping, with 44 contracts inked. Out of the top ship-owning nations, Japan owns the highest value fleet for LNG vessels at $ 30.3 bn. South Korea ranked second with 28 orders placed this year, followed by Greece with 21 orders.   
      日本船东商船三井、NYJ和明治海运订购了44艘，占比超四分之一。日本液化天然气船队总价值303亿美元，位居全球之首；韩国订购了28艘，位居第二；希腊21艘，位居第三。  

MOL is the world’s largest owner of LNG carriers, with a fleet of 38 vessels and a value of $ 6.2 bn.
商船三井是全球最大的液化天然气运输公司，拥有38艘船舶，价值62亿美元。

Over the course of 2022, MOL has placed 19 newbuilding orders for LNG vessels, this is the second largest number of orders by an individual company, NYK ranked first with 20 newbuilding orders, data from VesselsValue shows.
      VesselsValue的数据显示，2022年，商船三井订购了19艘LNG运输船，为单个公司的第二大订购量；日本邮船会社以20艘的订购量位列第一。

All of the orders MOL placed were for Large LNG carriers of 174,000 CBM and the majority are being built at Hudong Zhonghua in China with three also on order at Daewoo, South Korea, and scheduled to be delivered between 2024 and 2028.

商船三井订购的都是17.4万立方米的LNG运输船，其中大部分在沪东中华建造，还有三艘在韩国大宇订购，计划于2024年至2028年交付。

Notable new contracts include an en bloc order for two Large LNG carriers of 175,000 CBM from China Merchants, scheduled to be built at Dalian and delivered in 2026 for $ 235 mil each, VV value $240.79 mil.
      此外，招商局在大连造船厂也订购了两艘17.5万立方米大型液化天然气运输船，价格为每艘2.35亿美元，计划于2026年交付。

South Korean shipbuilders have been overwhelmed by the demand for LNG carriers this year, with its leading shipbuilders exceeding yearly targets driven by LNG carrier orders. Qatar’s North Field expansion accounts for a lion’s share of these orders.

今年，液化天然气运输船需求，韩国造船厂接单量暴增。受益于此，韩国主要造船厂超额完成年度目标。韩国液化天然气运输船订单主要来自卡塔尔北气扩建项目。

However, Chinese shipbuilders are right behind their Korean rivals as they build-up construction capacity and know-how in the gas sector to reap fruit from stellar demand.

为从液化天然气运输船需求中获益，中国船企不断提升建造能力，积累专业技能，正不断缩小与韩国船企之间的差距。

Data from Clarksons shows that Chinese shipyards this year won 45 LNG tanker orders worth an estimated $9.8 billion, about five times their 2021 order values. What is more, by late November, Chinese shipbuilders’ LNG orderbooks grew from 21 to 66, giving them 21% of global orders worth around $60 billion.

克拉克森（Clarksons）的数据显示，中国造船厂今年获得了45艘液化天然气运输船订单，价值98亿美元，约为2021年订单额的五倍。此外，到11月底，中国造船厂液化天然气船舶订单从21艘增长到66艘，占全球总订单额600亿美元的21%。