日本海事新聞ニュース Japan Maritime Daily Jun 13, 2025 (Fri)

JERA to Procure 5.5 million Tons of LNG from the US, Predict to Add over 10 LNG Carriers capacity

(From the left) US Secretary of Energy Chris Wright, JERA Global CEO Yukio Kani, Japan’s Ambassador to the US Shigeo Yamada, and US Secretary of the Interior Doug Burgum

　On June 12, JERA, a major power generation company, announced that it has decided to procure up to ・・・ 続きはログインして下さいnext %E3%80%80On+June+12%2C+%3Cb%3EJERA%3C%2Fb%3E%2C+a+major+power+generation+company%2C+announced+that+it+has+decided+to+procure+up+to+5.5+million+tons+of+LNG+%28liquefied+natural+gas%29+per+year+from+the+United+States.+It+is+set+to+start+at+some+point+between+early+2029+and+early+2031.+LNG+will+be+purchased+from+five+projects+operated+by+four+LNG+suppliers+in+the+Gulf+of+Mexico+region+under+long-term+contracts+of+at+least+20+years.+The+contract+terms+are+destination+point-free%2C+with+%3Cb%3EJERA%3C%2Fb%3E+arranging+the+ships+on+an+FOB+%28Free+on+Board%29+basis.+Based+on+simple+calculations+assuming+transportation+between+the+United+States+and+Japan%2C+demand+for+transportation+of+up+to+10+or+more+LNG+carriers+is+expected.%3Cbr%3E%E3%80%80The+projects+from+which+LNG+will+be+sourced+include+2+million+tons+per+year+from+NextDecade%E2%80%99s+%E2%80%9CRio+Grande+LNG%E2%80%9C+%28Texas%29%2C+1.5+million+tons+per+year+from+Sempra%E2%80%99s+%E2%80%9CPort+Arthur+LNG+Phase+2%E2%80%9C+%28Texas%29%2C+1+million+tons+per+year+from+Commonwealth+LNG%E2%80%99s+%E2%80%9CCommonwealth+LNG%E2%80%9C+%28Louisiana%29%2C+and+up+to+a+combined+total+of+1+million+tons+per+year+from+Cheniere%E2%80%99s+%E2%80%9CCorpus+Christi+LNG%E2%80%9C+%28Texas%29+and+%E2%80%9CSabine+Pass+LNG%E2%80%9C+%28Texas+and+Louisiana%29.%3Cbr%3E%E3%80%80At+an+online+press+conference+on+June+12%2C+%3Cb%3EJERA%3C%2Fb%3E+Managing+Executive+Officer+Ryosuke+Tsugaru+explained%2C+%E2%80%9CGiven+concerns+that+global+inflation+will+continue+to+cause+rising+construction+costs+for+LNG+projects%2C+we+have+reached+an+agreement+with+each+supplier+at+an+early+stage+to+buy+and+sell+LNG.%E2%80%9C+%E2%80%9CThis+was+not+at+the+request+of+the+US+or+Japanese+governments+and+has+nothing+to+do+with+political+pressure%2C%E2%80%9C+he+said.%3Cbr%3E%E3%80%80%E2%96%A0+Fleet+of+24+3+ships%3Cbr%3E%E3%80%80%3Cb%3EJERA%3C%2Fb%3E+currently+has+a+fleet+of+24+LNG+carriers+on+long-term+charter+for+periods+of+more+than+10+years+and+has+secured+three+new+ships+that+are+to+be+completed.%3Cbr%3E%E3%80%80Regarding+the+sea+transport+of+LNG+produced+in+the+United+States%2C+Tsugaru+said%2C+%E2%80%9CA+considerable+number+of+ships+will+be+required.%E2%80%9C%3Cbr%3E%E3%80%80%E2%80%9CBecause+the+Panama+Canal+is+almost+completely+blocked+%E3%80%90due+to+congestion+with+PCTCs+and+container+ships%E3%80%91%2C+basically%2C+if+we+want+to+bring+it+to+Japan%2C+we+have+no+choice+but+to+consider+going+via+the+Cape+of+Good+Hope.+If+we+were+to+secure+ships+for+the+long+term+on+that+assumption%2C+the+number+would+be+quite+large.+However%2C+it+has+not+been+decided+whether+LNG+from+the+Gulf+of+Mexico+will+necessarily+be+brought+to+Japan.+We+will+procure+ships+by+combining+ton+mile+estimates+with+a+good+balance+of+long-term%2C+short-term+and+medium-term+plans.%E2%80%9C+%28Tsugaru%29%3Cbr%3E%E3%80%80The+transport+capacity+of+one+standard+LNG+carrier+between+the+Gulf+of+Mexico+and+Japan+is+expected+to+be+around+400%2C000+tons+per+year+via+the+Panama+Canal%2C+and+just+over+300%2C000+tons+per+year+via+the+Cape+of+Good+Hope.%3Cbr%3E%E3%80%80%3Cb%3EJERA%3C%2Fb%3E%E2%80%99s+current+LNG+handling+volume+is+30+to+35+million+tons+per+year.+Long-term+contracts+for+US-produced+LNG+cover+a+total+of+3.5+million+tons+from+two+projects%2C+%E2%80%9CCameron%E2%80%9C+and+%E2%80%9CFreeport.%E2%80%9C%3Cbr%3E%E3%80%80Tsugaru+said%2C+%E2%80%9CIf+we+were+to+secure+a+long-term+contract+for+30+million+tons+in+the+2030s%2C+this+procurement+would+raise+the+proportion+of+US-produced+LNG+in+our+long-term+contracts+to+around+30%25.+This+will+be+the+same+level+as+the+US%E2%80%99s+projected+share+of+LNG+supply+in+the+global+market+of+30%25+around+2035.%E2%80%9C%3Cbr%3E%E3%80%80He+predicted+that+the+future+LNG+market+would+be+%E2%80%9Ca+world+dominated+by+two+giants%3A+the+United+States+and+Qatar.%E2%80%9C+Qatar%E2%80%99s+share+of+global+LNG+supply+is+expected+to+be+22+to+23%25+around+2035.%3Cbr%3E%E3%80%80At+the+end+of+2021%2C+%3Cb%3EJERA%3C%2Fb%3E%E2%80%99s+long-standing+contract+with+Qatar+for+over+5+million+tons%2C+which+had+been+in+place+for+many+years%2C+came+to+an+end.+Tsugaru+said%2C+%E2%80%9CThis+procurement+of+LNG+from+the+United+States+will+not+in+any+way+affect+our+position+assessment+of+Qatar%2C%E2%80%9C+and+added%2C+%E2%80%9CWe+highly+value+Qatar+as+a+supplier+that+offers+absolute+supply+stability%2C+and+we+are+concerned+about+the+reduction+in+contract+volumes.+We+would+like+to+consider+our+next+steps+in+the+future%2C%E2%80%9C+revealing+his+enthusiasm+for+future+procurement.%3Cbr%3E%3Cbr%3E%3Cbr%3E%3Cbr%3EDisclaimer%3A+The+English+translations+provided+through+this+service+are+the+result+of+translations+made+by+The+Japan+Maritime+Daily+or+automatically+and+mechanically+translated+by+The+Japan+Maritime+Daily+using+an+automated+translation+system+provided+by+a+third+party+after+certain+processing+of+the+Japanese+content+licensed+by+the+third+party.+In+terms+of+the+English+translation%2C+The+Japan+Maritime+Daily+and+MarineNet+Co.%2C+Ltd.+make+no+warranty+or+burden+of+any+kind%2C+express+or+implied%2C+including+its+accuracy%2C+reliability%2C+validity+or+fitness+for+a+particular+purpose.+MarineNet+Users+should+fully+understand+that+this+service+uses+an+automated+translation+system+that+automatically+and+mechanically+recognizes+and+analyzes+information+and+produces+results.+The+users+should+understand+the+above+conditions+before+using+this+service.%3Cbr%3E%3Cbr%3E%E5%85%8D%E8%B2%AC%E4%BA%8B%E9%A0%85%EF%BC%9A%E3%81%93%E3%81%AE%E3%82%B5%E3%83%BC%E3%83%93%E3%82%B9%E3%82%92%E4%BB%8B%E3%81%97%E3%81%A6%E6%8F%90%E4%BE%9B%E3%81%95%E3%82%8C%E3%82%8B%E8%8B%B1%E8%A8%B3%E3%81%AF%E3%80%81%E6%97%A5%E6%9C%AC%E6%B5%B7%E4%BA%8B%E6%96%B0%E8%81%9E%E3%81%8C%E4%BD%9C%E6%88%90%E3%81%99%E3%82%8B%E3%81%8B%E3%80%81%E5%8F%88%E3%81%AF%E3%80%81%E7%AC%AC%E4%B8%89%E8%80%85%E3%81%8B%E3%82%89%E4%BD%BF%E7%94%A8%E8%A8%B1%E8%AB%BE%E3%82%92%E5%8F%97%E3%81%91%E3%81%9F%E6%97%A5%E6%9C%AC%E8%AA%9E%E3%81%AE%E3%82%B3%E3%83%B3%E3%83%86%E3%83%B3%E3%83%84%E3%82%92%E3%80%81%E6%97%A5%E6%9C%AC%E6%B5%B7%E4%BA%8B%E6%96%B0%E8%81%9E%E3%81%8C%E4%B8%80%E5%AE%9A%E3%81%AE%E5%87%A6%E7%90%86%E3%82%92%E8%A1%8C%E3%81%A3%E3%81%9F%E4%B8%8A%E3%81%A7%E3%80%81%E7%AC%AC%E4%B8%89%E8%80%85%E3%81%8C%E6%8F%90%E4%BE%9B%E3%81%99%E3%82%8B%E8%87%AA%E5%8B%95%E7%BF%BB%E8%A8%B3%E3%82%B7%E3%82%B9%E3%83%86%E3%83%A0%E3%82%92%E5%88%A9%E7%94%A8%E3%81%97%E3%81%A6%E8%87%AA%E5%8B%95%E7%9A%84%E3%83%BB%E6%A9%9F%E6%A2%B0%E7%9A%84%E3%81%AB%E7%BF%BB%E8%A8%B3%E3%81%97%E3%81%9F%E7%B5%90%E6%9E%9C%E3%81%A7%E3%81%82%E3%82%8A%E3%80%81%E6%97%A5%E6%9C%AC%E6%B5%B7%E4%BA%8B%E6%96%B0%E8%81%9E%E3%80%81%E3%83%9E%E3%83%AA%E3%83%B3%E3%83%8D%E3%83%83%E3%83%88%E3%81%AF%E3%80%81%E5%BD%93%E8%A9%B2%E8%8B%B1%E8%A8%B3%E3%81%AB%E9%96%A2%E3%81%97%E3%81%A6%E3%80%81%E3%81%9D%E3%81%AE%E6%AD%A3%E7%A2%BA%E6%80%A7%E3%80%81%E4%BF%A1%E9%A0%BC%E6%80%A7%E3%80%81%E5%A6%A5%E5%BD%93%E6%80%A7%E5%8F%8A%E3%81%B3%E7%89%B9%E5%AE%9A%E7%9B%AE%E7%9A%84%E3%81%B8%E3%81%AE%E9%81%A9%E5%90%88%E6%80%A7%E3%82%92%E5%90%AB%E3%82%81%E3%80%81%E6%98%8E%E7%A4%BA%E5%8F%88%E3%81%AF%E9%BB%99%E7%A4%BA%E3%81%AB%E3%82%82%E3%80%81%E3%81%84%E3%81%8B%E3%81%AA%E3%82%8B%E4%BF%9D%E8%A8%BC%E3%82%82%E3%81%97%E3%81%BE%E3%81%9B%E3%82%93%E3%80%82%E3%83%9E%E3%83%AA%E3%83%B3%E3%83%8D%E3%83%83%E3%83%88%E3%83%A6%E3%83%BC%E3%82%B6%E3%83%BC%E3%81%AF%E3%80%81%E3%81%93%E3%81%AE%E3%82%B5%E3%83%BC%E3%83%93%E3%82%B9%E3%81%8C%E3%80%81%E8%87%AA%E5%8B%95%E7%9A%84%E3%81%8B%E3%81%A4%E6%A9%9F%E6%A2%B0%E7%9A%84%E3%81%AB%E6%83%85%E5%A0%B1%E3%82%92%E8%AA%8D%E8%AD%98%E3%83%BB%E5%88%86%E6%9E%90%E3%81%97%E3%81%A6%E7%B5%90%E6%9E%9C%E3%82%92%E5%87%BA%E5%8A%9B%E3%81%99%E3%82%8B%E8%87%AA%E5%8B%95%E7%BF%BB%E8%A8%B3%E3%82%B7%E3%82%B9%E3%83%86%E3%83%A0%E3%82%92%E4%BD%BF%E7%94%A8%E3%81%97%E3%81%9F%E3%82%B5%E3%83%BC%E3%83%93%E3%82%B9%E3%81%A7%E3%81%82%E3%82%8B%E3%81%93%E3%81%A8%E3%82%92%E5%8D%81%E5%88%86%E3%81%AB%E7%90%86%E8%A7%A3%E3%81%97%E3%81%9F%E4%B8%8A%E3%81%A7%E3%80%81%E3%81%93%E3%81%AE%E3%82%B5%E3%83%BC%E3%83%93%E3%82%B9%E3%82%92%E5%88%A9%E7%94%A8%E3%81%99%E3%82%8B%E3%82%82%E3%81%AE%E3%81%A8%E3%81%97%E3%81%BE%E3%81%99%E3%80%82%3Cbr%3E

JERA、米産LNG550万トン調達。輸送需要10隻超

2025/06/13(金)

日本海事新聞 JMD

関連記事ニュース Related news