东京讯——日本商社三菱商事及包括壳牌在内的合作伙伴将把加拿大一大型液化天然气（LNG）项目的产能翻倍，在该地区因伊朗战争导致的供应中断之际，增强对亚洲的能源供应。
TOKYO -- Japanese trading house Mitsubishi Corp. and partners including Shell will double the production capacity of a major Canadian liquefied natural gas (LNG) project, strengthening energy supplies for Asia as the region grapples with disruptions linked to the Iran war.
三菱商事周二表示，已于2025年中期发出首船货物的LNG Canada项目，将把液化天然气产能从目前的1400万吨/年提升至2800万吨/年。该公司补充称，新增设施的商业运营预计将于2030年代初开始。持有该项目15%股份的三菱商事将承担总计5000亿日元（约合32亿美元）的项目成本，其中3500亿日元用于建设。
LNG Canada, which shipped its first cargo in mid-2025 will increase its LNG production capacity to 28 million metric tons per annum (mtpa) from 14 mtpa, Mitsubishi said on Tuesday. Commercial operations at the additional facilities are expected to begin in the early 2030s, it added. The trading house, which holds a 15% stake in the project, will cover 500 billion yen ($3.2 billion) in total project costs, of which 350 billion yen is for construction.
此次扩建将使LNG Canada成为全球最大的液化天然气出口设施之一，在全球能源流动可靠性备受关注之际，为亚洲进口商提供额外的供应来源。
The expansion will transform LNG Canada into one of the world's largest LNG export facilities, providing Asian importers with an additional source of supply at a time of heightened concern over the reliability of global energy flows.
与许多其他出口地区的液化天然气项目不同，该设施位于加拿大太平洋沿岸，使货物能快速抵达亚洲，同时避开主要海上瓶颈。从不列颠哥伦比亚省沿海城镇基蒂马特发货，约10天即可抵达日本；相比之下，从美国墨西哥湾沿岸经巴拿马运河运输约需25天，若船只被迫绕行非洲南端，则需40天以上。
Unlike LNG projects in many other exporting regions, the facility's location on Canada's Pacific coast allows cargoes to reach Asia quickly while avoiding major maritime bottlenecks. Shipments from the coastal town of Kitimat, British Columbia, take about 10 days to reach Japan, compared with roughly 25 days for cargoes from the U.S. Gulf Coast via the Panama Canal and more than 40 days if vessels are forced to sail around southern Africa.
中东供应通常约20天可达亚洲，但必须经过霍尔木兹海峡和马六甲海峡等战略要道。
Middle Eastern supplies generally reach Asia in around 20 days, but must transit strategic chokepoints including the Strait of Hormuz and the Strait of Malacca.
该项目还为亚洲买家提供了除澳大利亚、卡塔尔、马来西亚和美国等传统供应商之外的更多元化选择。在伊朗战争爆发前，中东约占全球液化天然气供应的五分之一。
The project also offers Asian buyers greater diversification beyond traditional suppliers such as Australia, Qatar, Malaysia and the U.S. Before the Iran war, the Middle East accounted for roughly one-fifth of global LNG supply.
自投产以来，所有LNG Canada货物均已交付至日本、韩国、泰国和菲律宾等亚洲国家，咨询公司Kpler的数据显示，这凸显了该项目在该地区市场中日益增长的作用。"在能源供应多元化和能源安全日益重要之际，该项目有助于向亚洲客户供应液化天然气，"壳牌综合天然气业务总裁Cederic Cremers表示。
Since operations began, all LNG Canada cargoes have been delivered to Asian countries such as Japan, South Korea, Thailand and the Philippines, data from consultancy Kpler showed, underscoring the project's growing role in the region's markets. "The project can help supply LNG to customers in Asia at a time when diversity of energy supplies and energy security are increasingly important," said Cederic Cremers, president of Shell's integrated gas business.
壳牌持有该项目40%的股份，三菱持有15%。其余股东为亚洲能源公司，包括马来西亚国家石油公司、中国石油天然气股份有限公司和韩国天然气公司。
Shell owns a 40% stake in the project, while Mitsubishi holds 15%. The remaining shareholders are Asian energy companies, including Malaysia's Petronas, PetroChina and Korea Gas.
基蒂马特设施通过一条670公里长的管道从内陆气田接收天然气，并将燃料冷却至零下160摄氏度以下将其液化。
The Kitimat facility receives natural gas from inland fields through a 670-kilometer pipeline and liquefies it by cooling the fuel to below minus 160 degrees Celsius.
壳牌预计，到2040年，全球液化天然气需求将激增至每年6.5亿吨至7.1亿吨之间，较2025年水平增长54%至68%，这主要得益于亚洲国家需求的上升。
Shell expects global LNG demand to surge to between 650 million mtpa and 710 mtpa by 2040, up 54% to 68% from 2025 levels, spurred by rising demand in Asian countries.