壳牌牵头财团敲定加拿大LNG二期投资 将年产能翻倍至2800万吨Shell-Led Consortium Approves Expansion to Double LNG Canada Capacity

壳牌在周二发布的正式声明中确认，该财团已就位于不列颠哥伦比亚省基蒂马特的旗舰液化天然气项目扩建工程达成最终投资决定。该扩建工程被称为二期项目，将使工厂的年产能力从最初规划的1400万吨翻倍至约2800万吨。该设施位于加拿大太平洋沿岸，计划在2030年代初正式投入商业运营。

Shell confirmed in a formal statement on Tuesday that the consortium had reached a final investment decision to proceed with the expansion of its flagship liquefied natural gas facility in Kitimat, British Columbia. The expansion, designated as Phase 2, will effectively double the plant's production capacity from 14 million metric tons per annum to roughly 28 million metric tons per annum. Situated on Canada's Pacific coast, the facility is scheduled to begin commercial operations in the early 2030s.

加拿大政府此前的测算数据显示，整个LNG Canada项目预计将创造数千个就业岗位，并吸引高达330亿加元（约合232亿美元）的私营部门资本。LNG Canada方面将这项长期期待的扩建称为“国家级建设投资”，并表示该项目将使加拿大在未来成为全球领先的液化天然气出口国之一，同时巩固加拿大作为可靠能源合作伙伴的角色。

Earlier estimates from the Canadian government project that the LNG Canada development will generate thousands of jobs while drawing approximately 33 billion Canadian dollars ($23.2 billion) in private sector capital. Project operator LNG Canada characterized the long-awaited capital deployment as a nation-building investment, stating that the project is positioned to establish Canada as one of the world's leading LNG exporting nations while strengthening its standing as a trusted global energy partner.

在LNG Canada合资项目中，壳牌作为牵头方持有40%的股权。该财团的其他合作方包括马来西亚国家石油公司、中国石油、日本三菱商事以及韩国国有企业韩国天然气公社。这一跨国股权架构汇聚了亚洲多个核心能源消费市场的国家石油公司与大型综合贸易商，直接对接各参与方背后的国内天然气消费需求。

Shell serves as the lead operator in the LNG Canada joint venture with a 40% equity stake. The project's ownership consortium includes Malaysia's Petronas, China's PetroChina, Japan's Mitsubishi Corp, and South Korea's state-owned Korea Gas Corp. This international ownership structure unites state-backed energy corporations and major trading houses from critical Asian consuming nations, positioning the venture to serve export channels across the Pacific.

壳牌一体化天然气业务总裁塞德里克·克雷默斯表示，LNG Canada是壳牌一体化天然气业务组合的核心组成部分，在能源供应多元化和能源安全日益重要的时期，该项目有助于向亚洲客户输送液化天然气。克雷默斯补充称，二期扩建工程将加拿大资源与壳牌的全球液化天然气资产组合、贸易能力以及客户网络相连接，支持壳牌成为全球领先的一体化天然气与液化天然气企业的战略目标。

Cederic Cremers, Shell's integrated gas president, stated that LNG Canada represents a core element of the company's integrated gas portfolio, facilitating direct LNG deliveries to Asian buyers at a juncture when supply diversity and energy security have grown increasingly critical. Cremers added that the Phase 2 expansion links Canadian natural gas assets directly with Shell's global trading apparatus, portfolio, and consumer access, advancing its strategic goal to lead global integrated gas and LNG operations.

当前的全球天然气市场正承受着多重地缘政治冲突带来的供应压力。美国与伊朗之间的战争爆发后，国际天然气供应链遭受了实质性扰乱，加剧了全球能源主要消费国对供应稳定性的担忧。在此背景下，全球能源贸易流向正在经历重组，买家对开辟非冲突区域替代气源的需求显著上升。

Global natural gas markets are confronting sustained supply strains driven by widespread geopolitical conflict. The war between the United States and Iran has significantly disrupted international gas supply lines, raising concerns among major energy importers regarding baseline market stability. In response to these disruptions, international fuel trade flows have faced pressure to secure dependable alternative supplies from regions outside the immediate conflict zone.

与乌克兰保持一致的国家也在持续采取行动，削减对俄罗斯天然气的依赖程度。这一国际格局的转变加速了对北美液化天然气出口设施的需求。基蒂马特扩建项目在未来投产后，将使加拿大能够在全球能源供应紧张和地缘格局重塑的过程中，作为主要出口国承担起弥补供应缺口和提供替代气源的职能。

At the same time, nations aligned with Ukraine continue concerted efforts to curtail their structural dependence on Russian pipeline gas and liquefied natural gas. This realignment has accelerated worldwide interest in long-term natural gas export infrastructure based across North America. When commercial operations commence in the coming decade, the expanded Kitimat facility is positioned to provide substantial alternative export volumes, establishing Canada as a prominent supplier amidst shifting international energy trade dynamics.

这项扩建投资直接呼应了加拿大总理马克·卡尼的国内与外贸战略主张。卡尼在2025年竞选期间提出了将加拿大建设为“全球能源超级大国”的愿景，并致力于将渥太华塑造为国际上稳定的能源供应合作伙伴。随着加拿大政府当前与美国特朗普政府陷入贸易争端，渥太华方面正积极寻求开辟多元化的跨太平洋出口通道，以切实降低在能源与经贸领域对美国的长期依赖。

The investment decision aligns directly with the policy priorities of Canadian Prime Minister Mark Carney, who campaigned in 2025 on a platform to transform Canada into a global energy superpower. Carney has consistently sought to establish Ottawa as a stable, long-term international energy supplier. With the Canadian government currently entangled in a trade dispute with the U.S. Trump administration, expanding natural gas export infrastructure toward trans-Pacific buyers supports Ottawa's broader effort to reduce its traditional economic reliance on the United States.

在资本市场层面，壳牌公司在伦敦证券交易所上市的股票于周二交易中下跌近1%。尽管当天出现小幅回调，但受能源大宗商品整体走势及公司业务布局支撑，壳牌股价在2026年年内已累计上涨超过32%。

In financial markets, Shell's London-listed shares traded nearly 1% lower on Tuesday following the announcement. Despite the modest single-day drop, the British energy giant's stock has maintained substantial momentum over the course of 2026, gaining more than 32% year-to-date.