Coterra and Devon 熟考する/考慮する new LNG 適切な時期s

By Liz Hampton

May 3 (Reuters) - Shale 生産者s Coterra Energy and Devon Energy on Tuesday said they were 評価するing new 適切な時期s tied to 液化するd natural gas (LNG) but 警告するd of a "(人が)群がるd" market and challenging 経済的なs.

需要・要求する for U.S. LNG has にわか景気d in 最近の months, driven by 不足s in Europe and 供給(する) 関心s after Russia's 侵略 of ウクライナ共和国.

On Monday pipeline 操作者 Energy 移転 said it had 調印するd a long-称する,呼ぶ/期間/用語 取引,協定 to 供給(する) LNG to the Singapore 部隊 of 貿易(する)ing 会社/堅い Gunvor while LNG developer NextDecade Corp said it had penned an 協定 with French energy companie Engie SA.

U.S. shale gas 生産者s are also 注目する,もくろむing 適切な時期s to sell their gas to international 買い手s. Coterra was の中で a group of U.S. companies that last month met 代表s from Europe to discuss 解答s for 減ずるing 依存 on ロシアの energy 輸入するs.

"We are 熟考する/考慮するing the LNG markets hard," Coterra CEO Tom Jorden told 投資家s on an 収入s call.

Coterra already moves 350 million 立方(体)の feet per day of LNG through the Cove Point 施設 in Maryland as part of a long-称する,呼ぶ/期間/用語 取引,協定.

The company 警告するd that the cost of moving gas to new 輸出(する) 施設s 経由で long-称する,呼ぶ/期間/用語 LNG 取引,協定s, 同様に as 競争 in the marketplace, were の中で the challenges it 直面するs in 安全な・保証するing 付加 取引,協定s.

"Most of the new capacity that's coming on 権利 away was spoken for years ago," said Blake Sirgo, Coterra's 副/悪徳行為 大統領,/社長 of 操作/手術s. "There's a lot of 需要・要求する overseas, and there's more LNG 事業/計画(する)s in the U.S. That's going to 運動 more 競争 in the 取引,協定s for 生産者s."

競争相手 Devon on Tuesday said it was looking at 適切な時期s for LNG but had not settled on anything.

"We think there is going to be 適切な時期 to 逮捕(する) a better realized price for gas longer 称する,呼ぶ/期間/用語 given LNG dynamics. So that's something we are 活発に 評価するing," said 財政/金融 長,指導者 Jeff Ritenour.

Both companies 警告するd tha t インフレーション and 供給(する) chain 強制s were still hitting oilfield 操作/手術s and could 影響する/感情 全体にわたる spending this year.

Coterra said oilfield 年次の インフレーション is moving に向かって 15-20% and that lead times for the 購入(する) of some oilfield parts, such line 麻薬を吸う, are stretching to as long as 14 months.

Devon said it had taken steps to mitigate 供給(する) chain and インフレーション but 警告するd that 資本/首都 spending could come in at the high end of 指導/手引 as a result. (報告(する)/憶測ing by Liz Hampton in Denver Editing by David Goodman)

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