孟加拉国计划在本月中旬再购买4批LNG现货货物。Petrobangla。

达卡《金融快报》—— 孟加拉国重新发布了一份招标公告，并新发布了三份招标公告，拟采购四批现货液化天然气（LNG）货物，交付时间为2026年9月和10月。由于该国两座浮式储存与再气化装置（FSRU）已投入运营，孟加拉国正持续推进加快LNG采购进程，以缓解持续存在的天然气供应危机。

一名孟加拉石油公司（Petrobangla）高级官员周一向《金融快报》透露，孟加拉国重新发布了一份9月8日至9日交付窗口货物的招标公告，并新发布了三份招标公告，分别针对9月25日至26日、10月1日至2日以及10月5日至6日交付窗口。

货物交付细节

这些货物将交付至莫赫什卡利岛，客户可选择在该岛上两座FSRU中的任一处进行卸货。主要技术参数如下：

• 每批货物体积:约336万英热单位（MMBtu）
• 总货物数量:四批现货LNG货物
• 交付窗口:9月8日至9日、9月25日至26日、10月1日至2日以及10月5日至6日
• 交付地点:莫赫什卡利岛（任一FSRU）
• FSRU状态:两座均已投入运营

为何重新发布9月招标公告

孟加拉国重新发布了一份购买一批现货LNG货物的招标公告，交付窗口为9月8日至9日，此前该国此前发布的同一批货物招标因获得高于预期的报价而被取消。重新发布反映了孟加拉石油公司采购策略对价格的敏感性——该国公用事业公司不愿接受超出其可接受阈值的现货LNG价格。

💰 Latest Spot LNG Awards

Bangladesh awarded its latest one spot LNG cargo for delivery over September 13-14 and September 23-24 windows to:

• 💰 Posco International Co.: at US$24.625 per MMBtu
• 💰 TotalEnergies Gas Power Ltd.: at US$24.25 per MMBtu

The ~$24-25 per MMBtu price range reflects the elevated global LNG market conditions driven by the ongoing Middle East conflict and tight global supply — significantly higher than the pre-crisis levels of $10-15 per MMBtu but below the peak $35+ levels seen earlier in the Iran war period.

📊 Spot LNG Procurement Year-to-Date

The country has so far purchased 47 LNG cargoes from the spot market this year, of which 45 were procured after the commencement of the Middle East war — highlighting the strategic shift in Bangladesh's LNG procurement pattern following the Iran war disruption. For comparison:

• 📊 2026 spot LNG cargoes (so far): 47
• 📊 2026 spot cargoes post-Middle East war: 45
• 📊 2025 spot LNG cargoes (full year): 49
• 📊 2026 procurement pace: on track to exceed 2025

📉 August Procurement Constraints

The South Asian country could purchase only a couple of LNG cargoes from the spot market for August delivery windows amid:

• ⚠️ Abrupt operations closure at one of its two FSRUs (Excelerate Energy fire incident)
• ⚠️ Suppliers' quotation of higher-than-expected prices in tenders
• ⚠️ Rough seas affecting cargo delivery schedules
• ⚠️ Faulty LNG cargo influx (separate quality issue)

The constrained August procurement contributed to the gas supply crisis that affected 660 textile mills and 62 power plants — with LNG regasification falling as low as 190 mmcfd during the Excelerate FSRU shutdown period.

📊 Current Gas Supply Position

Bangladesh is currently struggling to meet its gas demand amid elevated LNG prices, and as contracted long-term LNG suppliers continue to restrict scheduled cargo deliveries, the RPGCL official said. The country's overall natural gas supply position:

• 📊 Overall natural gas supply (August 30, 2026): ~2,307 mmcfd
• 📊 Regasified LNG contribution: 682 mmcfd
• 📊 Domestic gas contribution: ~1,625 mmcfd (remainder)
• 📊 September forecast: 750 mmcfd LNG regasification (recovery expected)

The 682 mmcfd LNG contribution as of 30 August reflects the recovery underway following the FSRU normalisation — with the September forecast of 750 mmcfd representing a meaningful improvement from the August lows.

🌏 Strategic Context: Bangladesh LNG Procurement

The four additional spot LNG cargoes form part of Bangladesh's broader strategic LNG procurement framework:

• 💰 September cargoes: 8 cargoes confirmed by Petrobangla (separate report)
• 💰 October cargoes: 4 additional cargoes via fresh tenders (this measure)
• 💰 Long-term LNG contracts: with Qatar, Oman, and other suppliers
• 💰 Spot market procurement: 47 cargoes YTD 2026
• 💰 FSRU infrastructure: Excelerate + Summit both operational
• 💰 Supplier diversification: Gunvor, Aramco, Posco, TotalEnergies

💰 Procurement Pricing Strategy

Petrobangla's decision to reissue the September 8-9 tender after receiving higher-than-expected price quotes reflects the state utility's pricing discipline:

• 💰 Acceptable price range: Petrobangla willing to pay ~$24-25 per MMBtu
• 💰 Rejection threshold: prices above ~$25-26 per MMBtu rejected
• 💰 Supplier competition: limited supplier pool constrains negotiation leverage
• 💰 Long-term contract reliance: reducing dependence on volatile spot market

The price sensitivity reflects the broader fiscal constraint on Bangladesh's energy import budget — with the petroleum import bill of $10.63 billion already straining foreign exchange reserves.

🌏 Strategic Implications

The four additional spot LNG cargoes carry several strategic implications:

• 9-10月份供应保障: 4批额外货物支持工业复苏
• FSRU利用率: 两套设备均正常运行并接收货物
• 供应商多元化: 浦项制铁和道达尔能源等企业成为中标供应商
• 定价纪律: 孟加拉国家石油公司以不利价格重新招标
• 长期供应商限制: 合同供应商持续限制供货
• 采购加速: 截至2026年1月，已采购47批现货货物，而2025年全年采购量为49批
• LNG价格高企: 每百万英热单位约24-25美元，远高于危机前的10-15美元
• 供应商资源有限: 制约了价格谈判的筹码
• 外汇储备压力: 4批额外货物增加了进口成本

孟加拉国家石油公司采购的4批额外现货LNG货物，体现了该公司为解决孟加拉国持续存在的天然气供应短缺问题所做的持续努力。目前两套FSRU设备均已投入运营并接收货物。此次采购在全球LNG市场波动的背景下，平衡了工业领域的供应保障与定价纪律的考量。随着2026年迄今已采购47批现货货物，且长期供应商持续限制供货，孟加拉国在2026年11月开始的脱离最不发达国家行列过渡期内，仍需依赖现货市场保障能源安全。