臺灣民營公司液化天然氣經營策略–以S公司為例

Abstract

本論文研究臺灣首家取得液化天然氣進口執照之民營企業之經營策略，利用產業分析、SWOT分析和五力分析等理論探討臺灣天然氣進口產業，並從實務上分析新興小型LNG陸運供應模式。 地球溫室效應日趨嚴重，為能推展地球的永續生存，推動低碳能源排放及運用，潔淨能源一直為世界各國努力發展的目標。推展天然氣取代其他石化燃料，就是改善環境污染及二氧化碳減量最好的方式。2025年臺灣非核家園與節能減碳目標之目標設定：燃氣發電占比50%，燃煤發電30%，再生能源20%，除了提高天然氣發電占比外，政府為減少空氣污染的情形，推動工業鍋爐汰換政策。個案S公司配合國家能源轉型政策，打破國營公司獨家營運特許經營模式進入天然氣市場，成為天然氣進口、銷售與供應者。 臺灣部分區域如臺灣東部、西部內陸山區及離島的金門與馬祖等，由於天然氣管線未能鋪設，小區域的天然氣供應有開發空間。為突破現有天然氣供應的框架，個案S公司將經營天然氣進口與運輸業務，提供一站式天然氣整合規劃服務，透過槽車或LNG槽櫃運輸的小型陸運模式將天然氣送到全台各地，供應天然氣至管線未到達的工業用戶，目標規劃供應離島及東部地區，將可進一步擴大天然氣的使用，使臺灣的天然氣市場及產業邁向新的里程碑。

This thesis focuses on the business strategy of the first non-state-owned company (Case S company) that obtain a Liquefied Natural Gas (LNG) import license in Taiwan. Using industrial analysis, SWOT analysis and five-force analysis to to study Taiwan's natural gas import industry, and practically analyze the new small LNG land transportation supply model. The global greenhouse effect has been more serious than ever. In order to promote the sustainable survival of the earth and the emission and use of low-carbon energy, clean energy has always been the goal of all countries in the world. To replace other petrochemical fuels, using natural gas is the best way to reduce environmental pollution and reduct carbon dioxide. In 2025, targets of Taiwan’s “non-nuclear homes” policy and energy saving and carbon reduction are: 50% power generation in gas, 30% in coal, and 20% in renewable energy. In addition to increasing the proportion of natural gas power generation, the government promotes industrial boiler replacement policy the reduction of air pollution. Case S Company broke the state-owned company's exclusive import and operation franchise model and be one of the two licenced importers of natural gas market in Taiwan playing the role of import, sales and supplier of LNG. There are still no natural gas pipelines in some areas of Taiwan, such as eastern Taiwan, the western inland mountain areas, and the outlying islands such as Kinmen and Matsu, and plenty room for development of natural gas supply for these areas. Case S Company will operate natural gas import and transportation business, provide one-stop natural gas integration service, and deliver natural gas to all parts of Taiwan through the small scale inland LNG transportation model by LNG truck or LNG ISO tank to all industrial users with needs of Natural Gas. The first goal is to supply LNG to western inland montain area and the eastern region and then the outlying islands. This new model will expand the use of natural gas and bring a new milestone to Taiwan's natural gas market.