虽然当前天然气存储的复苏让人想起 2000 年代（当时存储容量增加了约 400 Bcf），但如今提供顺风的市场驱动因素与那个周期截然不同。
经过十多年的低迷表现后，天然气存储资产重新流行起来，并蓬勃发展。考虑美国的以下储气趋势：
确保固定存储服务 (FSS) 的租赁率已达到并超过 2000 年中后期超级周期期间的水平；客户之间的激烈竞争，以确保能力和签订长期合同的意愿；相当大的棕地容量正处于不同的开发阶段；最近的天然气储存并购指标强劲；经过十多年的中断之后，现在正在积极寻求增加绿地产能。
储气2.0版本的黄金时代正在到来。
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While the current resurgence in gas storage is reminiscent of the 2000s —an era that saw ~400 Bcf of storage capacity additions — the market drivers providing the tailwinds today are drastically different from that cycle.
After more than a decade of lackluster performance, natural gas storage assets are back in vogue, and thriving. Consider the following gas storage trends in the U.S.:
Lease rates for securing Firm Storage Service (FSS) have reached and exceeded levels last seen during the super-cycle in the mid-to-late 2000’s; Intense competition amongst customers to secure capacity and willingness to commit to longer-term contracts; Sizable brownfield capacity is in various stages of development; Recent M&A metrics for gas storage are robust; and After more than a decade long hiatus, greenfield capacity additions are now being actively pursued.
The golden age of gas storage version 2.0 is underway.
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