能源专家预计阿国油将成为主要下游参与者

中国石化新闻网讯 据海湾能源新闻网2019年1月28日阿布扎比报道，能源专家预计，阿布扎比国家石油公司（阿国油/Adnoc）、意大利埃尼公司和奥地利油气集团（OMV）之间签署的最新协议将帮助阿国油成为全球的一个主要下游参与者并扩大其业务范围。

能源专家说：“这也是战略和商业模式的重大转变。传统上，国有石油公司往往专注于上游业务，但目前的重点正向更深层次的价值链转移。他们（阿国油）正在深化他们的前景，并试图从价值链中实现价值最大化。”

“这是一种非常新型的方法。这几乎是对一家进步的国有石油公司的一种衡量，看它能在多大程度上不再仅仅以石油生产国的身份思考，而更多地以综合能源参与者的身份思考。这也反映了油气行业的饱和性质。赚钱和拥有一家可持续发展的企业不像过去那么容易了。作为一个生产者，作为一个反映当今油气行业复杂性的消费者，你必须进行更深入的思考。”

三菱日联银行中东北非研究及策略主管Ehsan Khoman在类似评论中表示：“这项协议符合阿国油成为全球领先的下游企业和全面整合的上下游一体化能源公司的基本战略。”

“重要的是，这笔交易将扩大阿国油的地理足迹，随着时间的推移，阿国油的精炼产品可能会向欧洲市场扩张。”

阿国油周日宣布，该公司已与意大利埃尼公司和奥地利OMV在炼油和交易方面签署了两项股权合作协议，支持阿国油成为下游主要参与者的雄心。

李峻 编译自 海湾能源新闻网

原文如下：

Adnoc to become a major downstream player, experts say

Energy experts expect the latest deal between Abu Dhabi National Oil Company (Adnoc), Italy’s Eni and Austria’s OMV will help the company to become a major downstream player and expand its footprint.

“This is a significant shift in strategy and business model as well. Traditionally national oil companies tend to focus on upstream but priority is shifting deeper into the value chain. They (Adnoc) are deepening their outlook and trying to maximize value from the value chain,” said Jaafar Al Taie, managing director of Manaar energy group.

“It is a very new type of approach. It is almost of a measure of a progressive national oil company to the degree it can stop thinking merely as producer and think more as an integrated energy player.”

“This also reflects the saturated nature of oil and gas business. It is not as easy to make money and to have a sustainable business as it used to be. You have to think deeper as a producer, as a consumer reflecting the complexity of oil and gas business today.”

In similar comments, Ehsan Khoman, Head of MENA Research and Strategy at MUFG Bank Ltd said, “This announcement plays into Adnoc’s underlying strategy of becoming a leading global downstream player and full-integrated vertical energy company.”

“Importantly, this transaction will expand the company’s geographical footprint with the likely expansion into European markets for Adnoc’s refining products over time.”

Adnoc on Sunday announced that it signed two equity partnership agreements with Italy’s Eni and Austria’s OMV in refining and trading, supporting the company’s ambition of becoming a major downstream player.