莫桑比克将成为全球十大液化天然气供应国

中国石化新闻网讯 据天然气工业4月16日消息称，GlobalData表示，预计到2020年中期，莫桑比克将成为全球十大液化天然气生产国之一，届时将有超过3000万吨/年的液化天然气投产，与非洲领导者尼日利亚和阿尔及利亚的产能相当。

新的LNG项目原料气将来自超深水鲁伍马盆地，该盆地迄今已发现超过125万亿立方英尺的可开采天然气资源。这包括1号区块75万亿立方英尺和4号区块50万亿立方英尺。第1区和第4区的参与者现在正在制定陆上液化天然气终端的最终投资决定(FID)。

GlobalData油气分析师曹柴表示：“与日本目前每千立方英尺9.24美元的现货液化天然气价格相比，莫桑比克陆上液化天然气项目的开发盈亏平衡天然气价格约为每千立方英尺4至5美元，具有竞争力。这是由于与全球其它一体化液化天然气项目相比，每百万吨每年的预期资本支出相对较低，以及与美洲非一体化液化天然气项目相比，上游成本较低。”

莫桑比克国内外面临的特殊挑战都减缓了该国液化天然气开发的进程。然而，到2019年为止，莫桑比克和鲁伍玛液化天然气项目的大部分活动都出现了一些积极迹象，比如达成更多天然气销售和采购协议。这些合同是该项目迈向建设阶段的关键部分，因为它们为未来的收入提供了一定的确定性，以支撑将这些设施投入运营所需的近400亿美元的巨额资本支出。

这位分析师总结道：“莫桑比克液化天然气业务的发展将使该国成为全球主要的液化天然气供应国。该项目还将为莫桑比克政府带来直接收入，并通过最初项目的国内天然气部分和后续扩建促进当地工业的增长。此外，液化天然气大型项目的建设预计将持续10年以上，为莫桑比克民众提供重要的就业和培训机会。”

曹海斌 摘译自 天然气工业

原文如下：

Mozambique to become a top 10 global LNG supplier

Mozambique is expected to become one of the world’s top 10 largest LNG producers by the mid-2020s, when over 30 million tpy of LNG comes on stream, on a par with capacity in African leaders Nigeria and Algeria, says GlobalData.

The feed gas for new LNG projects will come from the ultra-deepwater Rovuma Basin, where over 125 trillion ft3 of recoverable natural gas resources have been discovered to date. This consists of 75 trillion ft3 in block Area 1 and 50 trillion ft3 in block Area 4. Participants in Area 1 and 4 are now progressing towards final investment decisions (FID) for the onshore LNG terminals.

Cao Chai, Oil and Gas Analyst at GlobalData, says: “The development break-even gas price of around US$4 to 5 per thousand ft3 for the onshore LNG projects in Mozambique is competitive compared to current Japan spot LNG prices of US$9.24 per thousand ft3. This is due to the relatively low expected capex per million tpy in comparison to other integrated LNG projects around the world, and the low upstream cost compared to non-integrated LNG projects in the Americas.”

Both external and internal Mozambique-specific challenges have slowed progression of LNG developments in the country. However, positive signs such as securing additional gas sales and purchase agreements have formed the majority of the activity from Mozambique and Rovuma LNG participants so far in 2019. These contracts are a key part of the project’s progression towards the construction phase, as they provide some certainty about future revenues to underpin the massive capex of nearly US$40 billion required to bring these facilities online.

Chai concludes: “The advancement of LNG business in Mozambique will transform the country to a major global LNG supplier. It will also bring direct revenue to Mozambique government and promote the growth of local industries through a domestic gas component of the initial project and follow-on expansions. Furthermore, construction on the LNG megaprojects is expected to last for over a decade providing significant employment and training opportunities for Mozambicans.”