阿根廷YPF首次出口LNG货物

中国石化新闻网讯 据今日油价网站6月3日消息 路透社援引一家公司的声明报道称，阿根廷国家石油天然气公司YPF首次出口液化天然气。

一位公司副总裁表示：“这是YPF向世界出口和扩大天然气市场迈出的第一步。”

这批3万立方米的液化天然气的销售由美国液化天然气巨头切尼尔能源负责。然而，货物的目的地还未公布。

货物所用的天然气是从瓦卡穆尔塔页岩中进行提取。瓦卡穆尔塔页岩是世界上最大的页岩层之一，也是阿根廷最大的能源希望，被称为“阿根廷二叠纪”。其可以使阿根廷从石油和天然气的净进口国转变为净出口国。根据阿根廷政府的估计，到2023年，瓦卡穆尔塔的石油产量将翻一番，达到100万桶/日，天然气产量将上升至2.6亿立方米/日。

YPF估计，仅液化天然气出口就可能带来2亿美元以上的收入。这将占公司总出口收入的十分之一。根据计划，在夏季，在当地需求处于最低水平时，将出口液化天然气，因为阿根廷还没有为国内消费和出口全年生产足够的天然气。

几十亿美元已经注入瓦卡穆尔塔，这可能是世界第二大天然气矿床，但由于该地区缺乏基础设施，回报缓慢，这几乎增加了从压裂砂到将产量转移至出口市场的所有成本。另外立法变化也影响了Vaca Muerta运营商的盈利前景，并减缓了其发展速度，一些公司推迟了对该地区的投资计划。

王磊 摘译自 今日油价

原文如下：

Argentina Exports First-Ever Cargo Of LNG

Argentina’s state oil and gas company YPF is loading the country’s first-ever export cargo of liquefied natural gas, Reuters reported, citing a company statement.

“This is the first step of a process that YPF is leading to export and expand gas markets to the world,” a company vice president said.

The cargo is the equivalent of 30,000 cubic meters and its sale is being handled by U.S. LNG major Cheniere Energy. The destination, however, has not been revealed.

The gas for the cargo was extracted from the coveted Vaca Muerta shale play—one of the world’s largest shale formations and Argentina’s great energy hope. Called “the Argentine Permian”, and the play that can turn Argentina from a net importer of oil and gas into a net exporter. According to Argentine government estimates, the Vaca Muerta could double the country’s oil production to 1 million bpd by 2023, with natural gas production rising to 260 million cubic meters daily.

YPF has estimated liquefied natural gas exports alone could bring in more than US$200 million. This would constitute a tenth of the company’s overall export revenues. According to plans, LNG will be exported during the summer season when local demand is at its lowest since Argentina is not yet producing enough gas for both domestic consumption and exports on a year-round basis.

Billions of dollars have been poured already into the Vaca Muerta, which could be the world’s second-largest gas deposit, but return is slow to come because of the lack of infrastructure in the area, which is boosting the cost of pretty much everything from frac sand to moving the output to export markets. Legislative changes have also affected the profitability prospects of operators in Vaca Muerta and have slowed down its development, with several companies postponing their investment plans for the area.