雷斯塔能源：非洲是当前LNG投资重点

中国石化新闻网讯 据离岸工程7月1日消息称，雷斯塔能源的一份报告称，随着今年液化天然气新建投资预计将达到近1,030亿美元，2019年将打破油气行业此前的纪录。

报告称，非洲在全球液化天然气大型项目的下一阶段处于领先地位。

莫桑比克第1区和第4区项目将使非洲成为今年液化天然气投资的主要目的地，占总新建投资的近三分之一。预计第1区和第4区项目将在今年年底前获得运营商埃克森美孚的最终投资决定。

雷斯塔能源上游团队分析师Pranav Joshi表示：“上周阿纳达科对其第1区液化天然气项目的最终投资决定标志着莫桑比克和非洲大陆乃至整个行业进入新阶段的开始。”

该地区1号项目的新建资本支出估计为156亿美元，与美国、俄罗斯和澳大利亚的主要液化天然气开发项目处于同一水平。

如果埃克森美孚的第4区确实在今年达到FID，这将意味着在非洲增加147亿美元的绿地支出，使每年批准的新批准的液化天然气项目投资总额占全球总额的28%。

Joshi补充道:“1区是迄今为止在非洲被批准的最大的液化天然气项目，今年还将启动对其他大型液化天然气项目的批准浪潮。”

第1区项目预计于2024年开工，年产量为1288万吨，将使莫桑比克成为液化天然气的主要出口国。一系列其他项目也将有助于国内天然气产量的快速增长。

在2019年有望实现FID的项目中，按绿地投资计算，第1区是第三大项目。北极液化天然气项目拥有最大的绿地资本投资257.5亿美元，其次是卡塔尔液化天然气项目，投资175亿美元。

曹海斌 摘译自 离岸工程

原文如下：

Africa Dominates LNG Investments

With LNG greenfield investments expected to reach near $103 billion this year, 2019 is set to shatter previous records for the oil and gas industry, said a report by Rystad Energy.

And Africa Africa is taking the lead in the next phase of global LNG mega-projects, it said.

Mozambique’s Area 1 and Area 4 projects, the latter of which is expected to secure a final investment decision (FID) from operator ExxonMobil by the end of the year, are making Africa the dominant LNG investment destination this year, with nearly one-third of total greenfield investment.

“Last week’s final investment decision by Anadarko for its Area 1 LNG project marks the beginning of a new phase for not only Mozambique and the African continent, but for the industry as a whole,” says Pranav Joshi, analyst on Rystad Energy’s Upstream team.

The greenfield capex for the Area 1 project is estimated at $15.6 billion, putting the project in the same league as the major LNG developments in the US, Russia and Australia.

If ExxonMobil’s Area 4 does indeed reach FID this year, that will represent another $14.7 billion in greenfield expenditure in Africa, bringing the yearly total to 28% of the global tally for approved investments in newly sanctioned LNG projects.

“Area 1 is the largest LNG project that has been sanctioned in Africa to date and will also kick start the wave of sanctioning activity of other bigger LNG projects this year,” Joshi added.

The Area 1 project – expected to start in 2024 and produce 12.88 million tonnes per annum (tpa) – will transform Mozambique into a major LNG exporter. A swath of other projects will also contribute to the to the meteoric growth in domestic gas production.

Among the projects anticipated to reach FID in 2019, Area 1 is the third largest in terms of greenfield investment. The Arctic LNG project has the largest greenfield capital investment at $25.75 billion, followed by Qatargas LNG with $17.5 billion.