莫桑比克液化天然气项目进展顺利

据世界能源新闻10月15日消息称，随着两年内的第二个最终投资决定(FID)，莫桑比克正式将自己定位为未来几年全球天然气和液化天然气市场的关键参与者。

这项耗资200亿美元的莫桑比克液化天然气项目的最新FID，使其成为撒哈拉以南非洲地区石油和天然气有史以来最大的项目。

据Wood Mac称，从2030年代初开始，仅莫桑比克液化天然气一项的国家收入每年就将达到30亿美元，根据国际货币基金组织和世界银行的计算，仅凭一己之力就使目前的收入翻了一番。

而且，这并不是计划中的唯一大型液化天然气项目。埃克森美孚的Rovuma液化天然气项目也在等待FID的批准，该项目计划建设一个1500万吨/年的双生产线装置，从4号区块的近海开采天然气。

同时，意大利的埃尼已开始使用其340万吨/年的浮动液化天然气设施，该设施将开采2000多米深水域的5万亿立方英尺天然气，第一批天然气将于2022年中期交付。

随着新的阿纳达科FID达成，Wood Mackenzie撒哈拉以南非洲上游团队的分析师乔恩•劳伦斯表示：“随着亚洲液化天然气需求的强劲增长，现在是莫桑比克的高光时刻了。”

在FID签署的情况下，项目现在正从计划阶段进入实施阶段。预计将有数百份合同被投标，用于建设和开发这些大型项目所需的建设、基础设施和服务。

最近，10月8日，莫桑比克Rovuma Venture（MRV）4区运营商决定将超过5亿美元的中游和上游项目活动作为初始投资。这些投资包括诸如建设开拓营、发展再安置活动、建造飞机跑道和通道、以及开始具体的液化天然气设施工程项目等活动。

曹海斌 摘译自 世界能源新闻

原文如下：

Mozambique LNG Project Moves Ahead

With a second Final Investment Decision (FID) in just 2 years, Mozambique has officially positioned itself as a key player in the global gas and LNG market for years to come.

The latest FID on the US$20 billion Mozambique LNG project, makes it the largest sanction ever in sub-Saharan Africa oil and gas.

According to Wood Mac, from the early 2030s state revenue from Mozambique LNG alone will reach US$3 billion per annum, single-handedly doubling today’s revenue as calculated by the IMF and World Bank.

And this is not the only mega-LNG project on the drawing board. ExxonMobil’s Rovuma LNG project, which envisages a 15 million tpa two-train facility taking gas from its offshore area 4 block, is also lined up to take FID.

Meanwhile, Italy’s ENI is already moving ahead with its 3.4 million tpa floating LNG facility, which will draw on 5 TCF of gas in waters more than 2,000 meters deep with first gas due in mid-2022.

“With strong LNG demand growth out of Asia, now is Mozambique’s time,” said Jon Lawrence, an analyst with Wood Mackenzie’s sub-Saharan Africa upstream team, as news broke of the Anadarko FID.

With FIDs signed, the projects are now moving from the planning into the implementation phase. Hundreds of contracts are expected to be tendered for the construction, infrastructure and services needed to build and develop the megaprojects.

More recently, on October 8th, Mozambique Rovuma Venture (MRV) Area 4 operator decided to move ahead with the midstream and upstream project activities of over US $500 million as initial investments. These investments include activities such as the construction of the pioneer camp, the development of resettlement activities, the construction of the airstrip and access roads, as well as the start of detailed LNG facility engineering project.