???? 據阿拉伯貿易3月22日消息稱,今年,摩洛哥將對兩個重大的天然氣項目做出最終投資決定(FID),這可能會在未來五年內為該國的能源結構增加7000萬立方英尺天然氣。領先的數據和分析公司GlobalData表示,這將支持其減少對阿爾及利亞煤炭和昂貴進口商品的依賴的雄心。
????GlobalData的最新報告《摩洛哥勘探與生產》顯示,盡管摩洛哥不是主要的天然氣生產國,而且大部分天然氣都是進口的,但該國即將釋放其天然氣潛力。該國已宣布的開發項目擁有近7000億立方英尺的儲量。”
????GlobalData上游分析師Santiago Varela評論道: “隨著Tendrara第一階段的啟動,產量預計將實現增長,預計將在2022年中提供天然氣,開發盈虧平衡價格低于5美元/百萬立方英尺。于2009年發現的Anchois,預計將于2024年首次生產天然氣,并將成為摩洛哥迄今為止最大的天然氣開發項目。對于這兩個項目,主要的障礙是獲得足夠的資金,因為兩家運營商都沒有足夠的資金單獨進行這些開發。”
????近年來,Anchois的運營商Chariot Oil&Gas一直在努力說服投資者支持Anchois開發的資金。然而,在去年,該公司成功地對地震數據進行了再處理,從而使可采儲量提高了1萬億立方英尺。此外,該公司還宣布非洲金融公司和一家跨國投資銀行表示有興趣為該項目提供融資,并與摩洛哥能源部簽署了天然氣銷售諒解備忘錄。這些最新的進展使摩洛哥離開發其最大的天然氣田越來越近,最終的投資決定將在今年做出。”
????Santiago繼續說道:“迄今為止,摩洛哥未能開發其主要的天然氣資源,主要原因是石油一直是比天然氣更受青睞的資源。但現在,隨著重點轉向天然氣、有吸引力的財政框架和強勁的國內需求,國際運營商正努力開發該國的資源。”
????“盡管Tendrara和Anchois項目的經濟前景看起來頗具吸引力,但目前尚不清楚,目前的運營商能否敲定開發這些油田所需的必要資金。獲取資金是打開該國天然氣資源道路上的最后一個障礙。”
????曹海斌 摘譯自 阿拉伯貿易
????原文如下:
????Morocco moves closer to unlocking domestic gas riches
????Two significant gas projects that are poised to take final investment decisions (FID) in Morocco this year could add 70mmcfd of natural gas to the country’s energy mix in the next five years. This will support its ambition of reducing reliance on coal and costly imports from Algeria, according to GlobalData, a leading data and analytics company.
????GlobalData's latest report, Morocco Exploration & Production, reveals that Morocco is on the brink of unlocking its gas potential - even though the country is not a major producer and imports most of its gas. The country has almost 700bcf of reserves sitting in announced developments.”
????Santiago Varela, Upstream Analyst at GlobalData, comments: “Productive growth is expected to materialise with the launch of the first phase of Tendrara, which expects to provide gas volumes by mid-2022 with a development breakeven price of under $5/mcf. Anchois, discovered in 2009, is expected to produce first gas in 2024 and will be the largest gas development undertaken in Morocco to date, by far. For both projects, the major obstacle is obtaining adequate financing, since neither of the two operators have sufficient funds to undertake these developments alone.”
????Anchois operator Chariot Oil & Gas has struggled during recent years to convince investors to support the funding of the Anchois development. However, in the last year, the company successfully reprocessed seismic data that led to an upgrade of 1tcf in recoverable resources. In addition, the company announced the expression of interest of Africa Finance Corporation and a Multinational Investment Bank to finance the project as well as a memorandum of understanding for gas sales with the Moroccan ministry of energy. These latest developments move Morocco ever closer to unlocking its largest gas field, and a final investment decision is poised to be taken this year.”
????Santiago continues: “Morocco has failed to develop its major gas discoveries to date, mainly due to the fact that oil has been the preferred resource over gas. But now, with the focus turning to gas, an attractive fiscal framework and strong domestic demand, international operators are pushing hard to develop the country’s resources.”
????“Although the economics of Tendrara and Anchois projects looks tempting, it is not yet clear whether the current operators will be able to finalise the necessary funding required to develop the fields. Securing capital is the final roadblock in the path for unlocking the country’s gas resources.”?
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