???? 據(jù)阿拉伯貿(mào)易3月22日消息稱,今年,摩洛哥將對兩個(gè)重大的天然氣項(xiàng)目做出最終投資決定(FID),這可能會(huì)在未來五年內(nèi)為該國的能源結(jié)構(gòu)增加7000萬立方英尺天然氣。領(lǐng)先的數(shù)據(jù)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(jìn)口商品的依賴的雄心。
????GlobalData的最新報(bào)告《摩洛哥勘探與生產(chǎn)》顯示,盡管摩洛哥不是主要的天然氣生產(chǎn)國,而且大部分天然氣都是進(jìn)口的,但該國即將釋放其天然氣潛力。該國已宣布的開發(fā)項(xiàng)目擁有近7000億立方英尺的儲(chǔ)量?!?/p>
????GlobalData上游分析師Santiago Varela評論道: “隨著Tendrara第一階段的啟動(dòng),產(chǎn)量預(yù)計(jì)將實(shí)現(xiàn)增長,預(yù)計(jì)將在2022年中提供天然氣,開發(fā)盈虧平衡價(jià)格低于5美元/百萬立方英尺。于2009年發(fā)現(xiàn)的Anchois,預(yù)計(jì)將于2024年首次生產(chǎn)天然氣,并將成為摩洛哥迄今為止最大的天然氣開發(fā)項(xiàng)目。對于這兩個(gè)項(xiàng)目,主要的障礙是獲得足夠的資金,因?yàn)閮杉疫\(yùn)營商都沒有足夠的資金單獨(dú)進(jìn)行這些開發(fā)?!?/p>
????近年來,Anchois的運(yùn)營商Chariot Oil&Gas一直在努力說服投資者支持Anchois開發(fā)的資金。然而,在去年,該公司成功地對地震數(shù)據(jù)進(jìn)行了再處理,從而使可采儲(chǔ)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(xiàng)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(jìn)展使摩洛哥離開發(fā)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?!?/p>
????Santiago繼續(xù)說道:“迄今為止,摩洛哥未能開發(fā)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(xiàn)在,隨著重點(diǎn)轉(zhuǎn)向天然氣、有吸引力的財(cái)政框架和強(qiáng)勁的國內(nèi)需求,國際運(yùn)營商正努力開發(fā)該國的資源。”
????“盡管Tendrara和Anchois項(xiàng)目的經(jīng)濟(jì)前景看起來頗具吸引力,但目前尚不清楚,目前的運(yùn)營商能否敲定開發(fā)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(gè)障礙?!?/p>
????曹海斌 摘譯自 阿拉伯貿(mào)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.”?
免責(zé)聲明:本網(wǎng)轉(zhuǎn)載自其它媒體的文章,目的在于弘揚(yáng)石化精神,傳遞更多石化信息,并不代表本網(wǎng)贊同其觀點(diǎn)和對其真實(shí)性負(fù)責(zé),在此我們謹(jǐn)向原作者和原媒體致以敬意。如果您認(rèn)為本站文章侵犯了您的版權(quán),請與我們聯(lián)系,我們將第一時(shí)間刪除。