據油價網6月15日消息,六家西方大型能源公司正在競標卡塔爾北方氣田(North Field)擴建項目的股份,該項目旨在提高該國的液化天然氣出口能力。
這六家公司中有四家已經是卡塔爾開發其大量天然氣儲備的合作伙伴:埃克森美孚、殼牌、道達爾和康菲石油。路透社援引未透露姓名的業內消息人士稱,意大利埃尼集團和雪佛龍也加入了競購。
據其中一位消息人士透露,國有石油和天然氣公司卡塔爾石油公司在專業知識方面不需要合作伙伴。它需要的是購買液化天然氣的長期承諾。
"我認為卡塔爾石油公司不需要國際石油公司在項目上游或中游建設方面的專業知識,但他們會很高興看到有人從他們手中購買液化天然氣。"該消息人士對路透表示。
卡塔爾石油公司今年2月批準了北方氣田東部項目。擴建計劃將使卡塔爾的液化天然氣年產量從7700萬噸提高到1.1億噸。該項目預計將于2025年第四季度投產,耗資287.5億美元,將成為近年來該行業最大的投資之一。這也將鞏固卡塔爾作為全球第一大液化天然氣出口國的地位,而由于天然氣市場的供需動態,其它地方的液化天然氣項目正被推遲或擱置。
卡塔爾還計劃在北方氣田進行另一個擴建階段。北方氣田是世界上最大的天然氣田。第二個擴建階段將是北方氣田南部項目,將進一步提高卡塔爾的液化天然氣產能,從1.1億噸/年增加到1.26億噸/年,預計投產日期為2027年。
伍德麥肯錫研究主管賈爾斯?法瑞爾今年2月在評論卡塔爾液化天然氣擴建項目時表示:“長期盈虧平衡價格為每百萬英熱單位略高于4美元,與俄羅斯北極地區的項目一樣,處于全球液化天然氣成本曲線的底部。”
裘寅 編譯自 油價網
原文如下:
Oil Majors Race To Get A Piece Of The Qatari LNG Market
Six large Western energy companies are bidding for a stake in Qatar’s North Field expansion project aimed at boosting the country’s LNG export capacity.
Four of the six are already partners of Qatar in the development of its massive natural gas reserves: Exxon, Shell, TotalEnergies—formerly just Total—and ConocoPhillips. Now, Italy’s Eni and Chevron have also joined the bidding, Reuters reported, citing unnamed industry sources.
According to one of the sources, Qatar Petroleum, the state-owned oil and gas company, does not need partners in terms of expertise. What it needs are long-term commitments of LNG purchases.
“I don’t think QP need the IOCs expertise in the upstream or midstream construction of the project but they will be glad to see someone take some LNG volumes off their hands,” the source, who is with one of the bidders, told Reuters.
Qatar Petroleum sanctioned the North Field East Project this February. The expansion is set to raise Qatar’s LNG production capacity from 77 million tons per annum to 110 mmtpa. The project, expected to start production in the fourth quarter of 2025, will cost US$28.75 billion, which would make it one of the industry’s largest investments in recent years. It would also cement Qatar’s place as the world’s number-one LNG exporter while LNG projects elsewhere are being delayed or shelved because of the supply and demand dynamics of the natural gas market.
Qatar also plans another expansion phase at the North Field, the world’s largest natural gas field. The second expansion phase will be the North Field South Project, set to further increase Qatar’s LNG production capacity from 110 mmtpa to 126 mmtpa, with an expected production start date in 2027.
“At a long-term breakeven price of just over $4 per million British thermal units, it’s right at the bottom of the global LNG cost curve, alongside Arctic Russian projects,” Wood Mackenzie research director Giles Farrer said in February, commenting on Qatar’s LNG expansion project.
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