??據(jù)油價(jià)網(wǎng)8月8日消息稱,數(shù)據(jù)和分析公司GlobalData周五表示,隨著國際石油巨頭正在轉(zhuǎn)移投資重點(diǎn),撒哈拉以南非洲地區(qū),特別是其最大產(chǎn)油國尼日利亞和安哥拉,將難以在2025年之前提高石油產(chǎn)量。
GlobalData在其報(bào)告中稱,由于缺乏足夠的投資和很少的新項(xiàng)目,到2025年,撒哈拉以南非洲地區(qū)在遭受2020年疫情影響后增加原油產(chǎn)量的雄心壯志可能會(huì)夭折。
隨著國際石油巨頭重新評(píng)估他們的投資重點(diǎn),以及在持續(xù)的資本支出約束下,項(xiàng)目爭奪更少的資本,尼日利亞和安哥拉——?dú)W佩克的非洲主要產(chǎn)油國——幾乎沒有新項(xiàng)目獲得批準(zhǔn)。
根據(jù)GlobalData,從今年開始,這兩個(gè)國家的原油和凝析油產(chǎn)量將會(huì)下降。與此同時(shí),他們還有相對較少的2025年投產(chǎn)的石油項(xiàng)目。
GlobalData石油和天然氣分析師Conor Ward表示,撒哈拉以南非洲地區(qū)潛力巨大,在石油和天然氣產(chǎn)量方面可以輕松超過歐洲。
Ward表示:“然而,企業(yè)在投資方面比以往任何時(shí)候都更加謹(jǐn)慎。在過去十年中,一些重大的發(fā)現(xiàn)都出現(xiàn)了嚴(yán)重的延期,沒有最終投資決定(FID),比如殼牌的Bonga Southwest/Aparo,它是在20多年前發(fā)現(xiàn)的。”
Ward表示:“撒哈拉以南非洲地區(qū)的投資正從該地區(qū)較發(fā)達(dá)的國家轉(zhuǎn)移,最顯著的是尼日利亞,更多地轉(zhuǎn)向毛里塔尼亞、塞內(nèi)加爾、莫桑比克和烏干達(dá)等邊境國家,因?yàn)闁|道國提供的財(cái)政條款是更具吸引力,并擁有龐大的未開發(fā)資源基礎(chǔ)。”
這位分析師指出,尼日利亞如果想吸引投資,就必須解決企業(yè)面臨的地面風(fēng)險(xiǎn)。
尼日利亞作為非洲最大的石油生產(chǎn)國和出口國,上個(gè)月通過了一項(xiàng)新的石油工業(yè)法案,結(jié)束了長達(dá)20年的爭論和拖延。國際石油巨頭并沒有涌向尼日利亞的石油資產(chǎn),因?yàn)殡S著石油巨頭開始將更多資金轉(zhuǎn)向低碳能源,化石燃料對石油巨頭的資本計(jì)劃的競爭更加激烈。
朱佳妮 摘譯自 油價(jià)網(wǎng)
原文如下:
African Oil Producers Struggle To Raise Oil Production As Investment Lags
Sub-Saharan Africa, especially its largest oil producers Nigeria and Angola, will struggle to raise oil output through the middle of this decade, as international majors are shifting their investment priorities, data and analytics company GlobalData said on Friday.
Lack of sufficient investments and few new projects could derail Sub-Saharan Africa's ambition to increase its crude oil production through 2025 after a difficult pandemic-hit 2020, GlobalData said in its report.
As international oil majors are reassessing their investment priorities and projects compete for less capital amid an ongoing capex discipline, Nigeria and Angola—the leading African producers in OPEC—are seeing few new projects being approved.
According to GlobalData, the two countries will see falling crude oil and condensate production from this year onwards. At the same time, they also have a relatively small number of oil projects that would come on stream within 2025.
Sub-Saharan Africa has a lot of potential and could easily top Europe in terms of oil and gas output, Conor Ward, Oil and Gas Analyst at GlobalData, said, commenting on the findings.
"However, companies have been more cautious than ever over their investments. Some of the huge discoveries made over the past decade have seen significant delays with no final investment decision (FID) in sight: as is the case with Shell's Bonga Southwest/Aparo, which was discovered over 20 years ago," Ward said.
"Sub-Saharan Africa is seeing a shift of investment away from the more developed countries in the region, most notably Nigeria, and more towards frontier countries such as Mauritania, Senegal, Mozambique, and Uganda as the fiscal terms offered by the host countries are far more appealing and have a large untapped resource base," Ward added.
Nigeria has to address the above-ground risks for companies if it wants to attract investment, the analyst noted.
Nigeria approved last month a new petroleum industry bill in Africa's top oil producer and exporter, putting an end to 20 years of debates and delays. International oil majors have not been flocking to Nigerian oil assets now that fossil fuels are even more fiercely competing for Big Oil's capital plans as majors start shifting more funding to low-carbon energy sources.?
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