據管道新聞網3月17日消息稱，全球能源轉型政策正在推動增加天然氣作為交易能源的使用，從而增加對液化天然氣的需求。這為非洲油氣生產國提供了將液化天然氣貨幣化的巨大機會。

非洲已經做好了成為全球能源中心的準備，有許多項目正在運營，而且越來越多的項目已經在進行中。例如，根據非洲能源商會發布的一份報告，到 2025 年，撒哈拉以南非洲地區的液化天然氣出口量可以提高到每年 6000 萬噸 (MMtpa)，并在 2030 年之前批準額外的7400萬噸/年。然而，非洲主要和新興的天然氣生產國，如莫桑比克、尼日利亞、尼日爾和坦桑尼亞，需要進行大量投資，以發展基礎設施，從而提高產量和液化天然氣出口。

非洲天然氣生產領域的顯著投資包括莫桑比克，其中已承諾投資 500 億美元用于兩個大型液化天然氣項目——道達爾能源運營的莫桑比克液化天然氣項目和埃克森美孚運營的魯伍馬液化天然氣項目。迄今為止，莫桑比克一直是一個相對較小的天然氣生產國。

然而，最近與這兩個項目相關的發現使該國的天然氣儲量增加到100萬億立方英尺，投資正在將該國轉變為全球能源出口國。

朱佳妮 摘譯自 管道新聞網

原文如下：

Infrastructure Rollout Will Enable Africa to Expand LNG Exports, Meet Global Demand

Global energy transition policies are pushing for an increase in the use of gas as a transactional energy resource, thereby increasing the demand for LNG. This provides a huge opportunity for African hydrocarbon producing countries to monetize LNG.

Africa is already well positioned to become a global energy hub with a number of projects operating and an increasing number already in the pipeline. Sub-Saharan Africa, for instance, could boost its LNG exports to 60 million tons per year (MMtpa) by 2025 and approve an additional 74 MMtpa by 2030, according to a report released by the African Energy Chamber. However, leading and emerging gas producing countries in Africa such as Mozambique, Nigeria, Niger and Tanzania require massive investments to be made to develop infrastructure that enables production to increase and LNG exports to improve.

Notable investments made in gas production in Africa include Mozambique, in which $50 billion has been committed for two large-scale LNG projects — the TotalEnergies-operated Mozambique LNG project and the ExxonMobil-operated Rovuma LNG project. To date, Mozambique has been a relatively small gas producer.

However, recent discoveries associated with these two projects have increased the country’s gas reserves to 100 trillion cubic feet (Tcf) and investments are transforming the country as a global energy exporter.