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石油巨头纷纷涌入卡塔尔液化天然气扩建项目

据中国石化新闻网讯 今日油价1月23日消息称,路透社周三援引接近初步谈判的消息人士的话报道称,世界上最大的液化天然气出口商卡塔尔的产能扩张吸引了很多人的兴趣,卡塔尔的长期合作伙伴石油和天然气巨头,以及卡塔尔液化天然气(LNG)的新成员,预计将竞购扩建项目中获利丰厚的部分。 卡塔尔去年宣布计划将液化天然气的生产能力提高43%,从目前的每年7700万吨增加到每年1.1亿吨。项目将于2024年完工,新的出口能力预计将为这个小型天然气国家的国库提供数十亿美元的资金。 据路透社消息人士透露,市场普遍预期,在卡塔尔石油公司为寻找扩张合作夥伴而将发行的投标书中,持有卡塔尔现有液化天然气设施股权的四大巨头:埃克森美孚、康菲石油、壳牌和道达尔将参与投竞标。 消息人士告诉路透社,包括雪佛龙、挪威Equinor、意大利埃尼和一家中国国有企业在内的其他石油巨头也在考虑参与投标。最近几周雪佛龙官员访问多哈进行会谈,并正在考虑竞购部分股权。消息人士称,即使是巴西的巴西国家石油公司也正在考虑竞标,但最近决定不参与。 根据Wood Mackenzie中东石油和天然气上游业务首席分析师Jessica Brewer的说法,卡塔尔新的大型油田“将吸引大量兴趣”,并将成为2019年“全球最突出的机遇”之一。 布鲁尔本周表示:“上游业务本身就是一项世界级资产,运营商将难以找到其他如此规模的低成本机会。” 根据Wood Mackenzie的说法,“QP不太可能独自承担风险,并将寻求合作伙伴。然而,收购者需要证明他们可以增加价值以赢得股份。,我们预计,所有参与者主要是石油巨头,都将争夺这一股份。 陈菲 摘译自 今日油价 原文如下: Oil Majors Flock To Qatar’s LNG Expansion Project The capacity expansion of the world’s largest liquefied natural gas (LNG) exporter, Qatar, has attracted a lot of interest, and oil and gas majors who are Qatar’s long-standing partners, as well as majors that would be new to Qatar’s LNG, are expected to bid for a lucrative share of the expansion project, Reuters reported on Wednesday, citing sources close to the preliminary talks. Qatar announced last year plans to increase its LNG production capacity by 43 percent—from 77 million tons annually now to 110 million tons a year. The new export capacity, with projects to be completed in 2024, is expected to bring in billions of dollars more to the state coffers of the tiny gas-rich country. The four supermajors that hold stakes in Qatar’s existing LNG facilities—ExxonMobil, ConocoPhillips, Shell, and Total—are widely expected to bid in the tender that Qatar Petroleum is expected to issue in search of partners for the expansion, according to Reuters’ sources. Other majors, including Chevron, Norway’s Equinor, Italy’s Eni, and a Chinese state-held company, are also considering bidding in the tender, the sources told Reuters. Chevron officials have visited Doha for talks in recent weeks and are mulling over bidding for a stake. Even Brazil’s Petrobras was considering bidding, but has recently decided against it, the sources say. According to Jessica Brewer, Principal Analyst, Middle East Upstream Oil and Gas at Wood Mackenzie, Qatar’s new megatrains “will attract mega interest” and will be one of the “global standout opportunities in 2019.” “The upstream segment alone is a world-class asset and operators will struggle to find other low-cost opportunities of this scale,” Brewer said this week. “QP is unlikely to sole risk the development and will seek partners. However, suitors will need to prove they can add value to win a stake. We expect to see all the incumbents, primarily the Majors, jostling for position,” according to Wood Mackenzie.  

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