???? 據(jù)油價(jià)網(wǎng)3月2日新聞消息稱,澳大利亞液化天然氣運(yùn)營(yíng)商今年將批準(zhǔn)價(jià)值超過(guò)100億美元的天然氣鉆探和液化天然氣填充項(xiàng)目,以在充滿活力的全球市場(chǎng)中保持競(jìng)爭(zhēng)力。
????澳大利亞液化天然氣(LNG)開(kāi)發(fā)商今年有望大幅增加對(duì)重大新項(xiàng)目的投資,擺脫2020年的困境。繼去年削減資本支出和推遲天然氣項(xiàng)目批準(zhǔn)后,澳大利亞的液化天然氣運(yùn)營(yíng)商今年將批準(zhǔn)價(jià)值超過(guò)100億美元的天然氣鉆探和液化天然氣填充項(xiàng)目。
????新的項(xiàng)目將幫助澳大利亞繼續(xù)與卡塔爾和美國(guó)競(jìng)爭(zhēng)世界三大液化天然氣供應(yīng)國(guó)。
????目前,澳大利亞的年生產(chǎn)能力為8800萬(wàn)噸,居世界第一。
????卡塔爾上月批準(zhǔn)了全球產(chǎn)能最大的液化天然氣項(xiàng)目—北油田東部項(xiàng)目(NFE),計(jì)劃將卡塔爾的液化天然氣產(chǎn)能從7700萬(wàn)噸/年提高至1.1億噸/年。因此,雷斯塔能源表示,隨著澳大利亞競(jìng)爭(zhēng)對(duì)手的生產(chǎn)商開(kāi)始提供新的液化產(chǎn)能,澳大利亞將在未來(lái)10年被卡塔爾和美國(guó)超越。
????據(jù)澳大利亞能源咨詢公司EnergyQuest估計(jì),盡管高更、惠特斯通和Prelude項(xiàng)目中斷,且2020年初新冠病毒相關(guān)的需求遭到破壞,但去年澳大利亞2020年出口了創(chuàng)紀(jì)錄的7800萬(wàn)噸液化天然氣,高于2019年的7750萬(wàn)噸。
????因此,據(jù)估計(jì),澳大利亞去年的液化天然氣出口已經(jīng)超過(guò)了卡塔爾的產(chǎn)能,使澳大利亞成為全球最大的液化天然氣供應(yīng)國(guó)。
????展望未來(lái),卡塔爾到2025年的產(chǎn)能大幅增長(zhǎng)將超過(guò)澳大利亞,但澳大利亞液化天然氣運(yùn)營(yíng)商對(duì)其項(xiàng)目的未來(lái)前景變得樂(lè)觀,并計(jì)劃在今年批準(zhǔn)大型開(kāi)發(fā)項(xiàng)目并增加投資。他們相信全球液化天然氣需求—尤其是亞洲的需求—將在未來(lái)幾年繼續(xù)飆升,原因可能是能源轉(zhuǎn)型。
????朱佳妮 摘譯自 油價(jià)網(wǎng)
????原文如下:
????Australia Boosts LNG Spending To Compete With Qatar
????Australia’s LNG operators are set to approve gas drilling and LNG infill projects worth more than US$10 billion this year in a bid to stay competitive in a very dynamic global marketplace
????Australian liquefied natural gas (LNG) developers look ready to shrug off a difficult 2020 by significantly boosting spending on major new projects this year. Following slashed capital expenditure and deferred gas project sanctioning last year, Australia’s LNG operators are set to approve gas drilling and LNG infill projects worth more than US$10 billion this year.
????New projects are set to help Australia to continue competing with Qatar and the United States to be among the world’s top three LNG suppliers.
????Currently, Australia’s nameplate operating capacity of 88 million tons per annum (mmtpa) is the world’s largest.
????This is set to change this decade, after Qatar approved last month the world’s largest LNG project in terms of capacity, North Field East Project (NFE), set to raise Qatar’s LNG production capacity from 77 mmtpa to 110 mmtpa. So Australia will be surpassed by Qatar and the U.S. in the coming decade as new liquefaction capacity is commissioned in Australia’s rival producers, Rystad Energy says.
????Last year, Australia exported a record 78.0 Mt of LNG in 2020, up from 77.5 Mt in 2019, despite disruptions at the Gorgon, Wheatstone, and Prelude projects and despite the COVID-19-related destruction of demand in early 2020, Australian energy advisory firm EnergyQuest estimates.
????So Australia’s exports last year are estimated to have surpassed Qatar’s production capacity to make Australia the world’s top LNG supplier.
????Going forward, the massive increase of Qatar’s capacity through 2025 is set to eclipse Australia’s, but Australian LNG operators have turned optimistic about the future prospects of their projects and plan to sanction large developments and boost investments this year. They believe that global LNG demand—especially demand in Asia—will continue to soar in the coming years despite, or probably because of, the energy transition.