石油设备网讯 据普氏能源资讯休斯顿4月18日消息 Tellurian公司在一份简报中表示，该公司可能会将对浮木（Driftwood）LNG项目的最终投资决定推迟到下半年。该公司透露将计划保留比此前预期更多的该终端自行销售能力。
该报告是在美国联邦能源监管委员会在华盛顿开会前几个小时发布的并向浮木项目颁发了许可证。
Tellurian发言人Joi Lecznar在电子邮件回复中表示:“可能会晚于今年年中，但一旦我们完成文件，我们就会接受FID。”
1月份发布的一份报告称，Tellurian预计将在2019年上半年，即6月底之前，完成FID。周四的会议上已经指出FID接近年底。开发人员继续以2023年启动为目标。
另一方面，如果Tellurian决定推进五列火车的全面开发和2760万吨/年的运力，将从该设施自身保持1360万吨/年，高于之前的1160万吨/年，并将保留约49％的资产，高于之前的40％。
如果Tellurian的合作伙伴只开发两到三列火车，那么其产能份额将会增加，尽管现在每个案例都假设特柳里安的营销部门将在该项目中获得200万吨/年的产能。
在完全开发阶段，大约一半的浮木产能预计将被Tellurian一直在争取的股权投资伙伴利用。需要合作伙伴预付一笔5亿美元的股权投资控股公司控制着浮木终端和三个管道建设计划,以换取权利提升100万吨/年的液化天然气出口终端的基础设施。道达尔在4月初根据这些条款签署了一份协议。
道达尔还同意从Tellurian的营销部门购买150万吨/年的开采量，并购买大约2亿股Tellurian普通股。Tellurian正与另外4至8家公司(包括国有石油公司和亚洲主要公用事业公司)确定股权合作协议。
吴慧丹 摘译自 普氏能源资讯
原文如下：
Driftwood LNG project final investment decision may get pushed to later in year
Tellurian may delay a final investment decision for Driftwood LNG to the second half of the year, the developer said in an investor presentation in which the company also disclosed it plans to retain more of the terminal's capacity to market on its own than previously expected.
The presentation was released a few hours before the US Federal Energy Regulatory Commission met in Washington and granted a permit certificate to the Driftwood project.
"It could be later than mid-year, but honestly as soon as we finish documents we will take FID," Tellurian spokeswoman Joi Lecznar said in an email responding to questions about the presentation.
A previous presentation issued in January said Tellurian expected to make an FID in the first half of 2019, which would be by the end of June. Thursday's presentation included a slide with a timeline that pinpointed FID closer to the end of the year. The developer continues to target startup in 2023.
Another slide said Tellurian, if it decides to move forward with full development of five trains and 27.6 million mt/year of capacity, will retain 13.6 million mt/year from the facility to market on its own, up from 11.6 million mt/year previously, and will keep about 49% of the assets, up from 40% previously.
Tellurian's partners' share of the capacity would increase if Tellurian moved forward with only two or three trains, although each case now assumes that Tellurian Marketing will acquire 2 million mt/year of capacity at Driftwood.
At full development, about half of Driftwood's capacity is expected to be utilized by equity investment partners that Tellurian has been soliciting. The arrangements would require the partners to make an upfront $500 million equity investment in the holding company that controls the Driftwood terminal and three pipelines it plans to build in exchange for the right to lift 1 million mt/year of LNG from the export terminal for the life of the facility. Total signed a heads of agreement based on those terms earlier in April.
Total also agreed to buy 1.5 million mt/year of offtake from Tellurian's marketing unit, indexed to the Platts JKM, the benchmark price for spot-traded LNG in Northeast Asia, and to purchase around 200 million shares of Tellurian common stock. Tellurian is finalizing equity partnerships with four to eight other parties consisting of state-owned oil companies and major Asian utilities.
