石油设备网讯 据离岸工程6月4日消息称，雷斯塔能源的一份报告称，澳大利亚明年有望成为全球最大的LNG生产国，并将保持这一地位直到2024年，届时卡塔尔将夺回第一的位置。
雷斯塔能源上游团队的研究分析师Readul Islam表示：“LNG桂冠来之不易，澳大利亚不愿不战而降。在未来两年内，多达7个澳大利亚液化天然气综合项目的审批将面临挑战，因为卡塔尔是同期批准液化天然气综合项目数量最多的国家。”
这7个澳大利亚LNG项目将在满负荷情况下每年总共供应3000多万吨液化天然气，从最终投资决定到第一次出口液化天然气，总开支将近310亿美元。
Islam补充道：“然而，尽管澳洲获批的液化天然气供应量未来几年可能与卡塔尔并驾齐驱，但卡塔尔液化天然气产量应在未来10年中期重夺第一。”
继22017年卡塔尔解除了北方气田的开采禁令后，卡塔尔石油公司公布了一项计划，将新建4个LNG生产设施，供应3300万吨液化天然气。当这些扩建生产线在20世纪20年代中期达到平稳水平时，卡塔尔将重新夺回液化天然气生产国的桂冠，而明年它将输给澳大利亚。
随着澳大利亚最近大量建设LNG大型项目，许多近期新增产能都是旨在最大限度利用现有枢纽产能的回填项目。事实上，预计澳大利亚即将增加的液化天然气产能，大部分都不需要建造额外的生产线——只有斯卡伯勒开发项目需要伍德赛德冥王星液化天然气项目的扩建生产线。
Islam补充道：“对于油田服务专家来说，争夺液化天然气最高生产商桂冠的竞争可能只是草草的兴趣。如果我们把巴布亚新几内亚的陆上液化天然气项目加入到澳大利亚的项目中，那么在未来几年内，该地区将迎来一波价值400亿美元的液化天然气项目浪潮。服务人员不会错过这个世界一流的蛋糕的一部。”
曹海斌 摘译自 离岸工程
原文如下：
Australia to be World's Largest LNG Exporter
Australia is all set to become the world’s largest producer of liquefied natural gas (LNG) next year and to retain that position until 2024, when Qatar will reclaim the top spot, said a report by Rystad Energy'
“Australia has no intention of relinquishing its hard-earned LNG crown without a fight. Over the next two years, pending approvals on up to seven Australian integrated LNG projects could challenge Qatar as the country with the largest sanctioned LNG volumes from integrated projects during that period,” says Readul Islam, Research Analyst on Rystad Energy’s Upstream team.
These seven Australian LNG projects will collectively supply just over 30 million tonnes per annum (tpa) at full capacity, and will require a total expenditure of nearly US$31 billion from final investment decision to the first export of LNG.
“However, though sanctioned Australian LNG supply volumes could run neck and neck with Qatar over the next couple of years, Qatari LNG production should retake the top producer crown midway through the next decade,” Islam added.
Following the 2017 lifting of Qatar’s North Field moratorium, Qatar Petroleum has revealed a plan for four additional production facilities (so-called LNG trains) to supply 33 million tpa of LNG. When these expansion trains reach plateau rates during the mid-2020s, Qatar will regain the top LNG producer crown that it will lose next year to Australia.
With Australia recently rolling off a glut of LNG mega-project construction, much of the near-term capacity additions are backfill projects intended to maximize capacity utilization at existing hubs. Indeed, most of the imminent LNG capacity additions that are expected in Australia won’t require the construction of additional trains – only the Scarborough development will require an expansion train at Woodside’s Pluto LNG project.
“The jostling for the top LNG producer crown probably is of cursory interest to oilfield service specialists. If we add proposed onshore LNG projects in Papua New Guinea to the tally from Australia, a $40 billion wave of LNG projects will wash over the region over the next couple of years. Service players won’t want to miss a slice of this world-class pie,” Islam said.
