据油田技术2月23日消息称，根据GlobalData的数据，美国将推动北美油气价值链中即将启动的项目，到2025年预计将启动的项目总数中，美国将占70%。
在这些项目中，新建项目占83%，其余项目主要是上游部门(油田，不包括页岩)的扩建项目。
GlobalData的报告《到2025年北美石油和天然气项目展望——所有新建和扩建项目的开发阶段、产能、资本支出和承包商细节》显示，预计2021 - 2025年，417个项目将在美国开始运营。其中，47个是上游项目(不包括页岩)，234个是中游项目，其中炼油和石化项目分别为18个和118个。
GlobalData的石油和天然气分析师Soorya Tejomoortula评论道:“美国是全球最大的石油和天然气生产国、运输国和消费国之一，到2025年，美国的整个价值链将启动大量项目。尽管COVID-19大流行推迟了一些项目，但预计油价反弹和美国经济的逐步复苏将在美国石油和天然气行业缓慢积聚势头。”
在美国即将进行的生产项目中(不包括页岩)，Point Thomson Expansion是一个关键项目，总生产能力为20.3万桶油当量/天。该项目预计将于2025年开始运营，旨在实现阿拉斯加北坡天然气凝析油的货币化。
GlobalData还指出，在2021 - 2025年期间，中游项目将占美国所有油气项目的56%左右。Rio Grande一期项目是一个关键的中游液化天然气液化项目，产能为1620万吨/年，预计建设成本为110亿美元。其他关键的中游项目包括Kenai II再气化终端、Jupiter输送管道、Smithburg II- vi天然气处理厂、Plaquemines油库项目和Magnum储气项目。
在2021 - 2025年期间，下游和石化项目占美国所有即将到来的油气项目的33%左右。博蒙特炼油厂2.5亿桶/日的CDU装置扩建是一个关键的下游项目，耗资10亿美元， NW Innovation Works的St. Helens甲醇工厂是这一时期的重要石化项目，产能为360万吨/年。
朱佳妮 摘译自 油田技术
原文如下：
Globaldata: US to dominate oil and gas project starts in North America by 2025
The US will drive upcoming project starts across the oil and gas value chain in North America, accounting for 70% of the total projects expected to start operations by 2025, according to GlobalData.
Of these, new build projects dominate with 83%, while the remaining are expansion projects mainly in the upstream sector (fields, excluding shale).
GlobalData’s report, ‘North America Oil and Gas Projects Outlook to 2025 - Development Stage, Capacity, Capex and Contractor Details of All New Build and Expansion Projects’, reveals that 417 projects are expected to commence operations in the US during the period 2021 - 2025. Out of these, 47 are upstream projects (excluding shale) and 234 midstream projects with refinery and petrochemical at 18 and 118, respectively.
Soorya Tejomoortula, Oil and Gas Analyst at GlobalData, commented: “The US, being one of the largest producers, transporters and consumers of oil and gas in the world, has a significant count of projects set to start operations across the value chain by 2025. Though the COVID-19 pandemic has delayed some projects, the rebound of oil prices and the gradual recovery of the US economy is expected to slowly gather momentum in the US oil and gas industry.”
Among upcoming production projects in the US (excluding shale), Point Thomson Expansion is a key project, with a total production capacity of 203 000 boe/d. Expected to start operations in 2025, the project aims to monetise natural gas condensate in North Slope, Alaska.
GlobalData also notes that midstream projects would constitute around 56% of all oil and gas projects in the US during the period 2021 - 2025. Rio Grande Phase I, a key midstream LNG liquefaction project with a capacity of 16.2 million tpy, is expected to cost US$11 billion to build. Other key midstream projects include Kenai II regasification terminal, Jupiter transmission pipeline, Smithburg II-VI gas processing plant, Plaquemines oil storage project and Magnum under gas storage project.
Downstream and petrochemical projects together constitute around 33% of all upcoming oil and gas projects in the US during 2021 - 2025. While the 250 million bpd expansion of CDU unit at Beaumont refinery is a key downstream project with a cost of US$1 billion, St. Helens methanol plant by NW Innovation Works is a major petrochemical project during this period with a capacity of 3.6 million tpy.
