据油价网多哈报道，由于卡塔尔打算在2025年底前把本国液化天然气（LNG）年产量提高40%，这个海湾小国和全球最大的LNG出口国本周做出了最终投资决定（FID），建造一个卡塔尔说在产能方面将是全球最大LNG项目。
卡塔尔石油公司（QP）2月9日批准了这个北部油田东（NFE）项目，这个项目将把卡塔尔的LNG年产能从7700万吨提高到.1.1亿吨。这个将耗资287.5亿美元的项目预计将在2025年第四季度投产，成为全球近几年来这个行业的最大投资项目之一。
QP还宣称，作为这个项目的一部分，卡塔尔计划建立一个二氧化碳捕获和封存(CCS)系统，并表示，“这个项目的电力需求的很大一部分将由卡塔尔国家电网提供”，以及根据公司协议采购的太阳能。这家卡塔尔国有石油公司表示，这个项目还将回收电厂75%的三次用水，每年节约1070万立方米的水。
卡塔尔还计划在与伊朗共同拥有的世界最大天然气田North Field进行另一阶段的扩建。第二个扩建阶段将是北部油田南项目(NFS)，这个项目将进一步提高卡塔尔的LNG年生产能力，从1.1亿吨增加到1.26亿吨，预计将在2027年投产。
伍德麦肯兹研究部门主管Giles Farrer在评论卡塔尔的LNG扩建项目时说，“长期盈亏平衡价格略高于4美元/百万英热单位，与俄罗斯北极地区的LNG项目一样，它处于全球LNG成本曲线的底部。”
随着亚洲天气变暖，LNG价格从1月份创下的纪录高位回落，当时寒冷天气和主要出口国的供应问题导致LNG价格飙升至30美元/百万英热单位以上。
Farrer说，“卡塔尔正在争取市场份额。这个FID可能会给其他FID做出之前的LNG供应商带来压力，他们可能会发现卡塔尔已经在新市场获得了立足点。”
李峻 编译自 油价网
原文如下：
Qatar Approves World’s Largest LNG Project
Qatar Petroleum took this week the final investment decision to build what it says would be the world’s largest liquefied natural gas (LNG) project in terms of capacity, as the tiny Gulf nation and top global LNG exporter aims to raise its annual production by 40 percent by the end of 2025.
Qatar Petroleum sanctioned the North Field East Project (NFE), which is set to raise Qatar’s LNG production capacity from 77 million tons per annum (mmtpa) to 110 mmtpa. The project, expected to start production in the fourth quarter of 2025, will cost US$28.75 billion, which would make it one of the industry’s largest investments in recent years.
Qatar Petroleum also boasted plans for a CO2 capture and sequestration (CCS) system as part of the project and said that “a significant portion of the project’s electrical power needs will be provided from Qatar’s national power grid,” as well as solar power procured under corporate deals. The project will also recover 75 percent of the plant’s tertiary water, conserving 10.7 million cubic meters of water per year, the Qatari state company said.
Qatar also plans another expansion phase at the North Field, the world’s largest natural gas field which it shares with Iran. The second expansion phase will be the North Field South Project (NFS), set to further increase Qatar’s LNG production capacity from 110 mmtpa to 126 mmtpa, with an expected production start date in 2027.
“At a long-term breakeven price of just over $4 per million British thermal units, it’s right at the bottom of the global LNG cost curve, alongside Arctic Russian projects,” Wood Mackenzie research director Giles Farrer said, commenting on Qatar’s LNG expansion project.
With warmer weather in Asia, LNG prices have recently subsided from the record-highs reached in January, when cold snaps and supply issues at major exporters sent prices soaring to above $30 per million British thermal units (mmBtu).
“Qatar is pursuing market share. This FID is likely to put pressure on other pre-FID LNG suppliers, who may find Qatar has secured a foothold in new markets,” WoodMac’s Farrer said.
