据油价网6月15日消息，六家西方大型能源公司正在竞标卡塔尔北方气田(North Field)扩建项目的股份，该项目旨在提高该国的液化天然气出口能力。
这六家公司中有四家已经是卡塔尔开发其大量天然气储备的合作伙伴:埃克森美孚、壳牌、道达尔和康菲石油。路透社援引未透露姓名的业内消息人士称，意大利埃尼集团和雪佛龙也加入了竞购。
据其中一位消息人士透露，国有石油和天然气公司卡塔尔石油公司在专业知识方面不需要合作伙伴。它需要的是购买液化天然气的长期承诺。
"我认为卡塔尔石油公司不需要国际石油公司在项目上游或中游建设方面的专业知识，但他们会很高兴看到有人从他们手中购买液化天然气。"该消息人士对路透表示。
卡塔尔石油公司今年2月批准了北方气田东部项目。扩建计划将使卡塔尔的液化天然气年产量从7700万吨提高到1.1亿吨。该项目预计将于2025年第四季度投产，耗资287.5亿美元，将成为近年来该行业最大的投资之一。这也将巩固卡塔尔作为全球第一大液化天然气出口国的地位，而由于天然气市场的供需动态，其它地方的液化天然气项目正被推迟或搁置。
卡塔尔还计划在北方气田进行另一个扩建阶段。北方气田是世界上最大的天然气田。第二个扩建阶段将是北方气田南部项目，将进一步提高卡塔尔的液化天然气产能，从1.1亿吨/年增加到1.26亿吨/年，预计投产日期为2027年。
伍德麦肯锡研究主管贾尔斯•法瑞尔今年2月在评论卡塔尔液化天然气扩建项目时表示:“长期盈亏平衡价格为每百万英热单位略高于4美元，与俄罗斯北极地区的项目一样，处于全球液化天然气成本曲线的底部。”
裘寅 编译自 油价网
原文如下：
Oil Majors Race To Get A Piece Of The Qatari LNG Market
Six large Western energy companies are bidding for a stake in Qatar’s North Field expansion project aimed at boosting the country’s LNG export capacity.
Four of the six are already partners of Qatar in the development of its massive natural gas reserves: Exxon, Shell, TotalEnergies—formerly just Total—and ConocoPhillips. Now, Italy’s Eni and Chevron have also joined the bidding, Reuters reported, citing unnamed industry sources.
According to one of the sources, Qatar Petroleum, the state-owned oil and gas company, does not need partners in terms of expertise. What it needs are long-term commitments of LNG purchases.
“I don’t think QP need the IOCs expertise in the upstream or midstream construction of the project but they will be glad to see someone take some LNG volumes off their hands,” the source, who is with one of the bidders, told Reuters.
Qatar Petroleum sanctioned the North Field East Project this February. The expansion is set to raise Qatar’s LNG production capacity from 77 million tons per annum 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. It would also cement Qatar’s place as the world’s number-one LNG exporter while LNG projects elsewhere are being delayed or shelved because of the supply and demand dynamics of the natural gas market.
Qatar also plans another expansion phase at the North Field, the world’s largest natural gas field. The second expansion phase will be the North Field South Project, 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 in February, commenting on Qatar’s LNG expansion project.
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