据油气新闻6月22日消息称,每桶70美元以上的油价给受压迫的澳大利亚油气行业注入了活力,尽管该行业正面临着环境抗议者和投资者维权人士的批评。
铁矿石亿万富翁Andrew Forrest站在澳大利亚保护运动等组织的一边,呼吁禁止石油和天然气行业的扩张,并关注可再生能源。
但负面看法的另一面是一份乐观的研究报告,称澳大利亚油气正为下一波增长做准备。
由总部位于新西兰的投资银行 Jarden 的澳大利亚分支机构发布的主要发现是,澳大利亚最大的四家油气公司正准备在未来五年内将他们在新项目上的年度支出从过去五年的每年29亿美元增加一倍,达到60亿美元。
伍德赛德石油公司、桑托斯、石油搜索公司和海滩能源公司的预算增加,与去年油价暴跌导致全行业下滑的预测以及抗议运动要求该行业缩减规模的预测相冲突。
Jarden 承认,投资者对化石燃料在能源结构中的作用越来越担忧,同时也面临成本上升和监管难度加大的压力,因此要在这一过程中找到出路是一项挑战。
但该银行得出的结论是,由于油价回升和需要替换生产的原油,四大主要产油国正在为一段时期的扩张做准备。
Jarden 表示,四大石油和天然气公司的最后一个主要扩张阶段是从 2010 年到 2015 年,主要涉及液化天然气 (LNG) 项目的建设,这些项目将澳大利亚超越卡塔尔,成为全球液化天然气排名第一的国家。
朱佳妮 摘译自 油气新闻
原文如下:
Australian Oil Industry Tipped To Double Investment To $6 Billion A Year
Oil selling for more than $70 a barrel has breathed life into the downtrodden Australian oil and gas industry even as it battles criticism from environmental protestors and investor activists.
Iron ore billionaire Andrew Forrest sided with organisations such as the Australian Conservation Movement to call for a ban on the expansion of the oil and gas industry and a focus on renewable energy sources.
But the flipside of the negative views was an upbeat research report which said Australian oil and gas was preparing for the next wave of growth.
Published by the Australian arm of Jarden, a New Zealand-based investment bank, the key finding was that the four biggest oil and gas companies in Australia are preparing to double their annual spend on new projects from the $2.9 billion annually of the last five years to $6 billion over the next five.
The expanded budgets of Woodside Petroleum, Santos, Oil Search and Beach Energy conflict with forecasts of an industry-wide decline caused by last year’s collapse in the oil price and demands from the protest movement that the industry be wound back.
Jarden acknowledged the challenge of navigating a pathway through rising investor concerns about the role of fossil fuels in the energy mix and pressure from rising costs and greater regulatory complexity.
But the bank concluded that the four leading producers were preparing for a period of expansion thanks to the oil-price recovery and the need to replace barrels produced.
Jarden said the last major expansion phase of the four leading oil and gas companies ran from 2010 to 2015 and primarily involved the construction of liquefied natural gas (LNG) projects which elevated Australia to the top of the global LNG table, slipping past Qatar.
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