据油价网8月8日消息称，数据和分析公司GlobalData周五表示，随着国际石油巨头正在转移投资重点，撒哈拉以南非洲地区，特别是其最大产油国尼日利亚和安哥拉，将难以在2025年之前提高石油产量。
GlobalData在其报告中称，由于缺乏足够的投资和很少的新项目，到2025年，撒哈拉以南非洲地区在遭受2020年疫情影响后增加原油产量的雄心壮志可能会夭折。
随着国际石油巨头重新评估他们的投资重点，以及在持续的资本支出约束下，项目争夺更少的资本，尼日利亚和安哥拉——欧佩克的非洲主要产油国——几乎没有新项目获得批准。
根据GlobalData，从今年开始，这两个国家的原油和凝析油产量将会下降。与此同时，他们还有相对较少的2025年投产的石油项目。
GlobalData石油和天然气分析师Conor Ward表示，撒哈拉以南非洲地区潜力巨大，在石油和天然气产量方面可以轻松超过欧洲。
Ward表示：“然而，企业在投资方面比以往任何时候都更加谨慎。在过去十年中，一些重大的发现都出现了严重的延期，没有最终投资决定(FID)，比如壳牌的Bonga Southwest/Aparo，它是在20多年前发现的。”
Ward表示：“撒哈拉以南非洲地区的投资正从该地区较发达的国家转移，最显着的是尼日利亚，更多地转向毛里塔尼亚、塞内加尔、莫桑比克和乌干达等边境国家，因为东道国提供的财政条款是更具吸引力，并拥有庞大的未开发资源基础。”
这位分析师指出，尼日利亚如果想吸引投资，就必须解决企业面临的地面风险。
尼日利亚作为非洲最大的石油生产国和出口国，上个月通过了一项新的石油工业法案，结束了长达20年的争论和拖延。国际石油巨头并没有涌向尼日利亚的石油资产，因为随着石油巨头开始将更多资金转向低碳能源，化石燃料对石油巨头的资本计划的竞争更加激烈。
朱佳妮 摘译自 油价网
原文如下：
African Oil Producers Struggle To Raise Oil Production As Investment Lags
Sub-Saharan Africa, especially its largest oil producers Nigeria and Angola, will struggle to raise oil output through the middle of this decade, as international majors are shifting their investment priorities, data and analytics company GlobalData said on Friday.
Lack of sufficient investments and few new projects could derail Sub-Saharan Africa's ambition to increase its crude oil production through 2025 after a difficult pandemic-hit 2020, GlobalData said in its report.
As international oil majors are reassessing their investment priorities and projects compete for less capital amid an ongoing capex discipline, Nigeria and Angola—the leading African producers in OPEC—are seeing few new projects being approved.
According to GlobalData, the two countries will see falling crude oil and condensate production from this year onwards. At the same time, they also have a relatively small number of oil projects that would come on stream within 2025.
Sub-Saharan Africa has a lot of potential and could easily top Europe in terms of oil and gas output, Conor Ward, Oil and Gas Analyst at GlobalData, said, commenting on the findings.
"However, companies have been more cautious than ever over their investments. Some of the huge discoveries made over the past decade have seen significant delays with no final investment decision (FID) in sight: as is the case with Shell's Bonga Southwest/Aparo, which was discovered over 20 years ago," Ward said.
"Sub-Saharan Africa is seeing a shift of investment away from the more developed countries in the region, most notably Nigeria, and more towards frontier countries such as Mauritania, Senegal, Mozambique, and Uganda as the fiscal terms offered by the host countries are far more appealing and have a large untapped resource base," Ward added.
Nigeria has to address the above-ground risks for companies if it wants to attract investment, the analyst noted.
Nigeria approved last month a new petroleum industry bill in Africa's top oil producer and exporter, putting an end to 20 years of debates and delays. International oil majors have not been flocking to Nigerian oil assets now that fossil fuels are even more fiercely competing for Big Oil's capital plans as majors start shifting more funding to low-carbon energy sources.
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