据今日石油网2021年12月14日报道,发展中国家继续把重点放在商业化其石油和天然气资源,以便将急需的收入用于扩大本国经济和改善本国人民的生活水平。
全球领先的数据分析公司GlobalData 12月3日表示,厄瓜多尔政府计划吸引190亿美元的国外投资进入本国的油气行业,目前厄瓜多尔油气行业正在剥离非核心资产,向可再生能源和低碳项目转型。 这家数据分析公司指出,厄瓜多尔政府可能难以为其包括勘探和开发活动的三轮招标的上游筹资计划找到投标人。
GlobalData高级上游油气分析师Effuah Alleyne表示,“厄瓜多尔政府计划引入190亿美元的投资,这是在石油和天然气公司多元化其投资组合时发生的。 上游投资占总投资的98.6亿美元,是2021年开发和生产(D&P)资本支出的5.85倍,大致相当于2010-2021年间的D&P资本支出。
Alleyne说,厄瓜多尔政府通过一个成熟的工业来寻求经济增长是有道理的——厄瓜多尔是南美洲第四大原油生产国——然而,尽管一些政府承诺使用更清洁的能源,但它们仍然依赖常规资源,包括石油、天然气和煤炭是经济增长和发电的主要驱动力。
由于国际石油公司关注核心市场并转向低碳解决方案,厄瓜多尔政府可能很难获得足够多的有竞争力的投标人参与投标,而任何投标人可能没有必要的经验来降低运营成本,同时提高生产率。 由于厄瓜多尔目前的原油日产量低于50万桶,而目标是100万桶,GlobalData表示,这肯定是一个挑战,需要有坚定的投资者。
Alleyne表示,“由于厄瓜多尔正在转向更便宜、低碳的替代能源以支持国内需求,因此原油产量的预期增长是受欢迎的,因为这将支持厄瓜多尔目前的原油出口收入,并为发展国内天然气发电提供资金。”
李峻 编译自 今日石油网
原文如下:
This South American country is looking to attract $19 billion in oil & gas investments
Developing countries are continuing to focus on commercializing their oil and gas resources so that the much-needed revenues can be used to expand their economies and improve the standard of living for their people.
GlobalData said on December 3 that the government of Ecuador plans on attracting $19 billion of investment into its oil and gas sector at a time where the industry is trending on shedding non-core assets and transitioning towards renewable and low-carbon projects. The data and analytics company noted that the government may struggle to get bidders for its upstream plans, which include three bidding rounds for exploration and exploitation activities.
“The Ecuadorean government’s plan to bring $19 billion in investment is occurring when oil and gas companies are diversifying their portfolios. Upstream investment, which accounts for $9.86 billion of the total, is 5.85 times higher than 2021’s development and production (D&P) capex and roughly equal to D&P capex spent between 2010 – 2021,” said Effuah Alleyne, Senior Upstream Oil & Gas Analyst at GlobalData.
Alleyne said it makes sense that the government seeks its economic boost through an established industry – Ecuador is the fourth largest crude oil producer in South America – however despite some governments commitment to a cleaner energy, it remains that there is a reliance on traditional sources including oil, gas and coal presenting as the main drivers for economic growth and power generation.
With international oil firms focusing on core markets and moving towards low-carbon solutions, Ecuador’s government will likely struggle to gain enough competitive bidders to participate in bid rounds, and any that do bid may not have the requisite experience to reduce operating costs while increasing productivity. With the country’s current production below 500mbd – and a goal of 1,000mbd – GlobalData said it will certainly be a challenge that requires committed investors.
“The expected boost in crude production is welcome as it will support current crude export revenues, as well as provide funds to develop domestic power generation from natural gas as the country moves to less expensive, low-carbon alternatives in support of domestic needs,” Alleyne said.
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