新增基础设施建设将使非洲扩大LNG出口

据管道新闻网3月17日消息称，全球能源转型政策正在推动增加天然气作为交易能源的使用，从而增加对液化天然气的需求。这为非洲油气生产国提供了将液化天然气货币化的巨大机会。

非洲已经做好了成为全球能源中心的准备，有许多项目正在运营，而且越来越多的项目已经在进行中。例如，根据非洲能源商会发布的一份报告，到 2025 年，撒哈拉以南非洲地区的液化天然气出口量可以提高到每年 6000 万吨 (MMtpa)，并在 2030 年之前批准额外的7400万吨/年。然而，非洲主要和新兴的天然气生产国，如莫桑比克、尼日利亚、尼日尔和坦桑尼亚，需要进行大量投资，以发展基础设施，从而提高产量和液化天然气出口。

非洲天然气生产领域的显著投资包括莫桑比克，其中已承诺投资 500 亿美元用于两个大型液化天然气项目——道达尔能源运营的莫桑比克液化天然气项目和埃克森美孚运营的鲁伍马液化天然气项目。迄今为止，莫桑比克一直是一个相对较小的天然气生产国。

然而，最近与这两个项目相关的发现使该国的天然气储量增加到100万亿立方英尺，投资正在将该国转变为全球能源出口国。

朱佳妮 摘译自 管道新闻网

原文如下：

Infrastructure Rollout Will Enable Africa to Expand LNG Exports, Meet Global Demand

Global energy transition policies are pushing for an increase in the use of gas as a transactional energy resource, thereby increasing the demand for LNG. This provides a huge opportunity for African hydrocarbon producing countries to monetize LNG.

Africa is already well positioned to become a global energy hub with a number of projects operating and an increasing number already in the pipeline. Sub-Saharan Africa, for instance, could boost its LNG exports to 60 million tons per year (MMtpa) by 2025 and approve an additional 74 MMtpa by 2030, according to a report released by the African Energy Chamber. However, leading and emerging gas producing countries in Africa such as Mozambique, Nigeria, Niger and Tanzania require massive investments to be made to develop infrastructure that enables production to increase and LNG exports to improve.

Notable investments made in gas production in Africa include Mozambique, in which $50 billion has been committed for two large-scale LNG projects — the TotalEnergies-operated Mozambique LNG project and the ExxonMobil-operated Rovuma LNG project. To date, Mozambique has been a relatively small gas producer.

However, recent discoveries associated with these two projects have increased the country’s gas reserves to 100 trillion cubic feet (Tcf) and investments are transforming the country as a global energy exporter.