据油气新闻4月12日消息称,多哈天然气出口国论坛(GECF)在一份报告中表示,受卡塔尔液化天然气开发的推动,2022年液化天然气资产的交易价值同比增长15%,达到230亿美元。
GECF在其《2023年天然气市场年度报告》中表示,卡塔尔北部油田扩建项目占液化天然气交易价值增长的43%。
根据GECF的数据,2022年上游行业的并购活动降至1540亿美元,同比下降21%,低于疫情前的水平。
在中东地区,并购活动同比增长46%,而在非洲,并购交易额同比增长了两倍多,达到创纪录的240亿美元。
北美在2022年的资产和企业收购中占了近50%,达到720亿美元,私营企业在撤资中占了很大一部分,因为它们选择在高价环境中最大化资产。
欧洲和非洲分别占并购活动的17%和16%,在这两个地区,大宗商品价格高企提高了可交易生产资源的价值,刺激了买卖活动。
此外,在对能源安全的高度关注中,对天然气和液化天然气资产的需求显著增加。
2023年,上游并购活动可能保持在2022年的水平左右或增加。
此外,对全球能源安全的担忧可能会推动对天然气和液化天然气资产的投资,更重要的是,欧洲石油巨头将增加在非洲和中东的收购,以确保生产资产的安全。
此外,净零排放目标也可能支持天然气和液化天然气资产作为最清洁的化石燃料的需求。
根据GECF的数据,石油和天然气投资同比增长7%,达到7180亿美元,部分原因是石油服务和EPC成本上升。
2023年,在上游行业和液化天然气进口终端投资增加的背景下,石油和天然气投资预计将进一步增长。
曹海斌 摘译自 钻机地带
原文如下:
Qatar’s North Field drives global LNG assets deal value in 2022: GECF
The deal value of liquefied natural gas assets in 2022 climbed 15% year-on-year (y-o-y) to reach $23bn, driven by Qatar’s LNG development, Doha-based Gas Exporting Countries Forum has said in a report.
Qatar’s North Field expansion project accounted for 43% of the growth in LNG deal value, GECF said in its ‘Annual Gas Market Report 2023’.
According to GECF, merger and acquisition (M&A) activity in the upstream sector declined to $154bn in 2022, 21% lower y-o-y, and below pre-pandemic levels.
In the Middle East, M&A activity increased by 46% y-o-y, while in Africa the deal value more than tripled compared to the previous year to reach a record $24bn.
North America accounted for almost 50% of asset and corporate acquisitions in 2022 amounting to $72bn, with private companies responsible for a large share of divestment as they opted to maximise their assets amidst the high price environment.
Europe and Africa accounted for 17% and 16% of M&A activity respectively, where high commodity prices increased the value of traded producing resources and spurred buying and selling activity.
In addition, a significant increase in demand for gas and LNG assets was observed in the midst of heightened concerns about energy security.
In 2023, upstream M&A activity is likely to be remain around 2022 levels or increase.
Furthermore, global energy security concerns are likely to drive investment for gas and LNG assets, and more so, increase acquisitions by European majors in Africa and the Middle East to secure production assets.
Additionally, net-zero emission targets may also support demand for gas and LNG assets as the cleanest burning fossil fuel.
According to GECF, oil and gas investment has increased by 7% y-o-y to reach $718bn, partly due to higher petroleum services and EPC costs.
In 2023, oil and gas investment is expected to rise further, on the back of greater investment in the upstream industry and LNG import terminals.
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