据油价网6月8日报道，阿根廷国有油气运营商YPF的一位高管表示，该公司将把重点放在将瓦卡穆尔塔（Vaca Muerta）页岩地层的油气出口提高到最高水平上。
研究机构ICIS援引YPF战略和投资主管Ariel Andreucci在一次行业活动上的话表示，“考虑到阿根廷的年消费量预计为1.5万亿立方英尺，我们将拥有200年的储备。这将使我们在未来几十年内每年向海外市场销售约30万亿立方英尺的天然气。这对YPF来说是一个很好的机会，对阿根廷经济也是如此”。
Andreucci还承认石化行业存在机遇，并指出对石化产品的需求可能会持续到2050年以后。
然而，出口不会很快全面启动。Andreucci承认，由于财务原因，开发瓦卡穆尔塔储量对YPF来说是一项挑战，并指出这意味着该公司必须使用自己的现金流来资助开发。
他称，“货币化总是大规模进行的。首先，你要找到资源并将其用于出口。在YPF，我们在获得项目信贷方面也存在一些额外的问题，所以我们必须使用自己的现金流来为新项目融资”。
据估计，瓦卡穆尔塔地层拥有世界第二大页岩油气储量，估计蕴藏160亿桶石油和308万亿立方英尺天然气。
本月早些时候，咨询机构雷斯塔能源估计，未来几年，该地区的石油日产量可能达到100万桶。截至今年2月，瓦卡穆尔塔的原油日产量约为29.1万桶。
YPF今年早些时候特别表示，计划在未来五年内将瓦卡穆尔塔地层的产量增加一倍，并将天然气产量增加30%。截至2022年底，YPF的原油日产量刚刚超过23万桶。
郝芬 译自 油价网
原文如下：
Argentina’s Oil And Gas Giant To Focus On Vaca Muerta Exports
Argentina’s state oil and gas operator YPF will focus its efforts on bringing crude oil and natural gas exports from the Vaca Muerta shale formation to as high a level as they can reach, according to a senior company executive.
“Considering Argentina’s consumption is expected at 1.5 tcf/year, we would have reserves for 200 years,” said Ariel Andreucci, YPF head of strategy and investments at an industry event, as quoted by ICIS.
“This would allow us to sell to overseas markets around 3 tcf/year in decades to come. It is a great opportunity for YPF but also for Argentina’s economy.”
Andreucci also acknowledged an opportunity in petrochemicals, noting that demand for petrochemicals is likely to stick around beyond 2050.
Exports, however, are not going to start at a full scale any time soon. Developing the Vaca Muerta reserves is challenging for YPF for financial reasons, Andreucci admitted, noting this would mean the company had to use its own cash flow to finance development.
“Monetisation is always done at scale. First, you find the resources and make them available for export. At YPF, we also have some added problems to get credit for projects, so we must use our own cashflow to finance new projects,” he said.
The Vaca Muerta formation is estimated to hold the world’s second-largest shale oil and gas reserves, containing an estimated 16 billion barrels of oil and 308 trillion cubic feet of natural gas.
Earlier this month, Norway’s Rystad Energy estimated that oil production from the play could hit 1 million barrels daily in the coming years. For context, as of February this year, the Vaca Muerta was producing some 291,000 barrels of crude daily.
YPF specifically said earlier this year it planned to double its output from the Vaca Muerta formation over the next five years and increase natural gas production by 30%. As of the end of 2022, YPF was producing just over 230,000 bpd of crude oil.
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