据天然气资讯3月6日消息称，GlobalData表示，预计到2025年，欧洲大型石油公司的液化天然气产能增长将强于美国同行，尤其是在前苏联、北美和非洲这三个关键地区。
最近，卡塔尔石油公司就其Ras Laffan North油田的扩张做出最终投资决定(FID)，加剧了争夺液化天然气市场未来增长的竞争。
GlobalData的油气分析师Joseph Wisdom评论道:“到2025年，Ras Laffan的产能将达到3200万吨/年，预计仅这一产能就将占到当时全球活跃产能的6%。来自大西洋两岸的大公司都在竞相争夺FID，这些项目将在2010年下半年启动，但在较短期内，欧洲大公司获得了最大的产能增长。”
然而，由于许多国家都在寻求减少碳排放，对天然气的需求可能会比预期的增长更快。作天然气作为一种过渡性能源，支持可再生能源的发展，以及与能源间歇性有关的问题。此外，欧洲石油巨头已成功地实现了绿色液化天然气交付，壳牌和道达尔也交付了第一批碳中和液化天然气货物。GlobalData报道，这一新生趋势可能会在那些希望吸引欧洲等排放目标更严格国家的销售商中变得更受欢迎。
Wisdom继续说："壳牌目前拥有欧洲和美国大型液化天然气公司中最大的液化天然气投资组合，并将继续强劲增长。通过利用第三方供应，该公司甚至可以在液化天然气总供应方面与卡塔尔石油公司竞争。尽管该公司有意出售其在阿巴迪液化天然气项目中的股份，但预计该公司仍将保持其在各大石油公司中的头名地位。
"尽管壳牌和道达尔的液化天然气投资组合预计将有重大发展，但埃克森和雪佛龙缺乏中短期前景。在本十年后半段，埃克森美孚有一些著名的项目如Rovuma和Far East，如果它们能够获得FID，就可以看到它们在液化天然气生产方面达到与道达尔和壳牌竞争的水平。”
曹海斌 摘译自 天然气资讯
原文如下：
Globaldata: European majors have strongest LNG growth capacity
European majors are anticipated to undergo stronger LNG capacity growth to 2025 than their US peers, particularly across three key regions: Former Soviet Union, North America and Africa, says GlobalData.
Competition to capture future growth in the LNG market has recently been exacerbated by Qatar Petroleum’s Final Investment Decision (FID) on its Ras Laffan North Field Expansion.
Joseph Wisdom, Oil and Gas Analyst at GlobalData, comments: “Ras Laffan will boast a production capacity of 32 million tpy by 2025, which alone is forecast to account for 6% of the active global capacity that year. Majors from both sides of the pond have competing projects vying for FID that are set to start-up in the latter half of the decade, but in the shorter-term, the European majors have secured the greatest capacity growth.”
Demand for gas could increase faster than anticipated, however, with many countries looking to reduce carbon emissions. As a transitional energy source, gas supports the expansion of renewables and issues related to energy intermittency. Furthermore, the Euro majors have successfully achieved green-LNG deliveries, which has seen the first carbon-neutral LNG cargoes by Shell and Total. This nascent trend is likely to become more popular among sellers looking to appeal to nations with stricter emissions targets, such as Europe, according to GlobalData.
Wisdom continues: “Shell currently boasts the largest LNG portfolio of both European and US majors and continues to undergo strong growth. Through leveraging third party supply the company can even be competitive with Qatar Petroleum in terms of total LNG supply. Despite its intention to sell its stake in the Abadi LNG project, the company is forecast to retain its top spot among the majors.
“While Shell and Total are expected to see substantial developments to their LNG portfolios, Exxon and Chevron lack the short to medium-term prospects. In the latter half of the decade, Exxon have some notable projects such as Rovuma and Far East, which if they manage to take FID, could see them reach levels competitive with Total and Shell in terms of LNG production.”
