???? 據(jù)油價(jià)網(wǎng)多哈報(bào)道，由于卡塔爾打算在2025年底前把本國(guó)液化天然氣（LNG）年產(chǎn)量提高40%，這個(gè)海灣小國(guó)和全球最大的LNG出口國(guó)本周做出了最終投資決定（FID），建造一個(gè)卡塔爾說(shuō)在產(chǎn)能方面將是全球最大LNG項(xiàng)目。
????卡塔爾石油公司（QP）2月9日批準(zhǔn)了這個(gè)北部油田東（NFE）項(xiàng)目，這個(gè)項(xiàng)目將把卡塔爾的LNG年產(chǎn)能從7700萬(wàn)噸提高到.1.1億噸。這個(gè)將耗資287.5億美元的項(xiàng)目預(yù)計(jì)將在2025年第四季度投產(chǎn)，成為全球近幾年來(lái)這個(gè)行業(yè)的最大投資項(xiàng)目之一。
????QP還宣稱(chēng)，作為這個(gè)項(xiàng)目的一部分，卡塔爾計(jì)劃建立一個(gè)二氧化碳捕獲和封存(CCS)系統(tǒng)，并表示，“這個(gè)項(xiàng)目的電力需求的很大一部分將由卡塔爾國(guó)家電網(wǎng)提供”，以及根據(jù)公司協(xié)議采購(gòu)的太陽(yáng)能。這家卡塔爾國(guó)有石油公司表示，這個(gè)項(xiàng)目還將回收電廠(chǎng)75%的三次用水，每年節(jié)約1070萬(wàn)立方米的水。
????卡塔爾還計(jì)劃在與伊朗共同擁有的世界最大天然氣田North Field進(jìn)行另一階段的擴(kuò)建。第二個(gè)擴(kuò)建階段將是北部油田南項(xiàng)目(NFS)，這個(gè)項(xiàng)目將進(jìn)一步提高卡塔爾的LNG年生產(chǎn)能力，從1.1億噸增加到1.26億噸，預(yù)計(jì)將在2027年投產(chǎn)。
????伍德麥肯茲研究部門(mén)主管Giles Farrer在評(píng)論卡塔爾的LNG擴(kuò)建項(xiàng)目時(shí)說(shuō)，“長(zhǎng)期盈虧平衡價(jià)格略高于4美元/百萬(wàn)英熱單位，與俄羅斯北極地區(qū)的LNG項(xiàng)目一樣，它處于全球LNG成本曲線(xiàn)的底部。”
????隨著亞洲天氣變暖，LNG價(jià)格從1月份創(chuàng)下的紀(jì)錄高位回落，當(dāng)時(shí)寒冷天氣和主要出口國(guó)的供應(yīng)問(wèn)題導(dǎo)致LNG價(jià)格飆升至30美元/百萬(wàn)英熱單位以上。
????Farrer說(shuō)，“卡塔爾正在爭(zhēng)取市場(chǎng)份額。這個(gè)FID可能會(huì)給其他FID做出之前的LNG供應(yīng)商帶來(lái)壓力，他們可能會(huì)發(fā)現(xiàn)卡塔爾已經(jīng)在新市場(chǎng)獲得了立足點(diǎn)。”
????李峻 編譯自 油價(jià)網(wǎng)
????原文如下：
????Qatar Approves World’s Largest LNG Project
????Qatar Petroleum took this week the final investment decision to build what it says would be the world’s largest liquefied natural gas (LNG) project in terms of capacity, as the tiny Gulf nation and top global LNG exporter aims to raise its annual production by 40 percent by the end of 2025.
????Qatar Petroleum sanctioned the North Field East Project (NFE), which is set to raise Qatar’s LNG production capacity from 77 million tons per annum (mmtpa) to 110 mmtpa. The project, expected to start production in the fourth quarter of 2025, will cost US$28.75 billion, which would make it one of the industry’s largest investments in recent years.
????Qatar Petroleum also boasted plans for a CO2 capture and sequestration (CCS) system as part of the project and said that “a significant portion of the project’s electrical power needs will be provided from Qatar’s national power grid,” as well as solar power procured under corporate deals. The project will also recover 75 percent of the plant’s tertiary water, conserving 10.7 million cubic meters of water per year, the Qatari state company said.
????Qatar also plans another expansion phase at the North Field, the world’s largest natural gas field which it shares with Iran. The second expansion phase will be the North Field South Project (NFS), set to further increase Qatar’s LNG production capacity from 110 mmtpa to 126 mmtpa, with an expected production start date in 2027.
????“At a long-term breakeven price of just over $4 per million British thermal units, it’s right at the bottom of the global LNG cost curve, alongside Arctic Russian projects,” Wood Mackenzie research director Giles Farrer said, commenting on Qatar’s LNG expansion project.
????With warmer weather in Asia, LNG prices have recently subsided from the record-highs reached in January, when cold snaps and supply issues at major exporters sent prices soaring to above $30 per million British thermal units (mmBtu).
????“Qatar is pursuing market share. This FID is likely to put pressure on other pre-FID LNG suppliers, who may find Qatar has secured a foothold in new markets,” WoodMac’s Farrer said.
