據(jù)油氣新聞4月12日消息稱，多哈天然氣出口國論壇（GECF）在一份報告中表示，受卡塔爾液化天然氣開發(fā)的推動，2022年液化天然氣資產(chǎn)的交易價值同比增長15%，達到230億美元。

GECF在其《2023年天然氣市場年度報告》中表示，卡塔爾北部油田擴建項目占液化天然氣交易價值增長的43%。

根據(jù)GECF的數(shù)據(jù)，2022年上游行業(yè)的并購活動降至1540億美元，同比下降21%，低于疫情前的水平。

在中東地區(qū)，并購活動同比增長46%，而在非洲，并購交易額同比增長了兩倍多，達到創(chuàng)紀錄的240億美元。

北美在2022年的資產(chǎn)和企業(yè)收購中占了近50%，達到720億美元，私營企業(yè)在撤資中占了很大一部分，因為它們選擇在高價環(huán)境中最大化資產(chǎn)。

歐洲和非洲分別占并購活動的17%和16%，在這兩個地區(qū)，大宗商品價格高企提高了可交易生產(chǎn)資源的價值，刺激了買賣活動。

此外，在對能源安全的高度關注中，對天然氣和液化天然氣資產(chǎn)的需求顯著增加。

2023年，上游并購活動可能保持在2022年的水平左右或增加。

此外，對全球能源安全的擔憂可能會推動對天然氣和液化天然氣資產(chǎn)的投資，更重要的是，歐洲石油巨頭將增加在非洲和中東的收購，以確保生產(chǎn)資產(chǎn)的安全。

此外，凈零排放目標也可能支持天然氣和液化天然氣資產(chǎn)作為最清潔的化石燃料的需求。

根據(jù)GECF的數(shù)據(jù)，石油和天然氣投資同比增長7%，達到7180億美元，部分原因是石油服務和EPC成本上升。

2023年，在上游行業(yè)和液化天然氣進口終端投資增加的背景下，石油和天然氣投資預計將進一步增長。

曹海斌 摘譯自 鉆機地帶

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.