据天然气资讯8月8日宣布，据Wood Mackenzie称，巴西的天然气市场改革已向前迈出了一大步，相关计划已就位，将为整个天然气价值链打开机遇之门，并促进对该国盐下开采的投资。

上个月，国家能源政策委员会(CNPE)公布了向第三方投资开放天然气市场的路线图，希望通过增加天然气价值链上的竞争来降低天然气价格。

该计划包括允许第三方参与运输，并允许生产商向巴西国家石油公司以外的公司销售天然气。

拉美天然气和液化天然气首席分析师Mauro Chavez表示:“迄今为止，阻碍巴西大型勘探开发投资的最大障碍之一，是该国天然气管理选择有限。

“现在运输向第三方开放，存在新的盈利选择，例如向当地分销公司(最不发达国家)、运输网络中的发电厂和工业用户销售。”

他补充说:“一旦获得天然气运输能力，需求再收缩将有助于推动巴西天然气市场的开放。在未来五年内，所有最不发达国家和超过9吉瓦的火力发电厂将需要签署新的天然气供应协议。“

巴西国家石油公司同意在每个出入境区宣布其最大的注资和退役计划，允许第三方获得剩余的运输产能。但是，它将继续控制现有的收集和处理基础设施。

Chavez先生表示：“最终，巴西国家石油公司的角色将从负责天然气供应安全，转变为将自己天然气投资组合和资本支出的价值最大化。”

“巴西国家石油公司致力于从最不发达国家和管道运输部门剥离资产，包括出售其在TBG的主要股权，因此存在并购机会。”

他补充说:“这些新政策将为天然气商业化创造新的竞争环境。”

曹海斌 摘译自 天然气资讯

原文如下：

Brazil gas market reform unlocks investment across value chain

According to Wood Mackenzie, Brazil’s natural gas market reforms have taken a major step forward, with plans in place which are set to open up opportunities across the gas value chain, and boost investment in the country’s pre-salt.

Last month, the National Council for Energy Policy (CNPE) unveiled its roadmap for opening the gas market to third-party investment, which, it hopes, will drive gas prices down by increasing competition along the gas value chain.

The plan includes granting third parties access to transportation and allowing producers to sell gas output to companies other than Petrobras.

Mauro Chavez, Principal Analyst, Latin America gas and LNG, said: “One of the biggest barriers to major E&P investments in Brazil to date has been limited gas management options within the country.

“Now that transportation is open to third parties, new monetisation options exist, such as selling to local distribution companies (LDCs), power plants in the transport grid and industrial users.”

He added, “Once access to gas transport capacity is granted, demand recontracting will help drive opening the Brazilian gas market. In the next five years, all LDCs and more than 9 GW of thermal power plants will need to sign new gas supply agreements.”

Petrobras agreed to declare its maximum injections and retirements in each entry-exit zone, allowing third parties access to remaining transport capacity. However, it will continue to control existing gathering and processing infrastructure.

Mr Chavez said, “Ultimately, Petrobras’ role will change from being responsible for gas supply security, to maximising the value of its own gas portfolio and capital expenses.

“There are M&A opportunities as Petrobras is committed to divest from LDCs and pipeline transport, which includes selling its major stake in TBG.”

He added, “These new policies will set a new competitive environment for gas commercialisation.”