据世界能源网8月22日消息称，天然气出口国家论坛（GECF）表示，随着今年尼日利亚、埃及、莫桑比克和其他地区的新建投资达到近1030亿美元，显然液化项目被视为实现非洲天然气潜力的最有利可图的战略。

非洲是全球天然气领域一个令人兴奋的前沿。非洲拥有全球已探明天然气储量的7.1%，预计到2024年将占全球产量增长的近10％。

尼日利亚目前的液化天然气产能占非洲大陆的50%以上。2019年10月，该国投资120亿美元扩建位于河流州邦尼岛的液化工厂的最终投资决定将作出。

7号生产线扩建项目将使尼日利亚液化天然气的产能增加35％，从每年2200万吨增加到3000万吨。目前的迹象表明，这是一个积极的结论。这家拥有20年历史的工厂由NNPC、壳牌、道达尔和埃尼集团组成的财团拥有和运营。

在北非，继2014年天然气行业低迷之后，埃及成功地重新成为了一个重要的投资目的地。2019年上半年，大型Zohr海上气田生产了113亿立方米，是2018年上半年产量的3.6倍。

今年6月，阿纳达科公司最终批准了莫桑比克一个价值200亿美元的天然气液化和出口终端项目。

投资者也在关注毛里塔尼亚、塞内加尔和喀麦隆等国的小型项目。运营商已经成功地部署了浮动液化天然气(FLNG)技术，以实现这些市场中较小资产的价值，这可能是2020年及以后的一个持续趋势。

埃尼和合作伙伴正在考虑为莫桑比克Coral South油田提供价值70亿美元的FLNG。

就非洲对液化天然气的需求而言，非洲大陆上工业化程度最高的经济体南非可能是一个有影响力的市场。

曹海斌 摘译自 世界能源网

African LNG to Attract $103Bln in 2019

With greenfield investments in Nigeria, Egypt, Mozambique and elsewhere reaching nearly $103 billion this year, it is clear that liquefaction is viewed as the most profitable strategy for realizing Africa’s gas potential, said Gas Exporting Countries Forum (GECF).

Africa is an exciting frontier in the global natural gas sector. The continent holds 7.1 percent of proven global gas reserves and is expected to contribute nearly 10 percent of global production growth through to 2024.

Nigeria accounts for over 50 percent of current LNG production capacity on the continent. With October 2019 seeing a final investment decision on the $12 billion expansion of the country’s liquefaction plant at Bonny Island in Rivers State.

The Train 7 expansion project would increase Nigerian LNG production capacity by 35 percent, from 22 million tons per annum to 30 million. Current indications point to a positive verdict. The twenty-year-old facility is owned and operated by a consortium which includes NNPC, Shell, Total and Eni.

In North Africa, Egypt has successfully re-established itself as an important investment destination following the downturn in the gas sector in 2014. In the first half of 2019, the behemoth Zohr offshore gas field produced 11.3 billion cubic meters - 3.6 times more than it did in 1H2018.

In June, Anadarko gave its final approval for a $20 billion gas liquefaction and export terminal in Mozambique.

Investors are also paying attention to smaller projects in countries like Mauritania, Senegal and Cameroon. Operators have been successfully able to deploy floating liquefied natural gas (FLNG) technology to realize the value of smaller assets in these markets and this could be a continuing trend in 2020 and beyond.

Eni and partners are considering a $7 billion FLNG for the Coral South field in Mozambique.

In terms of African demand for LNG, South Africa – the most industrialized economy on the continent – could be an influential market.