據(jù)今日石油網(wǎng)2021年12月14日?qǐng)?bào)道，發(fā)展中國家繼續(xù)把重點(diǎn)放在商業(yè)化其石油和天然氣資源，以便將急需的收入用于擴(kuò)大本國經(jīng)濟(jì)和改善本國人民的生活水平。 

全球領(lǐng)先的數(shù)據(jù)分析公司GlobalData 12月3日表示，厄瓜多爾政府計(jì)劃吸引190億美元的國外投資進(jìn)入本國的油氣行業(yè)，目前厄瓜多爾油氣行業(yè)正在剝離非核心資產(chǎn)，向可再生能源和低碳項(xiàng)目轉(zhuǎn)型。 這家數(shù)據(jù)分析公司指出，厄瓜多爾政府可能難以為其包括勘探和開發(fā)活動(dòng)的三輪招標(biāo)的上游籌資計(jì)劃找到投標(biāo)人。

GlobalData高級(jí)上游油氣分析師Effuah Alleyne表示，“厄瓜多爾政府計(jì)劃引入190億美元的投資，這是在石油和天然氣公司多元化其投資組合時(shí)發(fā)生的。 上游投資占總投資的98.6億美元，是2021年開發(fā)和生產(chǎn)(D&P)資本支出的5.85倍，大致相當(dāng)于2010-2021年間的D&P資本支出。

Alleyne說，厄瓜多爾政府通過一個(gè)成熟的工業(yè)來尋求經(jīng)濟(jì)增長是有道理的——厄瓜多爾是南美洲第四大原油生產(chǎn)國——然而，盡管一些政府承諾使用更清潔的能源，但它們?nèi)匀灰蕾嚦Ｒ?guī)資源，包括石油、天然氣和煤炭是經(jīng)濟(jì)增長和發(fā)電的主要驅(qū)動(dòng)力。

由于國際石油公司關(guān)注核心市場(chǎng)并轉(zhuǎn)向低碳解決方案，厄瓜多爾政府可能很難獲得足夠多的有競(jìng)爭(zhēng)力的投標(biāo)人參與投標(biāo)，而任何投標(biāo)人可能沒有必要的經(jīng)驗(yàn)來降低運(yùn)營成本，同時(shí)提高生產(chǎn)率。 由于厄瓜多爾目前的原油日產(chǎn)量低于50萬桶，而目標(biāo)是100萬桶，GlobalData表示，這肯定是一個(gè)挑戰(zhàn)，需要有堅(jiān)定的投資者。 

Alleyne表示，“由于厄瓜多爾正在轉(zhuǎn)向更便宜、低碳的替代能源以支持國內(nèi)需求，因此原油產(chǎn)量的預(yù)期增長是受歡迎的，因?yàn)檫@將支持厄瓜多爾目前的原油出口收入，并為發(fā)展國內(nèi)天然氣發(fā)電提供資金。” 

李峻 編譯自 今日石油網(wǎng)

原文如下：

This South American country is looking to attract $19 billion in oil & gas investments

Developing countries are continuing to focus on commercializing their oil and gas resources so that the much-needed revenues can be used to expand their economies and improve the standard of living for their people.

GlobalData said on December 3 that the government of Ecuador plans on attracting $19 billion of investment into its oil and gas sector at a time where the industry is trending on shedding non-core assets and transitioning towards renewable and low-carbon projects. The data and analytics company noted that the government may struggle to get bidders for its upstream plans, which include three bidding rounds for exploration and exploitation activities.

“The Ecuadorean government’s plan to bring $19 billion in investment is occurring when oil and gas companies are diversifying their portfolios. Upstream investment, which accounts for $9.86 billion of the total, is 5.85 times higher than 2021’s development and production (D&P) capex and roughly equal to D&P capex spent between 2010 – 2021,” said Effuah Alleyne, Senior Upstream Oil & Gas Analyst at GlobalData.

Alleyne said it makes sense that the government seeks its economic boost through an established industry – Ecuador is the fourth largest crude oil producer in South America – however despite some governments commitment to a cleaner energy, it remains that there is a reliance on traditional sources including oil, gas and coal presenting as the main drivers for economic growth and power generation.

With international oil firms focusing on core markets and moving towards low-carbon solutions, Ecuador’s government will likely struggle to gain enough competitive bidders to participate in bid rounds, and any that do bid may not have the requisite experience to reduce operating costs while increasing productivity. With the country’s current production below 500mbd – and a goal of 1,000mbd – GlobalData said it will certainly be a challenge that requires committed investors.

“The expected boost in crude production is welcome as it will support current crude export revenues, as well as provide funds to develop domestic power generation from natural gas as the country moves to less expensive, low-carbon alternatives in support of domestic needs,” Alleyne said.

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