???? 據(jù)油田技術(shù)2月23日消息稱，根據(jù)GlobalData的數(shù)據(jù)，美國將推動(dòng)北美油氣價(jià)值鏈中即將啟動(dòng)的項(xiàng)目，到2025年預(yù)計(jì)將啟動(dòng)的項(xiàng)目總數(shù)中，美國將占70%。
????在這些項(xiàng)目中，新建項(xiàng)目占83%，其余項(xiàng)目主要是上游部門(油田，不包括頁巖)的擴(kuò)建項(xiàng)目。
????GlobalData的報(bào)告《到2025年北美石油和天然氣項(xiàng)目展望——所有新建和擴(kuò)建項(xiàng)目的開發(fā)階段、產(chǎn)能、資本支出和承包商細(xì)節(jié)》顯示，預(yù)計(jì)2021 - 2025年，417個(gè)項(xiàng)目將在美國開始運(yùn)營。其中，47個(gè)是上游項(xiàng)目(不包括頁巖)，234個(gè)是中游項(xiàng)目，其中煉油和石化項(xiàng)目分別為18個(gè)和118個(gè)。
????GlobalData的石油和天然氣分析師Soorya Tejomoortula評論道:“美國是全球最大的石油和天然氣生產(chǎn)國、運(yùn)輸國和消費(fèi)國之一，到2025年，美國的整個(gè)價(jià)值鏈將啟動(dòng)大量項(xiàng)目。盡管COVID-19大流行推遲了一些項(xiàng)目，但預(yù)計(jì)油價(jià)反彈和美國經(jīng)濟(jì)的逐步復(fù)蘇將在美國石油和天然氣行業(yè)緩慢積聚勢頭。”
????在美國即將進(jìn)行的生產(chǎn)項(xiàng)目中(不包括頁巖)，Point Thomson Expansion是一個(gè)關(guān)鍵項(xiàng)目，總生產(chǎn)能力為20.3萬桶油當(dāng)量/天。該項(xiàng)目預(yù)計(jì)將于2025年開始運(yùn)營，旨在實(shí)現(xiàn)阿拉斯加北坡天然氣凝析油的貨幣化。
????GlobalData還指出，在2021 - 2025年期間，中游項(xiàng)目將占美國所有油氣項(xiàng)目的56%左右。Rio Grande一期項(xiàng)目是一個(gè)關(guān)鍵的中游液化天然氣液化項(xiàng)目，產(chǎn)能為1620萬噸/年，預(yù)計(jì)建設(shè)成本為110億美元。其他關(guān)鍵的中游項(xiàng)目包括Kenai II再氣化終端、Jupiter輸送管道、Smithburg II- vi天然氣處理廠、Plaquemines油庫項(xiàng)目和Magnum儲氣項(xiàng)目。
????在2021 - 2025年期間，下游和石化項(xiàng)目占美國所有即將到來的油氣項(xiàng)目的33%左右。博蒙特?zé)捰蛷S2.5億桶/日的CDU裝置擴(kuò)建是一個(gè)關(guān)鍵的下游項(xiàng)目，耗資10億美元， NW Innovation Works的St. Helens甲醇工廠是這一時(shí)期的重要石化項(xiàng)目，產(chǎn)能為360萬噸/年。
????朱佳妮 摘譯自 油田技術(shù)
????原文如下：
????Globaldata: US to dominate oil and gas project starts in North America by 2025
????The US will drive upcoming project starts across the oil and gas value chain in North America, accounting for 70% of the total projects expected to start operations by 2025, according to GlobalData.
????Of these, new build projects dominate with 83%, while the remaining are expansion projects mainly in the upstream sector (fields, excluding shale).
????GlobalData’s report, ‘North America Oil and Gas Projects Outlook to 2025 - Development Stage, Capacity, Capex and Contractor Details of All New Build and Expansion Projects’, reveals that 417 projects are expected to commence operations in the US during the period 2021 - 2025. Out of these, 47 are upstream projects (excluding shale) and 234 midstream projects with refinery and petrochemical at 18 and 118, respectively.
????Soorya Tejomoortula, Oil and Gas Analyst at GlobalData, commented: “The US, being one of the largest producers, transporters and consumers of oil and gas in the world, has a significant count of projects set to start operations across the value chain by 2025. Though the COVID-19 pandemic has delayed some projects, the rebound of oil prices and the gradual recovery of the US economy is expected to slowly gather momentum in the US oil and gas industry.”
????Among upcoming production projects in the US (excluding shale), Point Thomson Expansion is a key project, with a total production capacity of 203 000 boe/d. Expected to start operations in 2025, the project aims to monetise natural gas condensate in North Slope, Alaska.
????GlobalData also notes that midstream projects would constitute around 56% of all oil and gas projects in the US during the period 2021 - 2025. Rio Grande Phase I, a key midstream LNG liquefaction project with a capacity of 16.2 million tpy, is expected to cost US$11 billion to build. Other key midstream projects include Kenai II regasification terminal, Jupiter transmission pipeline, Smithburg II-VI gas processing plant, Plaquemines oil storage project and Magnum under gas storage project.
????Downstream and petrochemical projects together constitute around 33% of all upcoming oil and gas projects in the US during 2021 - 2025. While the 250 million bpd expansion of CDU unit at Beaumont refinery is a key downstream project with a cost of US$1 billion, St. Helens methanol plant by NW Innovation Works is a major petrochemical project during this period with a capacity of 3.6 million tpy.
