據(jù)油價(jià)網(wǎng)6月8日?qǐng)?bào)道，阿根廷國(guó)有油氣運(yùn)營(yíng)商YPF的一位高管表示，該公司將把重點(diǎn)放在將瓦卡穆?tīng)査╒aca Muerta）頁(yè)巖地層的油氣出口提高到最高水平上。
研究機(jī)構(gòu)ICIS援引YPF戰(zhàn)略和投資主管Ariel Andreucci在一次行業(yè)活動(dòng)上的話表示，“考慮到阿根廷的年消費(fèi)量預(yù)計(jì)為1.5萬(wàn)億立方英尺，我們將擁有200年的儲(chǔ)備。這將使我們?cè)谖磥?lái)幾十年內(nèi)每年向海外市場(chǎng)銷(xiāo)售約30萬(wàn)億立方英尺的天然氣。這對(duì)YPF來(lái)說(shuō)是一個(gè)很好的機(jī)會(huì)，對(duì)阿根廷經(jīng)濟(jì)也是如此”。
Andreucci還承認(rèn)石化行業(yè)存在機(jī)遇，并指出對(duì)石化產(chǎn)品的需求可能會(huì)持續(xù)到2050年以后。
然而，出口不會(huì)很快全面啟動(dòng)。Andreucci承認(rèn)，由于財(cái)務(wù)原因，開(kāi)發(fā)瓦卡穆?tīng)査?chǔ)量對(duì)YPF來(lái)說(shuō)是一項(xiàng)挑戰(zhàn)，并指出這意味著該公司必須使用自己的現(xiàn)金流來(lái)資助開(kāi)發(fā)。
他稱(chēng)，“貨幣化總是大規(guī)模進(jìn)行的。首先，你要找到資源并將其用于出口。在YPF，我們?cè)讷@得項(xiàng)目信貸方面也存在一些額外的問(wèn)題，所以我們必須使用自己的現(xiàn)金流來(lái)為新項(xiàng)目融資”。
據(jù)估計(jì)，瓦卡穆?tīng)査貙訐碛惺澜绲诙箜?yè)巖油氣儲(chǔ)量，估計(jì)蘊(yùn)藏160億桶石油和308萬(wàn)億立方英尺天然氣。
本月早些時(shí)候，咨詢(xún)機(jī)構(gòu)雷斯塔能源估計(jì)，未來(lái)幾年，該地區(qū)的石油日產(chǎn)量可能達(dá)到100萬(wàn)桶。截至今年2月，瓦卡穆?tīng)査脑腿债a(chǎn)量約為29.1萬(wàn)桶。
YPF今年早些時(shí)候特別表示，計(jì)劃在未來(lái)五年內(nèi)將瓦卡穆?tīng)査貙拥漠a(chǎn)量增加一倍，并將天然氣產(chǎn)量增加30%。截至2022年底，YPF的原油日產(chǎn)量剛剛超過(guò)23萬(wàn)桶。
郝芬 譯自 油價(jià)網(wǎng)
原文如下：
Argentina’s Oil And Gas Giant To Focus On Vaca Muerta Exports
Argentina’s state oil and gas operator YPF will focus its efforts on bringing crude oil and natural gas exports from the Vaca Muerta shale formation to as high a level as they can reach, according to a senior company executive.
“Considering Argentina’s consumption is expected at 1.5 tcf/year, we would have reserves for 200 years,” said Ariel Andreucci, YPF head of strategy and investments at an industry event, as quoted by ICIS.
“This would allow us to sell to overseas markets around 3 tcf/year in decades to come. It is a great opportunity for YPF but also for Argentina’s economy.”
Andreucci also acknowledged an opportunity in petrochemicals, noting that demand for petrochemicals is likely to stick around beyond 2050.
Exports, however, are not going to start at a full scale any time soon. Developing the Vaca Muerta reserves is challenging for YPF for financial reasons, Andreucci admitted, noting this would mean the company had to use its own cash flow to finance development.
“Monetisation is always done at scale. First, you find the resources and make them available for export. At YPF, we also have some added problems to get credit for projects, so we must use our own cashflow to finance new projects,” he said.
The Vaca Muerta formation is estimated to hold the world’s second-largest shale oil and gas reserves, containing an estimated 16 billion barrels of oil and 308 trillion cubic feet of natural gas.
Earlier this month, Norway’s Rystad Energy estimated that oil production from the play could hit 1 million barrels daily in the coming years. For context, as of February this year, the Vaca Muerta was producing some 291,000 barrels of crude daily.
YPF specifically said earlier this year it planned to double its output from the Vaca Muerta formation over the next five years and increase natural gas production by 30%. As of the end of 2022, YPF was producing just over 230,000 bpd of crude oil.
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