圭亚那加速天然气扩张,石油资金不断累积。
Guyana Fast-Tracks Gas Expansion As Oil Cash Piles Up

原始链接: https://www.zerohedge.com/energy/guyana-fast-tracks-gas-expansion-oil-cash-piles

圭亚那正积极推进天然气开发,与蓬勃发展的石油工业并驾齐驱,目标成为区域内的“天然气新宠”。第一条天然气输送管道——预计今年晚些时候将提供300兆瓦电力——即将完工,而第二个位于伯比斯的项目已经在筹备中,可能与苏里南合作。 阿里总统认为天然气对于实现经济多元化至关重要,可以促进制造业、农产品加工,甚至石化工业的发展,从而超越原油收入。然而,埃克森美孚警告说,天然气开发比石油更复杂,需要同步提升陆上基础设施、许可和市场框架。 圭亚那面临着将石油财富转化为更广泛工业基础的关键机遇,成功与否取决于陆上开发的速度和效率能否跟上海上生产的步伐。该国拥有资源,但将雄心转化为行动才是关键。

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原文

Authored by Julianne Geiger via OilPrice.com,

Guyana’s sights are set much higher than just being the new oil darling of the Western hemisphere. It wants to be the gas darling too. 

That’s the frame coming out of Georgetown as Guyana lines up a second gas pipeline project, even before the first one is fully online.

President Irfaan Ali said a new gas development at Berbice will be finalized very soon, aimed at bringing more associated gas from ExxonMobil’s offshore fields to shore. The first gas-to-shore pipeline is expected to start up later this year, supplying roughly 300 megawatts to a new power plant near the capital.

For a country long plagued by high power costs and periodic blackouts, this goes well beyond being a side project.

Guyana’s oil boom has been nothing short of staggering.

Since Exxon’s 2015 discovery, output has surged and the country has become one of the fastest-growing producers in the world. But crude exports don’t automatically create factories, processing plants or tech hubs.

They create revenue. What you do with it is another matter.

Ali’s argument is that gas is the bridge.

Instead of exporting everything offshore, Guyana wants to use its associated gas to anchor manufacturing, agri-processing and potentially petrochemicals. He’s also floated partnering with neighboring Suriname on the second project to scale it beyond a purely domestic build.

Exxon says it is committed to moving quickly on gas development, but it has also been blunt that gas is more complicated than oil. Upstream chief Dan Ammann said the offshore pipeline infrastructure is ready, but onshore power plants, permitting and market frameworks need to advance in parallel. In short, the company will invest as the regulatory and commercial pieces fall into place.

This is where ambition meets execution. Guyana is trying to convert an oil windfall into a broader industrial base while capital and political momentum are still strong. That window does not stay open forever.

The molecules are there. The revenue is there. The question now is whether the build-out on land can keep pace with what’s already happening offshore.

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