据今日油价7月3日报道,据《日经亚洲评论》报道,日本政府将与商业部门合作,投资约144亿美元(1.5万亿日元)开发莫桑比克的液化天然气。
该报告称,这笔资金将用于开发非洲国家的一个气田,从2024年开始,每年生产约1200万吨液化天然气。作为交易的一部分,贸易巨头三井公司三井公司(Mitsui&Co.)和日本石油天然气和金属国家公司(Japan Oil,Gas and Metals National Corporation,JOGMEC)将共同购买该油田20%的股份。
另一份报告还提到,将为莫桑比克液化天然气项目提供30亿美元的债务融资,三井公司是该项目的少数股东,持有法国道达尔(French Total) 20%的股份。144亿美元中的一部分将投入到这个特殊的项目中。
三家日本私人银行将为该项目提供大部分债务融资,国有的日本国际合作银行(Japan Bank for International Cooperation)将提供30亿美元贷款。
日本是世界上最大的液化天然气进口国,今年早些时候,《日经亚洲评论》报道称,日本的液化天然气供应安全受到了疫情的威胁,当时的库存仅够两周的消耗。
另一方面,莫桑比克正在成为液化天然气行业的热点地区,道达尔200亿美元的莫桑比克液化天然气项目每年将生产近1300万吨液化天然气,埃克森的Rovuma项目一旦投入运营,将生产约1520万吨液化天然气。
不过,目前莫桑比克液化天然气设施是该国唯一一个获得最终投资决定的项目。埃克森美孚最近表示,由于目前的市场状况,它将把在Rovuma的FID计划推迟到明年。与莫桑比克项目一样,原本计划在2024年投产。
王佳晶 摘译自 今日油价
原文如下:
JAPAN BETS BIG ON MOZAMBIQUE LNG
In partnership with the business sector, the Japanese government will invest some $14.4 billion (1.5 trillion yen) in liquefied natural gas development in Mozambique, the Nikkei Asian Review reported.
According to the report, the money will fund the development of a gas field in the African country to produce some 12 million tons of LNG annually, beginning in 2024. As part of the deal, trading major Mitsui & Co. and Japan Oil, Gas and Metals National Corp. will together buy a 20-percent stake in the field.
Three Japanese private banks will provide most of the debt funding for the project, and the state-owned Japan Bank for International Cooperation will supply $3 billion in loans.
Another report also mentions $3 billion to be provided in debt financing for the Mozambique LNG project in which Mitsui & Co. is a minority partner with 20 percent to French Total, which operates the project. Part of the $14.4 billion may go into this particular project.
Japan is the world’s largest importer of liquefied natural gas, and earlier this year, the Nikkei Asian Review reported that the country’s LNG supply security was threatened by the coronavirus outbreak, with stockpiles at the time only sufficient for two weeks of consumption.
Mozambique, on the other hand, is turning into a hotspot for the LNG industry, with Total’s $20-billion Mozambique LNG project to produce close to 13 million tons of the fuel annually, and Exxon’s Rovuma project to yield some 15.2 million tons once operational.
For now, however, the Mozambique LNG facility is the only one in the country that has received a final investment decision. Exxon recently said it would delay its FID on Rovuma until next year because of current market conditions. The liquefaction operation was originally scheduled to come online in 2024, like Mozambique LNG.
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