据海事新闻11月29日消息称，Wood Mackenzie表示，卡塔尔正将液化天然气作为其首选能源，因为该国液化天然气的产量有望增长64%。

卡塔尔石油公司（QP）宣布，在拉斯拉凡工业城市附近，对北部油田的陆上扩建项目进行了成功的评估后，它将把卡塔尔液化天然气的产量提高64％，从目前的每年7700万吨增加到2027年的1.26亿吨。

Wood Mackenzie天然气和液化天然气团队的Liam Kelleher表示：“ 卡塔尔石油公司的目标是通过北部油田扩建项目的四条800万吨/年的大型生产线将产量提高至1.1亿吨/年。

“这一最新公告将为该开发项目再增加两条800万吨/年的液化生产线。”

在此之前，该公司进行了成功的油井测试，证实了北部油田的陆上扩建项目产能。

卡塔尔石油公司宣布将北油田的可采储量增加到1760万亿立方英尺，比之前宣布的900万亿立方英尺大幅增加。

Kelleher表示：“增加NFE项目的产能是卡塔尔石油公司的大胆举措。在经历了2019年创纪录的项目批准之后（迄今为止每年6300万吨），以及2020年将达到类似规模的情况下，液化天然气市场从2020年中期开始供应充足。

“但由于卡塔尔是全球成本最低的液化天然气生产国，它比任何竞争对手都更能承受更低的价格。尽管资源升级可能证明了扩建的合理性，我们认为，推动争取市场份额，加上能源转型速度的加快，是关键的推动因素。”

“资源升级可以帮助降低已经很低的上游成本。我们估计待重新开发的液化天然气工厂的单位成本为560美元/吨，是全球所有FID前项目中最低的。

“通过尽早增加LNG产能，卡塔尔石油公司将加快其资源开发。该公司还将努力维持市场份额，重新夺回全球最大液化天然气生产商的地位。

“澳大利亚已在2019年超过卡塔尔，稳居榜首，但美国正迅速向第一名迈进。

“扩建后的开发项目不仅能让卡塔尔跟上美国的开发步伐，还会让美国液化天然气生产商质疑进一步开发的必要性。

” 卡塔尔石油公司在2019年2月对Golden Pass进行FID时，就已经限制了美国液化天然气竞争对手的空间，其合作伙伴埃克森美孚宣布将在2024年开始出口。”

曹海斌 摘译自 海事新闻

原文如下：

Qatar Eyes LNG Top Spot

Qatar is eyeing liquefied natural gas (LNG) top spot as it primes 64% output boost, said Wood Mackenzie.

Qatar Petroleum (QP) announced that it will boost output from Qatar LNG by 64% - from 77 million tonnes per annum (tpa) at present to 126 million tpa by 2027 – following a successful appraisal of the North Field’s onshore extension, near Ras Laffan Industrial City.

Liam Kelleher, from Wood Mackenzie’s gas and LNG team said: “QP had already been targeting an increase to 110 million tpa, via the four 8 million tpa megatrains at the North Field Expansion (NFE) project.

"This latest announcement will add a further two 8 million tpa trains to the development.”

The decision follows successful well tests confirming the productivity of the North Field’s onshore extension.

QP announced an increase in the recoverable resources of the North Field to 1760 trillion cubic feet (cf), a significant increase from the previously stated 900 trillion cf.

Kelleher said: “The increase in the capacity of its NFE project is a bold move by QP. After a record year for project sanctions in 2019 (63 million tpa year to date), and with 2020 set to be of a similar scale, the LNG market looks well supplied from the mid-2020s.

“But as Qatar is the lowest-cost LNG producer globally, it can withstand lower prices for longer than any of its competitors. While the resource upgrade might justify the expansion, our view is that the push to capture market share, coupled with the increasing speed of the energy transition, are key motivating factors.

“The resource upgrade could help lower upstream costs, which are already low. We estimate the brownfield LNG plant unit costs at $560/tonne, the lowest of all pre-FID projects globally.

“By increasing its LNG capacity sooner rather than later, QP will accelerate the development of its resources. It will also push to maintain market share and retake its position as the world’s number one LNG producer.

“Australia has already overtaken Qatar in 2019 to secure top spot, but the US is rapidly moving towards number one.

"The expanded development will allow Qatar to not only keep pace with US expansion but make US LNG producers question the need for further developments.

"QP had already limited the space for US LNG competitors when it took FID on Golden Pass in February 2019, with partner ExxonMobil stating that exports will start in 2024.”