据天然气加工网站1月3日消息 墨西哥表示,在墨西哥生产足够的天然气以自给自足之前,将需要很长时间,该国在此之前将继续依赖进口,这对美国出口商来说是一个福音。
墨西哥从国外进口超过70%的天然气需求,其中超过90%来自美国。
“天然气自给自足需要很长时间,我们将被迫进口天然气,因为天然气生产和开采完全被忽视了。”
墨西哥将通过加强墨西哥国家石油公司运营,扭转油气产量下降的局面。
但墨西哥也取消了向私人公司拍卖石油和天然气区块的做法,一些分析人士表示,这与提高国家产量的目标背道而驰。
墨西哥石油天然气监管机构表示,墨西哥应加快发展天然气储备,包括潜在的大量页岩矿,以抑制因过度依赖美国供应而增加的“供应风险”。
EIA公布的数据显示,美国天然气管道在十月出口到墨西哥的天然气量达到了1706亿立方英尺的历史最高水平,同时墨西哥还进口液化天然气。
全球大宗商品市场情报提供商ICIS的美洲高级能源分析师James Fowler表示:“对美国生产商来说,墨西哥是重要出口,尤其是考虑到当前供应过剩的情况,特别是在德克萨斯等州。”
James Fowler表示,随着墨西哥中部新管道的建成和新发电厂的上线,墨西哥对进口天然气的需求将在未来几年继续增长。
他补充说:“虽然一些小型新油田预计将在未来几年内投产,但随着墨西哥国家石油公司在老油田的产量持续下降,这些产量不太可能产生很大影响。充其量未来2-3年内即将投产的新产品将止跌并稳定在目前的水平。”
吴恒磊 编译自 天然气加工
原文如下:
Mexico to keep importing natural gas as U.S. exporters face oversupply
Mexican said it will be a long time before Mexico produces enough natural gas to become self-sufficient and the country will continue to rely on imports until then, a boon for U.S. exporters.
Mexico imports more than 70% of its gas needs from abroad, and more than 90% of those purchases come from the United States.
"It's going take a long time to be self-sufficient in gas," Lopez Obrador told reporters at his daily news conference. "We're going to be forced to import gas because gas production and extraction was completely neglected."
The gov has promised to reverse declining oil and gas production by strengthening state oil company Pemex.
But he has also scrapped the auction of oil and gas blocks to private firms, which some analysts say runs counter to the goal of boosting national production.
Mexico's oil and gas regulator has said Mexico should speed up development of its natural gas reserves, including potentially massive shale deposits, to curb a growing "supply risk" fed by excessive dependence on U.S. supplies.
U.S. natural gas pipeline exports to Mexico hit a monthly historic high of 170.6 billion cubic feet in October, according to data published by the U.S. Energy Information Administration. Mexico also imports liquefied natural gas.
"For U.S. producers, Mexico is an important outlet for exports, especially given the current oversupply we are seeing particularly in states such as Texas," said James Fowler, senior energy analyst for the Americas at global commodity market intelligence provider ICIS.
Fowler said Mexican demand for imported gas should continue growing in the coming years as new pipelines are completed in central Mexico and new power plants come online.
"While some small new fields are expected to come online in the next couple of years, these volumes are unlikely to make much of a difference as Pemex's production from older fields continues to fall," he added. "At best, new production coming onstream in the next 2-3 years will halt the decline and stabilize production at current levels."