???? 據油田技術2月23日消息稱，根據GlobalData的數據，美國將推動北美油氣價值鏈中即將啟動的項目，到2025年預計將啟動的項目總數中，美國將占70%。
????在這些項目中，新建項目占83%，其余項目主要是上游部門(油田，不包括頁巖)的擴建項目。
????GlobalData的報告《到2025年北美石油和天然氣項目展望——所有新建和擴建項目的開發階段、產能、資本支出和承包商細節》顯示，預計2021 - 2025年，417個項目將在美國開始運營。其中，47個是上游項目(不包括頁巖)，234個是中游項目，其中煉油和石化項目分別為18個和118個。
????GlobalData的石油和天然氣分析師Soorya Tejomoortula評論道:“美國是全球最大的石油和天然氣生產國、運輸國和消費國之一，到2025年，美國的整個價值鏈將啟動大量項目。盡管COVID-19大流行推遲了一些項目，但預計油價反彈和美國經濟的逐步復蘇將在美國石油和天然氣行業緩慢積聚勢頭。”
????在美國即將進行的生產項目中(不包括頁巖)，Point Thomson Expansion是一個關鍵項目，總生產能力為20.3萬桶油當量/天。該項目預計將于2025年開始運營，旨在實現阿拉斯加北坡天然氣凝析油的貨幣化。
????GlobalData還指出，在2021 - 2025年期間，中游項目將占美國所有油氣項目的56%左右。Rio Grande一期項目是一個關鍵的中游液化天然氣液化項目，產能為1620萬噸/年，預計建設成本為110億美元。其他關鍵的中游項目包括Kenai II再氣化終端、Jupiter輸送管道、Smithburg II- vi天然氣處理廠、Plaquemines油庫項目和Magnum儲氣項目。
????在2021 - 2025年期間，下游和石化項目占美國所有即將到來的油氣項目的33%左右。博蒙特煉油廠2.5億桶/日的CDU裝置擴建是一個關鍵的下游項目，耗資10億美元， NW Innovation Works的St. Helens甲醇工廠是這一時期的重要石化項目，產能為360萬噸/年。
????朱佳妮 摘譯自 油田技術
????原文如下：
????Globaldata: US to dominate oil and gas project starts in North America by 2025
????The US will drive upcoming project starts across the oil and gas value chain in North America, accounting for 70% of the total projects expected to start operations by 2025, according to GlobalData.
????Of these, new build projects dominate with 83%, while the remaining are expansion projects mainly in the upstream sector (fields, excluding shale).
????GlobalData’s report, ‘North America Oil and Gas Projects Outlook to 2025 - Development Stage, Capacity, Capex and Contractor Details of All New Build and Expansion Projects’, reveals that 417 projects are expected to commence operations in the US during the period 2021 - 2025. Out of these, 47 are upstream projects (excluding shale) and 234 midstream projects with refinery and petrochemical at 18 and 118, respectively.
????Soorya Tejomoortula, Oil and Gas Analyst at GlobalData, commented: “The US, being one of the largest producers, transporters and consumers of oil and gas in the world, has a significant count of projects set to start operations across the value chain by 2025. Though the COVID-19 pandemic has delayed some projects, the rebound of oil prices and the gradual recovery of the US economy is expected to slowly gather momentum in the US oil and gas industry.”
????Among upcoming production projects in the US (excluding shale), Point Thomson Expansion is a key project, with a total production capacity of 203 000 boe/d. Expected to start operations in 2025, the project aims to monetise natural gas condensate in North Slope, Alaska.
????GlobalData also notes that midstream projects would constitute around 56% of all oil and gas projects in the US during the period 2021 - 2025. Rio Grande Phase I, a key midstream LNG liquefaction project with a capacity of 16.2 million tpy, is expected to cost US$11 billion to build. Other key midstream projects include Kenai II regasification terminal, Jupiter transmission pipeline, Smithburg II-VI gas processing plant, Plaquemines oil storage project and Magnum under gas storage project.
????Downstream and petrochemical projects together constitute around 33% of all upcoming oil and gas projects in the US during 2021 - 2025. While the 250 million bpd expansion of CDU unit at Beaumont refinery is a key downstream project with a cost of US$1 billion, St. Helens methanol plant by NW Innovation Works is a major petrochemical project during this period with a capacity of 3.6 million tpy.
