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伍德麦肯兹表示,多个国家有意开发页岩资源,但需要巨额资金。

-- 伍德麦肯兹公司周四发布的一份报告指出,包括阿尔及利亚、阿联酋、墨西哥、澳大利亚、土耳其和印度尼西亚在内的少数几个国家正寻求开发页岩能源资源以增强其能源安全。 该研究机构表示,对这些国家有利的一点是,拥有开发页岩能源资源专业技术的世界石油巨头,在美国周边没有其他规模与二叠纪盆地相当的资源可供开发,因此无法获得所需的资金。 阿尔及利亚拥有丰富的页岩储量,其下志留统页岩具有通过管道出口的潜力,而欧洲由于地理位置接近,成为其主要市场。埃克森美孚(XOM)和雪佛龙(CVX)在该国开展勘探合作,但油田服务瓶颈是该国开发页岩能源的一大障碍。 伍德麦肯兹公司表示,阿联酋阿布扎比国家石油公司即将就非常规天然气项目做出最终投资决定,这将有助于该国实现2030年能源自给自足的目标。报告指出,钻井作业每年可能超过300口井。 在墨西哥,由于与美国的贸易紧张局势,墨西哥国家石油公司(Pemex)设定了2030年页岩气和致密油产量目标。 与此同时,澳大利亚正在开发北领地比塔卢(Beetaloo)项目,该项目旨在补充液化天然气(LNG)产能,并为该国东海岸供气。 伍德麦肯兹公司表示,在土耳其,大陆集团正在迪亚巴克尔盆地和色雷斯盆地开发项目,并且进展相对迅速。 在印度尼西亚,监管机构正在寻求美国参与开发其苏门答腊盆地的致密油。该盆地的致密油以湖相沉积物为特征,此前人们认为这种沉积物不具备开采潜力,直到后来美国尤因塔盆地成功开采出此类油气。 地下资源和监管方面的挑战共同减缓了2010年代国际页岩油开发的步伐。 2012年至2025年间,各大石油公司共斥资2300亿美元收购和开发美国二叠纪盆地的资产,积累了丰富的经验,如今正寻求将其应用于其他地区的资产开发。 目前,各公司正在关注约20个“高品位油气藏”,而此前十年评估的油气藏超过100个。 大陆资源公司通过多项交易进入阿根廷的瓦卡穆尔塔油田,并与土耳其国家石油公司成立了一家合资企业。伍德麦肯兹公司表示,EOG公司已在巴林和阿联酋的非常规资源领域站稳脚跟,这些资源此前已接受过评估。 报告指出,瓦卡穆尔塔油田和沙特阿拉伯的贾富拉油田均被认为是北美以外地区可开发的优质油气藏,投资约2500亿美元后,日产量有望超过250万桶油当量。

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