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市场传闻:卑诗省预计将通过规则修订,从2027年起提高天然气开采特许权使用费

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-- 据彭博社周五报道,加拿大不列颠哥伦比亚省政府正在制定天然气开采特许权使用费的修订方案,该方案引发了业界的担忧,并可能危及新的投资。 彭博社援引知情人士的话称,大约一个月前,政府的一份报告显示,如果天然气价格上涨到一定水平,生产商将支付更高的特许权使用费,这令企业感到不安。由于事关机密,这些知情人士不愿透露姓名。 鉴于石油和天然气特许权使用费制度已经审查了几年,而且各公司已经确认了未来12个月的钻探计划,此次修订令企业感到意外。 不列颠哥伦比亚省能源部在发给彭博社的电子邮件声明中表示,修订工作已接近完成,将于1月1日生效。已联系该部寻求置评。 文章称,加拿大总理马克·卡尼鼓励新的液化天然气项目,作为经济改革的一部分。 尽管加拿大2023年的所有天然气出口都销往美国,但该国在2025年开始向亚洲出口液化天然气(LNG),在唐纳德·特朗普总统威胁加征关税后,实现了能源来源多元化,摆脱对美国的依赖。 彭博社报道称,卡尔加里商会首席执行官黛博拉·耶德林(Deborah Yedlin)最近在报纸上发表评论文章称,卑诗省正在进行一场“掠夺特许权使用费”的行动,这可能会危及即将做出最终投资决定的LNG项目。 文章指出,卑诗省政府代表与能源公司之间的讨论缓解了后者的一些担忧,但并非全部。 一个计划中但尚未开工的LNG项目是加拿大液化天然气公司(LNG Canada)的二期工程,该项目将使其产能翻番,达到每年约2800万吨,可能会受到特许权使用费变化的影响。加拿大液化天然气公司由壳牌(SHEL)和其他公司支持。 卑诗省能源部表示,任何新的能源定价系统都将更加透明,更符合当今的市场动态,并在企业发展和省政府利益之间取得平衡。 (市场动态新闻来源于与全球市场专业人士的对话。这些信息据信来自可靠来源,但可能包含传闻和推测。准确性无法保证。)

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