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市场传闻:西门子能源和通用电气Vernova公司增加委内瑞拉电力重建项目的支付风险

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-- 据路透社周一援引两位参与谈判的消息人士报道,委内瑞拉耗资1000亿美元的电网重建计划遭遇挫折,企业对付款提出质疑,目前36000兆瓦的总装机容量中,可用电力不足13000兆瓦。 西门子能源和通用电气Vernova(GEV)的高管在4月份于加拉加斯举行的会议上提出了付款方面的担忧,导致金融机构对支持电网升级持谨慎态度。 这些担忧削弱了人们对委内瑞拉在华盛顿支持的1000亿美元重建计划下重振基础设施的信心。 临时总统德尔西·罗德里格斯自1月份上任以来,一直将确保电力供应可靠作为首要任务,但政府尚未为承包商争取到明确的付款保证。 一位参加加拉加斯会议的高管表示,过去十年疏于维护的电厂造成了巨大的维修需求,而当局仍然缺乏明确的供应商付款机制。 报告指出,可用发电量仍然低于40%,导致频繁停电,并限制了全国范围内的工业生产。 在乌戈·查韦斯执政期间,委内瑞拉火力发电厂扩建工程持续到2013年,导致数十亿美元的款项未能支付给承包商,目前当局正敦促其中许多承包商返回委内瑞拉。 报告援引消息人士的话称,由于项目优先级、设备需求以及来自华盛顿和加拉加斯的审批要求均不明确,投资决策仍在被推迟。 委内瑞拉的总装机容量为36000兆瓦,目前运营的发电容量不足13000兆瓦,其中燃煤电厂约占2500兆瓦,约占总装机容量的13%。 罗德里格斯总统将两座主要火力发电厂的维修作为初期阶段的重点,但官员们尚未制定更广泛的复苏战略。 由于在乌戈·查韦斯执政时期发生的纠纷,未支付的合同款项侵蚀了信任,阻碍了未来的合作,跨国公司对重返委内瑞拉仍然持谨慎态度。 一些未收到现金付款的公司在接受本票后,选择在国外提起仲裁或法律诉讼,随后以极低的价格出售了这些本票。 报告援引消息人士的话称,罗德里格斯政府拒绝了外国公司提出的预付维修和零部件款项的提议,而一些金融机构则提议通过美国财政部监管的石油收入账户进行付款。已联系西门子能源、GE Vernova和委内瑞拉国家石油公司(PDVSA)征求意见。 (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。)

Price: $1081.26, Change: $+18.31, Percent Change: +1.72%

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