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市場傳聞:西門子能源和通用電氣Vernova公司增加委內瑞拉電力重建專案的支付風險

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-- 根據路透社週一引述兩位參與談判的消息人士報道,委內瑞拉耗資1000億美元的電網重建計劃遭遇挫折,企業對付款提出質疑,目前36000兆瓦的總裝機容量中,可用電力不足13000兆瓦。 西門子能源和通用電氣Vernova(GEV)的高層在4月份於加拉加斯舉行的會議上提出了付款方面的擔憂,導致金融機構對支持電網升級持謹慎態度。 這些擔憂削弱了人們對委內瑞拉在華盛頓支持的1,000億美元重建計畫下重振基礎設施的信心。 臨時總統德爾西·羅德里格斯自1月上任以來,一直將確保電力供應可靠作為首要任務,但政府尚未為承包商爭取明確的付款保證。 一位參加加拉加斯會議的高層表示,過去十年疏於維護的電廠造成了巨大的維修需求,而當局仍缺乏明確的供應商付款機制。 報告指出,可用發電量仍低於40%,導致頻繁停電,並限制了全國的工業生產。 在烏戈·查維斯執政期間,委內瑞拉火力發電廠擴建工程持續到2013年,導致數十億美元的款項未能支付給承包商,目前當局正敦促其中許多承包商返回委內瑞拉。 報導引述消息人士的話稱,由於專案優先順序、設備需求以及來自華盛頓和加拉加斯的審批要求均不明確,投資決策仍在被推遲。 委內瑞拉的總裝置容量為36,000兆瓦,目前營運的發電容量不足13,000兆瓦,其中燃煤電廠約佔2,500兆瓦,約佔總裝置容量的13%。 羅德里格斯總統將兩座主要火力發電廠的維修作為初期階段的重點,但官員尚未制定更廣泛的復甦策略。 由於在烏戈·查維斯執政時期發生的糾紛,未支付的合約款項侵蝕了信任,阻礙了未來的合作,跨國公司對重返委內瑞拉仍然持謹慎態度。 一些未收到現金付款的公司在接受本票後,選擇在國外提起仲裁或法律訴訟,隨後以極低的價格出售了這些本票。 報導引述消息人士的話稱,羅德里格斯政府拒絕了外國公司提出的預付維修和零件款項的提議,而一些金融機構則提議透過美國財政部監管的石油收入帳戶進行付款。已聯繫西門子能源、GE Vernova和委內瑞拉國家石油公司(PDVSA)徵求意見。 (市場動態新聞來自與全球市場專業人士的對話。這些資訊據信來自可靠來源,但可能包含傳聞和推測。準確性無法保證。)

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

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