-- 根據《金融時報》週二報導,阿布達比國家石油公司(ABU Dhabi National Oil)將向美國天然氣價值鏈投資“數百億美元”,目前正在評估29項潛在交易。報道引述該公司投資機構XRG首席投資長納西迪基(Nameer Siddiqui)的話稱。 西迪基接受該通訊社訪問時表示,在美伊衝突擾亂能源市場後,XRG的目標是實現大宗商品投資多元化,同時掌握全球及美國液化天然氣需求不斷增長的機會。 據報道,西迪基表示,該公司正在評估控股交易、鑽井合資企業和少數股權投資等方案。 XRG計劃滲透整個天然氣價值鏈,項目涵蓋天然氣開採、管道建設、加工廠和液化設施。開發案還可能包括再氣化設施和通往目的地國家的管道。 西迪基表示,該公司希望在美國能源市場進行「大膽」投資。 與其他未能成功在美國建造一體化液化天然氣項目的公司相比,XRG將憑藉其單一股東的雄厚實力和長遠眼光而佔優勢。 根據《金融時報》報道,Rapidan Energy全球天然氣總監Alex Munton表示,由於銀行通常出於對供應過剩的擔憂而避開該領域,因此資金雄厚的中東投資者在開拓美國天然氣市場方面具有優勢。 然而,Munton表示,在俄羅斯入侵烏克蘭後,美國液化天然氣需求激增,加上川普政府的大力支持,XRG必須找到進入「已然成熟的市場」的途徑。 XRG持有位於德州的Rio Grande液化天然氣工廠的股份。 除美國外,該公司還在埃及、莫三比克和亞塞拜然收購了資產。根據新聞機構報道,該公司也對澳洲的液化天然氣計畫感興趣,儘管它已於2025年9月撤回了對澳洲油氣公司桑托斯(Santos)190億美元的收購要約。 迄今為止,XRG最大的幾筆交易都集中在化學產業,此前該公司與奧地利OMV合併成立了博祿國際(Borouge International),並以147億歐元(約171.9億美元)的價格收購了德國科思創(Covestro)。 同時,根據《金融時報》引述XRG能源解決方案總裁米歇爾·菲奧倫蒂諾(Michele Fiorentino)的話稱,由於需求低迷,該公司將停止對低碳能源的投資,轉而專注於天然氣項目。 (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。)
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