石油价格暴跌 非洲生产商受冲击

据3月30日Financial Times报道，油价暴跌不仅让非洲产油国面临收入损失，还让它们来之不易的市场份额中不断丢失，可能还无法重新获得。

非洲大陆的产油国，如尼日利亚、安哥拉和阿尔及利亚，无法与昔日盟友沙特阿拉伯和俄罗斯的低成本竞争。而沙特阿拉伯和俄罗斯正在向市场大量供应石油。

刚果共和国石油部长3月20日致函欧佩克秘书长***·巴尔金多(Mohammad Barkindo)，呼吁召开紧急会议，以找寻避免成员国陷入石油经济衰退的办法。

尽管英国、挪威和美国等非欧佩克国家的石油生产成本都相对较高，但由于经济多样化，它们并不依赖石油。

油价下跌不仅打击了本已吃紧的预算，还导致石油巨头削减了数十亿美元的支出计划。这对开采成本较高的非洲油田的长期影响可能要痛苦得多。

IHS Markit非洲首席研究分析师罗德里克·布鲁斯(Roderick Bruce)表示:“企业每天都在评估它们的整体投资组合。到2020年，非洲大陆的最终投资决定可能会触及历史低点。”

如果不进行海外油田投资，尼日利亚石油产量预计将下降35%。Rystad Energy估计，在整个非洲，推迟投资可能意味着到2025年日产量将减少20万桶。

洪伟立 摘译自 Financial Times

原文如下：

Double whammy of plunging oil and pandemic hits African producers

Collapsing oil prices have left African producers facing not>The continent’s producers such as Nigeria, Angola and Algeria cannot compete with the lower costs of erstwhile allies Saudi Arabia and Russia, who are flooding the market with oil.

In a sign of their desperation, the Republic of Congo’s oil minister wrote to Opec secretary-general Mohammad Barkindo>Though non-Opec nations such as Britain, Norway and the US all have relatively high-cost production, due to their diversified economies they are not dependent>As well as hitting already tight budgets, the oil price drop had led oil majors to cut billions from spending plans. The longer-term impact for the comparatively costly African fields could be far more painful.

“Companies are reviewing their whole portfolios>African countries are “in a very difficult position”, Bruce added, citing their higher production costs.

In Nigeria production is forecast to fall 35% without offshore field investments. Across Africa, Rystad Energy estimates delayed spending could mean a drop of 200,000 barrels per day (bpd) in expected output by 2025.