2015年中东北非地区油气上游发展回顾与展望

2015 review and outlook of upstream oil industry development in MENA

2015年,中东北非地区油气上游发展出现新看点。一是北非地区勘探活动取得较大突破,获得一批包括埃及Zohr巨型气田在内的勘探突破;不同区域内原油和天然气开发活动呈现差异化发展趋势。二是伊斯兰国极端势力肆虐、伊朗核制裁预期终结等一系列地缘政治事件持续影响该区域石油市场。三是多个产油国出台政策措施鼓励上游油气工业发展。四是国际石油公司大幅调整在该地区的投资水平及并购策略。预计2016年地缘政治风险仍将极大地影响中东北非地区上游油气发展;地中海东部区域将成为新一轮勘探活动的热点;沙特阿拉伯瓦西特天然气开发项目等一批大型油气开发工程预期将取得进展;国际石油公司也将进一步调整在该地区的投资和并购策略。

In 2015, the new attractions of upstream oil and gas development have appeared in the Middle East and North Africa area. First, the big breakthrough in exploration was made, including a batch of exploration breakthrough such as Egypt Zohr giant gasfield; oil and gas development in different areas show different development trends. Second, the extremist forces, ISIS rages in MENA and Iran＇s nuclear sanctions, a series of geopolitical events continue to affect the region＇s oil market. Third, several policies have been introduced by oil producers to develop upstream oil gas industry. Last, international oil companies adjusted investment and MA strategy in MENA. Geopolitical risks in 2016 is still expected to greatly influence the upstream oil and gas development in MENA; the eastern Mediterranean region will be a hotspot in the new round of exploration activity; a number of large oil and gas development projects such as the Wasit gas development project in Saudi Arabia will make progress; and international oil companies will further adjust investment and MA strategy in the MENA.