缅甸天然气市场展望及中国企业投资合作建议

The outlook for Myanmar’s gas market and the investment suggestion for Chinese enterprises

缅甸天然气资源较为丰富,但其国内天然气消费水平较低,生产的天然气主要作为创汇产品出口至中国和泰国。在市场化改革的推进下,缅甸经济发展势头良好,未来能源尤其是电力消费也将随之持续增加。当前,燃气发电是满足缅甸电力市场需求的重要支撑,在未来电力需求增长的带动下,缅甸天然气消费也将保持增长态势,天然气市场发展潜力较大。随着现有气田产量衰减,新开发气田存在不确定性,加之基础设施缺乏,缅甸国内将出现天然气供不应求的局面,LNG可能成为满足当地天然气需求的重要方式。缅甸是"一带一路"沿线重要国家,中缅两国在能源等领域合作广泛。中缅油气管道是中国企业在缅甸油气领域投资的核心项目,中国企业还在缅甸参与投资建设燃气发电厂。未来,中国企业可以在缅甸油气资源勘探开发、LNG接收站和管道设施建设、配套燃气电厂以及城市燃气开发等领域寻求广泛的投资合作机会,同时需要加大投资评估力度,做好风险管控工作。

Under the low domestic gas consumption,the output of natural gas in Myanmar with rich resources is mainly exported to China and Thailand as a foreign exchange earning product.With the progress of market-oriented reform of Myanmar’s economy,it maintains a good momentum of economic and social development,and the energy consumption especially electricity consumption will continue to increase.Gas-fired power generation is an important support to meet the needs of Myanmar’s electricity market and therefore the consumption of natural gas will also maintain a growth trend driven by the power demand and the market has a great potential.In terms of natural gas supply,as the existing gas fields’productions decline,uncertainty of new gas fields and lack of infrastructure,Myanmar’s domestic natural gas will be in short supply,and LNG could become an important alternative way to meet local natural gas demand.Myanmar is an important country along the Belt and Road Initiative and the two countries have extensive cooperation in the fields of economy and energy.China-Myanmar oil and gas pipeline is the core investment project for Chinese enterprises in Myanmar’s oil and gas field and Chinese enterprises are also participating in the construction of gas power plants in Myanmar.In the future,Chinese enterprises can look for the investment and cooperation opportunities in Myanmar’s upstream oil and gas resources exploration and development,the construction of LNG terminal and pipeline,utilization of natural gas in power generation and urban gas development.Meanwhile,Chinese enterprises also should intensify investment evaluation and focus on risk control.