Woodside and BHP make final investment decision on $12 billion offshore development and additional LNG train in Australia. The approval on Monday came at the same time the operators signed an agreement to merge BHP’s petroleum unit into Woodside, originally announced in August.
伍德赛德（Woodside）和必和必拓（BHP）最终决定投资120亿美元用于在澳大利亚进行海上开发和额外的液化天然气列车。与此同时，两家运营商在8月份签署并宣布了一项协议，将必和必拓的石油部门并入伍德赛德。
November 22, 2021
2021年11月22日
斯卡伯勒项目将在布鲁托液化天然气工厂增加第二列火车
Woodside Petroleum and BHP have given the official green light to invest $12 billion to develop the Scarborough gas field off Western Australia and expand the Pluto liquefied natural gas (LNG) plant. The approval on Monday came at the same time the operators signed an agreement to merge BHP’s petroleum unit into Woodside, originally announced in August.
伍德赛德石油公司（Woodside Petroleum）和必和必拓（BHP）已正式批准投资120亿美元开发西澳大利亚洲的斯卡伯勒气田，并扩建布鲁托液化天然气工厂。周一获得批准的同时，两家运营商签署了一项协议，将必和必拓的石油部门合并到伍德赛德，该协议最初于8月份宣布。
Scarborough will be able to produce 8 mtpa of LNG for export and 180 terajoules a day of gas for the domestic market. First cargo from the project is expected in 2026.
斯卡伯勒将能够生产800万吨/年的液化天然气用于出口，每天生产180太焦的天然气用于国内市场。该项目的首批天然气预计将于2026年运出。
The project’s final investment decision was deferred in March 2020 when oil and gas prices fell sharply amid the COVID-19 pandemic. LNG prices have jumped since that time with Asian spot prices increasing from lows last year below $2/MMBtu to more than $37/MMBtu.
在2019新型冠状病毒疾病爆发期间，石油和天然气价格大幅下跌，该项目最终的投资决定推迟到2020年3月。自那时起，液化天然气价格大幅上涨，亚洲现货价格从去年的低点2美元/百万英热单位以下上涨至37美元/百万英热单位以上。
"Today’s decisions set Woodside on a transformative path," said Meg O’Neill, chief executive of Woodside. "Scarborough will be a significant contributor to Woodside’s cash flows, the funding of future developments and new energy products, and shareholder returns."
伍德赛德首席执行官梅格·奥尼尔（Meg O'Neill）表示：“今天的决定使伍德赛德走上了一条变革之路。“斯卡伯勒将为伍德赛德的现金流、未来开发和新能源产品的资金以及股东回报做出重要贡献。”
Customers have signed up to buy about 60% of Scarborough capacity, including for a proposed urea plant in Western Australia, O'Neill said.
奥尼尔说，客户已签约购买斯卡伯勒60%的产能，包括在西澳大利亚拟建的尿素厂。
The Scarborough field is located approximately 375 km off the coast of Western Australia and is estimated to contain 11.1 Tcf of dry gas. Development of the field will include the installation of a floating production unit with eight wells drilled in the initial phase and thirteen wells drilled over the life of the field. The gas will be transported to Pluto LNG through a new 430-km pipeline.
斯卡伯勒油田位于西澳大利亚海岸约375公里处，估计有11.1万亿立方英尺（11.1Tcf）干气。该油田的开发将包括安装一个浮式生产装置，该装置在初始阶段钻有八口井，在油田的整个生命周期内钻有十三口井。天然气将通过一条430公里的新管道输送至布鲁托液化天然气厂。
Scarborough gas, which will be processed through Pluto Train 2, will be one of the lowest carbon intensity sources of LNG delivered to north Asia, according to Woodside.
据伍德赛德称，斯卡伯勒天然气（Scarborough gas）将通过布鲁托2号生产线进行处理，将是输送至北亚的液化天然气中碳强度最低的来源之一。
Woodside said its share of investment in the project, $6.9 billion, will be funded off its balance sheet. BHP on Monday signed off on $1.5 billion for the first phase of the development. It is not a stakeholder in the Pluto LNG plant.
伍德赛德表示，其在该项目中的投资份额为69亿美元，将从其资产负债表外获得资金。必和必拓周一同意支付15亿美元用于开发的第一阶段，但其并不是布鲁托液化天然气工厂的股东。
To spread the cost of the project, Woodside last week agreed to sell a 49% stake in Pluto Train 2 to Global Infrastructure Partners (GIP). The estimated capital expenditure for the development of Pluto Train 2 is $5.6 billion. In addition to its 49% share, the joint venture arrangement requires GIP to fund an additional amount of construction capital expenditure of $835 million.
为了分散项目成本，伍德赛德上周同意将布鲁托2号列车49%的股份出售给全球基础设施合作伙伴（GIP）。布鲁托2号列车开发的预计资本支出为56亿美元。除了其49%的股份外，合资企业安排要求GIP为8.35亿美元的额外建设资本支出提供资金。
Completion of the Woodside/BHP merger is targeted for the second quarter of 2022. The effective date of the merger will be 1 July 2021.
伍德赛德与必和必拓的合并计划将于2022年第二季度完成。合并生效日期为2021年7月1日。
总结：在全世界范围内，各国在减少排放上早已达成了共识。可以通过减少石油用量、使用天然气替代的方法来减排。所以目前各国都在大力开发天然气田。伍德赛德和必和必拓两家石油公司大幅度增加了对澳大利亚的海上气田的投入，通过扩建液化天然气厂规模以及增加运输天然气的专列，加快了斯卡伯勒气田的输出。
学术部 硕2020级5班 汪 策
学术部 硕2020级1班 谭 凯
