
美國總統川普宣稱台灣同意在未來20年內購買阿拉斯加液化天然氣管道項目30%的天然氣,並將追加投資44億美元以確保計畫完成。但相關細節尚未公開,台灣方面亦未正式確認承諾。報導指出該計畫建設成本遠高於墨西哥灣沿岸設施,且亞洲買家是否願意支付溢價仍存疑問。
AI-generated summary
阿拉斯加州長期推動建設液化天然氣出口管道,以將北坡天然氣運送至亞洲市場。台灣中油曾簽署不具約束力的購氣意向書,但細節未公開。川普在競選場合多次宣傳該計畫,聲稱已獲得台灣及南韓的重大投資承諾。
路透報導,川普稱台灣同意購買阿拉斯加輸油管30%的天然氣。(路透)
〔財經頻道/綜合報導〕美國總統川普表示,台灣同意在未來 20 年內購買阿拉斯加液化天然氣管道項目 30% 的天然氣,並在中期選舉前大力宣傳了這項舉措;此外,台灣將追加投資44億美元(約新台幣1399.2億元),以確保該計畫最終能完成。
但《彭博》指出,儘管人們對這條輸油管能否最終建成仍存有疑慮,但川普在周二一場加州的競選活動中盛讚了這些承諾,稱其「保證了」該項目的成功。對此,《路透》日前也揭露,阿拉斯加LNG計畫的單位建設成本,可能超過美國墨西哥灣沿岸同類設施2倍。
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據報導,台灣中油先前已與阿拉斯加天然氣開發機構簽署LNG採購及投資意向書,但川普此次宣布的具體採購價格、投資條件及合約細節尚未公開,相關承諾也尚未獲得台灣方面正式確認。
阿拉斯加公共媒體《Alaska Public Media》指出,數十年來,阿拉斯加州政府官員一直致力於建造這條長達807英里(1298公里)的輸油管道,他們表示管道將增加州財政收入,並為阿拉斯加居民提供低成本能源。但迄今為止,他們仍未能從天然氣買家那裡獲得足以支撐該項目巨額成本的明確價格承諾。
據悉,阿拉斯加LNG計畫興建的這條天然氣管線,主要想將阿拉斯加北坡的天然氣輸送至南部液化設施,再出口至亞洲市場,預計每年可生產2000萬噸LNG。
不過,根據《路透》10月1日報導,開發商Glenfarne Group估計,整體工程成本高達445億至545億美元,換算每年每100萬噸產能的建設成本約22億至27億美元(約新台幣699.6億元至858.6億元),遠高於美國墨西哥灣沿岸同類LNG出口設施約10億美元(約新台幣318億元)的水準。
開發商則認為,阿拉斯加距離日本、南韓及台灣較近,運輸成本較低,有助提高競爭力。Glenfarne表示,阿拉斯加LNG出口至亞洲的運輸成本,可能比墨西哥灣沿岸低至少65%。
《Alaska Public Media》9日報導,能源顧問公司Poten & Partners的全球商業情報主管費爾(Jason Feer)指出,真正的問題在於亞洲買家是否願意為能源供應安全支付較高價格。儘管亞洲客戶已簽署多份不具約束力的購氣意向書,但目前尚未看到買家願意簽下價格明顯高於市場行情的正式合約。
費爾認為,阿拉斯加LNG計畫距離真正動工仍有相當長的路要走,現階段看不出工程即將啟動的跡象。
除了台灣,川普日前也宣布南韓將投資540億美元(約新台幣1.7兆元)參與阿拉斯加LNG計畫,但南韓政府隨即澄清,尚未決定是否出資,必須先審查計畫的商業可行性。對此,《Alaska Beacon》報導,南韓產業通商資源部長金正官表示,美方公布的內容超出雙方實際達成的共識,南韓目前僅同意展開相關評估,並未承諾540億美元投資。
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AI outlook — possibilities, not facts
台灣中油將在未來3個月內公開其對阿拉斯加LNG項目的正式立場
Possible · Within months
阿拉斯加LNG項目將在未來12個月內未能達到實質動工的條件
Likely · Within months

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