三井与阿美及RDIF洽谈收购诺瓦泰克北极LNG2股份

   2018-12-24 IP属地 浙江中国石化2370

据路透社莫斯科、迪拜报道,据知情人士向路透社透露,日本三井株式会社、俄罗斯主权财富基金RDIF和沙特阿美就收购诺瓦泰克北极LNG2项目的股份进行谈判,但投资规模仍有待决定。

诺瓦泰克计划在2022年至2023年开始在北极LNG2项目生产液化天然气,该工厂预计耗资约255亿美元,年生产能力为1980万吨,将是诺瓦泰克继亚马尔LNG之后的第二个液化天然气工厂。

诺瓦泰克持有该项目90%的股份,而法国道达尔持有另外10%的股份。诺瓦泰克打算保留北极LNG2项目60%的股份,向其他投资者提供30%的股份。不过,在某些情况下,为了保持对项目的控制,诺瓦泰克可以进一步减持股份,但不得低于50%。

据两位知情人士透露,三井、沙特阿美和俄罗斯主权财富基金RDIF正在就入股该项目与诺瓦泰克进行谈判,这将使这家俄罗斯天然气公司更接近于实现生产与卡塔尔(世界上最大的LNG供应商之一)同样多LNG的目标。

其中一位消息人士表示:“三井、沙特阿美和RDIF有意购买北极LNG2的股份,但南亚也有兴趣。”

日本是全球最大的LNG消费国,而俄罗斯是LNG主要的供应国之一。俄罗斯目前有两家液化天然气工厂:诺瓦泰克的亚马尔LNG和俄罗斯天然气工业股份公司的萨哈林-2项目,而俄罗斯希望生产更多的LNG。

第三个消息来源证实了三井对该项目的兴趣,其他三位知情人士证实了沙特阿美和RDIF的兴趣。

据知情人士透露,沙特阿美目前正在进行技术尽职调查,当商业谈判临近时,RDIF将加入,尽管RDIF将投资于该项目,但其贡献可能不及沙特阿美。

消息人士称,三井和诺瓦泰克之间的谈判是与诺瓦泰克和沙特阿美、RDIF之间的谈判分开的,如果双方谈判成功,双方都将在北极LNG2项目中占有一席之地。

沙特阿美和RDIF拒绝置评,而诺瓦泰克无法立即回应路透社上周五的置评请求。

三井发言人在被问及该公司是否计划投资该项目时表示:“我们对该项目有普遍的兴趣,我们正在与有关各方交换意见。”

本周,诺瓦泰克将22亿欧元(合25.1亿美元)的合同授予意大利能源承包商Saipem和土耳其石油和天然气服务公司Renaissance,用于在海床上建造重力结构平台,以支持LNG加工设备。

詹晓晶摘自路透社

原文如下:

Exclusive: Mitsui, Saudi Aramco, Russia's RDIF in talks to buy Arctic LNG 2 stakes - sources

Japan’s Mitsui & Co Ltd (8031.T), Russian sovereign wealth fund RDIF and Saudi Aramco are in talks to buy stakes in Novatek’s (NVTK.MM) Arctic LNG 2 project, with the size of the investments still to be decided, sources familiar with the talks told Reuters.

Novatek plans to start producing LNG at Arctic LNG 2 in 2022-2023. The plant, which is expected to cost around $25.5 billion, will have an annual production capacity of 19.8 million tonnes and will be Novatek’s second LNG plant after Yamal LNG.

Novatek owns a 90 percent stake in the project, with France’s Total (TOTF.PA) holding the other 10 percent. Novatek intends to keep a 60 percent stake in Arctic LNG 2, offering 30 percent to other investors.

However, under certain conditions Novatek may cut its stake further, although not to below 50 percent in order to keep control over the project.

Two sources familiar with the talks said that Mitsui, Saudi Aramco and the Russian Direct Investment Fund are in talks with Novatek over taking stakes in the project, which should bring the Russian gas company closer to its goal of producing as much LNG as Qatar,“Mitsui, Saudi Aramco and RDIF are interested to buy a stake in Arctic LNG 2 but there is also an interest from South Asia,” Japan is the world’s top LNG consumer, with Russia among its key LNG suppliers. There are currently two LNG plants operating in Russia: Novatek’s Yamal LNG and Gazprom’s Sakhalin 2 and Moscow has ambitions for more.

A third source confirmed Mitsui’s interest in the project. Three other sources familiar with the talks confirmed the interest from Saudi Aramco and RDIF.

“Saudi Aramco is currently holding technical due-diligence. When the commercial talks approach, RDIF will join(in),” While RDIF will invest in the project, its contribution is likely to be less than Aramco’s, the second of the three sources familiar with the talks told Reuters.

Talks between Mitsui and Novatek are separate from talks with Saudi Aramco and RDIF, sources said. Each would have a stake in Arctic LNG 2 if their talks succeed, according to the sources.

Saudi Aramco declined to comment and Novatek could not immediately respond to a Reuters request for a comment “We have a general interest in the project and we are exchanging our opinions with parties involved,” a Mitsui spokesman said when asked whether the company planned to invest in the project.

This week, Novatek awarded a 2.2 billion euro ($2.51 billion) contract to Italian energy contractor Saipem (SPMI.MI) and Turkish oil and gas services firm Renaissance for the construction of gravity-based structure platforms that will stand  

 
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