据世界石油1月29日消息称，Equinor决定将其坦桑尼亚液化天然气项目（TLNG）的账面价值在公司资产负债表上减记9.82亿美元。
尽管近年来在TLNG的商业框架方面取得了进展，但总体项目经济状况还没有得到足够的改善，不足以证明将其保留在资产负债表上。TLNG项目的预期盈亏平衡价格远高于Equinor的投资组合平均价格，目前在该投资组合中没有竞争力。Equinor将继续与坦桑尼亚政府就商业、财政和法律框架进行谈判，这可能为未来的TLNG提供一个可行的商业案例。
Equinor在石油、天然气和可再生能源领域保持着颇具吸引力的项目开发机会组合。这个投资组合需要严格的优先次序，确保资本被分配到产生最具竞争力回报的项目上。去年2月的资本市场更新显示，根据今天的估计，预计到2026年启动的Equinor石油和天然气项目的平均盈亏平衡低于35美元/桶。与此类似，预计在10年内启动的非批准油气项目的平均盈亏平衡低于40美元/桶。
2007年，Equinor与坦桑尼亚石油开发公司(TPDC)签署了一份产量分成协议(PSA)，此后Equinor就进入了坦桑尼亚。Equinor是运营商，拥有65%的参与权益，埃克森美孚拥有35%的开采权益。TPDC有权以10%的股份参与。Equinor在坦桑尼亚近海2区块发现了9处天然气，储量估计为20万亿立方英尺。
曹海斌 摘译自 世界石油
原文如下：
Equinor writes off its Tanzania LNG project
Equinor has decided to write down the book value of its Tanzania LNG project (TLNG) While progress has been made in recent years Equinor maintains an attractive portfolio of project development opportunities in oil and gas as well as renewables. This portfolio requires strict prioritization, ensuring capital is allocated towards projects yielding the most competitive returns. As shown at the Capital Markets Update in February last year, Equinor’s oil and gas projects with expected start-up by 2026 have an average breakeven below $35/bbl based Equinor has been present in Tanzania since 2007 when the company signed a Production Sharing Agreement (PSA) with the Tanzania Petroleum Development Corporation (TPDC). Equinor is the operator with a 65% participating interest, along with ExxonMobil’s working interest of 35%. TPDC has the right to participate with a 10% interest. Equinor made nine gas discoveries in Block 2 offshore Tanzania with estimated volumes of 20 Tcf of gas in place.?
