中国石化新闻网讯 据美国钻井网站2月14日报道称，泰国最大的煤炭生产商Banpu Pcl计划在美国的旗下页岩气分公司准备今年在纽约上市之际，增加对美国页岩气的投资。
首席执行官Somruedee Chaimongkol表示，这家总部位于曼谷的公司正在加快在美国收购，因为它减少了对煤炭的依赖。她在周一的采访中表示：“美国电力和天然气业务仍有巨大的潜力，可以帮助Banpu实现从煤炭到页岩气的转变。”
随着这个东南亚第二大经济体的需求和增长放缓，泰国公司从Banpu到Gulf Energy Development Pcl和PTT Global Chemical Pcl都一直在海外扩张。
Somruedee表示，Banpu正在谈判收购得克萨斯州的更多电力资产，该公司于2021在得克萨斯州进行了首次美国投资，拥有一座700兆瓦的发电厂。她补充道，该公司还将投资亚洲大国太阳能屋顶企业以及日本和澳大利亚的可再生能源。该公司目前在这些地区以及越南都有太阳能发电厂。
Somruedee在6月表示，Banpu的目标是到2025年将其煤炭收入的比例从目前的三分之二左右降至50%。她当时表示，该公司将用天然气生产和发电以及包括太阳能和碳捕获在内的绿色技术来替代这些收入。
Banpu重申了其美国天然气部门BKV Corp.今年在纽约证券交易所上市的计划。Somruedee表示，该公司正在权衡“合适的时机”，等待投资者情绪在天然气价格波动后有所改善。今年迄今，美国天然气期货价格下跌了40%以上。
梁金燕 译自 美国钻井网站
原文如下：
Thailand's Largest Coal Producer to Boost US Shale Gas Investment
Banpu Pcl, Thailand’s largest coal producer, plans to boost its investments in US shale gas as it prepares for the New York listing of its American unit this year.
The Bangkok-based company is speeding up acquisitions in the US as it reduces its reliance>Thai companies from Banpu to Gulf Energy Development Pcl and PTT Global Chemical Pcl have been expanding overseas as demand and growth in Southeast Asia’s second-biggest economy slows.
Banpu is in talks to acquire more power assets in Texas, where it made its first US investment in 2021 with a 700-megawatt plant, Somruedee said. It will also invest in solar rooftop businesses in the biggest country of Asia and renewable energy in Japan and Australia, she added. The company currently has solar plants in those regions, as well as in Vietnam.
Somruedee said in June that Banpu is aiming to reduce the proportion of revenue it generates from coal from around two-thirds now to 50% by 2025. The company will replace those earnings with a mixture of natural gas production and power generation, as well as green technologies including solar and carbon capture, she said at the time.
Banpu reaffirmed the planned listing of BKV Corp., its US natural gas unit, on the New York Stock Exchange this year. Somruedee said the company is weighing the “appropriate timing,” waiting for investor sentiment to improve following volatile natural gas prices. US natural gas futures have dropped more than 40% so far this year.
