|2019-10-17 来源： 中国石化新闻网|
阿根廷页岩发展的基础是巴塔哥尼亚北部内乌肯盆地的Vaca Muerta地层EIA认为Vaca Muerta页岩气的技术可采储量为310万亿立方英尺，是阿根廷已探明储量的25倍多，在地质学上可与德克萨斯州南部的Eagle Ford页岩相媲美。由于到目前为止，只有4- 6%的油田面积进入了开发阶段，人们的兴趣应该会很高。Vaca Muerta目前的产量约为12亿立方英尺/天。
曹海斌 摘译自 钻机地带
Argentina Primed for Great Natural Gas Rise
Led by partially state-owned YPF, Chevron, ExxonMobil, Shell, and others helped grow gas production to nearly 4 Bcf/d in 2018, the highest level since 2010. Not long ago, it was assumed that output had peaked, falling from 4.3 Bcf/d in 2006 to 3.3 Bcf/d in 2014.
The basis of Argentina’s shale development is the Vaca Muerta (“Dead Cow”) formation located in the Neuquén Basin in northern Patagonia. Geologically comparable to the Eagle Ford shale in southern Texas, EIA puts Vaca Muerta’s technically recoverable shale gas resources at 310 Tcf, or over 25 times more than Argentina’s proven reserves. Interest should remain high since only 4-6 percent of acreage in the play has so far entered the development phase. Production in the Vaca Muerta is now ~1.2 Bcf/d.
Yet, a variety of challenges exist for a country looking to double or even triple its gas output. The government put a floor price on Vaca Muerta shale gas at $7.50 per MMBtu last year, which stressed budgets as production continued to climb. That forced a backtracking on some of the price supports, which upset the industry. Indeed, unpredictable price controls, overtaxing, water shortages, a lack of regulatory clarity, and short infrastructure are just a few realities that continue to block major shale development outside the free markets of the U.S. and Canada.
Shale development in Argentina does enjoy broad political support, something that appears to be becoming less clear in the U.S. The Vaca Muerta has been a signature agenda item for President Macri. The left-wing opposition ticket of Alberto Fernández and Cristina Fernández de Kirchner though are also supportive. Just recently, the U.S. government’s Overseas Private Investment Corporation approved $300 million in financing for Vista Oil and Gas Argentina, a small shale company operating in the Vaca Muerta.
With rising gas production, Argentina has even resumed piped shipments to neighboring Chile and Brazil. And the country had its first LNG export cargo on June 6. Leadership, however, must remain focused on domestic growth. Gas is now the global go-to fuel, and Argentina is no different. Importantly, Argentina still uses 15-20 percent more gas than it produces.