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持續推進能源改革對墨西哥石化工業的未來至關重要

中國石化新聞網訊 據《化學周刊》10月19日刊消息,墨西哥即將于12月1日上任的總統安德烈斯?曼紐爾?洛佩茲?奧夫拉多爾將不得不努力工作,以盡量減少能源改革的干擾。墨西哥能源改革旨在向私人和外國投資開放石油和天然氣行業,并促進油氣產量的增長。能源改革的成功實施對墨西哥石化行業的未來發展至關重要。 自2014年獲得批準以來,墨西哥能源改革在為該國未來的石化投資創造更明確的激勵機制和降低原料風險方面發揮了重要作用。改革已經開始重塑墨西哥能源市場,但過程并不簡單。 2014年國際原油價格暴跌導致投資者對墨西哥油氣行業的投資興趣減弱,能源改革的實施速度放緩。IHS Markit化工業務顧問勞爾?阿里亞斯?阿爾瓦雷斯(Raul Arias Alvarez)表示:“反對改革的部分原因在于時機,而非市場開放本身。2014年原油價格的暴跌沖擊了墨西哥國家石油公司(Pemex)的收入,當然政府的收入也受到很大的影響。原油價格下跌也促使潛在投資者重新考慮他們的投資將在哪里獲得更快的回報、成本更低。盡管取得了迄今為止的進展,但由左翼當選為總統的奧夫拉多爾領導的新一屆政府可能會不利于墨西哥能源改革的繼續推進。 張春曉 摘譯自 《Chemical Week》 原文如下: Continued reform crucial to Mexico’s petrochemical prospects Mexico’s incoming president, Andres Manuel Lopez Obrador, will have to work hard to minimize disruption to implementation of energy reform designed to open the oil and gas (O&G) sector to private and foreign investment and boost production. Successful implementation is critical to the future of the country’s petrochemical industry. Mexico’s energy reform has played a significant role in creating clearer incentives and mitigating feedstock risks for future petrochemical investment in the country since it was approved in 2014. The reform has already begun reshaping Mexico’s energy market, but the journey has not been straightforward. The crash of crude prices in 2014 muted interest from investors and slowed implementation. “Part of the opposition to the reform results from the timing rather than the market opening itself,” says Raúl Arias Alvarez, consultant/chemicals at IHS Markit. “The crash of crude oil prices in 2014 hit the revenue of Petróleos Mexicanos [Pemex; Mexico City] and in turn that of the government. Lower crude prices also caused potential investors to rethink where their investments would yield returns faster and be less costly.” Despite the progress achieved so far, the incoming administration, a coalition led by left-leaning president-elect Andrés Manuel López Obrador, could rock the boat.

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