金吾财讯 | 据媒体周二消息，埃克森美孚 (XOM) 与南非达成液化天然气输送初步协议，气源将供给理查兹湾在建祖鲁兰 LNG 接收站配套 3000 兆瓦发电厂。南非发电结构高度依赖煤炭，煤电占总发电量八成，本土天然气储量稀缺，且燃气轮机设备交付周期较长，引入 LNG 能够提升电网供电稳定性、降低碳排放。
本次合作匹配埃克森美孚长期能源规划，公司计划 2030 年前十年内 LNG 年供应量翻倍至 4000 万吨以上，南非市场成为海外需求拓展关键落地项目。据油气行业媒体统计，近年多国煤炭转型市场持续释放 LNG 采购需求，油气巨头普遍加速布局新兴市场长协供给业务。
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