沙特阿美交易贾富拉天然气资产

Core Viewpoint - Saudi Aramco has signed a $11 billion lease and leaseback agreement with an international investment consortium led by BlackRock's Global Infrastructure Partners for the Jafurah gas processing facility [1] Group 1: Transaction Details - The newly formed subsidiary, Jafurah Midstream Gas Company (JMGC), will acquire the development and usage rights of the Jafurah gas processing plant and the Riyadh gas liquid fractionation facility, leasing these assets back to Saudi Aramco for a 20-year term [1] - Saudi Aramco will hold a 51% majority stake in JMGC, while the remaining 49% will be owned by investors led by GIP [1] Group 2: Project Significance - Jafurah is Saudi Arabia's largest non-associated gas development project, estimated to contain 229 trillion standard cubic feet of gas and 75 billion barrels of condensate [1] - This project is a core component of Saudi Aramco's "2021-2030 Gas Capacity Enhancement Plan," aiming to increase gas production capacity by 60% compared to 2021 levels to meet growing demand [1] Group 3: Future Outlook - Saudi Aramco's CEO Amin Nasser expressed expectations for Jafurah to play a significant role as a feedstock supplier for the petrochemical industry and to provide energy for emerging growth areas such as AI data centers in Saudi Arabia [1] - The first phase of the Jafurah development project commenced in November 2021 and is progressing well, with initial production expected in Q3 2025 [1] - The total lifecycle investment for the Jafurah project is projected to exceed $100 billion, with stable sales gas volume expected to reach 2 billion standard cubic feet per day by 2030, alongside significant quantities of ethane, natural gas liquids, and condensate [1]