石油新势力正在南美崛起

Core Insights - Guyana is rapidly emerging as a new oil producer, with rising tensions between Washington and Caracas bringing South America's oil industry back into focus [1] - The International Energy Agency (IEA) has identified Brazil, Guyana, and Argentina as key contributors to global oil production growth among non-OPEC countries, with expectations that these nations will play a significant role by 2030 [1] Brazil's Oil Production Growth - Over the past decade, Brazil's oil and gas production has surged, with daily output increasing by 60% to 4.9 million barrels of oil equivalent per day by June 2025, making Brazil the largest oil producer in South America and the seventh globally, accounting for 4% of total global oil production [2] - Analysts predict that Brazil's crude oil production will reach 5 million barrels of oil equivalent per day by 2030, driven by significant investments from Petrobras, which currently accounts for over 61% of the country's oil and gas output [2] - Petrobras plans to invest $77 billion from 2025 to 2029, with $47 billion allocated for the development of pre-salt oil fields, which are the core drivers of Brazil's oil boom [2] Argentina's Oil Sector Resurgence - Argentina has unexpectedly emerged as a major oil producer in South America, largely due to the successful development of the Vaca Muerta shale formation, covering 8.6 million acres [3] - By July 2025, Argentina's crude oil production is expected to reach 805,000 barrels per day, with natural gas production at 5.7 billion cubic feet per day, marking year-on-year increases of 19% and 6%, respectively [3] - The state-owned YPF plans to invest $35.7 billion from 2025 to 2030, with a target of achieving a net production of 1 million barrels of oil equivalent per day by 2030 [3] Guyana's Rising Oil Output - Guyana's oil production is on the rise, with ExxonMobil's discovery of the world-class Liza-1 oil field leading to production commencement via the "Liza Destiny" FPSO within four years [4] - By July 2025, Guyana's crude oil production is expected to exceed 670,000 barrels per day, positioning it as the fifth-largest producer in South America [4] - With the commissioning of the "One Guyana" FPSO in August 2025, Guyana's oil production is projected to reach 900,000 barrels per day by the end of the year, surpassing Argentina and Colombia [4]