让化石能源推动非洲工业发展

Core Viewpoint - The African Energy Chamber (AEC) calls for a fundamental shift in global energy policy to prioritize African fossil fuels for energy security, industrial growth, and poverty alleviation, emphasizing the need for responsible exploration to meet the energy demands of millions living without electricity [1][2]. Group 1: Energy Potential and Projections - AEC's "2026 Outlook" predicts that Africa's oil and gas production will reach 11.4 million barrels per day by 2026, increasing to 13.6 million barrels per day by 2030 due to exploration activities [1]. - By 2026, Africa is expected to account for approximately $41 billion in global upstream capital expenditure, driven by major projects in Mozambique, Angola, and Nigeria [1]. - Africa has proven natural gas reserves exceeding 620 trillion cubic feet, making it a crucial supplier for the global gas market and domestic energy development [1]. Group 2: Financing and Policy Challenges - Restrictive global financing frameworks, such as the World Bank's ban on fossil fuel loans, may hinder investment in Africa's energy sector, which is essential for industrial clusters, electrification, and gas infrastructure [2]. - Restoring capital flow presents a unique opportunity for Africa to leverage its natural resources, alleviate energy poverty, and enhance global energy security [2]. - The International Energy Agency (IEA) is urged to reassess its forecasts, which currently underestimate Africa's oil and gas resources and the role of gas in energy access, job creation, and industrial capacity [2]. Group 3: Energy Transition and Development - The call to phase out fossil fuels under the guise of climate justice threatens Africa's prosperity and exacerbates energy poverty for millions [3]. - A just energy future should be driven by African resources and labor, providing tangible benefits to communities [3]. - The G20 is urged to make fossil fuel development a core pillar of its Africa policy, unlocking financing potential, removing ideological barriers, and investing in gas infrastructure to support households, industries, and economies across the continent [3].