哈萨克斯坦2040年翻倍炼油产能

Core Viewpoint - Kazakhstan aims to double its crude oil processing capacity by 2040 through the construction of a new large refinery and the expansion of existing facilities [1] Group 1: Capacity Expansion - Current refining capacity in Kazakhstan is 18 million tons per year [1] - The capacity increase will be phased: from 2025 to 2032, existing facilities will be expanded to reach 30 million tons per year [1] - By 2040, a new refinery with an annual capacity of 10 million tons will be operational, bringing total capacity to 40 million tons per year, effectively doubling the current level [1] Group 2: Product Output Goals - Kazakhstan plans to increase refined oil output from an expected 14.55 million tons this year to 29.2 million tons by 2040, achieving a similar doubling in scale [1] Group 3: Investment Requirements - The expansion plans require an investment of between 15 billion to 19 billion USD, aimed at both increasing capacity and significantly enhancing processing efficiency [1] Group 4: Production Compliance - Despite reiterating compliance with OPEC+ production cuts, Kazakhstan, as a non-OPEC member, has historically exceeded its production quotas [1] - The country has not fully compensated for its overproduction, and this year, with the involvement of international energy giants like Chevron, its crude oil output continues to rise, maintaining an overproduction trend [1]