非洲原油日需求量预计将跃升至2050年每日450万桶

Core Insights - Africa's daily crude oil consumption is projected to surge from 1.8 million barrels in 2024 to 4.5 million barrels by 2050, positioning the region as a significant frontier for energy investment globally [2] Investment Needs - To meet future demand and reverse the current dependency on imports, Africa requires over $100 billion in investments in the refining sector by 2050 for upgrading existing facilities, expanding capacity, and developing new clean fuel projects [2] Challenges - The investment landscape faces two main obstacles: 1. Fragmented fuel standards across 46 countries, leading to multiple specifications that hinder regional trade and economies of scale [2] 2. Underdeveloped infrastructure, with logistics costs adding an extra $20-30 per ton of fuel, diminishing market competitiveness [2] Strategic Recommendations - The African Refining and Distribution Association (ARDA) has proposed a systematic transformation blueprint that includes unifying fuel standards, rebuilding end-to-end supply chains, enhancing the regulatory environment, and creating a bankable project portfolio [2] Market Potential - The downstream energy sector in Africa is identified as the last major high-growth investment frontier globally, necessitating industrial modernization to convert demographic dividends into tangible development momentum [2]