摩洛哥在能源丰沛周期中谋篇布局

Core Insights - The global LNG supply is projected to reach 594 million tons by 2030, a significant increase of 42% from 418 million tons in 2024, leading to a potential supply surplus of approximately 15 million tons in the international market [1] - The energy production landscape in Africa is shifting, with North Africa's traditional dominance in natural gas production expected to decline to around 40% by 2035, while Sub-Saharan Africa's supply could quadruple by 2050 [1] - Morocco aims to leverage its strategic geographic position and advanced port facilities to become a regional logistics hub and energy transit center, despite lacking abundant natural gas resources [1] Group 1 - The Nazour Mediterranean port, set to begin operations in the second half of 2026, will serve as a key component of Morocco's energy strategy, featuring the country's first LNG infrastructure [2] - The port will provide nearly 800 hectares of industrial land initially, with plans to expand to 5,000 hectares in the long term [2] - The Nigeria-Morocco gas pipeline project, with an investment of approximately $25 billion, aims to transport Nigeria's natural gas resources to regional markets and Europe [2] Group 2 - Successful advancement of Morocco's planned energy projects could enhance its position in the global energy landscape, while delays or insufficient funding may exacerbate market volatility due to global LNG supply surplus [2]