马国油发布三年战略路线图

Core Insights - Petronas aims to maintain a domestic production of nearly 2 million barrels of oil equivalent per day while solidifying its position in liquefied natural gas (LNG) and positioning carbon capture and storage (CCS) as a key growth pillar for the future [1] Group 1: Upstream Strategy - The upstream business remains the cornerstone of Petronas' strategy, focusing on enhanced exploration in both new and existing basins, accelerating the evaluation of recent oil and gas discoveries, and prioritizing the development of resilient low-cost projects to sustain production [1] - Upstream operations are being redesigned to align with the company's "net zero by 2050" pathway, embedding carbon reduction measures directly into project designs [1] - Petronas expresses ambition to establish Malaysia as a regional CCS hub, which aligns with its traditional strategies of enhancing recovery rates and deepwater development, showcasing a dual consideration of maintaining oil and gas cash flow while laying the groundwork for transformative infrastructure [1] Group 2: Natural Gas and LNG Strategy - Natural gas and LNG are central to Petronas' mid-term energy transition strategy, focusing on optimizing existing infrastructure to ensure energy security, including the large-scale Bintulu LNG complex and floating LNG facilities [1] - The company plans to expand regasification capacity, build a third floating LNG facility, and upgrade pipeline networks in the future [1] Group 3: International Expansion - On the international front, Petronas is advancing LNG growth projects in Canada and Suriname, while diversifying supply through imports from Australia and potentially the Middle East [2]