新分析显示,到2030年,非洲和亚洲将推动全球石油炼油产能的快速增长。
Africa and Asia are expected to drive a boom in global oil refining capacity by 2030 as countries seek to meet rising demand, reduce reliance on imports, and expand exports, new analysis found.
各国为满足不断增长的需求、减少对进口的依赖并扩大出口,预计这两个地区将成为炼油产能增长的主要动力。
The BloombergNEF projections reverse several years of limited additions and high closure rates as energy supply disruptions caused by the US-Iran war pushed refining margins to record highs and strengthened the case for investment in supply-chain infrastructure.
彭博新能源财经(BloombergNEF)的预测扭转了此前几年炼油产能增长缓慢和关闭率较高的趋势——由于美伊战争导致的能源供应中断,炼油利润率达到历史高位,这进一步增强了投资供应链基础设施的必要性。
The outlook found Africa and the Asia-Pacific region would account for 95% of total refining growth, half of which is already operational or under construction.
据预测,非洲和亚太地区将占全球炼油产能增长的95%,其中一半的新增产能已经投入运营或正在建设中。
China and India account for more than two thirds of expected global capacity additions in 2026 and 2027, while Africa is forecast to add the equivalent of half the continent’s existing capacity by 2030, led by the expansion of Nigeria’s Dangote refinery.
2026年和2027年,中国和印度将贡献全球新增产能的三分之二以上;而非洲预计到2030年将新增相当于其现有产能一半的炼油能力,尼日利亚的丹戈特炼油厂(Dangote refinery)的扩建项目将起到关键作用。相比之下,欧洲和美国等地区的炼油产能面临进一步缩减的挑战。
In contrast, markets like Europe and the US face further closures. — Chloé Farand