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Ukuphathwa Okuqinile, Ikhwalithi Kuqala, Isevisi Ekhwalithi, Nokwaneliseka Kwekhasimende

Iphrojekthi enkulu engaphezu kwezigidigidi ezingama-40! Izinkampani zikawoyela zase-China zithatha amasheya!

Inkimbinkimbi yezinkundla zokumba uwoyela olwandle izungezwe amanzi olwandle abanzi ngaphansi kwesibhakabhaka esicwathile.
Muva nje, i-Abu Dhabi National Oil Company (ADNOC) isememe ngokusemthethweni isinqumo sokugcina sokutshalwa kwezimali (FID) sephrojekthi yokuthuthukiswa kwe-gas cap yase-Umm Shaif, ngokutshalwa kwezimali okuphelele okungama-dollar ayizigidi eziyizinkulungwane eziyisithupha namakhulu amabili (cishe ama-RMB ayizigidi eziyizinkulungwane ezingamashumi amane nambili). I-gas cap isho ungqimba lokuqongelelwa kwegesi yemvelo; emithonjeni yamafutha, uwoyela, igesi, namanzi kusatshalaliswa ngokuqina, kanti igesi yemvelo elula kakhulu ihlala phezulu kwesicupho ukuze yakhe i-gas cap.
Lesi sinqumo asigcini nje ngokuthinta ukuphepha kwamandla e-UAE, kodwa futhi sibeka ucezu olubalulekile kakhulu esikhathini esibucayi lapho isimo sezimakethe zomhlaba wonke zegesi yemvelo sishintshwa kabusha.

01. $6.2 Billion – Isinyathelo Esingamasu Sokuvuselela "Insimu Kawoyela Esivuthiwe"

Insimu yase-Umm Shaif iyimpahla endala kunazo zonke yase-Abu Dhabi yegesi nekawoyela olwandle – yatholakala ngo-1958 futhi yakhiqiza uwoyela wokuqala wokuthumela ngaphandle we-UAE ngo-1962. Ngemva kweminyaka engaphezu kwamashumi ayisithupha yokukhipha uwoyela, izinsiza zegesi yemvelo ezingaphezulu kwayo (okungukuthi, i-gas cap) bezilokhu zingathuthukiswa ngendlela ehlelekile. Lolu tshalomali lwama- $6.2 billion luqondiswe ngqo ekuvuleni lolu hlelo lwezinsiza "olulele" isikhathi eside.
Uma sekuqediwe, lo msebenzi kulindeleke ukuthi ukhiqize ngaphezu kwezigidi eziyizinkulungwane ezingamakhulu ayisithupha zamafidi ayisikwele ngosuku (cishe ama-600 MMscfd) wegesi yemvelo kanye nama-condensate ahambisana nayo, okulingana cishe namaphesenti ayishumi okusetshenziswa kwegesi yemvelo yansuku zonke e-UAE. Lo msebenzi uhlelelwe ukuthi uqale ukukhiqiza ngokusemthethweni ngo-2030.
Ipulatifomu yokumba uwoyela olwandle enemifanekiso ebonisa ukuthi i-FID ingu-$6.2B, >600 MMSCFD, nokukhiqizwa kokuqala ngo-2030.
Ngokwakhiwo kokutshalwa kwezimali, u-$6.2 billion uhlukaniswe ngokuyinhloko izingxenye ezimbili: okokuqala, izinkontileka ezintathu zobunjiniyela, ukuthengwa kwempahla, nokwakhiwa (EPC) ezihlanganisa cishe u-$5.1 billion, zokwakhiwa kwengqalasizinda emisha emikhulu yasolwandle; okwesibili, uhlelo lokumba nokumba okuhlanganisiwe olungu-$365 million, lapho i-ADNOC Drilling izoqeda imithombo engu-14 phakathi nezinyanga eziyi-18 isebenzisa amapulatifomu amathathu akhona asolwandle. Kufanele kuqashelwe ukuthi lo msebenzi uzosebenzisa ngokugcwele izinsiza ezikhona zasolwandle kanye nogesi ovela kugridi kazwelonke yase-UAE ukwehlisa izindleko zokuthuthukisa kanye nokukhishwa kwekhabhoni.
Ngokukhethekile, ngokombono wamasu wesikhathi eside, iphrojekthi yegesi yase-Umm Shaif iyingxenye eyodwa nje yephothifoliyo ebanzi yegesi ye-ADNOC. Ngaphambi kwalokhu, uMkhandlu Omkhulu Wezindaba Zezimali Nezomnotho wase-UAE wawusuvele unikeze isivumelwano sekhonseshini yegesi yase-Bab, okulindeleke ukuthi kuvule amabhiliyoni angu-1.5 amafidi ayisikwele ajwayelekile ngosuku wegesi yemvelo nama-condensates. Futhi muva nje ekuqaleni kukaJulayi 2026, i-ADNOC yethula inkundla yayo yomhlaba wonke yokuthengisa nokuhweba nge-LNG e-Abu Dhabi Global Market (ADGM), ihlose ukuthola umthamo ophelele wokuthengisa we-LNG wamathani ayizigidi ezingama-47 ngonyaka ngonyaka ngo-2035 – isilinganiso esanele ukubeka i-Abu Dhabi phakathi kwabahlinzeki abahamba phambili be-LNG emhlabeni wonke.
UDkt. Sultan Ahmed Al Jaber, uMqondisi Ophethe kanye ne-CEO yeQembu le-ADNOC, usho ngokucacile: “Njengoba isidingo somhlaba wonke segesi yemvelo siqhubeka sikhula, i-ADNOC isheshisa isu layo elihlanganisiwe le-gesi, ithuthukisa ngokwengeziwe izinsiza eziningi zegesi zase-UAE futhi inwebe isiza sayo somhlaba wonke se-LNG.” Lesi sitatimende siveza ngokucacile inhloso yamasu ye-ADNOC: ukusebenzisa izinsiza zangaphakathi zokukhiqiza kanye nokusebenzisa isiza sokuhweba nge-LNG njengethuluzi lokuthola igunya elikhulu emakethe yegesi yemvelo yomhlaba wonke.

02. I-CNPC Ithatha I-10% Yamasheya

Isakhiwo samasheya sephrojekthi ye-Umm Shaif gas cap siyilokhu: I-ADNOC Offshore ibambe i-60% futhi isebenza njengomqhubi, i-TotalEnergies ibambe i-20%, kuyilapho i-Eni kanye ne-China National Petroleum Corporation (CNPC) ngayinye ibambe i-10%. Ngokusekelwe esamba sokutshalwa kwezimali, umnikelo ohambisanayo we-CNPC ungaba ngama-dollar angaba yizigidi ezingu-620.
Ukusebenzisana kwe-CNPC ne-ADNOC akusiyo into eqalile muva nje. Kusukela ithola inzalo engu-10% ku-Umm Shaif kanye ne-Nasr concession ngo-2018, i-CNPC iqhubekile nokubamba iqhaza elikhulu ekuhlolweni nasekuthuthukisweni kwale ndawo. Ngaphambilini, ngo-2017, i-CNPC yasayina "Isivumelwano Sokubambisana Ekuthuthukisweni Kwamafutha Asemhlabeni e-Abu Dhabi" ne-ADNOC, yathola inzalo ethile endaweni yamafutha asemhlabeni – okumaka okokuqala inkampani yaseShayina ithola izimpahla zangaphezulu ezweni lase-GCC. NgoMashi 2018, izinhlangothi zombili zaphinde zasebenzisana emaphrojekthini asolwandle i-Umm Shaif Nasr kanye ne-Lower Zakum. Kusukela lapho, i-CNPC ibambe iqhaza eliphelele ekuhlolweni, ekuthuthukisweni nasekuphathweni kokusebenza kwemiklamo emine e-UAE.
Izikhulu ze-ADNOC ne-CNPC zisayina isivumelwano sokubambisana kwamasu emcimbini osemthethweni.
Kusukela lapho, ukubambisana phakathi kwezinhlangothi zombili kuqhubekile ukujula — ngo-2025, basungula iKomidi Eliqondisayo Lokubambisana Kwamasu, okwenza ngokusemthethweni kube khona indlela yokusebenza yokubambisana kwamasu ehlelekile, futhi basungula amaqembu okusebenza akhethekile ahlanganisa izixazululo zekhabhoni ephansi, ukuhlolwa nokuthuthukiswa kukawoyela negesi, ukushintshana kobuchwepheshe obuthuthukile, ukubambisana kwebhizinisi lokucwengwa, kanye nokuthengisa nokuhweba.

Thintana Nathi

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