二叠纪生产商正在关注墨西哥太平洋有限公司对位于墨西哥索诺拉州 Puerto Libertad 的液化天然气出口设施 Saguaro Energé 的最终投资决定 (FID)。

墨西哥太平洋公司 (Mexico Pacific ) 拥有量子资本集团 (Quantum Capital Group)作为其控股股东和主要发起人，预计将在今年晚些时候或 2025 年初对其 1500 万吨/年 (mtpa) Saguaro Energía LNG 项目的第一阶段做出 FID。

咨询公司 Wood Mackenzie 美洲天然气研究高级分析师 Rodrigo Rosas 告诉 Hart Energy，Saguaro Energía 建成后将成为墨西哥西海岸最大的出口设施。Saguaro Energía LNG 将为 Permian 生产商提供伴生气的安全阀，并将美国低成本、低碳的天然气与全球最大的需求中心亚洲连接起来。

Saguaro Energía LNG开发项目将分为两个阶段，每个阶段有三条生产线，处理能力为1500万吨/年。

墨西哥太平洋公司迟迟未宣布 Saguaro 一期项目预计 150 亿美元的 FID，因为公司高管在 2023 年底和 2024 年初向市场做出了“即将”宣布 FID 的承诺。墨西哥太平洋公司预计将首先对第 1 号和第 2 号生产线做出 FID，并可能在 3 个月至 6 个月后对第 3 号生产线做出 FID。

Saguaro Energía LNG 将从 Waha Hub 采购天然气。Permian 原料气将沿美国边境 157 英里长的 Saguaro Connector 管道运输，然后沿墨西哥边境 498 英里长的 Sierra Madre 管道运输。据墨西哥太平洋公司称，这两个管道的日处理能力均为 28 亿立方英尺。

Enverus Intelligence Research 高级助理 Josephine Mills 向 Hart Energy 表示，Saguaro Connector 和 Sierra Madre 管道项目正在等待 Saguaro LNG I 达成最终投资决定以开始输送液化天然气。

Permian producers are watching out for Mexico Pacific Ltd.’s final investment decision (FID) on the Saguaro Energía LNG export facility in Puerto Libertad in Sonora, Mexico.

Mexico Pacific, which boasts Quantum Capital Group as its controlling owner and lead sponsor, is expected to take FID on the first phase of its 15-million tonnes per annum (mtpa) Saguaro Energía LNG project later this year or in early 2025.

Upon completion, Saguaro Energía would be the largest export facility on Mexico’s West Coast, Rodrigo Rosas, a senior analyst of Americas gas research for consultancy firm Wood Mackenzie, told Hart Energy. Saguaro Energía LNG will provide Permian producers a relief valve for associated gas and connect the U.S.’ low-cost and low-carbon gas to Asia, the world’s largest demand center.

The Saguaro Energía LNG development project will consist of two phases—each with three trains for a processing capacity of 15 mtpa.

Mexico Pacific has been slow to announce an estimated $15 billion FID on Saguaro Phase I, considering promises company executives were making to the market in late-2023 and early-2024 related to “imminent” FID announcements. Mexico Pacific is expected to initially take FID on Train 1 and Train 2 and take FID on Train 3 potentially 3 months to 6 months afterwards.

Saguaro Energía LNG will source gas from the Waha Hub. The Permian feedgas will be shipped along the 157-mile Saguaro Connector pipeline on the U.S. side of the border and then the 498-mile Sierra Madre pipeline on the Mexican side of the border. Both segments have the capacity to handle 2.8 Bcf/d, according to Mexico Pacific.

The Saguaro Connector and the Sierra Madre pipeline projects are waiting for Saguaro LNG I to reach FID to begin flowing LNG, Enverus Intelligence Research senior associate Josephine Mills told Hart Energy.