墨西哥和阿根廷将赌注押在液化天然气出口上。墨西哥可以进入二叠纪盆地，而阿根廷则拥有巨大的瓦卡穆尔塔页岩地层。

风险在于：这些国家可能会迅速崛起，拥有美洲第三和第四大液化能力。

对于墨西哥和阿根廷来说，尽管每个国家都面临着特定的政治和经济阻力，但成功很大程度上取决于吸引必要的资本。

根据哈特能源公司 (Hart Energy) 汇编的 Rystad Energy 数据，如果实际的、已批准的和计划的液化工厂得到全面实施，墨西哥在中短期内每年可向市场供应约 3200 万吨 (mtpa)。其他估计显示墨西哥的最终液化能力约为 45 公吨/年。

对于墨西哥来说，其液化天然气的成功主要与从二叠纪开采页岩气有关，这将需要基础设施将美国天然气运输到墨西哥的液化厂。尽管政治环境充满挑战，Sempra 等私人投资者仍在继续推进相关项目。

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相关：二叠纪生产商希望向墨西哥出口更多的管道天然气

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根据国有企业 YPF SA 透露的细节，在阿根廷，这一数字可能达到 25 吨/年。

对于阿根廷来说，瓦卡穆尔塔（Vaca Muerta）的持续开发可以说在许多方面与二叠纪盆地相当，可以巩固液化能力的大规模建设。

与墨西哥不同，阿根廷的私人投资者在政治、经济和金融方面面临着更大的阻力。

第一个主要阻力：需要资金扩大天然气管道基础设施，将内乌肯天然气运输到阿根廷海岸，以液化天然气形式出口。

第二：从马来西亚国家石油公司和YPF获得为阿根廷第一条液化列车提供资金所需的资金。

墨西哥和阿根廷会成功吗？只有时间和资本才能证明一切。

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相关： 阿根廷力争液化天然气出口荣耀

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高级执行编辑约瑟夫·马克曼对这个故事做出了贡献。

Mexico and Argentina are placing their bets on LNG exports. Mexico has access to the Permian Basin while Argentina boasts its own massive Vaca Muerta shale formation.

The stakes: the countries could swiftly rise to hold the third and fourth largest liquefaction capacity in the Americas.

For Mexico and Argentina, much of the success will rely on attracting the necessary capital, despite the political and economic headwinds specific to each country.

If actual, approved and planned liquefaction plants are fully executed, Mexico could bring to market around 32 million tonnes per annum (mtpa) over the near-to-medium term, according to Rystad Energy data compiled by Hart Energy. Other estimates put Mexico’s ultimate liquefaction capacity at around 45 mtpa.

For Mexico, its LNG success is mainly related to tapping shale gas from the Permian, which will require infrastructure to transport the U.S. gas to liquefaction plants in Mexico. While the political environment is challenging, private investors such as Sempra continue to move related projects forward.

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RELATED: Permian Producers Fancy Larger Piped-gas Exports to Mexico

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In Argentina’s case, that figure could reach 25 mtpa, based on details revealed by state-owned YPF SA.

For Argentina, the continued development of the Vaca Muerta, which is arguably on par with the Permian in many aspects, could anchor a massive buildup of liquefaction capacity.

Unlike Mexico, private investors in Argentina confront stronger headwinds politically, economically and financially.

The first major headwind: a need for capital to expand gas pipeline infrastructure to transport Neuquén gas to the Argentine coast to export as LNG.

The second: getting the capital necessary to finance Argentina’s first liquefaction train from Malaysia’s Petronas and YPF.

Will Mexico and Argentina succeed? Only time and capital will tell.

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RELATED: Argentina Goes for LNG Exporting Glory

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Senior Managing Editor Joseph Markman contributed to this story.