瓦卡穆埃尔塔生产促使阿根廷出现近 20 年来最大的能源贸易顺差

乔纳森·吉尔伯特 2025 年 1 月 23 日

(彭博社)“得益于该国瓦卡穆埃尔塔页岩油气产量的蓬勃发展,阿根廷将在 2024 年实现近二十年来最大的年度能源贸易顺差。预计今年的表现会更好。”

阿根廷能源部称,由于页岩管道扩建增加了原油运输量并减少了海外天然气采购量,去年阿根廷出口额超过进口额,达到 57 亿美元。

布宜诺斯艾利斯咨询公司 Empiria 的能源专家 Nicolas Gadano 表示,尽管需求和价格波动对贸易数据有一定影响,但“存在一种结构性变化,预示着出口增加、进口减少的趋势”。

Empiria 预计今年的贸易顺差将增长至约 70 亿美元。这将有助于总统 Javier Milei 建立阿根廷硬通货储备的努力,这是解除长期以来抑制外国投资的资本管制的关键一步。

 

原文链接/WorldOil

Vaca Muerta production prompts Argentina’s largest energy trade surplus in nearly 20 years

Jonathan Gilbert January 23, 2025

(Bloomberg) – Argentina scored its widest annual energy trade surplus in nearly two decades in 2024 thanks to booming oil and gas production in the country’s Vaca Muerta shale patch. It’s forecast to do even better this year.

Exports outstripped imports to the tune of $5.7 billion last year as shale pipeline expansions boosted crude shipments and reduced overseas natural gas purchases, according to Argentina’s Energy Department.

While demand and price fluctuations play a role in the trade data, “there is a structural change that’s heralding a trend of higher exports and lower imports,” said Nicolas Gadano, an energy expert at Buenos Aires consultancy firm Empiria.

Empiria projects the trade surplus will grow to about $7 billion this year. That would help President Javier Milei’s efforts to build up Argentina’s reserves of hard currency — a key step to lifting long-standing capital controls that stifle foreign investment.