非洲能源商会：2025年非洲能源状况展望报告（英文版）（88页）.pdf

1、The State ofAfrican Energy2025 Outlook ReportCMYCMMYCYCMYKAEC Fullpage Ad A4.pdf 1 2024/10/24 08:59The State ofAfrican Energy2025 Outlook Report2African Energy Chamber 2025 Outlook ReportAfrican Energy Chamber2IndexForeword 4Key Highlights 5 1 GLOBAL INDUSTRY REVIEW 61.1 Global Hydrocarbon supply-sl

2、ightly less in short-term but more in medium-term 61.2 Brent price expected to remain above$80/bbl in short-term 81.3 GlobalupstreamM&Adealshit$118billioninfirsthalfof202491.4 GlobalCAPEXliftedasmarketindicatesa$70/bbllong-termoilprice111.5 Freecashflowgenerationandreinvestmentrates132 OIL MARKETS R

3、EVIEW 152.1 Short-termliquidssupplyoutlook162.2Globalliquidsdemand172.3 Africashort-termoilsupplyoutlook182.4StatusonAfricanOPECmembernationsandAfricaslong-termsupplypotential203 GAS MARKETS REVIEW 223.1 Globalgassupplyexpectedtocontinuegrowinginmedium-term223.2NorthAmerica,MiddleEastandAfricatotrig

4、germedium-termLNGgrowth243.3AfricasgasandLNGpotentialvsriskedoutlook26African Energy Chamber2025 Outlook Reportwww.energychamber.org34 Africa INDUSTRY REVIEW 284.1 Africacapexsettosurge294.2Onshoredrillingexpectedtodriveoveralldrillingactivity314.3Africasettodominatetheglobalhighimpactdrilling334.4M

5、ajoruptickinAfricasM&Aactivity375 AFRICA THEMATIC 405.1 Statusofcommercialisationofflaredgas405.2ImportanceofdeepwaterplayinAfrica425.3NorthAfricasproximitytoEuropeandtheLNGplay435.4TheroleofmajorsinAfrica455.5InternationalNOCsemergingaskeyacquirersinAfrica475.6FiscalcompetitivenessofvariousAfricanc

6、ountriesintheglobalcontext486 ABOVE GROUND RISKS 496.1 DealinternventionsinM&A496.2Abovegroundrisks527 AFRICA POWER and RENEWABLES REVIEW 557.1 Lowdemandlevelsdespiteabundantnaturalresources567.2 HalfabillionAfricanslackaccesstoelectricity577.3 Afossil-heavypowergenerationmix587.4 Emergenceofmodernr