伊拉克近期政治局势及油气投资机会分析

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伊拉克油气资源丰富,但由于多年战乱,许多油田处于停产或待开发状态,一些炼厂也遭到破坏,伊政府急需来自国际上的投资、技术和作业管理经验来重振油气产业。通过多轮招标,已有包括埃克森美孚、雪佛龙、BP、中石油、中石化等多家国际油公司参与伊拉克的油气投资,但由于复杂的政局、石油法律法规模糊混乱以及中央和地方石油收益分配博弈,使得油公司在油气合同执行过程中问题频出。2014年9月,过分强调教派民族对抗和奉行强硬政策的前总理马利基黯然退出,阿巴迪新政府采取了温和且更务实的政策,缓和了国内矛盾:与库尔德自治区就石油出口和财政支付问题达成和解;尝试推行石油法改革,向地方政府让渡更多权利和收益分成,并为国际投资者提供更多优惠措施。中国油公司曾积极参与伊拉克境内油气投资,成为战后伊拉克最大的外国石油开发商,而目前是进入伊油气市场的又一个历史机遇。可以考虑参与伊中央政府的油田开发、管道建设以及炼厂建设或海水供应一体化项目;另外,在低油价下收购库尔德自治区的中小型油气公司,是中国油公司进入库尔德地区的一个机遇。 Iraq is rich in oil and gas resources. However, due to years of war, many oilfields have been discontinued or are yet to be developed. Some refineries have also been damaged. The Iraqi government urgently needs international investment, technology and operation management experience to revive the oil and gas industry. Through several rounds of bidding, there have been oil and gas investments involving many international oil companies such as ExxonMobil, Chevron, BP, PetroChina and Sinopec, but due to the complicated political situation, the confusion of petroleum laws and regulations, and the central and local oil Income distribution game, making oil companies in the implementation of oil and gas contracts frequently problems. In September 2014, formerly Prime Minister Maliki, who had overemphasized sectarian nationalism and touted tough policies, sadly withdrew. The new Abadi government adopted a moderate and pragmatic policy to ease internal conflicts. With the Kurdistan Autonomous Region on oil exports and fiscal payments Trying to push forward the reform of the oil law, giving more power and revenue sharing to local governments and offering more preferential measures for international investors. Chinese oil companies have actively participated in oil and gas investments in Iraq and become the largest foreign oil developer in Iraq after the war. Now it is another historic opportunity to enter the oil and gas market in Iraq. Consider participating in the central government of Iraq’s oil field development, pipeline construction and refinery construction or seawater supply integration projects; In addition, the acquisition of small and medium-sized oil and gas companies in the Kurdistan Autonomous Region under low oil prices is an opportunity for Chinese oil companies to enter the Kurdistan region.
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