Kusukela Ekukhanyeni Kuya Ekusetshenzisweni Kwezinto Eziphilayo: Kungani Ukubuyiswa Kwamafutha Okukhanyayo Kuphoqa Ukucabanga Kabusha Komhlaba Wonke Ngesu Lesitshalo Se-NGL

I-global energy complex ibona impikiswano ebingabonakala ingacabangeki eminyakeni emihlanu edlule:uwoyela ongahluziwe uya ngokuya uncipha, kodwa ezomnotho zokuthola inani kulokho kukhanya ziya ngokuya ziqina.

Imininingwane yakamuva yokusebenza evela endaweni yokucwenga enkulu kunazo zonke e-Afrika kanye nengcindezi yokulawula evela eBrussels ihlangana endaweni eyodwa yokucaca. Kwababambiqhaza bobunjiniyela, ukuthengwa kwempahla, kanye nokwakha abaqaphayoIsitshalo sokuvuselela i-NGL endaweni, ifasitela lengqalasizinda yokwelapha igesi yendabuko, evinjiwe liyavalwa. Esikhundleni salo, kuvela igunya elisha—laphoukutakula uwoyela olulaakuseyona into ecatshangelwa kamuva kodwa kuyimbangela yezomnotho ephakathi yokuphumelela kwezomnotho.

Ngomhlaka-26 Januwari 2026, iKpler yabika ukuthi iDangote Petroleum Refinery yayishintshele ekucubunguleni amazinga aluhlaza alula nge-API gravity engu-37-39 ukuze kuncishiswe isikhathi sokungasebenzi ku-Residual Fluid Catalytic Cracker yayo.Lesi akusona isigameko esingavamile. Kuyisibonakaliso.

Ngesikhathi esifanayo, i-ExxonMobil iqhubekisela phambili iphrojekthi yayo ye-Longtail ogwini lwaseGuyana, ihlose ukuvunyelwa kokugcina ekupheleni kuka-2026. Le phrojekthi kulindeleke ukuthi ikhiqizeImiphongolo engu-200,000 kuya ku-290,000 ye-condensate nsuku zonke—uwoyela olula kakhulu ongahlukaniswa ngamakhemikhali nama-NGL asezingeni eliphezulu.

Lokhu kusho ukuthini kumakhasimende akho:Ibhareli elingena ohlelweni lokucwenga lomhlaba wonke alisekho njengoba lalinjalo eminyakeni eyishumi edlule. Lilula, licebile ngama-NGL, futhi alikwazi ukumelana nezithiyo zeyunithi yokuguqula. Lapho i-RFCC engu-200,000 bpd ingasebenzi—njengoba sibona eNigeria—lonke i-Atlantic Basin lizwa umkhiqizo ucindezelwa.

Kodwa nansi ukungasebenzi kahle: iningi elikhonaIsitshalo sokuvuselela i-NGLingqalasizinda yaklanywa ngesikhathi lapho iziphetho zokukhanya zazingumkhiqizo olandelanayo. Namuhla,ukutakula uwoyela olula kuyintoumcimbi wesivuno esiyinhloko. Izikhungo ezihluleka ukuqaphela lokhu zishiya u-30–40% wenani elingaba khona lemiphongolo etafuleni.

Ngesikhathi abahlanzi bezama ukucubungula imiphongolo elula, kuvela ukushaqeka okuhambisanayo okuvela kwi-European Union. NgoFebhuwari 9, 2026, inhlanganisela yamaseneta ase-US yanxusa iKhomishini yaseYurophu ukuthi igcine amazinga aqinile e-methane ngaphansi koMthethonqubo we-EU Methane, yenqaba ngokusobala izicelo zase-US zokulibaziseka kokuthobela imithetho kuze kube ngu-2035..

Ulimi oluvela eBrussels alunakuphikiswana:"Ukulingana kokulawula" ngeke kunikezwe ngaphandle kokulinganiswa kwe-methane okuqinisekisiwe, kusukela phansi kuya phezulu.

Yilapho-keukwelashwa kwegesi yemveloayibe yibhokisi lokuhlola ezemvelo futhi iba yinto ehlukanisayo kwezentengiselwano. Ngokusho kwe-International Energy Agency, ama-cubic metres ayizigidigidi ezingama-200 egesi yemvelo ayachithwa minyaka yonke ngenxa yokushisa nokukhishwa kwegesi okubalekayo—cishe okulingana nenani eliphelele lokuthunyelwa kwamanye amazwe e-US minyaka yonke.

Umkhakha we-NGL ubhekene nendlela yokulungisa imingcele yekhabhoni yi-proxy. Ukuthobela imithetho ye-EUMR akuyona into ongayikhetha kubathumeli abaqondisa izimakethe zaseYurophu eziphezulu. Kodwa-ke—futhi lokhu kubalulekile—incwadi yeSenate yase-US ivuma ngokusobala ukuthiabakhiqizi abaningi basekhaya sebevele bedlula izidingo ze-EPA.

Abasebenzi abanesimanjeIsitshalo sokuvuselela i-NGLIzakhiwo ezibamba i-methane esicongweni semithombo kanye nesigaba sokucubungula azibhekene nomthwalo wokuthobela imithetho. Zibhekene nethuba lemakethe. Ama-molecule azo aphethe ukuvela okuqinisekisiwe, okukhipha ukukhishwa okuphansi. Labo abathembele ekubuyiselweni komphunga osekuphelelwe yisikhathi noma ekuvuthweni okuvamile bazothola ukuthi ukukhetha kwabo kokuthumela kwamanye amazwe kunciphisa ngokushesha.

Umzila Wemakethe Yesikhathi Esizayo: 2026–2029

1. Ukuqina Kokuguqulwa Kuzodlula Ukukhula Kokugijima Okungahluziwe

I-Kpler ihlela izilinganiso zokuguqulwa komhlaba wonke ukuze zifinyeleleke43.5% ekupheleni kuka-2028, ikhuphuke isuka ku-41.8% ngo-2023Lokhu akukhona ukukhukhuleka okuqhubekayo. Lokhu kuwukuhlela kabusha isakhiwo. Abahlanzi batshala imali ekuqhekekeni kwamanzi nasekuthuthukiseni izinsalela—hhayi ukucubungula uwoyela owengeziwe, kodwa ukukhipha iziphetho zokukhanya ezengeziwe kusuka ekuphumeni kwamandla okukhona.

Umphumela wabaklami bezitshalo zokuvuselela i-NGL:Lindela ukuthi izitokwe zokudla zibeilula futhi icebile kakhulu nge-ethaneIzitshalo ezilungiselelwe ukwakheka kokungena kuka-2020 zizobhekana nezingqinamba zokuhlukaniswa ngo-2027. Ukulungiswa kabusha kokubuyiselwa kwe-C2+ kuzoba umjikelezo wemali oyinhloko.

2. Ukuvuselelwa Kwe-Atlantic Basin Kufika Phakathi Nonyaka Ka-2026

UKpler ucabanga ukuthi uma uDangote noDos Bocas bethola ukusetshenziswa okuqhubekayo, i-Atlantic Basin ingabona okunyeUphethiloli ongu-300,000 bpd kanye no-150,000 bpd wenhlabathi kaphethilolimaphakathi no-2026Lokhu kuhambisana nokuqala kokusebenza okulindelekile kwephrojekthi ye-Golden Pass LNG.

Iphuzu lokucindezela:Ama-NGL kulindeleke ukuthi abhekane nawoI-0.75 million bpd yokukhula kwesidingo se-1.40 million bpd se-fluid ngo-2026 . Kodwa-keIsitshalo se-LNGabaqhubi babhekene nezixwayiso zokunikezwa kwempahla eningi kuze kube ngu-2029.

Imakethe ayigcwele ngokweqileokuyiguguama-molecule. Igcwele ngokweqile igesi yemvelo engancishisiwe, ekhipha ukungcola okuningi, futhi engahlukanisiwe. I-premium izoqongelela ku-Isitshalo sokuvuselela i-NGLopharetha abangabonisa izimfanelo ezintathu:ukusebenza kwe-methane okuqinisekisiwe, ukuguquguquka kwe-feedstock kuzo zonke izinguquko zamandla adonsela phansi ze-API, kanye nezindlela ezihlanganisiwe zokukhiqiza i-hydrogen.

3. Isu Elikabili LeGulf

Umbiko we-DNV kaFebhuwari 2026 mayelana nokususwa kwe-carbonization eGulf uqinisekisa ukuthi abakhiqizi be-GCC baphishekela ngentshisekoukufakwa kukagesi kokucindezelwa kwegesi, ukuhlanganiswa kwe-CCS, kanye nokususwa kwe-methane—hhayi njengezinhlelo zokuzinza, kodwa njengezinhleloumshwalense wokufinyelela emakethe .

Iseluleko sami ezinkampanini ze-EPC kanye nabaphathi bezimpahla:Uma iGulf—enezindawo zokugcina ama-hydrocarbon ezibiza kancane emhlabeni—itshala imali eningi ku-ukwelashwa kwegesi yemveloukuthuthukiswa kanye nokubuyiswa kwegesi evuthayo ukuze kuvikelwe isabelo semakethe, isignali yezitsha ezibiza kakhulu ayinakucaciswa kakhulu. Amaphrojekthi okuthobela imithetho azimele afile. Yonke imali etshaliwe yokunciphisa ukukhishwa komoya kumele ihlanganisweIsitshalo sokuvuselela i-NGLukwenza ngcono isivuno.

Xhumana:

I-Sichuan Hengzhong Clean Energy Equipment Co., Ltd.

Ucingo/I-WhatsApp/I-Wechat: +86 177 8117 4421

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