据路透社4月3日上海报道，法国石油和天然气巨头道达尔与美国泰利安公司周三表示，两家公司已经签署协议，支持发展拟议中的300亿美元Driftwood液化天然气（LNG）项目。
在一份不具约束力的协议（HOA）下，道达尔将投资Driftwood控股，并将每年购买250万吨液化天然气。
根据该HOA，道达尔将投资5亿美元的股权投资在路易斯安那州的综合Driftwood项目，并从该项目中每年购买100万吨液化天然气。
此外，HOA还明确表示，两家公司将签订一份具有约束力的销售和采购协议（SPA），从泰利安营销公司拟议的Driftwood终端额外每年购买150万吨液化天然气。
该销售和采购协议按照船上交货价格交易液化天然气，期限至少15年，价格以普氏日本/韩国指数（JKM）为基础。
两家公司还签署了一份普通股购买协议，在该协议中，道达尔将以2亿美元的价格收购近2000万股泰利安的普通股。
泰利安在一份新闻稿中表示，包括道达尔最初在2017年投资的2.07亿美元，道达尔在该项目上的投资总额将达到9.07亿美元。
这些协议将由相关监管机构批准，并由泰利安公司在今年上半年就Driftwood液化天然气项目作出最终投资决定。
道达尔首席执行官派翠克·普尼安（Patrick Pouyanne）在2019年上海会议期间表示：“通过这项交易，我们将在北美有1000万吨的敞口。”
这也将是道达尔以JKM定价的第一笔交易，也表明了JKM是一个快速发展的亚洲现货货物基准。
普尼安称：“JKM对于我们的全球投资组合来说是有意义的。”
泰利安计划在2019年上半年就其第一阶段的Driftwood液化天然气出口项目做出最终投资决定。
该项目预计将在2023年生产第一批液化天然气，预计在2026年全面投入使用。
总而言之，Driftwood项目每年将产生2760万吨液化天然气，即约每天40亿立方英尺的天然气。
泰利安公司首席执行官梅格·温特（Meg Gentle）表示，预计该项目第二阶段的最终投资决定将在第一阶段开工后12个月至18个月左右作出。
詹晓晶摘自路透社
原文如下：
France's Total signs deals for Tellurian's Driftwood LNG project
French oil and gas major Total SA and U.S. company Tellurian Inc have signed deals supporting the development of the proposed $30 billion Driftwood liquefied natural gas (LNG) project, the two firms said Under a non-binding heads of agreement (HOA), Total will invest in Driftwood Holdings and will offtake 2.5 million tonnes per annum (mtpa) of LNG.
The HOA is for Total to make a $500 million equity investment in the integrated Driftwood project in Louisiana and to buy In addition, the HOA specifies that both companies will enter into a binding sales and purchase agreement (SPA) for a further 1.5 mtpa of LNG from Tellurian Marketing’s LNG offtake volumes from the proposed Driftwood terminal.
The SPA is for the purchase of LNG Both companies also signed a common stock purchase agreement in which Total will buy nearly 20 million shares of Tellurian common stock for $200 million.
Including Total’s original $207 million investment in Tellurian in 2017, Total’s aggregate investment in the Tellurian portfolio will amount to $907 million, Tellurian said in a press release.
The agreements are subject to relevant regulatory approvals and to a final investment decision “With this deal, we will have 10 million tonnes exposure in North America,” said Total’s chief executive Patrick Pouyanne It will also be the French major’s first deal priced off JKM, which is a fast developing Asian benchmark for spot cargoes.
“JKM makes sense for our global portfolio,” Pouyanne said.
Tellurian plans to make a final investment decision The project is expected to produce first LNG in 2023, with full operations expected in 2026.
In total, Driftwood will produce 27.6 mtpa of LNG or about 4 billion cubic feet per day (bcfd) of natural gas.
The FID for the second phase of the project is expected about 12 to 18 months after construction starts
