42亿美元！非洲工业史最大单之一：丹格特与协鑫签25年天然气协议

来源：市场资讯

　　来源：能源资本大桔观

　　Africa’s industrial expansion received a major boost as Dangote Group and China’s energy major GCL Group signed a 25-year natural gas supply agreement valued at about $4.2 billion to support a large scale fertiliser project in Ethiopia．

　　非洲工业化进程迎来重要推动。尼日利亚丹格特集团与中国能源企业协鑫集团签署了一项为期25年的天然气供应协议，合同金额约42亿美元，用于支持在Ethiopia建设的大型化肥生产项目。

　　The agreement， signed in Lagos， will see GCL supply natural gas from the Calub Gas Field in Ethiopia’s Ogaden Basin to power Dangote’s planned urea fertiliser complex in the Somali Region． The facility， expected to begin operations in 2029， will have an annual production capacity of three million tonnes， making it the largest modern fertiliser plant in East Africa．

　　该协议在尼日利亚拉各斯签署。根据协议，协鑫集团将利用位于Ogaden盆地Calub气田的天然气资源，为丹格特集团规划在索马里州建设的尿素化肥综合生产基地提供能源保障。该项目预计于2029年正式投产，年产能达300万吨，建成后将成为东非地区规模最大的现代化化肥生产基地。

　　Under the arrangement， gas will be transported through a dedicated 108-kilometre pipeline to the fertiliser production base in Gode． The overall project is estimated to cost about $2.5 billion， with Dangote Group holding a 60 per cent equity stake while Ethiopian Investment Holdings will hold the remaining 40 per cent．

　　根据该协议，天然气将通过一条全长约108公里的专用管道输送至位于Gode的化肥生产基地。该项目总投资预计约25亿美元，其中丹格特集团持股60%，埃塞俄比亚投资控股（EIH）持股40%。

　　Founder of Dangote Group， Aliko Dangote， said the partnership reflects a broader strategy to deepen industrialisation across Africa by building value chains that link natural resources directly to manufacturing．

　　丹格特集团创始人Aliko Dangote表示，此次合作体现了通过构建将自然资源直接与制造业相衔接的产业价值链，以进一步推动非洲工业化发展的整体战略。

　　“Africa’s energy industry cannot continue exporting raw materials while importing finished products． Through strategic cooperation with GCL， we will create an efficient value chain from natural gas extraction to fertiliser production， strengthening Africa’s capacity to secure its own food supply，” he said．

　　他表示：“非洲能源产业不能长期停留在出口原材料、进口制成品的发展模式。通过与协鑫集团开展战略合作，我们将打造从天然气开采到化肥生产的高效产业价值链，进一步增强非洲保障自身粮食供应的能力。”

　　Chairman of GCL Group， Zhu Gongshan， described the agreement as a milestone for China–Africa industrial cooperation， noting that the partnership would combine GCL’s energy infrastructure expertise with Dangote’s manufacturing footprint across the continent．

　　协鑫集团董事长朱共山表示，该协议是中非产业合作的重要里程碑。此次合作将把协鑫在能源基础设施领域的专业优势与丹格特集团遍布非洲大陆的制造业布局相结合。

　　Analysts say the project could significantly reshape the fertiliser market in East Africa， where countries currently rely heavily on imports to meet agricultural demand． Once operational， the plant will be capable of meeting Ethiopia’s entire domestic demand for urea while supplying neighbouring markets．

　　分析人士认为，该项目有望对东非地区化肥市场格局产生重要影响。目前，该地区各国在满足农业生产需求方面对化肥进口依赖度较高。该项目建成投产后将具备满足埃塞俄比亚国内全部尿素需求的能力，并可向周边市场提供稳定供应。

　　Beyond fertiliser production， the project is also expected to stimulate economic activity in Ethiopia’s Somali Region by creating thousands of jobs， expanding infrastructure and strengthening the country’s energy sector．

　　除化肥生产之外，该项目预计还将通过创造数千个就业岗位、完善基础设施建设以及提升能源产业发展水平，带动埃塞索马里州的经济活力，并进一步促进埃塞俄比亚能源产业的发展。

　　Industry observers note that the integrated model linking upstream gas production， pipeline transportation and downstream fertiliser manufacturing represents a new template for large scale China–Africa industrial cooperation， while also aligning with global efforts to promote lower carbon industrial production using natural gas as a feedstock．

　　业内观察人士指出，将上游天然气开采、中游管道输送与下游化肥生产相结合的整体模式，既为大规模中非产业合作提供了新的范式，也契合全球推动以天然气为原料的低碳工业生产的趋势。

　　The project is widely viewed as a major step toward improving food security and industrial self reliance across East Africa， while reinforcing the strategic economic ties between African and Chinese enterprises．

　　该项目被广泛认为是提升东非地区粮食安全与产业自立能力的重要举措，同时也将进一步巩固非洲企业与中国企业之间的战略经济合作关系。