据油价网2021年3月5日奥斯陆报道,挪威著名能源研究和商业情报公司雷斯塔能源公司
(Rystad)在本周发布的一份新分析报告中表示,运营商预计将在未来5年内开发创纪录数量的海上油气项目,其中深水项目的增加将最为惊人。
挪威这家能源研究公司在其分析报告中定义,当超过25%的新建资本支出通过合同授予时,该项目就是“已承诺”的项目。
海上油气开发将从新冠肺炎疫情大流行造成的价格和需求冲击中复苏,这迫使运营商削减开发支出并推迟项目。Rystad表示,在截至2025年的5年期间,海上油气开发项目承诺将创造新的纪录。
海上石油已开始显示出从去年危机中复苏的迹象,自2015-2016年的上一次低迷以来,成本已大幅削减。Rystad去年表示,深水石油的盈亏平衡点已经降至低于美国页岩油供应的水平,使深水油田成为全球最便宜的新石油供应来源之一。
在其本周发布的最新报告中,这家挪威著名能源研究公司公司预计,2021年至2025年期间,海上油气开发项目承诺数量将达到592个,高于2016-2020年期间的355个,也高于2011 - 2015年期间的478个。
Rystad预计,未来5年,全球深水油气开发项目的承诺数量将呈现出最令人印象深刻的增加,从2016-2020年的106个增加到181个,而在此之前的5年,深水项目承诺数量将从106个增加到115个。
在2014年和2015年油价暴跌以后,钻机和海上供应船的日费率下降,在深海和偏远水域寻找大型新油田的经济可行性大大提高。Rystad能源服务分析师Rajiv Chandrasekhar表示,“这为那些对深水油气开发项目感兴趣的公司提供了重要支持。”
李峻 编译自 油价网
原文如下:
Offshore Oil & Gas Projects Set For Record Recovery
Operators are expected to commit to developing a record number of offshore oil and gas projects over the next five years, with deepwater projects set for the most impressive growth, Rystad Energy said in a new report this week.
The energy research firm has defined in its analysis a project as ‘committed’ when more than 25 percent of its overall greenfield capital expenditure (capex) is awarded through contracts.
Offshore oil and gas development is not only set to recover from the pandemic shock to prices and demand, which forced operators to slash development expenditures and delay projects. It is set for a new record in project commitments in the five-year period to 2025, according to Rystad Energy.
Offshore oil has already started to show signs of emerging from last year’s crisis, as costs have been slashed since the previous downturn of 2015-2016. Deepwater oil breakevens have dropped to below those of U.S. shale supply, making deepwater one of the cheapest new sources of oil supply globally, Rystad Energy said last year.
In its new report this week, the energy research firm expects 592 offshore project commitments between 2021 and 2025, up from 355 projects in the 2016-2020 period and up from the 478 project commitments in the period 2011 to 2015.
Over the next five years, deepwater is set to show the most impressive growth in the number of commitments, with the number of projects rising to 181 from 106 in 2016-2020 and 115 in the five years before that, Rystad Energy has estimated.
“The search for large new fields in deep and remote waters became much more economically viable after dayrates for drilling rigs and offshore supply vessels fell in the wake of the oil price crash in 2014 and 2015. This offers significant support for companies interested in deepwater,” said Rajiv Chandrasekhar, energy service analyst at Rystad Energy.