据世界能源新闻2021年4月28日报道，根据国际海事协会(IMA)和世界能源报告(WER)最近完成的一次深入分析，全球深水市场正在迅速恢复到疫情爆发前的活动水平，复苏势头似乎正在增强。
IMA/WER主管吉姆?麦考尔表示：“全球市场已经出现了许多复苏的萌芽。石油库存已降至季节性平均水平，原油价格仍在每桶60美元左右，主要行业参与者的乐观预测和主要上游公司股票和债券发行的上升趋势表明，全球海上油气勘探和生产支出正在恢复。”
驱动动力是欧佩克+减产和全球经济不均衡地从新冠疫情危机中复苏导致石油消费上升。其结果是浮式装置生产市场的反弹。麦考尔表示，自今年年初以来，全球已经签订了4份浮式生产合同，未来18个月还将签订大约20多份浮式生产合同。
自去年上游运营商突然停止投资资本项目以来，浮式装置生产供应链一直渴望恢复生产。管理层一直受到投资者的巨大压力，要求他们集中精力建立现金储备。“由于市场的反弹，我们最近与主要运营商的讨论显示，我们越来越倾向于重新专注于开发新的生产来源。”
麦考尔补充道，“随着全球经济在未来12至18个月内摆脱疫情，取代储备的需求届时将超过现金增长。”
IMA/WER的浮式生产报告中有超过200个计划阶段的浮式项目的最新细节。其中约55%设想使用浮式产油、储油和卸油装置(FPSO)。另外10%则需要生产半潜式钻井平台。剩下的是液化天然气(LNG)和浮式储存项目。
李峻 编译自 世界能源新闻
原文如下：
Market Signals Fast Rebound in Floating Production Orders
The deepwater market is rapidly returning to pre-COVID-19 activity levels, and the recovery appears to be gaining strength, according to a recent in-depth analysis completed by International Maritime Associates (IMA) and World Energy Reports (WER).
“Lots of green shoots have appeared,” says Jim McCaul, head of IMA/WER. “Oil inventory has been brought down to seasonal average, crude remains in the mid-$60s, bullish forecasts are being heard from key industry players and an upward trend in issuance of equity and debt by major upstream companies suggests E&P spending is returning.”
Driving momentum are production curtailments by OPEC+ and rising oil consumption as the global economy unevenly emerges from the COVID crisis. The result is a rebound in the production floater market. Four production floater contracts have been placed since beginning of the year and contracts for approximately 20 more units are poised to more forward over the next 18 months, McCaul says.
“The production floater supply chain has been starved for work since upstream operators abruptly stopped spending on capital projects last year. Management has been under huge pressure by investors to focus on building cash reserves,” McCaul says. “With the market rebounding, our recent discussions with key operators shows a growing intent to refocus on developing new production sources.”
McCaul adds, “The need to replace reserves will trump cash accretion as the global economy comes roaring out of the pandemic over the next 12 to 18 months.”
IMA/WER’s floating production report has up-to-date details for more than 200 floater projects in the planning stage. Around 55% of these envisage use of a floating production, storage and offloading unit (FPSO). Another 10% will require a production semi. The rest are liquefied natural gas (LNG) and floating storage projects.
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