据今日石油2021年5月16日报道，美国著名综合性石油公司赫斯公司（Hess Corp.）最引人注目的资产仍然是其在圭亚那近海斯塔布鲁克区块的30%股份，自2015年以来，斯塔布鲁克区块已发现超过90亿桶油当量的油气资源。
到2025年前，圭亚那前4个开发项目——丽莎大油田1期、丽莎大油田2期、帕拉亚油田和耶洛泰尔油田——的石油日产量将超过80万桶。每隔一两年再开发一次，赫斯公司的石油产量就会继续增长。
赫斯公司说，圭亚那的石油日产量可能在2030年前达到150万桶。
The Value Portfolio估计:：“到2025年前，赫斯公司30%的股份将转化为24万桶/天的产量，股东的利润为37美元/桶。”“这意味着到2025年，赫斯公司将从其资产股权中每年赚取32亿美元的自由现金流，到2030年前，赫斯公司的自由现金流有很大潜力翻一番，并继续增长。“对于一家市值近250亿美元的公司来说，这是一个巨大的数字，并将带来丰厚的股东回报。”
目前，赫斯公司拥有近19亿美元的现金和55亿美元的总流动资金。赫斯公司在布伦特原油60美元/桶的价格上对冲了15万桶/天的原油，尽管最近的价格比这要高。根据The Value Portfolio，赫斯公司还拥有19亿美元的资本支出预算，大部分用于长期高增长业务。
赫斯公司说，该公司日前在圭亚那Uaru井发现了高质量的石油，这个发现具有巨大的储油层潜力。
The Value Portfolio 说，“赫斯公司是一家有价值的公司，拥有引人注目的资产组合。”“该公司拥有墨西哥湾和JDA/马来盆地的资产，提供了合理的价值和偶尔的资产出售机会。与此同时，赫斯公司在美国巴肯页岩盆地和圭亚那的斯塔布鲁克区块资产是其主要的长期增长机会。”
赫斯公司迄今在圭亚那海上业务上投入了超过25亿美元。赫斯公司上月报告称，2021年第一季度净收入为2.52亿美元。赫斯公司首席执行官约翰·赫斯表示：“我们将继续成功地执行我们的战略，以扩大我们的资源基础，拥有较低的供应成本，并维持现金流增长。”
李峻 编译自 今日石油
原文如下：
Hess Corporation’s most impressive asset is in Guyana
Hess Corporation’s most impressive asset remains the 30% stake it has in the Stabroek Block offshore Guyana where over 9 billion barrels of oil equivalent resources have been found since 2015.
The first 4 developments – Liza Phase 1, 2, Payara and Yellowtail – will be producing over 800,000 barrels of oil per day by 2025. Going forward another development every year or two will allow the company’s production to continue growing.
Hess says Guyana production could hit 1.5 million bpd before 2030
“The company’s 30% stake will turn into 240 thousand barrels/day in production by 2025 at a $37/barrel margin for shareholders,” The Value Portfolio estimates. “That means in 2025, the company will be earning $3.2 billion in annual FCF [free cash flow] from its asset stake, with significant potential to double by 2030 and keep growing by then. That’s massive for an almost $25 billion company and will enable strong shareholder returns.”
At present Hess has almost $1.9 billion in cash and $5.5 billion in total liquidity. The company has 150 thousand barrels/day hedged at $60/barrel Brent, although prices have been stronger than that recently. According to The Value Portfolio, the company also has as long-term high growth businesses.
Hess says high quality oil found at Uaru with potential for massive reservoir
“Hess Corporation is a valuable company with an impressive portfolio of assets,” The Value Portfolio said. “The company has Gulf of Mexico and JDA/Malay Basin assets that provide reasonable value and occasional asset sale opportunities. At the same time, the company’s Bakken Shale and Guyana assets represent major long-term growth opportunities.”
Hess plugs over three-quarter billion dollars more into Guyana offshore operations
The company reported last month a net income of US$252 million for the first quarter of 2021. “Our company continues to successfully execute our strategy to grow our resource base, have a low cost of supply and sustain cash flow growth,” CEO John Hess said at the time.
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