大型石油服务提供商贝克休斯(Baker Hughes)的高管7月21日表示，全球经济从疫情中持续复苏的迹象，应该会推动石油和天然气的需求进一步增长，不仅是在2021年下半年，2022年也是如此。
贝克休斯首席执行官Lorenzo Simonelli在第二季度财报电话会议上表示，尽管疫情继续对全球各地区造成不同的影响，但由于需求增加，运营商维持了近18个月的紧缩开支，油价环境看起来仍具有积极意义。
与Halliburton首席执行官Jeff Miller前一天在季度电话会议上的言论一致，Simonelli表示，他认为2021年下半年全球钻机数量将“稳步上升”，而同期北美钻机数量将继续“略有上升”。
Simonelli表示:“根据与客户的讨论，我们预计国际钻探活动将在今年下半年获得增长势头，并为2022年的增长奠定基础。在北美，我们预计钻机数量在今年下半年将继续保持略微上升的趋势。展望2022年，我们再次预测，油价将稳定增长，维持在目前的水平。”
天然气、液化天然气基本面强劲
Simonelli表示，由于亚洲、拉丁美洲和欧洲的供应中断和强劲需求，天然气和液化天然气的基本面与石油一样强劲，甚至更好。这些需求将2021年第三季度的液化天然气价格推高至2015年以来未见的水平。
他指出，欧洲和美国的炎热天气已导致需求改善和天然气储存水平下降，而亚洲的结构性增长继续改善。
他补充道，除化石燃料外，清洁能源项目的势头继续增加。风能、太阳能、绿色和蓝氢的各种全球项目正在推进，碳捕获、利用和储存(CCUS)项目也在推进。
今年到目前为止，已经宣布了21个CCUS项目处于早期开发阶段，要知道，2020年宣布的此类项目只有19个。
环保项目进展顺利
在第二季度，贝克休斯继续将自己定位于Simonelli所说的“新能源前沿”地位，包括与清洁能源供应商的伙伴关系和合作。包括最近与三星工程公司合作，利用氢和CCUS技术进行零碳项目，以寻找联合商业机会，减少韩国能源公司和全球工业客户的排放；采用贝克休斯的压缩和燃气轮机技术，以及用于输送氢气的管道项目；在CCUS项目中，该公司将提供油藏研究、油井施工服务、柔性管道、状态监测解决方案以及二氧化碳压缩和液化等相关服务；与挪威CCUS开发商Borg CO2就碳捕获和封存(CCS)项目进行合作的谅解备忘录，该项目将成为挪威维京地区工业基地脱碳的枢纽；与在天然气和氢气领域拥有固体氧化物燃料电池技术的全球领先的清洁能源公司Bloom Energy的合作，值得一提的是，该公司的电解槽业务在不断增长，此次合作将寻求综合低碳发电和氢解决方案的商业化；扩大公司的CCUS投资组合，包括电力到天然气和能源存储解决方案，该公司将其燃烧后碳捕获技术与生物甲烷技术相结合，将二氧化碳排放转化为合成天然气，这是一种可用于多个行业的低碳燃料；与氢领域的领导者Air Products合作，开发下一代氢压缩技术，加速氢作为零碳燃料的应用。
Simonelli表示，到2030年，贝克休斯的氢气市场规模将达到250亿至300亿美元，CCUS市场规模将达到350亿至400亿美元。
贝克休斯首席财务官Brian Worrell表示，与2020年第四季度相比，过去6个月客户对这些项目类型的投标活动和咨询增加了两倍，预计这一数字将继续上升。具体什么时候它们会变成订单，现在还很难说，但还有很多事情要做。
王佳晶 摘译自 Oil Now
原文如下：
Oil price environment looks ‘constructive’, says Baker Hughes top executive
Continued signs of global economic recovery from the coronavirus pandemic should prompt further demand growth for oil and natural gas, not only for second-half 2021 but for 2022, big oil services provider Baker Hughes’ top executive said July 21.
While the pandemic continues to impact the world’s geographic areas unevenly, the oil price environment looks “constructive” as demand increases and operators maintain spending discipline they have developed through nearly 18 months of austerity, Baker Hughes CEO Lorenzo Simonelli said during a second-quarter earnings call.
Echoing comments by Halliburton CEO Jeff Miller a day earlier during that company’s quarterly call, Simonelli said he sees a “solid step-up” in international growth in H2 2021, while North American rig counts should continue to “trend a little higher” over the same period.
“based on discussions with our customers, we expect international activity to gain momentum over the second half of the year and lay the foundation for growth in 2022,” Simonelli said.
“In North America… we generally expect the rig count to continue to trend a little higher over the second half of the year.”
“When you look at 2022, again, we anticipate solid growth with the prices holding at the range they are now,” he said.
Gas, LNG fundamentals seen strong
For natural gas and LNG, fundamentals are equally as strong, if not better, than oil, from both outages and strong demand in Asia, Latin America and Europe which have pushed Q3 2021 LNG prices to levels not seen since 2015, said Simonelli.
He noted hot weather in Europe and the US has caused demand improvement and lower gas storage levels, while structural growth continues to improve in Asia.
based on a strong pace of current growth for natural gas and increased demand for cleaner energy sources, “we maintain our positive long-term outlook for natural gas and LNG,” Simonelli added.
Outside of fossil fuels, momentum for cleaner energy projects continues to increase, he noted. Various global projects for wind, solar and green and blue hydrogen are moving forward, as are carbon capture, utilization and storage (CCUS) projects.
So far this year, 21 CCUS projects have been announced and are in early-development stages, compared to 19 such projects announced in 2020, said Simonelli.
Progress on green projects
During Q2, Baker Hughes has continued to position itself for some of what Simonelli called “new energy frontiers” involving partnerships and collaborations with clean-energy providers. These include:
** Most recently, a collaboration with Samsung Engineering for low- to zero-carbon projects using hydrogen and CCUS technologies to identify joint business opportunities to reduce emissions of both Korean energy companies and global industrial customers.
** Deployment of Baker Hughes’ compression and gas turbine technology, as well as flexible pipes for transportation in hydrogen.
** In CCUS, the company will provide reservoir studies, well construction services, flexible pipes, condition monitoring solutions and related services such as carbon dioxide compression and liquefaction for industrial assets.
** A memorandum of understanding with Borg CO2, a Norwegian CCUS developer, to collaborate on a carbon capture/storage (CCS) project that would be a hub for decarbonization of industrial sites in the Viking region of Norway.
** A collaboration with Bloom Energy, a leading clean energy player with solid oxide fuel cell technology in natural gas and hydrogen, which also has a growing electrolyzer presence. The collaboration will seek commercialization of integrated low-carbon power generation and hydrogen solutions.
** Investment to expand Baker’s CCUS portfolio with power to gas and energy storage solutions. The company will combine its post-combustion carbon capture technology with biomethane technology to transform CO2 emissions into synthetic natural gas, a low-carbon fuel capable of being used across multiple industries.
** A collaboration with Air Products, a leader in hydrogen, to develop next-generation hydrogen compression and accelerate adoption of hydrogen as a zero-carbon fuel.
Simonelli has said the addressable market of hydrogen by 2030 is $25 billion-$30 billion and the CCUS market is $35 billion-$40 billion for Baker Hughes.
Bid activity and inquiries about those project types with customers in the last six months are up two-fold compared to Q4 2020, Baker Hughes Chief Financial Officer Brian Worrell said.
“Activity levels have definitely increased,” Worrell said. “I expect to continue to see that to increase. Exactly when they’ll turn into orders, it’s a bit tough to say right now, but there’s a lot going on.”
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