据钻机地带7月29日报道,据雷斯塔能源称,由于疫情导致全球需求下降,南美的钻井和完井活动在2020年大幅放缓,预计今年将达到峰值。
雷斯塔表示,近海油井的反弹更为明显,主要是受巴西和圭亚那石油活动增加的推动。随着钻井业务的全面复苏,南美也夺回了全球新钻井的市场份额,海上钻井证明了这个突出的行业。
2014年,南美新钻的油井占全球海上新井的8%,陆上新井占4%。
自那时以来,2014年底和次年油价暴跌之后,钻井活动一直呈下降趋势。
陆上钻井活动在2016年急剧下降后趋于稳定,而海上钻井活动的下降相对平稳。
2020年,由于年初暴发的新冠肺炎对全球市场造成严重破坏,该地区的新钻井数量再次受到影响,与前一年相比减少了50%。2020年南美的钻井活动仅占全球陆上活动的2%,海上活动的3%。
由于需求恢复以及石油和天然气价格上涨,新井的数量此后有所增加。钻井活动预计将在今年达到顶峰,然后在本世纪末出现另一个下降趋势,部分原因是巴西在过去六年中发现的陆上石油储量非常低,难以支撑长期增长。
未来几年,该地区的海上钻井活动仍将保持在全球活动的6%左右,陆上钻井仍将维持在3%左右。
值得注意的是,尽管该地区海上油井数量明显低于陆上油井数量,但海上油井产量占南美洲当前产量的近一半,预计到2024年,由于巴西和圭亚那的增产,海上油井产量将超过陆上产量。
南美洲另一个空前活跃的地区是阿根廷的瓦卡穆尔塔。随着运营公司在Neuquén地区多产的瓦卡穆尔塔页岩储层采用水力压裂技术,该国的产量进一步增长。
虽然生产活动处于历史高位,但持续的供应链瓶颈表明,在未来几个季度,增加投入生产活动的空间不大。
然而,考虑到该盆地的早期开发和改善型曲线,基础递减率仍然很低,未来几年石油产量仍将显著增长。
根据雷斯塔能源的研究显示,该地区的产量明年初可能超过30万桶/天,到2024年进一步增加到40万桶/天,帮助该国的总产量反弹到近20年来从未见过的水平。
郝芬 译自 钻机地带
原文如下:
Drilling In South America Set To Peak During 2022
Drilling and completion activity in South America is expected to peak this year after a significant slowdown in 2020 due to the global demand destruction brought on by the Covid-19 pandemic, Rystad Energy claimed.
According to Rystad, the rebound is more pronounced for offshore wells, primarily driven by an uptick in activity in Brazil and Guyana. With the overall recovery in drilling, South America is also winning back a global market share of new wells drilled, with offshore proving the standout sector.
New wells drilled in South America in 2014 contributed to 8 percent of new wells globally in the offshore sector and 4 percent in the onshore.
Activity has been on a downward trend since then following the slump in oil prices in late 2014 and the following year.
onshore drilling activity had a steep drop in 2016 before stabilizing, while offshore drilling activity saw a relatively smoother decline.
The number of new wells drilled in the region was hit again in 2020 with a 50 percent decrease recorded compared to the previous year, as the outbreak of Covid early in the year wreaked havoc on global markets. Drilling activity in South America in 2020 represented only 2 percent of the global onshore activity and 3 percent of offshore.
The number of new wells has since increased due to the return of demand and the oil and gas price increase. Activity is expected to peak this year before going on another downward trend towards the end of the decade, partially due to Brazil having very low discovered onshore volumes in the last six years, making it difficult to support long-term growth.
Offshore drilling activity in the region will remain at around 6 percent of global activity over the coming years, while onshore drilling will remain at around 3 percent.
It should be noted that, while the offshore well count in the region is significantly lower than that of onshore, offshore production makes up nearly half of South America’s current output and is expected to exceed onshore production by 2024 due to increases in Brazil and Guyana.
Another region in South America that is seeing all-time high activity is Argentina’s Vaca Muerta. The country recorded further production growth records, as operators step up fracking in the prolific Vaca Muerta shale formation in Neuquén.
While activity is at an all-time high, persistent supply chain bottlenecks suggest there is not a lot of room for incremental put-on production activity in the next few quarters.
Yet, with base decline remaining low given the basin’s early phase of development and the improving type curves, oil output is still poised for significant growth in the coming years.
The region’s production could exceed 300,000 barrels per day early next year, expanding further to 400,000 bpd in 2024, helping the country’s total rebound to levels not seen in nearly 20 years, Rystad Energy research shows.
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