巴西私营企业石油产量将增加75%

据油价网7月22日消息称，全球研究和咨询集团伍德麦肯兹预测，到2030年，巴西私营石油公司的石油产量将从122.1万桶/天增加到212.3万桶/天，增幅为75%。伍德麦肯兹表示，壳牌公司、Equinor、道达尔能源、雷普索尔巴西公司和葡萄牙汽油公司等国际石油公司将成为顶级生产商，这要归功于它们与巴西国家石油公司在盐下和正在开发的油田上的合作。

预计巴西国家石油公司也将以惊人的速度增长产量，预计产量将从今年的215万桶/天增加到2030年的346万桶/天，增幅为61%。去年，这家石油和天然气巨头宣布，2023—2027年的投资将比公司2022—2026年的预计支出增加约15%，达到780亿美元。在780亿美元的资本支出计划中，有83%(640亿美元)用于勘探开发活动，而67%的勘探开发资本支出预算将用于盐下活动。

该公司还计划将减少碳排放的支出从之前计划的4%增加到6%左右，并将其脱碳基金增加一倍以上，目前为2.48亿美元。

伍德麦肯兹表示，目前全球每年在上游油气领域的投资约为5000亿美元，足以满足2030年代的石油需求峰值。

曹海斌 摘译自 油价网

原文如下：

WoodMac: Brazil's Private Firms To Increase Oil Output By 75%

Global research and consultancy group Wood Mackenzie has predicted that Brazil's private oil companies will increase oil production by 75% from 1.221Mb/d to 2.123Mb/d by 2030. According to WoodMac, international oil companies such as Shell Plc (NYSE:SHEL), Equinor ASA, (NYSE:EQNR), TotalEnergies SE (NYSE:TTE), Repsol Brasil S.A. and Petrogal will be among the top producers thanks to their partnership with federal oil firm Petrobras (NYSE:PBR) in the pre-salt and fields under development.

Petrobras is also expected to grow production at an impressive clip, with output expected to increase 61% from 2.15Mb/d this year to 3.46Mb/d in 2030. Last year, the oil and gas supermajor announced that it would increase 2023-2027 investments by about 15% to $78 billion over the company's 2022-2026 projected spending. Of the $78 billion planned for capex, 83% or $64 billion is earmarked for E&P activities, while 67% of the E&P capex budget will go to pre-salt activities.

The company also plans to boost spending to reduce carbon emissions to ~6% of the total compared with 4% in the previous plan and will see its decarbonization fund more than double the current $248M.

Global research and consultancy group Wood Mackenzie has said that the current global annual investment clip of around $500 billion into upstream oil and gas is sufficient to meet peak oil demand in the 2030s.