今年第二季度整个油气行业披露的合同价值显著增加60%

据美国钻井地带网站2023年8月14日报道，今年第二季度整个油气行业披露的合同价值显著增加了60%。

这就是全球知名数据分析公司GlobalData最近在发给美国钻井网站的一份新闻稿中指出的，并补充说，这“主要是由卡塔尔北部油田南部(NFS)液化天然气项目的大型合同推动的”。GlobalData的一份新报告显示，总合同价值从今年第一季度的354亿美元增加到第二季度的567亿美元。

GlobalData在发布的新闻稿中指出：“然而，合同成交量无法跟上速度，从今年第一季度的1625份合同减少到第二季度的1256份合同。”

新闻稿中包含的第二季度油气行业合同范围图表显示，在此期间，有682份合同涉及维护和运营范围，采购合同有257份，多种领域合同有154份，设计和工程合同有107份，建设合同有51份，安装合同有4份，资产退役合同有1份。

GlobalData石油和天然气分析师普里塔姆·卡德在发布会上表示：“价值方面的巨大提升应归功于德西尼布能源公司和联合承包商公司(CCC)的合资企业具有里程碑意义的100亿美元工程、采购、建设和调试(EPCC)合同，该合同将在卡塔尔建造每年1600万吨的NFS液化天然气项目。”

拥有这个项目75%股份的卡塔尔能源公司5月份在其官方网站上发布的一份声明中指出，NFS液化天然气项目包括两条液化天然气大型生产线，年总产量为1600万吨。卡塔尔能源公司在声明中强调，与北部油田东部（NFE）扩建项目一起，NFS将把卡塔尔的液化天然气年生产能力从目前的7700万吨提高到1.26亿吨。

GlobalData在其新闻稿发布中概述了第二季度一些值得注意的合同，除了NFS协议外，还包括韩国现代工程和建设公司的两份总承包合同。GlobalData在发布会上强调，这两份合同总价值约为50亿美元，涵盖了混合进料裂解装置(MFC)的详细设计EPC，以及沙特阿拉伯朱拜勒工业城阿米拉尔石化设施扩建的公用事业、燃除装置和互连设施。

GlobalData在发布中指出，意大利工程集团Maire Tecnimont的子公司还获得了两份总价值约20亿美元的总承包合同，用于衍生品装置的EPC和用于阿米拉尔石化设施扩建的高密度聚乙烯(HDPE)装置。

今年第一季度油气行业总合同价值下降48%

在5月份发给美国钻井地带网站的另一份报告中，GlobalData透露，今年第一季度，全球油气行业的总合同价值下降了48%。

GlobalData在发布会上表示：“随着通货膨胀率的上升和资本成本借贷环境的增加，即将到来的油气项目面临挑战，整个油气行业披露的合同价值在今年第一季度大幅下降了48%。”

在5月份发布的数据中，卡德表示，由于主要经济体的高利率和不断上升的通胀环境，油气行业合同价值的增长势头似乎有所放缓。

卡德补充说：“这可能会导致本季度油气领域的高价值合同减少。”

去年8月，GlobalData在其网站上发布的一份新闻稿中指出，油气行业的合同总数在去年第二季度下降了16%。

卡德在新闻稿中表示：“由于巴基斯坦拉卡纳信德省的一个深度转化炼油厂签订了46.7亿美元的工程、采购和施工(EPC)合同，石油和天然气行业合同的价值保持稳定。”

卡德在去年的新闻稿中补充道：“由于地缘政治冲突、能源需求、持续高企的油价以及不断上升的通胀担忧，油气行业在很大程度上无法看到新项目实施的明确方向。”

美国能源信息署(EIA)在8月发布的最新短期能源展望（STEO）报告中强调，去年布伦特原油现货价格平均为每桶100.94美元。在该STEO报告中，EIA预计今年布伦特原油现货价格将平均为每桶82.62美元。

李峻 译自 油价网

原文如下：

Disclosed Oil and Gas Contract Value Jumps in Q2

“The big boost on the value front is attributed to Technip Energies and Consolidated Contractors Company (CCC) joint venture’s landmark $10 billion engineering, procurement, construction and commissioning (EPCC) contract to build 16 million tons per year North Field South (NFS) LNG project in Qatar,” Pritam Kad, an Oil and Gas Analyst at GlobalData, said in the release.

The NFS project comprises two LNG mega trains with a combined capacity of 16 million tons per annum, QatarEnergy, which owns a 75 percent stake in the development, noted in a statement posted on its site back in May. Together with the NFE project, NFS will increase Qatar’s LNG production capacity from the current 77 MTPA to 126 MTPA, the company highlighted in the statement.

In its release, GlobalData outlined that, some notable contracts during the quarter, in addition to the NFS deal, included Hyundai E&C’s two lump-sum turn-key contracts. Combined, these are worth approximately $5 billion and cover the detailed design EPC for a mixed feed cracker (MFC), and utilities, flares, and interconnecting facilities at the Amiral petrochemicals facility expansion in Jubail Industrial City, Saudi Arabia, GlobalData highlighted in the release.

Maire Tecnimont subsidiaries also secured two lump-sum turn-key contracts worth around $2 billion for the EPC of derivatives units and high-density polyethylene (HDPE) units for the Amiral expansion, GlobalData pointed out in the release.

“The big boost on the value front is attributed to Technip Energies and Consolidated Contractors Company (CCC) joint venture’s landmark $10 billion engineering, procurement, construction and commissioning (EPCC) contract to build 16 million tons per year North Field South (NFS) LNG project in Qatar,” Pritam Kad, an Oil and Gas Analyst at GlobalData, said in the release.

The NFS project comprises two LNG mega trains with a combined capacity of 16 million tons per annum, QatarEnergy, which owns a 75 percent stake in the development, noted in a statement posted on its site back in May. Together with the NFE project, NFS will increase Qatar’s LNG production capacity from the current 77 MTPA to 126 MTPA, the company highlighted in the statement.

In its release, GlobalData outlined that, some notable contracts during the quarter, in addition to the NFS deal, included Hyundai E&C’s two lump-sum turn-key contracts. Combined, these are worth approximately $5 billion and cover the detailed design EPC for a mixed feed cracker (MFC), and utilities, flares, and interconnecting facilities at the Amiral petrochemicals facility expansion in Jubail Industrial City, Saudi Arabia, GlobalData highlighted in the release.

Maire Tecnimont subsidiaries also secured two lump-sum turn-key contracts worth around $2 billion for the EPC of derivatives units and high-density polyethylene (HDPE) units for the Amiral expansion, GlobalData pointed out in the release.

In a separate release sent to Rigzone back in May, GlobalData revealed that oil and gas industry overall contract value dropped by 48 percent in Q1.

“With rising inflation and an increasing capital cost borrowing environment posing challenges for upcoming oil and gas projects, the overall oil and gas industry’s disclosed contract value saw a significant quarter on quarter decrease of 48 percent in Q1 2023,” the company said in that release.

In the May release, Kad said, “it appears the contract value momentum has slowed down due to high interest rates and a rising inflationary environment in the major economies”.

“This could have potentially resulted in fewer high-value contracts during the quarter in the oil and gas space,” Kad added.

In a release posted on its site in August last year, GlobalData noted that the overall number of contracts in the oil and gas industry fell by 16 percent in the second quarter of 2022.

“The value of oil and gas industry contracts remained stable  $4.67 billion engineering, procurement and construction (EPC) contract for a deep conversion oil refinery in Pakistan’s Larkana Sindh province,” Kad said in that release.

“The oil and gas industry is largely unable to see a clear path forward in terms of new project implementation due to the geoplolitical crisis, energy demand, persistently high oil prices, and rising inflation fears,” Kad added in the release last year.

The Brent spot price averaged $100.94 per barrel in 2022, the U.S. Energy Information Administration (EIA) highlighted in its latest short term energy outlook, which was released this month. In that STEO, the EIA projected that the Brent spot price will average $82.62 per barrel this year.

“This could have potentially resulted in fewer high-value contracts during the quarter in the oil and gas space,” Kad added.