???? 據油價網2021年3月5日奧斯陸報道,挪威著名能源研究和商業情報公司雷斯塔能源公司
????(Rystad)在本周發布的一份新分析報告中表示,運營商預計將在未來5年內開發創紀錄數量的海上油氣項目,其中深水項目的增加將最為驚人。
????挪威這家能源研究公司在其分析報告中定義,當超過25%的新建資本支出通過合同授予時,該項目就是“已承諾”的項目。
????海上油氣開發將從新冠肺炎疫情大流行造成的價格和需求沖擊中復蘇,這迫使運營商削減開發支出并推遲項目。Rystad表示,在截至2025年的5年期間,海上油氣開發項目承諾將創造新的紀錄。
????海上石油已開始顯示出從去年危機中復蘇的跡象,自2015-2016年的上一次低迷以來,成本已大幅削減。Rystad去年表示,深水石油的盈虧平衡點已經降至低于美國頁巖油供應的水平,使深水油田成為全球最便宜的新石油供應來源之一。
????在其本周發布的最新報告中,這家挪威著名能源研究公司公司預計,2021年至2025年期間,海上油氣開發項目承諾數量將達到592個,高于2016-2020年期間的355個,也高于2011 - 2015年期間的478個。
????Rystad預計,未來5年,全球深水油氣開發項目的承諾數量將呈現出最令人印象深刻的增加,從2016-2020年的106個增加到181個,而在此之前的5年,深水項目承諾數量將從106個增加到115個。
????在2014年和2015年油價暴跌以后,鉆機和海上供應船的日費率下降,在深海和偏遠水域尋找大型新油田的經濟可行性大大提高。Rystad能源服務分析師Rajiv Chandrasekhar表示,“這為那些對深水油氣開發項目感興趣的公司提供了重要支持?!?/p>
????李峻 編譯自 油價網
????原文如下:
????Offshore Oil & Gas Projects Set For Record Recovery
????Operators are expected to commit to developing a record number of offshore oil and gas projects over the next five years, with deepwater projects set for the most impressive growth, Rystad Energy said in a new report this week.
????The energy research firm has defined in its analysis a project as ‘committed’ when more than 25 percent of its overall greenfield capital expenditure (capex) is awarded through contracts.
????Offshore oil and gas development is not only set to recover from the pandemic shock to prices and demand, which forced operators to slash development expenditures and delay projects. It is set for a new record in project commitments in the five-year period to 2025, according to Rystad Energy.
????Offshore oil has already started to show signs of emerging from last year’s crisis, as costs have been slashed since the previous downturn of 2015-2016. Deepwater oil breakevens have dropped to below those of U.S. shale supply, making deepwater one of the cheapest new sources of oil supply globally, Rystad Energy said last year.
????In its new report this week, the energy research firm expects 592 offshore project commitments between 2021 and 2025, up from 355 projects in the 2016-2020 period and up from the 478 project commitments in the period 2011 to 2015.
????Over the next five years, deepwater is set to show the most impressive growth in the number of commitments, with the number of projects rising to 181 from 106 in 2016-2020 and 115 in the five years before that, Rystad Energy has estimated.
????“The search for large new fields in deep and remote waters became much more economically viable after dayrates for drilling rigs and offshore supply vessels fell in the wake of the oil price crash in 2014 and 2015. This offers significant support for companies interested in deepwater,” said Rajiv Chandrasekhar, energy service analyst at Rystad Energy.