據(jù)油價(jià)網(wǎng)7月22日消息稱，全球研究和咨詢集團(tuán)伍德麥肯茲預(yù)測(cè)，到2030年，巴西私營(yíng)石油公司的石油產(chǎn)量將從122.1萬(wàn)桶/天增加到212.3萬(wàn)桶/天，增幅為75%。伍德麥肯茲表示，殼牌公司、Equinor、道達(dá)爾能源、雷普索爾巴西公司和葡萄牙汽油公司等國(guó)際石油公司將成為頂級(jí)生產(chǎn)商，這要?dú)w功于它們與巴西國(guó)家石油公司在鹽下和正在開(kāi)發(fā)的油田上的合作。

預(yù)計(jì)巴西國(guó)家石油公司也將以驚人的速度增長(zhǎng)產(chǎn)量，預(yù)計(jì)產(chǎn)量將從今年的215萬(wàn)桶/天增加到2030年的346萬(wàn)桶/天，增幅為61%。去年，這家石油和天然氣巨頭宣布，2023—2027年的投資將比公司2022—2026年的預(yù)計(jì)支出增加約15%，達(dá)到780億美元。在780億美元的資本支出計(jì)劃中，有83%(640億美元)用于勘探開(kāi)發(fā)活動(dòng)，而67%的勘探開(kāi)發(fā)資本支出預(yù)算將用于鹽下活動(dòng)。

該公司還計(jì)劃將減少碳排放的支出從之前計(jì)劃的4%增加到6%左右，并將其脫碳基金增加一倍以上，目前為2.48億美元。

伍德麥肯茲表示，目前全球每年在上游油氣領(lǐng)域的投資約為5000億美元，足以滿足2030年代的石油需求峰值。

曹海斌 摘譯自 油價(jià)網(wǎng)

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.