巴西通过盐下层油田新法案
2月24日，巴西参议院以40:26的比例投票通过了新的盐下层油田法案。根据新法案，巴西国家石油公司（Petrobras）将不再是盐下层油田的唯一合法作业者，且巴油也不必在盐下层油田持股30%以上。目前该法案已移交巴西众议院和巴西总统罗塞夫裁决。
巴西总统罗塞夫此前是制定巴西盐下层油田本地化政策的始作俑者，但考虑到目前巴油窘迫的财政状况，以及巴西2015年油气招标的惨淡回应，现任巴西政府不得不考虑逐步开放巴西油气市场，吸引国外投资，帮助巴西度过此次经济寒冬。
Petrobras’ dominant position in the highly-productive pre-salt province off Brazil could be challenged after the country’s Senate passed a bill that could pave the way for other players to become operators of acreage there.The bill, which was passed by 40 votes to 26 on Wednesday, could lead to an end to a requirement that Petrobras is the sole operator of pre-salt blocks and must take a stake of at least 30% in all tracts.The bill will now go on to the lower house of Congress and to President Dilma Rousseff, who is believed to be warming to the idea of letting other operators take control of pre-salt resources.Rousseff, a former energy minister, played a key role in drafting the nationalist restrictions that keep Petrobras in control of the pre-salt, sanctioned by her predecessor President Luiz Inacio Lula da Silva in 2010.However, the severe financial problems now being faced by Petrobras and the tepid response to Brazil’s 2015 licensing round have forced a change of heart, according to a recent report from Brazil’s O Globo newspaper, which cited unnamed sources close to Rousseff.As previously reported by Upstream, the Rousseff administration has mulled retreating to a new position that would give Petrobras the right of first refusal on “strategic” areas, such as the pre-salt, but end the current obligation to take at least 30% of the equity in all pre-salt contracts.
巴油和中国国开行签订100亿美元的融资协议
2月25日，中国国开行（CDB）与巴西国家石油公司（Petrobras）签订了总额高达100亿美元的融资协议。
巴油表示，该协议与2009年和中国国开行签订的协议很相似。当时中国国开行也向巴油贷款100亿美元，作为回报巴油需向中石化每日供应20万桶原油，为期十年。
而就在去年，巴油还刚刚和中国国开行，中国工商银行，以及中国进出口银行签订了总额为100亿美元的融资协议。
由于中国资本和巴油的联系日趋密切，可以预见巴油会考虑逐步将一些海上生产平台的建设项目向中国转移，以减少巴西本地建造工期的不确定性对巴油产量的影响。
The China Development Bank (CDB) has agreed to provide debt-laden Petrobras $10 billion in financing, furthering the growing ties between the Brazilian giant and East Asia.The term sheet was signed by Petrobras president Aldemir Bendine and the CDB president Zheng Zhijie in Rio de Janeiro on Friday.Drafts of the financing contracts “are already being negotiated”, Petrobras said. The drafts “include the implementation of a trade agreement to supply oil to Chinese companies”.Petrobras said the terms are similar to contracts signed by Petrobras and CDB in 2009. That agreement also amounted to $10 billion in financing and included an oil-supply component whereby Brazil would provide 200,000 barrels per day of oil to China’s state oil firm Sinopec for a decade.The deal announced Friday is the latest example of Chinese financial institutions putting up cash for Petrobras, which has towering debt and a massive capital budget to fund. S&P recently downgraded Petrobras’ foreign currency bond to BB: junk status.Last year, Petrobras secured another $10 billion in funding to help in the development of its pre-salt operations, through agreements with CDB, the Industrial & Commercial Bank of China and the Export-Import Bank of China.As Chinese dollars has flowed in, Petrobras’ construction needs have migrated east, with contracts for some of the operator’s floating production facilities getting re-assigned to Chinese yards due to uncertainty that the projects could be completed in Brazil.Petrobras intends to sell about $14 billion of assets this year in an bid to cut its $130 billion in debt.
巴油将出售一批陆上油气资产
据巴西国家石油公司（Petrobras）近日给巴西股市监管机构的一份声明显示，巴油董事会已批准以竞标的方式出售一批巴西陆上油气资产，但巴油尚未透露具体的待售区块清单。
此外，巴油目前还正在就其阿根廷分公司的股权转让事宜与Pampa Energia公司进行独家谈判。去年巴油刚刚以1.01亿美元的价格将其在阿根廷Austral盆地的26处陆上油气资产出售给CGC公司。
Petrobras has been given board approval to sell off a basket of onshore assets in Brazil as well as permission to talk exclusively to a potential buyer of a stake in its Argentine business.In a statement to Brazilian stock market regulators, the state-controlled company said the domestic onshore assets would be offered through a competitive bidding process.In another regulatory filing, Petrobras said its executive board had also given the green light to engage in exclusive negotiations with Pampa Energia regarding the sale of a stake in Companhia Petrobras Argentina.The period of exclusivity is set for 30 days and terms and conditions of sale are subject to approval by the administrative board of Petrobras.
巴油叫停六个州的陆上勘探钻井
受低油价的影响，巴西国家石油公司（Petrobras）近日停止了巴西六个州的陆上勘探钻井工作，这六个州分别为：Espirito Santo, Bahia, Sergipe, Alagoas, Rio Grande de North和Ceara。
巴油前不久宣布将其2015-2019年的投资计划从1303亿美元下调至984亿美元，其中勘探投资削减幅度最大，投资将主要集中在核心盐下层油气田的开发上。
据巴西国家石油管理局（ANP）的统计数据显示，巴西2015年12月的陆上油气产量为163,000 boed，其中巴油的产量占159,000 boed。
Petrobras is to call a complete halt to onshore exploration drilling in six Brazilian states due to the continued low oil price, according to a report.The under-fire state oil giant is stopping exploratory drilling in the states of Espirito Santo, Bahia, Sergipe, Alagoas, Rio Grande do Norte and Ceara, Brazilian newspaper Valor Economico reported on Tuesday.The newspaper cited an unidentified Petrobras source with information on the development.“Every reduction that you make in exploration drilling affects future production somewhere down the line,” the source reportedly said.Brazilian newspapers quoted oil workers union sources last week as saying that drilling was halting in the state of Bahia, but many reproduced a misleading statement that Petrobras was “leaving” the state.The union report in fact contained data, from Petrobras, showing that exploration drilling will indeed cease, while the number of rigs working on production wells in that state would decline to 17 from 20.Petobras has repeatedly slashed its capital expenditure to cope with lower oil prices – the most recent cuts gave the company a five-year investment plan of $98 billion – and the company is widely expected to include onshore assets in its divestment plan.A high-ranking Petrobras manager told Upstream recently that “nothing was sacred” when it came to assessing onshore assets for sale, but added that some of these areas remained “strategic” to the company.Data managed by Brazilian hydrocarbons regulator ANP states that domestic onshore production was running at 163,000 barrels of oil equivalent per day in December 2015, of which 159,000 boepd is in the hands of Petrobras.
巴油开始在Sepia油田进行早期生产测试
据悉，巴西国家石油公司（Petrobras）已开始在Sepia盐下层油田进行早期生产测试。
Sepia油田位于Santos盆地，距离里约热内卢海岸185公里。Sepia油田的早期生产采用的是BW Offshore公司的Cidade de Sao Vicente FPSO，预计在早期生产测试阶段1-RJS-691井可日产原油2万桶，产出的原油将通过穿梭油轮运送至陆上。
Petrobras has started up test flows from its Sepia field in the Santos basin as the Brazilian company’s board also gave the go-ahead to open talks on asset sales in Argentina and at home onshore.The early productions system at the pre-salt field was started with the BW Offshore Cidade de Sao Vicente floating production, storage and offloading system, the state oil giant said on Wednesday.Output during the test period is set to be around 20,000 barrels per day of oil from the 1-RJS-691 well.The floater is expected to remain on site for around 180 days during the test period.Production from the field, which lies about 185 kilometres from the Rio de Janeiro coast, will be transported in shuttle tankers.
里约州政府遭众石油公司起诉
近日，Shell, Statoil, Chevron, Galp Energia和Repsol Sinopec石油公司对里约州政府提起了集体诉讼，抗议其提出的的提高石油税收的7182号和7183号法案，新法案即将于3月29日生效。与此同时，巴西石油勘探和开发联盟（ABEP）也因同样的原因于2月29日对里约州政府提其了诉讼。
里约热内卢州是巴西石油重镇，其石油和天然气产量分别占巴西总产量的68%和44%。由于国际原油价格持续低迷，里约州政府的财政收入大幅缩水。为了弥补财政收入的不足，应对于今年举行的奥运会，里约州政府于去年年底提出了提高石油税收的7182号和7183号法案。根据新法案，Campos盆地产出的每桶原油的平头税将增加2.71雷亚尔，且每桶原油的商品和服务税将被调至18%。里约州政府预计新法案的实施将使其今年的财政收入增加18亿雷亚尔。
Top international oil companies with assets off Brazil have joined forces to fight a new law that establishes further taxation for exploration and production of hydrocarbons in Rio de Janeiro state, writes Fabio Palmigiani.Shell, Statoil, Chevron, Galp Energia and Repsol Sinopec this week filed a class action to prevent the law — which would charge a flat tax of 2.71 reais ($0.67) and impose an 18% goods and services tax on every barrel of oil equivalent produced in the Campos basin — coming into force on 29 March.The Rio de Janeiro government expects the tax will raise about 1.8 billion reais this year, slightly more than the 1.6 billion reais it is losing on oil royalties because of the sharp fall in crude prices.“Shell understands that fiscal predictability is one of the major factors behind its investment decisions. The company believes that development policies in the oil and gas sector will increase revenue on regional, state and federal levels,” the company said.Several cities in Rio de Janeiro saw their finances collapse last year, as they are heavily dependent on oil royalties.
巴油撤销Bijupira-Salema油田股权交易
就在壳牌石油公司宣布取消向PetroRio公司出售其Bijupira-Salema油田80%股权的交易之后，巴西国家石油公司也撤销了向PetroRio公司出售其20%股权的交易。巴油和壳牌将继续分别持有Bijupira-Salema油田20%和80%的股权。
PetroRio公司于2015年1月和壳牌公司达成协议，计划以1.5亿美元的价格收购壳牌公司在Bijupira-Salema油田的80%股权，及在该油田作业的Fluminense FPSO。该FPSO可日产7万桶原油和200万立方米天然气。此外，PetroRio公司还于2015年7月和巴油达成协议，计划以2500万美金的价格从巴油手中收购了Bijupira-Salema油田剩余的20%股权，但该股权转让交易尚未获得巴西国家石油管理局（ANP）的批准。
目前巴油和壳牌石油公司均未透露该交易被撤销的原因。PetroRio公司表示，将会继续通过收购油气资产来扩张其在巴西的业务。
Brazil’s Petrobras has quashed its deal to sell out of the Bijupira-Salema field in the Campos basin to compatriot independent PetroRio, two weeks after Anglo-Dutch supermajor Shell also canned its stake sale agreement.The move by the beleaguered state oil giant means it will remain on 20% at the field, with Shell remaining on 80%.In a brief statement late on Monday Petrobras did not explain why it had decided to terminate the stake sale agreement with PetroRio that had been hatched on 1 July.The deal was worth $25 million but had not been sanctioned by Brazil’s market regulator ANP.Shell announced in mid-February that it had cancelled negotiations to sell its share of the field to PetroRio, also axing the planned sale of the Fluminense floating production, storage and offloading vessel to the same player.The deal was to be worth $150 million.“Shell cannot elaborate on why the deal was not concluded because the terms of the negotiation are confidential,” the company said at the time.PetroRio said after Shell cancelled the sale that it will continue its growth strategy through the acquisition of producing fields.The Fluminese FPSO has production capacity of 70,000 barrels per day of oil and 2 million cubic metres per day of natural gas.
未经允许，不得转载本站任何文章：
-
- 李晓天
-
石油圈认证作者
- 毕业于上海交大，后远赴巴西攻读海洋工程博士学位。长期从事巴西海洋油气市场的研究，并创办有《巴西海洋工程资讯》及SinoBrazilOffshore微信公众号。
石油圈