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挪威Kvaerner预测:订单增加,原油天然气前景将走强

中国石化新闻网讯 据普氏能源资讯伦敦10月23日消息称,挪威海上工程集团Kvaerner周二预测,由于生产商继续批准新项目,该公司第三季度订单增加一倍后,区域上游产品支出将进一步增长。 这家总部位于奥斯陆的集团表示,第三季度海上油气平台及其他能源基础设施的订单从去年同期的5.88亿挪威克朗上升至11.5亿挪威克朗(合1.208亿美元)。 与此同时,Kvaerner表示截至9月30日,该公司积压的订单比一年前增加了30%,达到106亿挪威克朗。 Kvaerner在第三季度财报中表示:“现在市场前景更加强劲。特别是中型潜在客户的数量正在增加。” 该公司表示:“预计在2019年期间,一些关键的前景公司将通过重要的决策关口,进一步推进项目审批和项目执行。” 随着石油价格保持在70美元/桶以上,自由现金流量的增加,上游行业的信心回升,石油和天然气行业项目审批自去年年底开始有所增加。 从地区来看,自2017年中期以来超过50%的油价回升,推动了这个成熟的北海油气省的活动增加,一些企业推动了2014年油价暴跌之后搁置的项目。 事实上,根据能源分析师Wood Mackenzie的说法,在Kvaerner发表评论的前一天,英国海上项目的投资决策达到39亿美元,创下2015年以来的最高水平。此前,英国石油公司(BP)和米诺泽诺石油在伦敦批准了两项油田开发项目。分析师还预测,在未来18个月内,由规划中的巨型资本密集型液化天然气工厂和新型深水石油开发项目的推动,将涌现一波新的大型油气项目。 上周,美国油田服务巨头斯伦贝谢表示,预计明年其国际部门的收入将实现两位数的增长,这主要得益于国家石油公司和全球独立企业的支出增加和项目得到审批。 人们普遍预计,石油巨头下周将开始公布第三季度收益,届时将公布更高的利润,并进一步改善自由现金流。 陈菲 摘译自 普氏能源资讯 原文如下: Norway’s Kvaerner predicts stronger upstream oil, natural gas outlook as orders jump Norwegian offshore engineering group Kvaerner predicted Tuesday further growth in regional upstream spending after its order intake doubled in value during the third quarter as producers continue to sanction new projects. The Oslo-based group said orders for offshore oil and gas platforms and other energy infrastructure rose to NOK1.15 billion ($120.8 million) in the third quarter, up from NOK588 million the year-ago period. At the same time, Kvaerner said its order backlog as of September 30 stood 30% higher than a year ago at NOK10.6 billion. “There is now a stronger market outlook. In particular, there is an increase in the number of medium-sized prospects,” Kvaerner said in a third-quarter earnings statement. “During 2019, it is expected that several key prospects will pass important decision gates and move further towards project sanctioning and project execution,” it said. An uptick in oil and gas sector project sanctions began towards the end of last year, as confidence returned to the upstream sector with free cash flow generation building as oil prices held over $70/b. Regionally, the more than 50% oil price recovery since mid-2017 has fueled increased activity in the mature North Sea oil and gas province, with a number of players pushing ahead with projects previously shelved after the 2014 oil price slump. Indeed, Kvaerner’s comments come a day after investment decisions for UK offshore projects hit $3.9 billion, the highest since 2015, following London’s approval of two field developments by BP and minnow Zennor Petroleum, according to energy analysts Wood Mackenzie. The analysts have also predicted a new wave of oil and gas mega-projects over the next 18 months fueled by planned giant, capital-intensive LNG plants and new deepwater oil developments. Last week, US oilfield service giant Schlumberger said it expects to see double-digit revenue growth from its international division next year, driven mostly by higher spending and project approvals from national oil companies and global independents. Oil majors are widely expected to report higher profits and further improvement in free cash flow generation next week when they start reporting Q3 earnings.  

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