石油圈中国石化新闻网讯 据路透社12月17日伦敦报道，咨询公司伍德麦肯齐在一份报告中表示，明年新的石油和天然气项目的数量将从2015年的低谷上升五倍，但总体支出仍然不可能满足未来的需求。 受近几个月油价大幅下跌的影响，董事会通常会坚持2014年油价暴跌后实施的支出纪律。 据伍德麦肯齐分析师Angus Rodger称，全球对石油和天然气生产的投资（即所谓的上游），预计明年将达到约4250亿美元。相比之下，2014年的总支出为7700亿美元，而2016年和2017年降至4000亿美元。 Rodger对路透社表示，虽然自2014年以来支出水平略有回升，但明年的资本支出仍将低于满足需求增长和抵消油田产量自然下降所需的6000亿美元。 包括美国巨头埃克森美孚和雪佛龙在内的少数全球顶级石油公司表示，它们将在明年增加支出，因为它们将加速高产量页岩油田的开发。 Rodge 表示：“大公司都在关注LNG的销售合同、企业欲望、长期需求和成本，但这些都是巨额投资，如果我们看到成本通胀、全球衰退和价格下跌的迹象，投资者的信心就会动摇。” LNG项目将以100万亿立方英尺的天然气为目标，，高于2019年的80万亿立方英尺和2017年的32万亿立方英尺。 Rodger表示，如果油价继续稳步上涨，钻井成本预计也会上升，那么2020年支出可能会出现强劲增长。 詹晓晶摘自路透社 原文如下： New oil, gas projects to accelerate next year -report The number of new oil and gas projects will rise five-fold next year from a 2015 trough but overall spending is still unlikely to be enough to meet future demand, consultancy Wood Mackenzie said in a report. Shaken by a sharp drop in oil prices in recent months, boards are generally expected to stick to spending discipline imposed following the 2014 price crash. Global investment in oil and gas production, known as upstream, is expected to reach around $425 billion next year, according to WoodMac analyst Angus Rodger. That compares with a total spending of $770 billion in 2014, which dropped to $400 billion in 2016 and 2017. Although spending levels have slightly recovered since then, next year’s capital expenditure will still fall short of the $600 billion required to meet demand growth and to offset the natural decline of output from fields, Rodger told Reuters. A handful of the world’s top oil companies, including U.S. giants Exxon Mobil and Chevron, said they would boost spending next year as they accelerate developments of highly-productive shale fields. “The stars are aligning on LNG sales contracts, corporate appetite, long-term demand and costs. But these are huge investments, and investor confidence could waver if we see signs of cost inflation, global recession and falling prices.” The LNG projects will target 100 trillion cubic feet of gas, up from 80 tcf in 2019 and 32 tcf in 2017. Spending could see a strong increase in 2020 if oil prices continue rising steadily and as rig costs are expected to rise, Rodger said.
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