石油圈中国石化新闻网讯 据普氏能源资讯新加坡1月3日消息，全球深水资本支出的增加可能有利于亚太地区的项目发展，因为勘探和生产成本较低，以及技术效率较高，尽管油价低仍然是一个令人关切的问题。 自2014年石油价格暴跌以来，深水资本支出急剧下降，由于所需的盈亏平衡价格水平较高，尚未完全恢复，但一些石油公司仍保持对该行业的兴趣，并继续进行大型项目，且多数人认为该行业已经触底。 根据咨询公司伍德麦肯齐的数据，预计到2022年，每年的深水资本支出总额将从目前的约500亿美元上升到近600亿美元，主要由圭亚那、巴西和莫桑比克的项目推动。 在亚太地区，马来西亚国家石油公司、中海油等国家型石油公司的能源安全考虑也为深水勘探起到了补充作用，这些公司的资本支出决策对油价波动的依赖性稍小一些。 该地区迫切需要提高石油和天然气产量，同时，国内水域的深水勘探和国际深水项目的股权继续吸引人们的兴趣。例如，中海油海外业务增长的一大部分来自巴西和墨西哥湾等地区的深水资产。 伍德麦肯齐研究主管Angus Rodger表示：”我们认为，降低深水成本将使包括亚太地区在内的全球各地的项目受益。我们地区最大的最终投资决定前的项目位于印度尼西亚、澳大利亚、马来西亚和印度。我们已经看到，成本的降低如何帮助这些领域的运营商取得真正的进展。” 詹晓晶摘自普氏能源资讯 原文如下： Uptick in global deepwater spending to boost Asia Pacific projects An uptick in global deepwater spending could benefit projects in Asia Pacific in the form of lower exploration and production costs, as well as technological efficiencies, although low oil prices remain a cause for concern. Deepwater capital expenditure had nosedived since the oil price crash of 2014 and has not quite recovered due to the high level of breakeven prices required, but some oil companies maintained their interest in the sector and went ahead with big ticket projects anyway. Most believe the sector has bottomed out. Total annual deepwater capex is expected to rise from around $50 billion currently to nearly $60 billion by 2022, driven mainly by projects in Guyana, Brazil and Mozambique, according to consulting firm Wood Mackenzie. In Asia Pacific, deepwater exploration is supplemented by energy security considerations of national oil companies like Malaysia’s Petronas and China’s state-run CNOOC, whose capex decisions are slightly less dependent on oil price fluctuations. The region desperately needs to boost oil and gas production, and deepwater exploration in domestic waters and equity stakes in international deepwater projects continue to draw interest. For instance, a big chunk of CNOOC’s overseas growth is from deepwater assets in regions like Brazil and the US Gulf of Mexico. “In our view, lower deepwater costs will benefit projects across the globe, including Asia-Pacific. The largest pre-FID projects in our region are located in Indonesia, Australia, Malaysia and India. And we are already seeing how lower costs is helping the operators of these fields make real progress,” Wood Mackenzie’s research director Angus Rodger said.
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