华尔街机构预测明年油价不可能出现大幅反弹
华尔街机构预测明年油价不可能出现大幅反弹
据华尔街日报报道,在对14家投资银行的调查结果显示,分析师们预计明年油价不可能出现大幅反弹,油价将维持在60美元/桶以下。14家投资银行预测明年布伦特原油平均价格为56美元/桶,与上月调查的预测值一致。投行们预计明年WTI的平均价格为54美元/桶,比上月调查的预测值下调1美元/桶。(来自/The Wall Street Journal)
据华尔街日报报道,在对14家投资银行的调查结果显示,分析师们预计明年油价不可能出现大幅反弹,油价将维持在60美元/桶以下。14家投资银行预测明年布伦特原油平均价格为56美元/桶,与上月调查的预测值一致。投行们预计明年WTI的平均价格为54美元/桶,比上月调查的预测值下调1美元/桶。(来自/The Wall Street Journal)
据报道,挪威国油(Statoil)的Kristin油田已安全生产11年。
据悉,于2005年11月3日投产。该油田包括12口生产井,并回接到半潜式生产平台。Kristin油田水深1500m,油层压力90MPa、温度170摄氏度,日产1000万方气、12.5万桶凝析油。
Statoil作为Kristin油田的作业者,拥有55.3%的份额。Kristin油田以诺贝尔获奖作家Sigrid Undset创作的小说人物Kristin Lavransdatter命名。(来自/Offshoreenergytoday)
据报道,英国著名独立油气勘探公司图洛石油公司(Tullow Oil)对外表示,公司将在下月重启肯尼亚南洛基查尔油田的勘探活动。
图洛石油负责非洲业务的副总裁蒂姆·奥汉隆表示,近期的三维地震调查结果显示了这个油田的储量有额外上升潜力,增加了约10亿桶可采储量。
据悉,乌干达作为图洛石油公司主要产油地,该地区预计约有17亿桶的可采量。此外,图洛石油公司还承担了坦桑尼亚坦噶港的输油管线的前期工程和设计工作。该管线建成后,预计日输出原油约20-23万桶。
(来自/Reuters)
北海的石油生产商随时准备增产石油。欧佩克试图通过加强合作削减产量来限制全球供过于求。北海的船只月增加量将达到10%,12月输出将达到216万桶/天。如果所有油轮按计划装载原油,那么这是自2012年以来本地区最多的油轮。(彭博社,Rigozne,11月4日消息)
沙特前能源部长表示,欧佩克不可能单独削减石油产量以稳定市场。欧佩克产量占全球产量的40%左右,其将与30日在维也纳召开会议讨论8年来首次产量削减协议。(彭博社,Rigozne,11月4日消息)
11月4日,因产油国内部对减产的矛盾加重,投资者对月底达成减产协议越发怀疑,加之美国油田技术服务公司贝克休斯4日发布的数据显示,当周美国原油钻井数量升至450口,加重市场对原油供大于求的担忧,国际原油期货价格下跌。
上周,由于市场对OPEC落实减产计划的能力存疑,且路透调查预计10月OPEC原油产量再创新高,加之美国原油库存创纪录最大增幅,市场供应过剩忧虑再起,国际油价受多重利空因素打压连跌5日。
上周五WTI期货收于44.07美元/桶,较前一周五降4.63美元/桶;布伦特期货收于45.58美元/桶,较前一周五降4.13美元/桶。上周WTI期货均价45.52美元/桶,周环比降4.1美元/桶;布伦特期货均价47.05美元/桶,周环比降3.44美元/桶。
Woodfibre LNG在周五宣布,他们将在2017年在不列颠哥伦比亚省建造首家液化天然气加工出口油库,这也是一个使加拿大在全球市场中获得立足点的契机。公司表示,油库建在Vancouver的北边,靠近Squamish,在2020年开始运行之后,每年将出口210万吨原油。不列颠哥伦比亚政府非常渴望发展LNG产业,他们对这项价值16亿加元的项目表示欢迎并表示这将是他们省北部最大的私人部门投资产业之一。Woodfibre预计这个项目将在两年之中每年为Squamish带来650个建筑岗位,100个加油站岗位以及12个左右的与行政管理相关的岗位。
来自/Upstream 11月4日消息 编译/尉晶
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Woodfibre LNG will start building British Columbia's first liquefied natural gas processing and export terminal in 2017, the company said on Friday, providing Canada with a long-awaited opportunity to gain a toehold in the global market. The facility near Squamish, just north of the city of Vancouver, will export 2.1 million tonnes a year once it is operational in 2020, the company said in a statement. The British Columbia government, which is keen to develop an LNG industry, welcomed the green light for the C$1.6 billion project and said it would be one of the largest private sector investments in the southern part of the province. Woodfibre estimated the project would bring about 650 construction jobs per year to Squamish over a two-year period, 100 full-time jobs to the terminal, and a dozen or so administration-related jobs to the area.
[/collapse]石油圈原创 www.oilsns.com
根据2016年11月4日Baker Hughes每周钻机数量报表显示,美国墨西哥湾钻机数量在过去一周维持21台不变,这个数字与去年同期相比,减少了11台。美国海域整体钻机数量从22减少到了21台,减少的这台钻机原先在阿拉斯加海域进行作业,与去年同期相比,海域整体钻机数量也是减少了11台。全美钻机数量这周(陆上与海上)增加了12台,目前为569台,其中石油钻台增加了9台,现在为450台;天然气钻台增加了3台,现在为117台;数目未变的混合型钻台仍是2台。与去年同期相比,全美钻机数量减少了202台,其中石油钻台减少了122台,天然气钻台减少了82台,混合型钻台增加了2台。
来自/Offshore 11月4日消息 编译/尉晶
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HOUSTON – The US Gulf of Mexico rig count remained unchanged over the past week at 21, according to the Baker Hughes Weekly Rig Count of Nov. 4, 2016. That number is down by 11 year-over-year.The overall US offshore drilling rig count was also down by one, from 22 to 21, reflecting the loss of one rig operating offshore Alaska. The overall US offshore rig count is also down by 11 year-over-year.The overall US rig count, onshore and offshore, was up by 12 week-over-week at 569, with oil rigs up by nine to 450, gas rigs up by three to 117, and miscellaneous rigs unchanged at two.Compared to this time last year, the overall US rig count is down by 202 rigs, with oil rigs down by 122, gas rigs down by 82, and miscellaneous rigs up by two.
[/collapse]石油圈原创 www.oilsns.com
在与客户以及供应商共同完成一项行业调研之后,马士基海洋服务公司宣布了一项新型集成解决方案,这项方案可协助他们成为能源领域服务与解决方案板块的领头羊。船作业仍是公司核心产业,马士基海洋服务公司还将有其它捆绑业务并管理次承包商为客户提供更加简化、高效的服务。马士基海洋服务公司利用十艘船负责工程、项目策划以及管理海底解除运作的所有事宜。该公司表示将在2017年初更新新业务板块和新型服务业板块。
来自/Offshore 11月4日消息 编译/尉晶
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LYNGBY, Denmark – After concluding an industry study together with customers and suppliers, Maersk Supply Service has announced a new integrated solutions business that will support the company’s ambition to become a leading integrator of marine services and solutions for the energy sector. With vessel operations remaining the core business, Maersk Supply Service will in addition bundle services and manage sub-contractors to offer a more simplified and efficient operation to customers. Maersk Supply Service is responsible for engineering, project planning and managing the full scope of the subsea decommissioning, utilizing up to ten of its own vessels.The company says that an update on the development of the new business area and new service offerings will be available in early 2017.
[/collapse]石油圈原创 www.oilsns.com
阿布扎比国家石油公司(Adnoc)加强自身运作管理、施行全面战略评估并改进即将进行的主要油气项目来保持在目前油价状况下的企业竞争力。Adnoc最近宣布将整合两家海上开采公司以及三家油服公司。随着酋长国填补内需,Sources表示Adnoc将在短-中期阶段内优先发展天然气项目。
随着勘探复杂地质条件地区以及高成本油藏的进行,Adnoc将着眼于开发海上含硫气田,例如Hail和Ghasha。在对阿布扎比西北海岸未开发含硫气田区块以及Hail和Ghasha地区进行技术评估之后,Adnoc将与美国西方石油公司和奥地利石油公司共同合作进行天然气开发。
来自/Upstream 11月4日消息 编译/尉晶
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ABU Dhabi National Oil Company (Adnoc) is consolidating its operations, carrying out a thorough strategic review and re-working its upcoming key oil and gas projects in an effort to stay competitive amid the challenging oil price environment. Adnoc recently said it will integrate the operations of its two major offshore operating companies and is doing the same with three of its shipping and service companies. Sources suggest that Adnoc is expected to prioritise big ticket gas projects in the short to medium-term, as the Emirate tries to plug a gap in domestic supplies.
Adnoc is expected to resume its focus on developing huge sour gas offshore fields, such as Hail and Ghasha, as it aims to tackle complex and costly reservoirs. The company has teamed up with US independent Occidental Petroleum and Austria’s OMV this year in a partnership that may lead to the development of large scale sour gas fields under a technical evaluation agreement that includes undeveloped fields off Abu Dhabi’s north-west coast, with the Hail and Ghasha areas among them.
[/collapse]石油圈原创 www.oilsns.com
FMC Technologies公司和Technip公司联盟已经拿到Statoil的Trestakk油田开发合同,其中包括设计、采购、建造和安装(EPCI)。两公司凭借一份优化的海底油田设计图获得该合同,这份设计图是在FMC Technologies和Technip的合资企业Forsys Subsea执行FEED研究期间,通过与Statoil的密切合作完成的。石油圈原创 www.oilsns.com
Technip将供应挠性立管、生产出油管线、注气管、软跳接线和支应线。FMC Technologies将供应海底生产系统以及配套的硬件和工具。Trestakk是一座位于挪威海的石油和伴生天然气田。
来自/WorldOil 11月4日消息 编译/陈芊芊
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The FMC Technologies and Technip alliance has received an integrated engineering, procurement, construction and installation (EPCI) contract for Statoil’s Trestakk field. The contract was won based on an optimized subsea field layout, accomplished through close collaboration with Statoil during a FEED study performed by FMC Technologies’ and Technip’s joint venture, Forsys Subsea.
Technip will supply the flexible riser, production flowline, gas injection line, flexible jumpers and umbilicals. FMC Technologies will provide the subsea production system as well as tie-in hardware and tools. Trestakk is an oil and associated gas field in the Norwegian Sea.
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贝克休斯周五表示,钻井人员上周已将9台抽油装置运回美国油田进行作业,其中大部分装置被送往西德克萨斯州的二叠纪盆地。钻井活动的增加使美国抽油装置达到450台,比五月下旬的年度最低水平增加了134台机器。
目前六台抽油装置已开始在二叠纪盆地作业,两台在北达科他州的Bakken页岩作业,另外两台在得克萨斯州南部的Eagle Ford页岩和科罗拉多州DJ盆地作业。还有一台抽油装置在一座无名油田被闲置。石油圈原创 www.oilsns.com
来自/Fuelfix 11月4日消息 编译/陈芊芊
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Drillers put nine oil rigs back to work in U.S. fields last week, with the majority heading to the Permian Basin in West Texas, Baker Hughes said Friday. The increased drilling activity brings the fleet of U.S. oil rigs up to 450, up by 134 machines since the count fell to its annual low in late May.
Six oil rigs began work in the Permian Basin; two, in the Bakken Shale in North Dakota, and two others became active in the Eagle Ford Shale in South Texas and the Colorado’s DJ Basin. One oil rig went idle in an unnamed field, the Houston oil field services company said.
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俄罗斯最大石油生产商Rosneft周五表示,西伯利亚东部的Yurubcheno-Tokhomskoye油田尚未开始生产,也没有开始向管道运输,扭转了早些时候的言论。该油田与东西伯利亚-太平洋主管道连接,主要用于向中国供应石油。
该公司已经表示,2017年计划在Yurubcheno-Tokhomskoye油田建立新工厂进行工业规模生产。Rosneft预计2019年Yurubcheno-Tokhomskoye油田将进入年产量高达500万吨(10万桶/天)的高峰期。石油圈原创 www.oilsns.com
来自/Reuters 11月4日消息 编译/陈芊芊
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Russia's largest oil producer Rosneft said on Friday it had not yet started production at the Yurubcheno-Tokhomskoye oilfield in eastern Siberia and had not begun shipments to a pipeline, reversing comments made earlier in the day. The field is connected to the main East Siberia-Pacific Ocean pipe, mainly used for supplies to China.
The company has said it plans to launch new facilities at Yurubcheno-Tokhomskoye for industrial-scale production in 2017. Rosneft expects Yurubcheno-Tokhomskoye to reach peak production of up to 5 million tonnes a year (100,000 barrels per day) in 2019.
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康菲(ConocoPhillips)、挪威国家石油公司(Statoil)和道达尔(Total)联合起来共同开发挪威北海Greater Ekofisk地区三大油气田。上游周报了解到,ConocoPhillips经营的Tor 2和Tommeliten Alpha项目,以及Statoil经营的King Lear和Julius勘探区将组队研究在Greater Ekofisk地区联合作业的可行性。而Total对Tor 2和Tommeliten Alpha项目有浓厚的兴趣,因此也将加入他们。如果三家公司联合开发项目取得成功,那将在Greater Ekofisk地区开采出上亿桶原油。目前他们不愿过多透露合作细节。
来自/Upstream 11月4日消息 编译/尉晶
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ConocoPhillips, Statoil and Total have joined forces to collectively develop three oil and gas discoveries in the Greater Ekofisk area of the Norwegian North Sea.Upstream understands that licence partners in the ConocoPhillips-operated Tor 2 and Tommeliten Alpha projects and Norwegian giant Statoil’s King Lear and Julius prospects have put together a team to study the possibility of a joint project under the name Greater Ekofisk Area. France’s Total, which holds significant interests in Tor 2 and Tommeliten Alpha, has joined the two operators in study work on the potential project, sources added. If these efforts succeed then a new development could emerge involving the exploitation of several hundred million barrels of oil equivalent in the Greater Ekofisk Area. The companies involved are reluctant to provide details about the work at present.
[/collapse]石油圈原创 www.oilsns.com
1、油价再次下跌
Brent和WTI股指期货连续下滑五天后继续下降,Brent自十月中旬以来已经缩水14%。
2、伊朗-巴基斯坦天然气管道依然遥远无期?
中国预计将帮助伊朗建设一条延期已久的从伊朗到巴基斯坦的天然气管道,近两年前巴基斯坦从最初的计划中退出。
3、沙特对伊朗表示不满
沙特阿拉伯方面声称,如果伊朗政府不限制供应量,它将提高日产量至1100万甚至1200万桶,且推出OPEC会议。
4、北海将生产更多石油?
北海的石油生产商表示,它们将在四年多的时间内运出大部分原油,其产量的增加将对OPEC提出又一挑战。石油圈原创 www.oilsns.com
5、宏华集团将开发墨西哥湾
随着中国对液化天然气的需求逐步增加,中国陆地钻机生产商宏华集团和Argo LNG Partners公司正计划在美国墨西哥湾建造一座大型液化天然气工厂。
6、阿拉斯加液化天然气项目缓慢但稳步推进
负责阿拉斯加液化天然气项目的官员正向联邦官员提交审批文件,但在之前被认为是“世界上竞争力最弱的液化天然气项目”之后,另一障碍可能是价格。
7、Statoil挪威海项目继续推进
Statoil达成了更多关于挪威海Trestakk油田开发的合同,该油田储量约为7600万桶可采油当量。
8、石油巨头推进大型碳捕捉计划
主要石油公司正准备投资10亿美元发展捕捉和储存温室气体排放的技术,其中包括Total SA,Statoil,Shell等公司,这是持续支持石油和天然气气候倡议的部分行动。
9、《巴黎气候协定》正式生效
虽然费时较长,但《巴黎气候协定》已于周五被正式确立为国际法,然而联合国环境署依然表示担忧。
10、沙特阿美内讧曝光
一本300页的书和前石油部长Ali al-Naimi的回忆录揭露了沙特阿美这家国营石油巨头内部的敌对争斗以及该地区“石油政治”的兴起。石油圈原创 www.oilsns.com
来自/OilPro 11月5日消息 编译/陈芊芊
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Oil Prices Down (Again). Brent and WTI futures continue their slide for their sixth straight day with Brent losing almost 14 percent since mid-October.
Iran-Pakistani Gas Pipeline Still A Thing? Looks like China might be stepping in to help Iran develop a long-delayed natural gas pipeline from Iran to Pakistan, after Pakistan withdrew from initial plans for it nearly two years ago.
Saudi Arabia Exchanges Fightin' Words. Saudi Arabia looks to play chicken with Iran, claiming that if Tehran won't limit its supply than they will raise their production to 11 or even 12 million barrels per day and say goodbye to the current meetings.
More North Sea Oil On The Way? Oil producers in the North Sea have indicated they may ship the most crude in more than four years, an increase that poses yet another challenge to OPEC.
Honghua Coming To Gulf Of Mexico. Chinese onshore drilling rig maker Honghua Group and Argo LNG Partners are planning to build a large LNG facility in the U.S. Gulf of Mexico as demand for LNG in China has steadily risen.
Alaska LNG Project Slow But Steady (Kind Of). Officials handling the delayed Alaska LNG Project are looking to file with federal officials for approval, but after being previously identified as the "least competitive liquefied natural gas projects in the world", another hurdle might just be the price tag.
Statoil Moves On Norwegian Sea. More contracts were awarded for development of the Trestakk field in the Norwegian Sea, which apparently contains about 76 million barrels of recoverable oil equivalent.
Big Oil Goes For Big Carbon Capture Plan. Major oil companies are looking to invest $1 billion to develop technologies to capture and store greenhouse gas emissions, including companies like Total SA, Statoil, Shell and others, as part of continued support of the Oil and Gas Climate Initiative.
Ink Dries On Paris Climate Deal. It has been a long time coming but the Paris climate agreement officially became international law Friday but the U.N. Environment Program still has cautionary words.
Infighting Exposed At Saudi Aramco. Out of the Desert, a 300-page book and memoir of former oil minister Ali al-Naimi, paints a very hostile picture of the struggle inside the state-run oil giant and also the rise of "petro-politics" in the region.
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壳牌及其合资伙伴Pavilion Energy和Ophir Energy已在坦桑尼亚近海启动钻探项目。这一价值8000万美元的项目将在Mafia Deep盆地进行,包括一号区块和四号区块各一口井。该项目的钻探船Noble Globetrotter 2将在水下2300米作业。石油圈原创 www.oilsns.com
壳牌公司称,这两口井将按照坦桑尼亚能源和矿产部颁发的许可证满足剩余的勘探要求。一号和四号区块开发属于坦桑尼亚LNG项目。壳牌及其一、四号区块合作伙伴正与坦桑尼亚石油开发公司(TPDC)及其他二号区块合作伙伴一起进行该项目未来的开发。
来自/WorldOil 11月3日消息 编译/陈芊芊
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Shell and its joint venture (JV) partners, Pavilion Energy and Ophir Energy, have started their drilling program offshore Tanzania. The $80-million campaign, which consists of one well in Block 1 and another in Block 4, will take place in the Mafia Deep basin. The drillship supporting the program–the Noble Globetrotter 2–will be operating in water depths of up to 2,300 m.
According to Shell, the two wells will meet the remaining exploration requirements as per the licenses issued by Tanzania’s Ministry of Energy and Minerals. The development of Blocks 1 and 4 is part of the Tanzania LNG project. Shell and its Block 1 and 4 partners are working with Tanzania Petroleum Development Corporation (TPDC) and other Block 2 partners on future development of the project.
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巴基斯坦国家石油公司(OGDCL)周四宣布通过Mithri一号勘探井发现天然气,这口井位于巴基斯坦Sindh省,其95%的股份为OGDCL所有。石油圈原创 www.oilsns.com
现已绘制Mithri 一号井结构并对其进行钻探和测试,每日从其Lower Goru岩层中一个尺寸为32/64英寸的阻气门中流出644万立方英尺天然气。OGDCL表示这一发现开辟了一条新渠道,并强调这次发现将增加OGDCL的油气储备基地。
来自/Rigzone 11月3日消息 编译/陈芊芊
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Oil & Gas Development Company Limited (OGDCL) announced Thursday that it has discovered gas through its 95 percent-owned exploration well Mithri #1, located in Pakistan’s Sindh Province.
The structure of Mithri # 01 has been delineated, drilled and tested, flowing 6.44 million cubic feet of gas per day through a 32/64 inch choke from its Lower Goru (Massive Sand) formation. OGDCL stated that this discovery has opened up a new avenue and highlighted that it would add to the hydrocarbon reserve base of the company.
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总部位于阿联酋的Lamprell公司完成了为海上钻探公司Ensco建造自升式钻井平台业务。2014年4月Ensco发布的Ensco 141平台建设业务由Lamprell获得,同时这也是由该公司的LeTourneau为Ensco设计的第二个大型钻井平台。由于Ensco方面原因,Ensco 141并未按照合同规定时间进行交付,它在之后将与在阿联酋Hamriyah的Ensco 140平台一起进行交付。根据Ensco舰队现状报告,Lamprell同意两年后进行平台交付。对于平台延缓交付事宜,两家公司之前签署的协议中有补偿协定。
来自/Upstream 11月4日消息 编译/尉晶
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United Arab Emirates-based Lamprell has completed construction on a jack-up drilling rig for offshore driller Ensco.The Ensco 141 was ordered by Ensco in April 2014 and is the second LeTourneau design Super 116E-class rig Lamprell has delivered to the company.The rig is currently uncontracted and will be warm-stacked alongside its sister rig, the Ensco 140, at Lamprell's stacking facility in Hamriyah, United Arab Emirates.According to Ensco’s fleet status report, Lamprell has agreed to cover the warm stacking of both rigs for up to two years.This was part of a compensation agreement between the two companies following the delayed delivery of the rigs.
[/collapse]石油圈原创 www.oilsns.com
美国通用电气(GE)将旗下石油&天然气公司与贝克休斯(Baker Hughes)合并,创建全球第二大的油服供应商并在行业复苏之前积聚公司储蓄。
在此次并购交易中,GE将整个石油&天然气公司进行合并,并要向Baker Hughes交付价值74亿美元的股权来组建新的独立上市公司,但这家公司主要还是由GE所有。在新公司中,GE持有62.5%的股权,而Baker Hughes持有37.5%。GE石油&天然气公司首席执行官Lorenzo Simonelli将出任新公司的CEO,GE集团董事Jeff Immelt将出任新公司董事,而Baker Hughes CEO Martin Craighead将出任副董事。包括Immelt和Craighead在内,新成立的董事会一共有九个人,其中五个人来自GE,另外四人来自Baker Hughes。
来自/Upstream 11月4日消息 编译/尉晶
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GE is taking control of US rival Baker Hughes to create the second-largest oilfield service company in the world and wring additional corporate savings out of their operations ahead of a potential recovery in the sector.
Under the terms of the deal, GE will contribute its entire oil and gas division and pay Baker Hughes shareholders $7.4 billion to create a separate publicly traded company, majority-owned by GE. GE will own 62.5% in the new Baker Hughes, with Baker Hughes shareholders keeping the balance of 37.5%. GE Oil & Gas chief executive Lorenzo Simonelli is to be the chief executive and president of the new entity, with Baker Hughes counterpart Martin Craighead taking on the role of vice chairman.GE group chairman and chief executive Jeff Immelt will become chairman of the new company. Inclusive of Immelt and Craighead, the new board will have nine directors — five from GE and four from Baker Hughes.
[/collapse]石油圈原创 www.oilsns.com
风险投资和私募股权公司Energy Ventures将拿出2亿美元投资北海油服公司。Energy Ventures在周四表示,他们需要在“行业艰难时期”通过融资渠道来支持这些公司以促进行业发展。他们计划为中型企业投资1000-4000万美元,使得上游区块有市场的专利产品或是潜在的服务项目可以继续发展。不像是以前的投资模式(即公司早期的发展模式),Energy Ventures阿伯丁分部投资经理Hvamb向上游周报透露,他们将投资那些已经相对成熟并有产品在市场上销售的盈利公司。
来自/Upstream 11月3日消息 编译/尉晶
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Energy Ventures has put forward $200 million for investments in services and technology North Sea companies. The private equity player is aiming to boost businesses in the area by providing funds to companies that need access to finance to grow “during challenging times for the oil and gas industry”, it said on Thursday. The company is looking to invest between $10 million to $40 million in mature players that deliver a “marketable, proprietary product or service with potential in the upstream sector”. Unlike previous investment moves, which saw Energy Ventures deal with new-comers and companies in their early-stages of development, Hvamb told Upstream that the aim is now to invest in "mature companies that are profitable and already have products in the market".
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