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11月1日油气行业十大新闻

赵美园

1. GE与Baker Hughes开展新交易

GE上周宣布,将其油气业务与Baker Hughes合并,交易涉资约300亿美元。

2. ConocoPhillips出售塞内加尔资产

随着深海勘探规模的逐步缩减,该公司宣布已将巨额股份出售给Woodside Petroleum,交易价格为4.4亿美元。

3. 人心不齐 减产计划或将落空

越来越多的OPEC国家继续进行谈判,不愿坚持早前提出的减产计划,受此影响油价回落。

4. 民意调查不太乐观

按照现在的情形发展下去,分析师认为短期内油价走势不会有良好改观。

5. 中国石油问题突出

价格过低、需求疲软、生产不足等问题困扰着中国石油产业。今年前9个月中国的石油产量下降了6个百分点。

6. Enbridge公布亏损数据

石油管线也会出现过度订购的情况吗?问问管线运营商Enbridge吧。该公司称第三季度与去年同期相比出现净亏损。

7. Wheatstone LNG项目成本飙升

雪佛龙称:受模块延期交付和某一船厂运营不佳的影响,该澳大利亚LNG项目的价格成本可能飙升至340亿美元。

8. 巴西石油之都发展形势严峻

社会危机和改革问题已让巴西石油之都Macae伤痕累累,当地市场与Petrobas关系紧密,该公司给当地造成了沉重负担。

9. 伊朗希望向欧洲出口LNG

伊朗官方正就出口LNG事宜与挪威方面加紧协商。

10. 德克萨斯州VS加拿大

彭博社Liam Denning专栏记者着手调查雪弗龙与埃克森美孚在二叠纪油气资产上取得的成就,并探索为何这样的成功加拿大公司不可复制。

来自/Oil Pro 10月31日消息  编译/赵美园石油圈原创www.oilsns.com

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GE And Baker Hughes Best Friends Forever. After word first broke last week, GE will be merging its oil and gas business with Baker Hughes in a nearly $30 billion deal.

ConocoPhillips Says Bye To Senegal. As Conoco continues to scale back its deepwater exploration, the company announced it has sold off a large stake in reserves to Woodside Petroleum for about $440 million.

Divided, Production Cut Plans Falling? Price drops are swinging back for oil as more OPEC members continue their negotiations to exempt themselves from certain aspects of the proposed production cut.

Polls Not Exactly Hopeful. Analysts still don't see crude prices responding well in the short term either, if talks continue going this way.

China's Oil Problem. Low prices, low demand, low production - it's all plaguing the oil industry in China as the country's output dropped 6 percent in the first nine months of the year.

Enbridge Posts Losses. Can there be too a thing as too many subscribers to oil pipelines? Just ask Enbridge which said it recorded a net loss in the third quarter versus profit during the same time period last year.

Wheatstone LNG Project Costs Jump. The Australian LNG project's price tag could jump to $34 billion Chevron officials say with delays in module deliveries and "poor performance" at one of its fabricating yards as the culprits.

Brazil's Oil Capital Against The Ropes? Crisis and issues with reform have marred Macae, Brazil's "oil capital," where the market is closely linked to Petrobas and unfortunately all of the baggage that comes with it.

Iran Looking To Export LNG To Europe. Officials say they have been in continued talks with Norway to potentially bring a bulk of LNG exports to the export table.

Texas vs. Canada? Liam Denning with Bloomberg examines how earnings from Chevron and Exxon on how what's happening in places like the Permian might not be working in favor of Canadian companies.
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荷兰公司将在伊朗建立浮动油码头

Vivian

伊朗石油码头公司(IOTC)与一家荷兰公司举行了会谈,讨论改造开发阿拉伯湾的油码头以及建立一个浮动油码头的事宜。伊朗油码头使用的很多单浮标系泊设备由荷兰制造,建立合作关系可以提供必需的设备。

IOTC总经理Pirouz Mousavi强调了伊朗与荷兰合作的几个领域,包括港口现代化、装备武器、储存设施以及单浮标系泊设备。“目前,由于设施翻新,总共10艘油轮可以停靠在Kharg码头,可以满足93%的伊朗原油出口。在取消制裁后,伊朗Kharg油码头日最高装载量已超700万桶。”

来自/Tradearabia 10月30日消息              编译/陈芊芊

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Iran Oil Terminals Company (IOTC) has held talks with a Dutch firm to revamp and develop oil terminals in the Arabian Gulf as well as build a floating oil terminal, a top official said. A number of single buoy moorings (SBMs) used in Iranian oil terminals are Netherlands-made and partnership can be established for supplying required equipment, IOTC managing director Pirouz Mousavi was quoted as saying in an Iran Daily report.

He highlighted several areas for Iran-Netherlands cooperation including modernization of harbours, loading arms and storage facilities as well as SBMs. "Presently, given the refurbishment of facilities, a total of 10 oil tankers can dock at Kharg terminal which caters for 93 percent of Iran's crude exports," said Mousavi. "Following the removal of sanctions, the highest loading per day at Iran's Kharg oil terminal has been more than seven million oil barrels," he noted.
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康菲完成塞内加尔近海勘探区块的出售

Vivian

康菲周五宣布已经完成其在塞内加尔子公司股份的交易,该子公司持有塞内加尔近海三个勘探区块35%的股份。交易双方为康菲子公司和澳大利亚Woodside石油公司,总价格约为4.4亿美元,包括净值约9000万美元的惯例调整。

三个近海勘探区块Rufisque Offshore、Sangomar Offshore和Sangomar Deep Offshore的净账面价值截至2016年9月30日约为2.85亿美元。康菲公司预估2016年第四季度的销售收入将有所增加,但具体数额需经最终调整。石油圈原创 www.oilsns.com

来自/Energypedia 10月29日消息          编译/陈芊芊

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ConocoPhillips announced Friday it has completed a transaction for the sale of its shares in ConocoPhillips Senegal, which holds a 35 percent interest in three exploration blocks offshore Senegal. The total sales price of the transaction, which is between the subsidiaries of ConocoPhillips and Australia’s Woodside Petroleum, was approx. $440 million, including net customary adjustments of approx. $90 million.

The three offshore exploration blocks, Rufisque Offshore, Sangomar Offshore and Sangomar Deep Offshore, had a net carrying value of approx. $285 million as of Sept. 30, 2016. ConocoPhillips expects to recognize a gain on the sale in the fourth quarter of 2016, the amount of which is subject to final adjustments.
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GE将与贝克休斯达成300亿美元的交易

Vivian

据路透社消息,通用电气公司将达成一笔约300亿美元的交易,将其油气业务与贝克休斯公司合并。合并后的实体将由通用电气公司掌控,并将有公开交易的股票。

贝克休斯官网宣布,将于美国东部时间10月31日上午8:30与GE联合召开发布会,公布与GE的合作计划。如果合作成功,通用电气或将剥离旗下165亿美元油气业务与贝克休斯合并,合并后成立独立的公司。而这家公司,将一举超越哈里波顿,成为仅次于斯伦贝谢的世界第二大油服。石油圈原创 www.oilsns.com

来自/Reuters 10月31日消息         编译/陈芊芊

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General Electric Co (GE.N) is nearing an about $30 billion deal to merge its oil and gas business with Baker Hughes Inc (BHI.N). The combined entity will be controlled by GE and would have publicly traded shares.

GE said in a statement last week that it was in talks with the oilfield services provider on potential partnerships but none of those options included an outright purchase.A partnership with Baker Hughes could help GE to transform its oil and gas division and emerge a larger player in the sector to better compete with oilfield services leader Schlumberger (SLB.N) .
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墨西哥国家石油公司每年在炼油方面损失1130亿比索

震旦能源

墨西哥《千年报》近期报道,墨西哥能源部称,近八年来,墨西哥国家石油公司在炼油方面共损失8960亿比索(约合498亿美元),即每年损失1130亿比索(约合63亿美元),是墨西哥国立自治大学预算的2.5倍,墨国家石油公司炼油厂的利用率仅为56%,而全球平均数为78%。墨国家石油公司认为,目前该公司炼油部门面对的首要问题是如何改造Salamanca、Salina Cruz和Tula三家炼油厂。(10月27日消息)

伊朗称将于明年停止进口汽油

震旦能源

伊朗国家石油公司总经理卡尔德罗(Ali Kardor)对媒体称,伊朗将于伊历1396年度起自2017年3月21日,停止进口汽油,这意味着该国将很快能依靠自身力量,生产这一关键的能源。卡称,该国明年预算将不包括进口汽油的预算,这是因为该国一个重要的汽油生产项目,波斯湾明星炼油厂将于明年六月上线,初期产能为每日1200万升。波斯湾明星炼油厂全面建成后,预计产能为每日3500万升,届时伊朗将成为汽油出口国。卡称,目前该国每天最多进口500万升汽油,这一数字是今年三月的一半。(10月27日消息)

Statoil第三季度业绩低于预期将再次削减资本支出

震旦能源

Statoil近期报道,该公司将再次削减2016年资本支出,计划从120亿美元削减到110亿美元,勘探支出从18亿美元削减到15亿美元。该公司第三季度调整后的营业利润下降到6.36亿美元,而去年同期为20亿美元,低于分析家预测的9.5亿美元。该公司第三季度产量平均为180.5万桶油当量/天。(路透社,Rigzone,10月27日消息)

MEG Energy第三季度亏损出乎意料

震旦能源

加拿大油砂公司MEG Energy Corp近期报道,第三季度公司亏损严重,超出意料,公司将2016年资本支出从1.7亿加元削减到1.4亿加元。第三季度,公司净亏损1.09亿加元(9270万美元),而去年同期为净亏损4.28亿加元。第三季度,公司收入下降8%,为4.97亿加元;净操作成本下降14.7%,每桶减少7.76美元,非作业成本下降11%。(路透社,Rigzone,10月27日消息)

Marathon Petroleum赢利减少

震旦能源

Marathon Petroleum Corp报道,其第三季度赢利比预期少很多,并称将出售一些资产给MPLX Inc。到2017年底,这些资产将为公司带来3.5亿美元的收入。第三季度,归属于Marathon的净收入下降到1.45亿美元而去年同期为9.48亿美元。(路透社,Rigzone,10月27日消息)

Husky Energy在油价低迷期间再次削减2016年资本支出

震旦能源

加拿大第三综合石油公司Husky Energy Inc报道,第三季度亏损比预期严重,将再次削减资本支出。该公司预计今年资本支出为23.20亿加元(14.9亿美元),高于原先计划的21亿加元。Husky Energy第三季度产量平均为30.1万桶油当量/天,下降10%,且第三季度出售相关资产获得15亿加元收入,使得第三季度赢利13.9亿加元。(路透社,Rigzone,10月27日消息)

康菲公司第三季度亏损10亿美元

震旦能源

世界最大独立石油生产商康菲公司近期披露,2016年第三季度亏损10亿美元,比2015年同期亏损有所减少。第三季度,平均产量为155.7万桶/天油当量,比去年同期增加3000桶/天。(Rrigzone,10月27日消息)

巴西石油公司首个Libra石油生产系统计划2020年投产

震旦能源

巴西石油公司及其合作伙伴将在2020年安装Libra巨型海上油田四个商业生产系统中的第一个生产系统,到2023年再安装一个。巴西石油公司在近期一份声明中表示,每个FPSO将具有日产石油18万桶的能力。预计日产量在12至18万桶之间,天然气不会为生产系统发电,而是全部回注。天然气中含有45%二氧化碳,法规要求必须回注到地下储层中。根据巴西石油工业监管部门ANP资料,Libra地区拥有80到120亿桶石油和天然气。Libra油田属于BM-S-11区块。巴西石油公司是Libra作业者,占40%权益,Shell和Total各占20%权益,中石油和中海油各占10%权益。(路透社,Rigzone,10月27日消息)

沙特阿美会冷落美国而转向欧洲或者亚洲上市吗?

Crystal

沙特阿美计划首次公开发行价值2万亿美元的股票,一些专家说美国政策制定者可能已经在做工作,以争取其能在美国上市。但是上个月美国国会通过了《Justice Against Sponsorsof Terrorism Act (JASTA)》,这为911恐怖袭击受害者起诉沙特开启了大门。Rice大学研究人员Jim Krane认为,如果沙特阿美不在美国上市,我可以说那是外交的冷落。前段时间,沙特阿美也对欧洲和亚洲证券市场进行调查研究。目前没有获得其最新消息。有研究人员认为,如果沙特轻视美国,而选择在欧洲或者亚洲上市,那么美国新总统可能不欢迎阿美在美国国内工业的投资。例如,沙特已经表示对Lyondell BissellIndustries在休斯顿的炼厂感兴趣。具体如何,我们拭目以待。(震旦能源综合报道,10月27日消息)

埃克森美孚取得具有10亿桶潜力油田的大发现

震旦能源

在尼日利亚海上,埃克森美孚及其合作伙伴已经发现了一个估计有5到10亿桶石油潜力的油藏。埃克森美孚近期在一新闻稿中宣布了这个大发现。根据该公司报道,这口发现井为Owowo-3井,2016年9月23日开钻,钻遇460英尺(140米)含油砂岩储层。Owowo-3井扩大了Owowo-2井的发现范围,Owowo-2井钻遇515英尺(157米)含油砂岩储层。Owowo-3井位于Oil Prospecting License223和Oil Mining License139许可区块内,水深1890英尺,钻井进尺10410英尺。埃克森美孚是该井(及其这两个许可区块)的作业者。这个两个区块的各方权益:埃克森美孚27%,雪佛龙27%,道达尔18%,Nexen 18%,尼日利亚石油开发公司10%。(埃克森美孚,10月27日消息)

油轮运费低使得原油和石油产品能够进行更长距离的贸易

震旦能源

近期全球原油与石油产品贸易船队的扩大已经使得油轮运费下降,同时也大大拓宽了经济贸易的地理范围,这样可以化解原油与成品油高库存水平。近年,全球石油产量不断增长,全球炼油能力也不断增加,因此,原油资源市场对运输的要求增加,也就是要求更多的油轮来进行运输。这也是导致连续多年全球油轮船队规模持续增加的原因,根据路透社资料,2015年油轮净变化增加达205艘。(EIA,10月27日消息)

OPEC减产分歧 10月28日油价下跌

国际油价观察

10月28日,国际油价下跌,OPEC及非OPEC产油国在维也纳举行为期两天的会谈,但由于OPEC内部就落实减产存在分歧,导致磋商过后各方未能达成任何合作协议。
回顾上周,虽然沙特和OPEC海湾地区成员国承诺愿意减产,但伊朗、伊拉克明确表示拒绝减产,市场对OPEC落实减产协议的疑虑加剧,国际油价震荡下行。上周五WTI期货收于48.7美元/桶,较前一周五降2.15美元/桶;布伦特期货收于49.71美元/桶,较前一周五降2.07美元/桶。上周WTI期货均价49.62美元/桶,周环比降1.01美元/桶;布伦特期货均价50.48美元/桶,周环比降1.32美元/桶。

IOG成功收购北海南部油气资产

赵美园

致力于油气开发与生产的IOG公司近日成功收购了Versus Petroleum的子公司Oyster Petroleum。Oyster持有北海南部多个许可区域的经营权益,包括Vulcan East、Vulcan Northwest和 Vulcan South油气田。据悉,IOG早于2016年6月13日便与Verus Petroleum签订了全盘收购Oyster的协议。收购于6月30日起生效,交易完成即支付首笔资金100万英镑。

根据协议规定,IOG后续还需支付三笔款额。收购交易完成9个月后需支付75万英镑,勘探许可区的油田开发计划获英国石油天然气管理局(OGA)准许后30天内需支付第二笔175万英镑的款额,最后一笔150万英镑的款额于许可区投产后30天内支付。款额共计500万英镑(710万美元),具体数额可能还会调整。

来自/Offshore Energy Today 10月28日消息  编译/赵美园石油圈原创www.oilsns.com

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Independent Oil and Gas (IOG), a development and production focused oil and gas company, has completed the acquisition of Versus Petroleum’s subsidiary, Oyster Petroleum. Oyster holds the Southern North Sea licenses containing the Vulcan East, Vulcan Northwest, and Vulcan South fields. To remind, IOG has signed an agreement with Verus Petroleum to buy 100% of the shares of its subsidiary, Oyster Petroleum, on June 13, 2016. The acquisition has an effective date of June 30, 2016, with an initial consideration of £1 million payable at completion.

According to the agreement, the company will make three further deferred consideration payments. The first sum of £0.75 million is payable nine months after completion. The second £1.75 million payment comes within 30 days of approval of a Field Development Plan on the Licenses by the UK Oil and Gas Authority. The final £1.5 million payment will be paid within 30 days of the production of first gas from the Licenses. The aggregate consideration, allowing for any interim period adjustments, is £5 million ($7.1 million).
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Deep Sea Supply与雪佛龙PSV租约续期

赵美园

Deep Sea Supply近日获得了某国际石油巨头的PSV空船租约续期合同,正在澳大利亚海域服役的两艘平台供应船Sea Tortuga 和Sea Triump将续期7个月。Deep Sea Supply上周五称,两船自2015年起就开始为该合同服务。公司网站公布的信息显示,两船的雇主是美国石油巨头雪佛龙。双方签订的空船租约续期至2017年4月底。Deep Sea Supply还透露:两艘PSV分别有130天的备选延期。但交易金额等详细信息目前尚未披露。

来自/Offshore Energy Today 10月28日消息  编译/赵美园石油圈原创www.oilsns.com

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Deep Sea Supply has been awarded a seven-month extension of the bareboat contracts for two PSVs, the Sea Tortuga and Sea Triumph, operating in Australian waters, by an ‘international oil major company’.

Deep Sea Supply said on Friday that both vessels have been working under current contract since the end of March 2015. According to data on the company’s website, both vessels work for the U.S. oil major Chevron. Under the contract extension, the bareboat contracts for both vessels are now firm until the end of April 2017. The company added that the deal also entails a total of 130 days extension options for each vessel. Further information, including financial details of the deal, were left undisclosed.
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阿根廷石油公司表示将与挪威国家石油公司合作研究海底钻探

Vivian

阿根廷国家控股的能源公司YPF周五表示与挪威国家石油公司签署了一项协议,研究阿根廷大西洋沿岸可能的海底钻探点。阿根廷大量油气储备尚未开发,部分原因是近几十年政策的不稳定和周期性危机。该国新任总统誓称将实现经济正常化,吸引投资。石油圈原创 www.oilsns.com

地震勘探将在深度500至3500米的水域进行。阿根廷石油公司在一份声明中说,“对于阿根廷石油公司和挪威国家石油公司来说,获取新信息对于了解该地区的潜力至关重要。”

来自/Rigzone 10月28日消息         编译/陈芊芊

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Argentina's state-controlled energy company YPF said on Friday it signed a deal with Norway's Statoil to study potential offshore drilling sites off Argentina's Atlantic coast. Argentina has vast oil and gas reserves that have gone untapped, in part due unpredictable policies and cyclical crises over recent decades. The country's new president vows to normalize the economy and attract investment.

The seismic tests will be undertaken in waters of 500 to 3,500 meters. "For YPF and Statoil, access to new information will be fundamental to understanding the area's potential," YPF said in a statement.
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Roxi石油公司在哈萨克斯坦深井A6发现石油

Vivian

Roxi石油公司周五宣布,已经在哈萨克斯坦生物天然气合同区域内的深井A6发现石油。已经确定的含油层总计达到416英尺。其中一共两个含油层,第一个含油层达236英尺,位于14150万英尺到14386万英尺的深度之间,第二个达180英尺,位于14599英尺和14780英尺的深度之间。

Roxi公司在一份声明中表示,将进一步分析以确定这些含油层中能够进行商业产油的部分。

来自/Rigzone  10月28日消息        编译/陈芊芊   石油圈原创 www.oilsns.com

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Roxi Petroleum plc announced Friday that it has hit oil in Deep Well A6, located in Kazakhstan’s BNG Contract Area. Gross oil-bearing intervals totalling 416 feet meters have been identified. These are in two intervals, the first of 236 feet between depths of 14,150 feet and 14,386 feet. The second is of 180 feet between depths of 14,599 feet and 14,780 feet.

Further analysis will be conducted to determine the portion of these intervals that are capable of producing commercial volumes of oil, Roxi said in a company statement.
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