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Rosneft获得Bashneft控股权

孔艳坤

10月13日,俄罗斯石油公司(Rosneft)表示其通过交易获得Bashneft控股权。Bashneft是俄罗斯第六大石油公司。Rosneft总裁Igor Sechin签订协议购买Bashneft889.51379万股。10月12日,Rosneft完成了协议规定的向俄罗斯联邦财政部支付3297亿卢布(约合52.5亿美元)的责任,并由此获得Bashneft50%股份。Rosneft声明:自从俄罗斯总统关注到协议可能达成并发布政府法令之后,Rosneft股价上涨7.5%。Rosneft液态烃生产提高10%,并增加20%精炼设备以使石油供应、运输、物流成本、钻探成本降低及共同使用设施及技术达到最优化。

来自/Natural Gas World  10月13日消息 编译/孔艳坤 石油圈原创www.oilsns.com

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Russian state oil giant Rosneft has closed its deal to acquire Bashneft, Russia's sixth-largest oil firm, it said in October 13.CEO Igor Sechin signed the deal to buy the 88,951,379 Bashneft shares and on October 12 Rosneft fully met its obligations under the agreement by paying RUB 329.7bn ($5.25bn) into the accounts of Russia’s Federal Treasury, completing its purchase of the state's controlling 50% stake in Bashneft.A Rosneft statement added: “After the Russian President noted potential synergies from the deal and the government decree was released, Rosneft’s stock price increased by 7.5%.”Rosneft said it added 10% of liquid hydrocarbon production and 20% of refining throughput as well as for significant synergies arising from optimization of mutual oil supplies, transport and logistics costs, drilling cost reduction and joint use of production assets' infrastructure and technology.
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Origin于澳大利亚发现页岩气资源

孔艳坤

10月12日,Origin Energy表示其已向澳大利亚北部工业和资源部提交初步报告确认于Amungee NW-1H(Beetaloo盆地发展初期阶段的最后一口钻井)发现油气资源。资源规模尚在评估之中。Falcon Oil & Gas公司是该处合资项目的合作伙伴,其总裁Philip O’Quigle表示:“Origin的勘探发现让人振奋,表明Beetaloo盆地资源规模可观。我们希望在明确规模大小以后更新市场。”

来自/Natural Gas World  10月13日消息 编译/孔艳坤 石油圈原创www.oilsns.com

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Origin Energy on October 12 said it has submitted a notification and initial report to Australia's Northern Territory Department of Primary Industry and Resources to confirm the discovery of hydrocarbons at Amungee NW-1H, the final well in the first stage of their Beetaloo basin.Evaluation to determine the resource size is underway.“The Notification of Discovery issued by Origin is an exciting development and provides further evidence of the scale of the resource potential of the Beetaloo Basin. We look forward to updating the market when the evaluation to determine the resource size is concluded,” said Philip O’Quigley, CEO of Falcon Oil & Gas, which is a partner in the joint venture.
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BP收购Cue Energy西北大陆架天然气资产

孔艳坤

BP同意收购Cue Energy独立拥有且已获西北大陆架勘探许可的WA-409-P及 WA-359-P区域,两处均位于澳大利亚西岸天然气储量丰富的Carnarvon盆地。此前,BP 刚决定停止澳大利亚南部的Great Australian Bight勘探工作。10月13日,Cue Energy表示:BP 将收购两地80%股份,并成为WA-409-P的运营方。许可证续签的头三年里,BP将全额资助项目工作(尽管Cue Energy保留20%股份)。BP可选择在2017年5月收购WA-359-P区域42.5%股份。如果BP这样做的话,它将支付WA-359-P区域一半的钻井成本。

来自/Natural Gas World   10月13日消息 编译/孔艳坤 石油圈原创www.oilsns.com

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BP has agreed to farm into Cue Energy’s 100%-owned North West Shelf exploration permits WA-409-P and WA-359-P in the gas-rich Carnarvon basin, offshore Western Australia. The news comes days after BP decided to to stop exploration work in the Great Australian Bight (GAB), off South Australia. The UK major will acquire 80% equity and be operator of WA-409-P and will fund 100% of the work programme required under the permit for the first three years of the licence renewal, Cue Energy said October 13. Thus costs in Cue's remaining 20% stake will be carried by BP.BP also has an option through May 2017 to acquire 42.5% equity in WA-359-P. If BP exercises this option, 50% of the cost of drilling a well in WA-359-P will be funded.
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10月13日油价小幅上涨

国际油价观察

 10月13日,国际原油期货价格小幅上涨。油价上涨的主要原因是美国成品油库存骤降,抵消了原油库存增加带来的压力。当日EIA公布的数据显示,截至10月7日当周,美国原油库存意外大增490万桶,录得4月8日当周以来最大增幅,且结束此前连续五周下降趋势,之前预期增加60.45万桶,前值减少297.60万桶,但是库欣原油库存大减132万桶,汽油库存大减190万桶,馏分油库存大减370万桶,为油价提供了支撑。同时,美国国内原油产量也减少1.7万桶/日,并已连续三周录得下降,降至845万桶/日产出水平。另外,中国海关数据显示,中国9月原油进口量攀升至808万桶/天的纪录高点,同比增幅达18%,超过美国,成为了全球最大的原油进口国,一定程度上也为油价提供了支撑。11月交货的WTI原油期货上涨0.26美元/桶,收盘价报每桶50.44美元;12月交货的布伦特原油期货上涨0.22美元/桶,收盘价报每桶52.03美元。布伦特与WTI价差为1.59美元/桶,较前一日缩窄0.04美元/桶。

GC Rieber Shipping将与Rasmussengruppen成立合资公司

赵美园

挪威海运公司GC Rieber Shipping与Rasmussengruppen签订协议,计划合资建立名为“Shearwater GeoServices”的海洋地球物理公司。Shearwater GeoServices将作为地球物理领域的综合供应商,为全球油气公司提供海洋地质勘测服务。

来自/Offshore Energy Today 10月13日消息  编译/赵美园石油圈原创www.oilsns.com

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Norwegian shipping company GC Rieber Shipping has signed an agreement with Rasmussengruppen to establish a new, jointly owned marine geophysical company called Shearwater GeoServices. Shearwater GeoServices will become an integrated provider of marine geophysical services to oil and gas and multi-client companies worldwide.
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Technip和FMC Technologies将为Lancaster油田提供服务

赵美园

英国油气公司Hurricane Energy暂时决定选择Technip和FMC Technologies为Lancaster早期生产系统的水下方案独家供应商,并为Greater Lancaster Area项目的后续开发提供服务。Lancaster油田位于舍得兰群岛西部,其开发将使用浮式生产储卸装置。Hurricane本周三发布消息称:在Technip和FMC Technologies鼎力帮助下, Hurricane目前已制定出一个提高项目开发效用的“创新型方案”。这个方案集中解决了系统设计优化和工程风险规避的问题。

来自/Offshore Energy Today 10月12日消息  编译/赵美园石油圈原创www.oilsns.com

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Hurricane Energy plc, a UK-based oil and gas company, has provisionally selected Technip and FMC Technologies, under their alliance, as its exclusive provider of subsea solutions for the Lancaster Early Production System (EPS) and for subsequent development of the Greater Lancaster Area in the North Sea. The field, located West of Shetland, is expected to be developed using a floating production storage and offloading unit (FPSO). According to Hurricane’s press release on Wednesday, Technip and FMC Technologies, under their alliance, have developed with Hurricane, an ‘innovative approach’ to enhance the economics of the proposed development. A key to this approach is focusing on system design optimization and risk reduction in project execution.
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CGG在莫桑比克海域开展地震勘测

赵美园

法国地球物理公司CGG获得了莫桑比克石油局Instituto Nacional de Petroleo的一份多客户合同,将在莫桑比克海域开展地震数据勘测。CGG周四称:勘测活动的目的是提高业内对该区域地质状况的认知,让油气公司进一步了解该国能源勘探的前景。勘测项目包括在Rovuma盆地(R5-A、R5-B和R5-C区块)约6550公里区域内进行2D数据勘测,以及在赞比西河三角洲区域的Beira High进行大规模3D数据勘测。

来自/Offshore Energy Today 10月13日消息  编译/赵美园石油圈原创www.oilsns.com

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French geophysical company CGG has been awarded an extensive multi-client program by the Instituto Nacional de Petroleo (INP) to acquire seismic data offshore Mozambique. CGG said on Thursday that the multi-survey program is designed to improve industry insight into the region’s geology and provide oil and gas companies with a greater level of understanding of the country’s prospectivity. The program includes a 2D survey of over 6,550 km in the offshore Rovuma basin, including blocks R5-A, R5-B and R5-C, and a large 3D survey over the Beira High in the Zambezi Delta.
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Allseas向Bravante租用四艘平台供应船

赵美园

瑞士海洋工程公司Allseas向巴西船东Bravante租用四艘大型平台供应船。来自船舶估值机构VesselsValue的消息:Allseas租用了Bravante 5、Bravante 6、Bravante 7、Bravante 8一共四艘船,租期各为4个月,租约可选择延期。据悉,双方于9月30日敲定租船事宜。租约自2016年11月1日起生效。四艘船均为位于美国佛罗里达州的Eastern Shipbuilding公司所造。

来自/Offshore Energy Today 10月12日消息  编译/赵美园石油圈原创www.oilsns.com

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Allseas, a Swiss-headquartered offshore installation and construction company, has hired four large platform supply vessels from Brazil’s Bravante company. According to VesselsValue, Allseas has hired platform supply vessels Bravante 5, Bravante 6, Bravante 7, Bravante 8 for a period of four months each, with options to extend those charters. The charters were fixed on September 30 with the starting date set for November 1, 2016. All four vessels were built by Eastern Shipbuilding in Florida, USA.
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10月13日油气行业十大新闻

张弘引

1. 一万亿美元项目延期

很多人期待石油供应量减少,然而在不久的将来,这一预期是有可能实现的。由于大量油气项目取消或推迟,路透社的Ron Bousso预测,到2020年油价可能上升至70美元。

2. 寒冬将至

由于拉尼娜效应,今年冬天较为寒冷,天然气价格达到了22个月以来的最高值,无论怎样,对油气行业来说这一消息振奋人心。

3. 土耳其与俄罗斯握手言和

周一,世界能源峰会在伊斯坦布尔举行,俄罗斯总统普京与土耳其总统埃尔多安举行会谈,双方讨论了叙利亚问题,同时就建设长期石油管道达成协议。

4. 巴西与葡萄牙加深合作

Petrobras以及Galp Energia就海上研究与发展项目展开合作。随着石油价格回升,各个国家能源公司开始展开合作。

5. Hurricane Energy与Technip 、FMC签订合同

Hurricane Energy与Technip 、FMC Technologies签订合同,为北海Lancaster项目提供水下解决方案,共同发展Lancaster前期生产系统。

6. PGS第三季度业绩较好

上一季度,PGS业绩效果较好,不过依然需要继续努力。

7. EMGS进一步裁员

由于船舶利用率降低,EMGS在挪威以外的公司进一步裁员。

8. 气候激进分子破坏美国输油管道

本周二,一些气候激进分子越过护栏,切断防护锁链,并关停了输油管道。显然,这一做法违反有关法律规定。

9. SacOil与Nigdel石油公司化解分歧

油价逐步回升,一些公司把彼此间的分歧放置一旁。近日,SacOil与Nigdel石油公司各自撤销了诉讼及仲裁申请。

10. OPEC国家石油输出量提高

9月石油生产量达到多年以来最高值。有人认为各国之间很难达成协议。俄罗斯、沙特、伊朗、伊拉克有可能继续加大生产量。

来自/Oilpro 10月12日消息  编译/张弘引石油圈原创www.oilsns.com

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$1 Trillion in Projects Deferred. You want a shortage of oil? You are going to get a huge one. Ron Bousso of Reuters puts together an excellent analysis making the case for $70oil by 2020.

A Cold and Hard Winter is Coming. There is a bright side though. Natural gas prices are at 22 month highs with La Nina demanding a bitingly cold winter. I don’t care what you say … the news is getting better for Oilpros.

Turkey and Russia Forgive but Don’t Forget.  On Monday, Russian President Vladimir Putin met with his Turkish colleague Recep Tayyip Erdogan on the sidelines of the World Energy Summit in Istanbul. They discussed the Syrian conflict and sealed an agreement to construct the long-planned Turkish Stream oil pipeline.

Brazil and Portugal Extend Cooperation. Petrobras and Galp Energia get together on offshore research and development projects. It is great to see NOCs coming together as the price of oil increases. You can just feel the love as oil prices climb.

Quote of the Day on FMC, Technip Deal. Hurricane Energy said it has picked Technip and FMC Technologies as its provider of subsea solutions for it North Sea Lancaster project.

The firm said under the alliance the companies will work together on the Lancaster Early Production System

PGS and Industry Pubs Cheer Q3. PGS has certainly landed some important work in thelast quarter but they have a long way to go. Not sure why other pubs are so giddy, these financials look like a blood bath.

In Real Geoscience News, Layoffs Continue. EMGS, out of Norway, is cutting more staff in light of lower vessel utilization.

Environmental Terrorists Use Bolt Cutters on U.S. Pipeline. I just love how the liberal media refers to these yahoos as “climate activists”. How about criminals? “On Tuesday, climate activists broke through fences and cut locks and chains simultaneously in several states and simply turned pipelines off.”

SacOil Has Settled a Long Running Tiff with Nigeria. As oil prices climb, we are seeing several players in the market put aside their differences. SacOil,announces the following update with regards to the legal dispute with Nigdel United Oil Company Ltd 

OPEC squeezes out a bit more oil before cuts begin. Production in September hit a multi-year record high. Some believe that there will be no deal and Russia, Saudi, Iran, and Iraq will keep the taps flowing full blast. Some people may be right.

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产油国会晤无新进展 10月12日油价下跌

国际油价观察

10月12日,国际原油期货价格下跌。油价下跌的主要原因是产油国会晤无新进展。当日,OPEC公布的月度市场报告显示,9月份OPEC石油产量增加22万桶/日至3339万桶/日,录得新的纪录高位。具体来看,伊拉克原油产量增加10.5万桶/日,至446万桶/日;尼日利亚原油产量增加9.5万桶/日,至152万桶/日;利比亚原油产量增加9.3万桶/日,至363万桶/日;伊朗原油产量增加2.1万桶/日,至367万桶/日;沙特原油产量减少8.8万桶/日,至1049万桶/日,OPEC部分成员国的增产已将沙特产量的削减完全冲抵掉。同时,尽管普京之前表示俄罗斯愿意协同OPEC冻结原油产量、甚至是减产,但是俄罗斯最大石油生产商俄罗斯石油公司总裁谢钦却表示不会减产。此外,OPEC秘书长巴尔金都表示,对于“OPEC和非OPEC产油国同时减产”还是“OPEC先行减产”的问题尚未作出决定,市场开始怀疑OPEC能否最终执行其9月底所达成的所谓的限产协议。11月交货的WTI原油期货下跌0.61美元/桶,收盘价报每桶50.18美元;12月交货的布伦特原油期货下跌0.6美元/桶,收盘价报每桶51.81美元。布伦特与WTI价差为1.63美元/桶,较前一日扩大0.01美元/桶。布伦特与迪拜价差为-0.24美元/桶,较上一交易日变化-0.705美元/桶。

Sevan Marine公司CFO将兼任CEO

赵美园

挪威工程公司Sevan Marine首席财务官Reese McNeel将接任公司首席执行官一职。该公司周一称:现任CEO Carl Lieungh将于2017年1月1日卸任。但在2017年底前,Lieungh将继续担任董事会顾问,并承担公司多项工作。 接任CEO后,McNeel将同时履行CFO的职责。

来自/Offshore Energy Today 10月11日消息  编译/赵美园石油圈原创www.oilsns.com

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Norwegian engineering company Sevan Marine has appointed its current chief financial officer (CFO), Reese McNeel, as the company’s new chief executive officer (CEO).Sevan said on Monday that its current CEO,Carl Lieungh, would step down from the position effective January 1, 2017. The company added that Lieungh would continue as an advisor to the Board of Directors with responsibilities related to various tasks within the group until the end of 2017. McNeel will in parallel continue to carry out the CFO function in Sevan Marine after he takes up his new CEO duties.
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沙特阿美AOD平台合同续约

赵美园

海上钻井承包商Asia Offshore Drilling Limited (AOD)与沙特阿美石油公司签订了“AOD III”号自升式钻井平台续约合同,续约后平台日费率降低。AOD是Mermaid和Seadrill成立的合资公司,Mermaid持股33.76%,Seadrill持股66.24%。

2016年7月,沙特阿美与AOD签订两份三年期续约合同,把“AOD I”和“AOD II”自升式钻井平台的租期分别延至2019年6月和7月,并开始讨论有关第三座平台的续约事宜。Mermaid周二发布消息称:双方协商后决定“AOD III”延期至2016年12月31日(本于10月到期)。该平台自2013年交付后一直为沙特阿美服务。Mermaid表示:公司降低续约后的日费率是为了在严峻的市场形势中保持竞争性。

来自/Offshore Energy Today 10月11日消息  编译/赵美园石油圈原创www.oilsns.com

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Asia Offshore Drilling Limited (AOD) has secured a drilling contract extension for a jack-up drilling rig AOD III with Saudi Aramco, off Saudi Arabia, but with a reduced dayrate. AOD is a partnership venture between Mermaid and Seadrill where Mermaid has 33.76 percent equity stake while the other 66.24 percent equity is owned by Seadrill.

In July 2016, Saudi Aramco awardedtwo three-year contract extensions to AOD’s other two jack-up rigs, the AOD I and AOD II, and started negotiations with AOD for the third rig. The contracts for these two rigs are expiring in June 2019 and July 2019, respectively. Mermaid informed on Tuesday that, after negotiations with the client, AOD was awarded the extension of the drilling contract for the third rig until December 31, 2016. The rig has been working for Saudi Aramco since its delivery in 2013 and its current contract is expiring in October. The company noted that the extension is at a reduced dayrate in order to “remain competitive in this challenging business environment”.
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Airborne Oil & Gas筹资2570万美元 沙特阿美入股

赵美园

石油行业热塑复合管材(TCP)生产商Airborne Oil & Gas (AOG)在Series C投资环节中从新老股东中共筹得资金2300万欧元(2570万美元)。AOG本周一称:沙特阿美风险投资子公司SAEV此轮投资1000万欧元,成为新股东。沙特阿美目前在全球石油产业占据12%的份额。 AOG表示:筹集的资金将用于公司进一步拓展业务,包括产品开发、资质提升、扩大产能,增强营销等。

来自/Offshore Energy Today 10月11日消息  编译/赵美园石油圈原创www.oilsns.com

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Airborne Oil & Gas (AOG), a manufacturer of thermoplastic composite pipes (TCP) for oil & gas applications, has raised €23 million ($25.7 million) in a Series C investment round from both new and existing shareholders. AOG said on Monday that Saudi Aramco Energy Ventures (SAEV) joined the shareholder base with an investment of €10 million. SAEV is the corporate venturing arm of Saudi Arabian Oil Company, an oil company that accounts for approximately 12% of global oil production. The company said that the funds raised would enable AOG to focus further on growing the business, including product development, qualification, expanding its manufacturing capacity and increasing its sales force.
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Technip获DEA公司EPCI合同

赵美园

油气公司DEA将一份EPCI合同授予Technip Norge。合同主要涉及挪威海域Dvalin开发项目中小型结构和管道的工程设计、采购、建造和水下安装作业。DEA周二称:该合同内容包括直径12/16英尺双层管道和直径12英尺天然气输出管道的生产,以及Dvalin气田所有水下结构和管线的安装。

来自/Offshore Energy Today 10月11日消息  编译/赵美园石油圈原创www.oilsns.com

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Oil and gas company DEA has now awarded the EPCI (Engineering, Procurement, Construction, and Installation) contract for the smaller structures and pipelines, as well as the subsea installation work of the Dvalin development, off Norway, to Technip Norge. DEA said on Tuesday that the contract with Technip includes the 12/16-inch pipe-in-pipe production flowline, the 12-inch gas export pipeline and the installation of pipelines as well as all subsea structures for the Dvalin field.
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10月12日油气行业十大新闻

赵美园

1. BP取消澳大利亚Bight项目

BP已决定取消价值14亿美元的Great Australia Bight海上钻井项目。向美国钻井承包商Diamond Offshore租用的“Ocean GreatWhite”号钻井平台将用于其他海域的钻探项目。

2. 委内瑞拉与土耳其达成能源协议

两国昨日签署不具有约束性的谅解备忘录。委内瑞拉国油公司PDVSA将使用油轮向土耳其港口输送燃料,作为回报土耳其将出资改进Anzoategui炼油厂设备。两国通过此协议实现互利互惠。

3. OMV以12亿美元出售土耳其燃料零售公司

Trafigura、Opet、Socar及其他多个私募股权公司将参与招标。OMV是欧洲最大的油气生产商,买入这家燃料零售公司的价格是25亿美元。

4. 沙特阿美与土耳其企业合作

沙特阿美已与18家土耳其企业签订协议,它们将积极参与即将启动的“Vsion 2030”项目的招标活动。

5. Rosneft对石油限产说“不”

本以为普京不好搞定,俄气Rosneft的首席执行官Igor Sechin也不是好说话的。普京昨日表示支持石油减产,但俄罗斯石油巨头又表示拒绝动产协议。

6. IEA称:OPEC违反了自由市场原则

它不是厌恶资本主义经济模式吗?事实再次证明,非政府组织不懂企业控制贸易的道理。关于石油限产众说纷纭,IEA认为石油市场即将达到再平衡,这一想法让人笑掉大牙。

7. Technip获Dvalin项目合同

Dvalin气田通过四座海底基盘与Heidrun平台相连接。流线设计和海底运输管道铺设的合同由Technip获得,而Subsea 7 与该合同失之交臂。

8. Songa Dee钻井平台闲置

Statoil租用“Songa Dee”号半潜式钻井平台的租约已经到期,该平台目前停泊在Mongstad,处于闲置状态。

9. Dianmondback退出Silver Hills Energy竞购

Diamondback已从Silver Hills Energy的竞购中退出。Diamondback是美国最大的二叠纪盆地页岩收购商,二叠纪盆地页岩在市场上广受青睐。

10. 中国汽油需求量巨大

Energy Aspects称:中国汽油需求量比官方报道高。对此笔者颇为震惊,来自中国的数据可靠吗?我们期待看到真实的数据。

来自/Oil Pro 10月11日消息  编译/赵美园石油圈原创www.oilsns.com

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First, Aussies Not Happy with BP Cancellation. BP has decided to pull out of Bight, a $1.4 billion offshore drilling program offshore Australia. Diamond Offshore’s Ocean GreatWhite will have to hunt for oil in other waters.

Venezuela and Turkey Get Cozy. A non-binding, letter-of-understanding, memo was signed by the two countries yesterday. PDVSA would send cruise ship fuel to Turkish ports. Turkey in turn would help fix-up the Anzoategui Refinery. Gotta love those non-binding letters of interest.

OMV to Sale Turkish fuel retailer for $1.2 billion. Trafigura, Opet, Socar and some private equity firms said to bid. OMV is Europe’s largest O&G company and bought the gas retailer for $2.5 billion.

Saudi Aramco Wants Some Turkish Loving as Well. Saudi Aramco signed agreements with 18 Turkish enterprises to enable them to bid on upcoming, “Vision 2030”, projects.

Roseneft Boss Schin Says No to Cap. You thought Putin was a tough dude, Igor Sechin is not to be told what to do. This could get ugly considering, just yesterday, Putin said a cap was in play.

IEA, "OPEC Has Abandoned Free Market Policy". Don't you just hate it when capitalism works? Once again, NOCs cannot stand the concept of trade controlled by corporations. The chatter on caps has led the IEA to believe a re-balance is closer. Art, Mike, Don, and Ed all laugh hysterically.

Technip Lands Dvalin Contract. In the North Sea, the Dvalin field ties back to the Heidrun platform with four subsea templates. Technip has been awarded the honor of fabricating the flowlines and other subsea transport tubulars to perform the tie-back. If Technip wins, Subea 7 loses. You win some, you lose some.

Offshore Driller, Songa, lays up Semisub Dee. The Songa Dee’s contract naturally expired with Statoil and now sits idle at Port Mongstad. Here she is right now.

Permian Player, Diamondback Pulls Ejection Handle. Diamondback pulls out of talks concerning a Silver Hills Energy Acquisition. Diamondback has been one of the biggest acquirers of acreage in the most attractive shale play in the U.S., the Permian.

The People of China Like Cars. Gasoline demand is likely higher than reported by the Chinese according to Energy Aspects. Data out of China unreliable? I am shocked. Wait until we learn what the banking numbers really look like.
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10月11日油气行业十大新闻

孔艳坤

1.石油价格涨至今年最高水平
专家纷纷表示石油价格不能,也不会继续走高。但是买卖人却将石油期货价格推到了2016年的最高水平。

2.BP认为其市场供应处于平衡状态
Bob Dudley告知美国全国广播公司财经频道(CNBC)BP目前市场供应基本处于平衡状态。在生产成本方面,去年设定目标为60美元,如今在55美元左右。明年或许能将成本降到53美元。

3.中国生产石油?
是的。中国是世界第五大产油国及第二大石油消费国。目前,中国停止运行成本高昂的钻井。石油价格变为60美元之前,分析人士不相信中国石油产量能够复苏。

4. Statoil开发Johan Sverdurp油田
Statoil在该油田钻探了几处勘探井。勘探在于增加石油产量,就像过去一样。

5.SDX在埃及取得新发现
通过3D地震监测埃及海岸,SDX已经发现多处可以勘探的地方。管理人员为此振奋,但是承包商却有些迟疑,原因是最近发出的前往埃及旅游需要多加注意的警告可不是开玩笑的。

6.ExxonMobil以25亿美元收购非洲公司
法院批准了ExxonMobilz这一世界上最大的石油公司收购Interoil(大多数在巴布亚新几内亚)的决定。司法体系这一做法有利于企业的商业活动。

7. 油田开发支出下降40%
Douglas Westwood经过细致观察发现2012年至2016年油田开发资本支出至少下降40%,而设备利用与日收费则下降60%。

8.印尼制造商同缅甸签订协议
PTG签订协议参与数个项目,价值超过3亿美元。这意味着国营石油公司没有善罢甘休的打算。

9.北海产量持续下降
Aker BP第三季度的产量下降,Alvheim 及Boyla 也一同下降。根据我们的现有数据,英国石油产量达到了四十年来的最严重地步。

10.世界能源委员会预测的最新消息
世界能源委员会新出台报告声明:“2014年,太阳能发电与风能发电只占总量的4%。但是,2060年以前,这一比例将提升至20%到39%之间。”

来自/Oilpro 10月10日消息 编译/孔艳坤 石油圈原创www.oilsns.com

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Oil Approaches One Year High. Every expert says the oil price rally cannot, will not, and may not proceed. Yet traders merely laugh in their faces and send futures to 2016 highs.

BP Sees Market in Balance. Bob Dudley told CNBC we are “pretty much in balance”. On the cost of production targets: "We said $60 next year; we are under $55 now. We can see our way to $53 next year."

China Produces Oil? That's right. The 5th largest producer and 2nd largest consumer of petroleum is shutting down expensive wells. Analysts don't believe a resurgence in Chinese production occurs until $60 oil.

Statoil Headed to Johan Sverdrup Field. Drilling shall commence on several survey wells. Was I not just saying that Statoil is quietly increasing production, the old fashioned way?

SDX Reveals Brightspots in Egypt. 3D seismic onshore Egypt has revealed numerous exploration opportunities. Executives cheer but contractors look at each other reluctantly knowing that recent tourist warnings for the country are no joke.

ExxonMobil $2.5BN African Purchase Approved. The courts approve the marriage of the largest oil company in the world and Interoil (mostly PNG). Praise to the judicial system for allowing companies to do business.

Field Development Spending Down 40%. Douglas Westwood digs into the details and finds a minimum of 40% in CAPEX cuts and up to 60% declines in equipment utilizations and dayrates from 2012 to 2016.

Indonesia Fabricator Gets Myanmar Deal. PTG reels in several projects worth over $300 million. Another reminder that state-owned oil companies have no intention of grinding to a stop.

North Sea Production Continues Decline. Aker BP’s production descended in Q3 with Alvheim and Boyla leading the way. For all our data nuts, here is the UK production decline over 40 years.

World Energy Council Forecast Just In. The WEC’s newly released report claims, “Solar and wind energy account for only 4% of power generation in 2014, but by 2060 it will account for 20% to 39% of power generation.”

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印尼推动天然气产业复兴

孔艳坤

印尼天然气储量丰富,产量为自身使用量两倍。但是,印尼天然气出口量仍需提高。印尼政府计划将天然气作为该国主要能源,但由于勘探投资不足及基础设施不完善而发展缓慢。印尼至少需要324.2亿美元资助其天然气管道项目建设,从而串通该国主要城市的气田与加油站。另外,印尼还需要4.2亿美元用于液化天然气加工及调运设备建设,130亿美元用于加油站建设,85亿美元用于管道建设,80亿美元用于液化及再气化项目及25亿美元用于城市燃气管网。

来自/Natural Gas World 10月11日消息 编译/孔艳坤 石油圈原创www.oilsns.com

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Indonesia is home to large gas reserves, and produces twice as much as it consumes and yet there is a shortage of gas for industry and other consumers. While the government has great plans to use natural gas as one of the main sources of energy, progress in this sector has been slow, owing to the lack of exploration investment and infrastructure development. Indonesia will need at least $32.42bn to finance the development of its national gas pipeline project, which will connect gas fields and gas stations in the country’s major cities. Out of the total amount, some $420mn will be needed for liquefied petroleum gas processing and distribution facilities, $13bn for construction of gas stations, $8.5bn for pipeline development, $8bn for liquefaction and re-gasification projects, and $2.5bn to establish city gas networks.
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土耳其同俄罗斯签订Turkish Stream天然气项目协议

孔艳坤

10月10日,土耳其同俄罗斯在伊斯坦布尔签订Turkish Stream天然气项目协议,涉及俄罗斯经过黑海向土耳其提供更多天然气。土耳其能源部长Berat Albayrak及俄罗斯能源部长Alexander Novak在世界能源会议结束后的两个小时里谈论了尚不明确的地方并最终达成一致。项目涉及两条管道,总流量为315亿立方米/年,约为俄罗斯天然气工业股份公司(Gazprom)的Blue Stream line流量的两倍。签订仪式后,土耳其总统Recep Tayyip Erdogan表示:协议将是两国战略关系正常化。两国能源部长将继续谈判以最终敲定项目。

来自/Natural Gas World 10月11日消息 编译/孔艳坤 石油圈原创www.oilsns.com

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Turkey and Russia signed October 10 in Istanbul the Turkish Stream natural gas project to ship more Russian gas to Turkey under the Black Sea.Turkish energy minister Berat Albayrak and his Russian counterpart Alexander Novak agreed the terms on the sidelines of the World Energy Congress after two hours of talks that still left some grey areas to be finalised. The project will have two strands which will combined ship 31.5bn m³/yr, making it about twice the size of Gazprom's Blue Stream line.After the signing ceremony, Turkey's president Recep Tayyip Erdogan said that the deal will help to normalise strategic relations between the two countries. Erdogan said that the talks between two energy ministries would continue in order to finalise the project.
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Saudi Aramco同土耳其公司签订战略协议

孔艳坤

沙特阿美石油公司(Saudi Aramco)表示:公司同18家土耳其公司签订战略协议。这些公司将竞标即将展开的与Saudi Vision 2030相关的多个项目。这些备忘录将促进沙特同土耳其近十年来稳定增长的商业往来与经济合作。双方将展开更多的双边贸易与投资。协议将密切两国之间的商业合作伙伴关系。Saudi Aramco总裁Nasser表示:公司期待与土耳其公司在未来合作并将继续努力实现承诺的Saudi Vision 2030。这是土耳其公司的巨大机遇,有利于他们在沙特投资发电、石油及铁路等领域。

来自/Tradearabia 10月11日消息 编译/孔艳坤 石油圈原创www.oilsns.com

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State oil giant Saudi Aramco said it has signed strategic agreements with 18 Turkish industrial enterprises which will enable them to bid for it upcoming projects in support of its Saudi Vision 2030.The MoUs will strengthen Saudi-Turkish business and economic cooperation, which has been growing steadily over the past decade, reflected in increased bilateral trade and investment between the region’s two leading economies, said a statement from Saudi Aramco. The agreements also have the potential to expand commercial partnerships between the two countries, it stated." we look forward to working with Turkish firms on future projects," stated Nasser, the president and CEO of Saudi Aramco."These efforts continue to underscore the commitment by Saudi Aramco towards achieving Saudi Vision 2030""This is a great opportunity for Turkish companies, particularly to bring their expertise and invest in the Kingdom’s future," he stated. According to him, the Turkish companies represent leading players in a diverse range of business activities, including power generation, petroleum, and roadways.
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BP停止运行澳大利亚Great Australian Bight项目勘探

孔艳坤

10月11日,英国石油公司(British Petroleum)表示:由于在投资组合中竞争力不及其他项目,公司决定停止运行位于澳大利亚南岸的Great Australian Bight项目勘探工作。在重申公司今年的上游战略后,公司决定专注于在近期或中期能创造价值的勘探项目。BP认为Great Australian Bight项目在可以预见的全球投资组合中相比其他上游发现较不值得投资,项目本身的潜力及监管过程均无问题。去年向监管机构Nopsema提交首次申请之后,公司尚未取得该地的勘探环境许可。公司将同政府协商以进一步钻探。

来自/Natural Gas World 10月11日消息 编译/孔艳坤 石油圈原创www.oilsns.com

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UK major BP has taken the decision to stop exploration work in the Great Australian Bight (GAB), offshore South Australia, as it is no longer competitive with other projects in its portfolio, it said October 11. Following a review of its upstream strategy this year it decided to focus exploration on opportunities likely to create value in the near to medium term. BP has determined that the GAB project will not be able to compete for capital investment with other upstream opportunities in its global portfolio in the foreseeable future," and had nothing to do with the prospectivity of the region or with the regulatory process. It has not received environmental permits for drilling, a year after submitting its first application to Nopsema, the regulator. It will now enter talks with the government on how to meet its drilling commitments.
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