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埃及应对天然气需求高峰

孔艳坤

本周,埃及发电厂每日消耗天然气增长至37.5亿立方英尺(约合1.06亿立方米/天),上周为34亿立方英尺/天。受高温影响,埃及用电量攀升。埃及天然气控股公司(Egas)同意电力部要求,八月高峰期每天将提供39亿立方英尺(约合1.105亿立方米/天)天然气供发电厂使用。埃及天然气控股公司正在红海地区的艾因苏赫纳每日再气化12亿立方英尺液化天然气,并让位于约旦亚喀巴地区的管道保持在最大流量(1亿立方英尺/天)。七月末来,印度石油产量达40.5亿立方英尺/天(约合1.15亿立方米/天),但多用于家用、工业及汽车使用。有消息称重工业石油供应今夏将保持稳定。

六月,埃及开始在艾因苏赫纳投标第三个浮式储油再气化装置。埃及首个浮式储油再气化装置自2015年4月租赁于挪威Hoegh LNG公司,第二个自2015年10月租赁于环球轮船液化气(BW Gas)公司,租期均为五年,期间装置归埃及天然气控股公司(Egas)运营。路透社8月10日报道:埃及已批准五个地中海近海勘探许可证,涉及英国石油公司(BP)、埃尼石油公司(ENI)、法国道达尔公司(Total)、法国电力公司(EDF)拥有的Edison公司及埃及Trident石油公司。

来自/Natural Gas Europe 8月11日消息 编译/孔艳坤 石油圈原创www.oilsns.com

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Egyptian power plants' consumption of natural gas increased to a daily 3.75bn ft³ (106mn m³) this week, from 3.4bn ft³/d last week, because of the demand for extra air cooling resulting from high temperatures.Egas has agreed with the electricity ministry to provide 3.9bn ft³/d (110.5mn m³/d) at peak this August to run the power plants, the source said, adding that Egas is regasifying 1.2bn ft³/d of LNG at Ain Sokhna on the Red Sea, while a pipe from Aqaba in Jordan is running at its maximum of 0.1bn ft³/d. Local Egyptian gas production has been 4.05bn ft³/d (115mn m³/d) since end-July but much of that is required for household, industrial and vehicle use. The source said that gas supplies to heavy industry would be maintained throughout the summer.

In June, Egypt began tendering for a third floating LNG import terminal (FSRU) at Ain Sokhna to go alongside its existing two there – the first chartered from Hoegh LNG started up in April 2015, the other from BW Gas began operations six months later, both are under five-year charters to Egas. Meanwhile in other news, Reuters on August 10 said Egypt has approved five offshore Mediterranean exploration licences: with BP, Eni, Total, EDF-owned Edison, and local firm Trident.
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PetroVietnam一至七月收入113亿美元

孔艳坤

越南国家石油公司(PetroVietnam)2016年一至七月收入113亿美元。公司副总经理Do Chi Thanh表示:公司七个月以来开采原油1032万吨、天然气65.6亿立方公尺。七月,公司生产原油141万吨,天然气9.1亿立方公尺。七月原油价格相对于六月下降三美元至每桶47美元。七个月以来,原油平均价格与去年同期相比下降18美元至每桶41.5美元。尽管世界市场原油价格下降,公司希望能够达到今年预期的产量。

来自/Natural Gas Asia 8月10日消息 编译/孔艳坤 石油圈原创www.oilsns.com

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PetroVietnam’s revenue in the first seven months of 2016 was $11.3 billionDo Chi Thanh, company’s deputy general director, said the group exploited 10.32 million tons of crude oil and 6.56 billion cubic metres of gas in the first seven monthsIn July, it produced 1.41 million tons of crude oil and 910 million cubic metres of gas.Price of crude oil in July fell by $3 per barrel to touch $47 against June, Thanh said, adding that the average price of the product in the first seven months dropped by $18 year-on-year to reach $41.5 per barrel."The group expects to achieve its targets in production and business for this year, despite the reduction in crude oil prices in the world market."
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市场收紧叠加沙特稳定油价 11日油价上涨

国际油价观察

8月11日,国际原油期货价格上涨。油价上涨的主要原因是IEA月报显示下半年石油市场将收紧,同时沙特能源大臣表示可能采取行动稳定油价。当日发布的IEA月报指出,今年下半年油市将开始收紧,供需平衡数据显示下半年基本无供应过剩,第三季库存将大幅减少。这一预测改善了市场对今年下半年原油市场供需状况的预期,提振油价。同时,沙特能源大臣法力赫表示,OPEC和非OPEC产油国将在9月26-28日阿尔及利亚的非正式会议期间讨论市场状况,可能采取稳定油价所需的行动,触动了基金买盘和一些空头回补。此外,美国国家海洋和大气管理局的预测显示,大西洋盆地将会迎来继2012年以来的最强风暴,预计截至11月30日,美国将会遭受5至8次“桑迪”强度级别的飓风侵袭。大西洋风暴将会威胁到美国主要产油地墨西哥湾,预计未来油价将获得一定支撑。9月交货的WTI原油期货上涨1.78美元/桶,收盘价报每桶43.49美元;10月交货的布伦特原油期货上涨1.99美元/桶,收盘价报每桶46.04美元。布伦特与WTI价差为2.55美元/桶,较前一日扩大0.21美元/桶。布伦特与迪拜价差为3.85美元/桶,较前一日扩大2.52美元/桶。

8月11日油气行业十大新闻

郑雨晴

1. PG&E违反安全管线规定

近日经旧金山联邦法院审理与裁决,Pacific Gas & Electric在2010年圣布鲁诺管线爆炸中违反多重安全管线法律规定。

2. OPEC最新动态

OPEC月度报告中称,高燃料库存和全球石油过剩并不一定意味着未来的一年的厄运和黑暗,随着夏季驾驶季节的临近,汽油行业将出现“季节性下幅修正。”

3. 沙特阿拉伯发布夏季石油产量需求报告

沙特官员称,七月石油的日产量为1067万桶,创下了一年前打破的记录。

4. 炼油利润率下降70%

本周最新报告显示,石油行业衰退的另一个信号是新加坡向市场注入过多燃料以至在全球石油供应过剩的大环境下新加坡的炼油利润降至两年最低点。

5. 利比亚石油引发市场担忧

法国外交部近日发表声明,将以六个西方国家的名义支持联合国的国家政府协议(GNA),以寻找影响利比亚能源出口中断的和平解决办法。

6. 世界上最大的液化天然气进口国计划削减42%的长期合同

日本Jera Co.正在计划削减其长期合同,液化天然气消费受到核电站重启及其他能源资源的冲击。

7. Inter Pipeline将购买Williams Pipeline资产

总部位于卡尔加里的Inter Pipeline将斥资13.5亿美元收购总部位于俄克拉荷马的加拿大石油和天然气资产Williams管道公司,其中包括一条连接两个工厂的261英里的管道。

8. Maersk Hotel设备接近完工

周三Maersk Guardian完成拥有147间客房的宾馆模块组装工作,结束了宾馆设备的重大转型。

9. ExxonMobil气候问题大战持续

美国纽约、马萨诸塞和另外十几个州敦促德克萨斯州地区法官Ed Kinkeade放弃ExxonMobil对马萨诸塞州检察长Maura Healy的起诉,旨在阻止法院下达的关于石油巨头使用气候变化数据的传票。

10. ExxonMobil巴斯海峡员工面临减薪

数百名员工拒绝接受ExxonMobil关于“上14天班,休息14天”的海上人员排班模式,工会官员和公司代表之间的冲突持续升级。

来自/OilVoice 8月10日消息  编译/郑雨晴

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PG&E Convicted Of Safety Violations. A federal jury in San Francisco ruled that Pacific Gas & Electric violated multiple pipeline safety law violations in a fatal pipeline explosion in San Bruno, CA in 2010.

An Update From OPEC. High fuel inventories and a global glut doesn’t necessarily mean doom and gloom for the rest of the year as OPEC’s monthly report says with the summer driving season coming to a close, gasoline could see a “seasonal downward correction.”

Saudia Arabia Reports Record Oil Output on Summer Demand. Saudi officials reportedly pumped 10.67 million barrels of oil a day in July, setting a record that was previously broken a year ago. [Bloomberg]

Refinery Profit Margins Down 70 Percent. Another signal that the oil industry is pumping too much fuel for the market comes from Singapore this week, as the latest reports show Singaporean oil refining profits dropped to two-year lows amidst the worldwide oil glut.

Libyan Oil Has Other Nations Worried. The French foreign ministry released a statement on behalf of six western countries to support the U.N.-backed Government of National Accord (GNA) in finding a peaceful solution to the disruptions affecting energy exports in Libya.

World’s Biggest LNG Importer Plans 42 Percent Cut In Long-Term Contracts. Japan’s Jera Co. is looking to cut its long-term contracts as LNG consumption might become limited by nuclear power plant restarts and other power sources.

Inter Pipeline To Buy Williams Pipeline Assets. Calgary-based Inter Pipeline will spend $1.35 billion to buy the Canadian oil and gas assets of the Oklahoma-based Williams pipeline companies, including a 261 mile pipeline connecting two plants. [BNN]

Maersk Hotel Rig Nearing Completion. A 147-room complete hotel module will be lifted on board the Maersk Guardian on Wednesday to finalize a major conversion of the upcoming hotel rig.

ExxonMobil Climate Issue Fight Continues In Court. New York, Massachusetts, and a dozen other states urged U.S. District Judge Ed Kinkeade in Texas to throw out ExxonMobil’s lawsuit against Massachusetts Attorney General Maura Healy which seeks to block a subpoena regarding the oil giant’s use of climate change data.

Bass Strait ExxonMobil Employees Face Pay Cuts. Hundreds of employees are refusing to accept ExxonMobil’s demands for 14 days on, 14 days off rostering for offshore workers and the conflict between union officials and company representatives continues to escalate. [The Sydney Morning Herald]

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Subsea 7收购Swagelining

郑雨晴

Subsea 7 S.A.今日宣布将收购水下行业领先的聚合物隔板技术专家Swagelining Limited公司,以进一步拓展现存聚合物管线技术权益。

Subsea 7和Swagelining Limited成功达成了合作伙伴关系,在北海为许多运营商及开发商设计并安装了150公里以上的卷筒及聚乙烯(PE)注水管线。

Subsea 7技术副总裁Thomas Sunde称:“Subsea 7与Swagelining的合作是建立在长期的战略目标之上的,旨在为市场提供更具成本效益的解决方案。二者在未来海底工程建设项目方面有着共同愿景,同时都把关注点放在聚合物注水管线的应用上。”

“此次收购有利于Subsea 7增强其流线及竖板技术,同时也为Subsea 7在降低成本的情况下实现技术的发展与应用、提高产量、延伸生活领域打下坚实的基础。”

来自/OilVoice 8月11日消息  编译/郑雨晴

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Subsea 7 S.A. (Oslo B?rs: SUBC, ADR: SUBCY) today announced the acquisition of Swagelining Limited, the subsea industry's leading polymer lining technologist, to further expand existing polymer pipeline technology interests.

Subsea 7 and Swagelining Limited have cooperated together as a successful partnership, designing and installing in excess of 150km of reeled and bundled polyethylene (PE) lined water injection flowlines in the North Sea, for a number of operators and developments.

Thomas Sunde, Subsea 7 VP Technology, commented: 'Building upon a long-term strategic objective to provide more cost-effective solutions, Subsea 7 and Swagelining have a shared vision of the potential that polymer lining could have in future subsea engineering and construction projects, with a focus on extending the application of polymer lined flowlines.

'The acquisition of Swagelining Limited will enable Subsea 7 to enhance its flowline and riser technology portfolios, and supports Subsea 7's commitment to develop and apply technologies that reduce cost, enhance production and extend field life.'

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Perisson Petroleum将收购亚伯达中西部油气资产

郑雨晴

Perisson Petroleum Corporation今日宣布其已签署意向书,将收购亚伯达中西部油气资产。

亚伯达中西部油气资产是由已探明油气储量丰富的主干线资产构成,该线路属于公司未来开采勘探计划。资产包含一个战略性土地区位以及一个多区域资源库。根据独立的资格储备评估报告显示,与资产有相关的已探明储量约为900万BOE。

Perisson将进行严格审查,希望在2016年8月底以前签署有约束力的购买合同并在2016年第三季度末完成收尾工作。交易将根据签订的购买合同和习惯性的融资完成条款来进行,其中包括要获得所有监管方、第三方、证券持有人和股东的批准。

该公司还报告称,Anlian International Holdings (Hong Kong) Co. Limited已经直接或间接收购了Perisson2147.7646万股股权。该股份原先是由Red Mountain Energy Investment Fund LP以每股0.07美元的价格持有的。Anlian与Red Mountain的控股人是一致的。合适的话,Anlian未来可能会在该公司获得更多的股份。

来自/OilVoice 8月11日消息  编译/郑雨晴

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Perisson Petroleum Corporation (TSX VENTURE:POG) is pleased to announce that the Company has executed a non-binding letter of Intent for the acquisition of oil and gas assets in West-Central Alberta.

The west-central Alberta assets are comprised of oil and gas assets that are expected to form the backbone of the Company's future development and exploitation plans in a proven oil rich fairway. The assets contain a strategic land position as well as a multi-zone resource base. The total proved and probable reserves associated with the assets are approximately 9 million recoverable BOE based upon an independent qualified reserve evaluator's report.

Perisson has initiated the due diligence process and expects to enter into a binding purchase agreement by end of August 2016, with a final closing by the end of the third quarter 2016.The completion of the Transaction will be subject to the execution of a binding agreement and customary closing conditions that include receipt of all regulatory, third party, security holder and shareholder approvals.

The Company also reports that Anlian International Holdings (Hong Kong) Co. Limited has acquired, directly or indirectly, 21,477,646 common shares of Perisson. The shares were transferred from the holdings of Red Mountain Energy Investment Fund LP at a deemed price of $0.07 per share. The controlling director of Anlian and Red Mountain are the same person. Anlian may in the future acquire additional shares in the Company, if deemed appropriate to do so in its sole discretion.

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Propell Technologies宣布实施Pemex15井钻探项目

郑雨晴

Propell Technologies Group是美国一家提高原油采收率的专业性技术公司,今日该公司宣布将通过墨西哥的合作伙伴Pozotech/Grupo Industrial RJP与国有石油公司Pemex共同实施15井钻探计划。

公司拟利用其专有的3.5英寸、Gen 2等离子脉冲(PPT)技术型工具对15口油井进行处理,预计该项目将在八月下旬对第一口井展开作业,一直延续到2016年12月。

Propell的首席执行官C. Brian Boutte称,“我们很开心能与Pemex共同进步,最近我们已经对Pozotech/Grupo Industrial RJP公司Gen 2工具的工程人员进行了维修和操作方面的培训。我们希望第一口井就可以为公司带来37.5万美元的净利润。”

来自/OilVoice 8月11日消息  编译/郑雨晴

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Propell Technologies Group (OTCQB: PROP), a U.S. provider of enhanced oil recovery technology, announced today that it will begin a program to treat 15 wells for Pemex, Mexico's state-owned petroleum company (Petróleos Mexicanos) through the Company's partner in Mexico, Pozotech/Grupo Industrial RJP.

The Company intends to use its proprietary 3.5 inch, Gen 2 Plasma Pulse (PPT) tools to treat the 15 wells and expects to commence treatment of the first well in late August with the program running through December 2016.

Propell CEO C. Brian Boutte stated, 'We're excited to move forward with Pemex and have recently completed maintenance and operational training on the Gen 2 tools for the engineering personnel of Pozotech/Grupo Industrial RJP.' He added, 'We expect that this initial well treatment program should net approximately $375,000 for the Company.'

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Greenfields Petroleum收购Bahar Energy Limited剩余权益

郑雨晴

Greenfields Petroleum Corporation近日宣布其已通过全资子公司Greenfields Petroleum International Company Ltd.完成了先前宣布的Baghlan Group Limited三分之二的权益收购工作,股东贷款将从BEL转移到Baghlan。收购完成后,BEL将成为该公司的全资子公司。此次收购总价包括现金支付款600万美元,同时Baghlan还将接管BEL债务的发布与解除、违约贷款金额的索赔和要求以及其他任何形式的义务、责任、索赔、要求等等。Greenfields估计截至2016年6月30日违约责任款将达到6030万美元。

BEL是一家在迪拜阿里山港口自由贸易区注册的公司,该公司目前是BEOC的唯一股东,公司的运营实体Bahar项目位于阿塞拜疆。

来自/OilVoice 8月11日消息  编译/郑雨晴

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Greenfields Petroleum Corporation (TSX VENTURE:GNF)(TSX VENTURE:GNF.DB) is pleased to announce that it, through its wholly-owned subsidiary, Greenfields Petroleum International Company Ltd., has closed the previously announced acquisition of Baghlan Group Limited's 2/3 interest in Bahar Energy Limited and Baghlan's interest in a shareholder loan receivable due from BEL to Baghlan. With the completion of the Acquisition, BEL has become a wholly-owned subsidiary of the Company. The aggregate consideration paid for the Acquisition included a cash payment of USD$6.0 million, and release and discharge of all liabilities, claims and demands in relation to certain default loan amounts and any and all other obligations, liabilities, claims or demands of any kind owed to BEL, Bahar Energy Operating Company Limited and/or Greenfields by Baghlan. Greenfields estimates the Default Obligations to be an aggregate of USD$60.3 million as at June 30, 2016.

BEL is a company incorporated in the Jebel Ali Free Zone in Dubai and is currently the sole shareholder of BEOC, the operating entity of the Company's Bahar project in Azerbaijan.

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Rosneft在越南发现天然气凝析油资源

赵美园

俄罗斯石油公司Rosneft在越南海上Nam Con Son盆地区域的一口勘探井中发现了天然气凝析油资源。

2016年3月,Rosneft使用Hakuryu-5半潜式钻井平台开始钻井作业,这是该公司在国际海域经营的第一个钻探项目。Hakuryu-5半潜式钻井平台由Japan Drilling Co.(JDC)所有。本周四,Rosneft在2016年第二季度经营业绩报告中称:Hakuryu-5钻井平台在越南大陆架地区的钻井作业已经完成。钻井操作方为其子公司RN-Vietnam。

据Rosneft透露,PLDD勘探井在06.1区块发现了天然气凝析油田,但资源储量和商业潜力有待进一步测估。该公司还称:该油田资源可能通过海底完井系统进行开发,随后回接至06.1区块的Lan Tay生产平台。 Lan Tay平台也由RN-Vietnam负责运营。

来自/Offshore Energy Today 8月11日消息  编译/赵美园石油圈原创www.oilsns.com

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Russian oil company Rosneft has found a gas condensate discovery at an exploration well located in the Nam Con Son basin, offshore Vietnam.

Rosneft started drilling the well, the company’s first drilling project as an operator in the international waters, in March 2016 with the Hakuryu-5 semi-submersible drilling rig. The rig is owned by Japan Drilling Co. (JDC). Rosneft said on Thursday, in its operating results report for 2Q 2016, that the drilling operations carried out in the shelf of Vietnam from the Hakuryu-5 drilling rig were completed during the quarter. Drilling operator is RN-Vietnam.

According to the company, the exploration well PLDD discovered gas condensate field at Block 06.1. The company stated that the volume of reserves and commercial attractiveness of the discovery are yet to be confirmed. Rosneft also said that the discovery could be developed by subsea completion and then tied-back to the existing Lan Tay platform in Block 06.1. The Lan Tay platform is also operated by RN-Vietnam.
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SBM Offshore将增加裁员

赵美园

为国际海洋油气行业提供浮式生产设施的荷兰SBM Offshore公司受市场低迷境况影响,解雇员工数目将增加250名。SBM Offshore周三称:由于市场持续衰退,SBM正重新调整公司成本结构。按照2016年整改计划,公司该年度将在全球范围内至少裁减650个工作岗位。

SBM于2014年底开始实施裁员计划,从而使工程总承包2016年上半年维持无亏损经营,该时期公司间接成本缩减29%。SBM原计划今年裁减400个工作岗位,但本周三发布消息,裁减岗位数目将增加到650个。根据公司整改计划,SBM今年将至少节省成本7000万美元。

SBM还表示:公司将通过多种渠道节约成本。例如,公司董事会和执行委员会成员自愿将未来一年固定个人收入减少10%。此外,公司董事会和执行委员会还将把2016年短期现金激励额度缩减50%。

该浮式生产设施供应商本周三宣布任命D.H.M. Wood为新首席财务官。Wood自1993年起曾在荷兰皇家壳牌多个财务和管理岗位任职,最近担任日本Showa Shell Sekiyu K.K.公司首席财务官。

来自/Offshore Energy Today 8月11日消息  编译/赵美园石油圈原创www.oilsns.com

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Dutch-based provider of floating production systems to the international offshore oil and gas industry, SBM Offshore, will lay off at least another 250 employees amid market downturn. SBM Offshore said on Wednesday that, as a result of the ongoing review of the company’s cost structure due to the continued market downturn, the workforce reduction is now expected to amount to at least 650 positions worldwide over the course of 2016 as a result of the 2016 restructuring plan.

The company started its restructuring plan at the end of 2014 which, according to SBM, allowed the Turnkey segment to remain at breakeven during the first half of 2016 and to lower overheads costs by 29% during the period. The company had planned to cut around 400 jobs this year, but increased that number to at least 650 on Wednesday. As a result of the restructuring plan, the expected annualized savings are anticipated to reach at least $70 million.

SBM also said that additional cost savings will be targeted through various means, including a 10% voluntary cut in fixed income for the next twelve months by the members of the Management Board and the Executive Committee. In addition, the Management Board and the Executive Committee will reduce their potential 2016 short-term cash incentive by 50%.

The Dutch FPSO provider also on Wednesday announced the appointment of D.H.M. Wood as its new Chief Financial Officer (CFO).Wood has worked at Royal Dutch Shell plc since 1993 in various financial and management positions; most recently as CFO of Showa Shell Sekiyu K.K. in Japan.
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IKM Subsea获Statoil十年期合同

赵美园

IKM Subsea近日获得了Statoil一份合同,为挪威海域Visund和Snorre B油田提供遥控潜水器(ROV)和水下服务。

IKM周四称:该合同固定期限为10年,合同总价值达7.5亿挪威克朗(9040万美元),另有15年备选延期。IKM还表示:这将是Statoil和IKM历史上首次引进Residential ROV(RROV)的概念,即在专门作业基地安装永久性水下ROV系统。该合同将结合目前Merlin公司的ROV技术专利,开发新型RROV技术。IKM称,合同员工既包括传统海上作业人员,还吸纳了陆上职员,负责运营公司在陆上设立的控制中心。

IKM Subsea业务开发经理Hans Fjellanger表示:IKM十分乐意与Statoil合作引进新型ROV概念和技术,推动行业取得革命性发展,创造节约成本的空间。公司总经理Ben Pollard还表示:该合同和后续开发的新技术将在ROV市场扭转乾坤,起到出奇制胜的作用。

来自/Offshore Energy Today 8月11日消息  编译/赵美园石油圈原创www.oilsns.com

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IKM Subsea has been awarded a contract from Statoil for ROV and subsea services for Visund and Snorre B, located offshore Norway.

IKM said on Thursday that the contract has a duration of 10 years firm and the contract value of up to NOK 750 million ($90.4 million) in total for this period. The contract may be extended for a further period of 15 years. The company added that this will be the first time in history that Statoil and IKM will introduce the so-called concept of Residential ROV (RROV) that represents a permanently subsea-installed ROV system operated from a dedicated operational base. The contract will combine the use of existing proprietary Merlin ROV technology in combination with RROV technology to be developed throughout this contract. IKM said that the staffing of the operations will be a combination of traditional offshore crews in symbiosis with an onshore crew operating the company’s control center onshore.

Hans Fjellanger, Business Development Manager at IKM Subsea, said: “We are happy to, jointly with Statoil, be able to present new and revolutionary ROV concepts and technology to the industry, producing potential for significant cost savings.”Ben Pollard, Managing Director of IKM Subsea, said: “We expect this contract and the subsequent new technology thereof to produce a game-changer to the ROV market segment.”
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伊朗希望2年内签署价值250亿美元石油合同

震旦能源

伊朗国家石油公司(Ministry of petroleum of Iran)总经理表示,伊朗希望在未来一到两年里,在新通过的石油合同模式下,能同外国公司签署价值250亿美元的石油合同。(Worldoil.com,8月10日消息)

沙特7月份石油产量达到新高

震旦能源

根据彭博社报道,沙特7月份石油产量达到日产1067万桶,创历史新高。中东地区7、8月份电力需求达到顶峰,因此该国计划今夏增加石油产量到1050万桶/天以满足需求。(Oilpro.com,8月11日消息)

Mitra Energy将收购越南两区块30%股权

震旦能源

Mitra Energy将以总现金1430万美元收购越南海上05-1B和05-1C区块30%工作权益。05-1B和05-1C区块水深400英尺。(路透社,Rigzone,8月11日消息)

埃及政府批准5宗油气勘探交易

震旦能源

埃及石油部长Tarek El Molla周三透露,埃及政府已经批准同外国公司的5个油气钻井与勘探协议。由于油气产量下降以及消费增长,曾经的能源出口国现在已经变成能源净进口国。该国试图加速油气勘探开发进程,以尽可能快的速度弥补能源缺口。本次有4个交易是地中海海上EGAS与BP、Eni、Total和Edison的天然气勘探与钻井协议,另外一个是苏伊士湾石油钻井协议,是EGPC与当地公司Trident Petroleum的协议。埃及目前日产天然气39亿立方英尺、进口10~11亿立方英尺。(路透社,Rigzone,8月11日消息)

沙特-伊朗石油竞争加剧

震旦能源

在欧佩克宣布将召开正式会议讨论稳定油价措施之后的仅仅几天,沙特与伊朗争夺市场份额的战争硝烟再起。欧佩克主席周一宣布下个月将在阿尔及尔举行正式会议,讨论稳定市场问题。与此同时,委内瑞拉总统周二与沙特国王通话商谈推进油价回升事宜。双方观点针锋相对,沙特不断增加,石油产量屡创新高;伊朗坚持恢复到制裁前石油产量水平。(彭博社,Rigzone,8月11日消息)

杰瑞股份:轻资产有414平方公里油气资源

震旦能源

杰瑞股份8月9日在投资者互动平台上表示,杰瑞(Jereh Group)总体上属于轻资产公司,属于为石油天然气开发提供一体化解决方案的技术和工程服务商,不属于资源类股票,尽管他们有414平方公里的油气资源。(8月10日消息)

美库存上涨叠加沙特产量触顶 10日油价下跌

国际油价观察

8月10日,国际原油期货价格下跌。油价下跌的主要原因是美国原油库存连续三周上涨,且沙特原油产量触及纪录高位。美国能源信息署(EIA)当天发布的报告显示,在截至8月5日的一周,美国原油库存意外增加110万桶,为连续第三周上涨,超出市场预期。目前夏季和驾车出行季均接近尾声,市场焦点回到原油库存连续上升的问题。同时,全球最大石油出口国沙特对石油输出国组织(OPEC)表示,7月该国原油产量触及1067万桶/日的纪录高位。近期的数据加大了市场对于原油市场供应过剩的担忧,令国际油价承压下行。9月交货的WTI原油期货下跌1.06美元/桶,收盘价报每桶41.71美元;10月交货的布伦特原油期货下跌0.93美元/桶,收盘价报每桶44.05美元。布伦特与WTI价差为2.34美元/桶,较前一日扩大0.13美元/桶。布伦特与迪拜价差为1.33美元/桶,较前一日缩小0.715美元/桶。

OMV关注石油成本较低地区

孔艳坤

奥地利综合性石油天然气公司—奥地利石油天然气集团(OMV)首席执行官Rainer Seele在季度业绩新闻发布会上表示:由于该地当前石油价格偏高,公司正在减少对于北海/大西洋盆地项目的关注,转而将会关注中东、俄罗斯等成本较低的地区。

在向加拿大森科能源(Suncor Energy)售出英国罗斯班克地区30%资产的过程中,奥地利综合性石油天然气公司亏损超过5.3亿美元,成交价格明显低于资产账面价值。

公司今年第二季度税前损失为3亿欧元,去年同期获利2200万欧元。但是,在排除非常规项目并根据当前供给成本计算的情况下,公司今年第二季度获利2.14亿欧元,去年同期则获利3.75亿欧元。

公司期望石油价格年内稳定在每桶40美元。公司预计炼油利润将面临更大压力,但欧洲天然气价格可能会有小幅上升。公司希望寒冬天气中能源部门能以天然气取代煤炭资源,以缓解供大于求的现状。

来自/Natural Gas Europe 8月10日消息 编译/孔艳坤 石油圈原创www.oilsns.com

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Austria’s integrated oil and gas company OMV is reducing its exposure to North Sea/Atlantic basin projects that it deems too expensive in today’s oil prices, said CEO Rainer Seele at a quarterly results press conference. Instead it will focus on lower-cost regions such as the Middle East and Russia.

The company took a hit from the UK Rosebank asset of over $530mn following the sale of a 30% stake to Canadian Suncor at a price that showed a ‘clear reduction’ of its book value.

OMV reported a pre-tax 2Q loss of €300mn compared with a profit of €22mn in Q2 2015; however after stripping out exceptional items and using the current cost of supplies it made a profit of €214mn, compared with last year’s €375mn.

OMV is expecting the oil price to remain at $40/b for the rest of the year, refining margins to come under more pressure but European gas prices to rise slightly. But the company is hoping for a cold winter and the replacement of more coal with gas in the power sector to mop up some of the oversupply.
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EC拨款投资欧洲两能源项目

孔艳坤

8月10日,欧盟委员会(EC)宣布将拨款1.875亿欧元用于Balticconnector项目建设,2990万欧元用于保加利亚的多布鲁甲与布尔加斯之间140千米长的输电线路建设。Balticconnector项目是爱沙尼亚与芬兰共同建设的首个海底天然气管线项目。欧盟委员会于7月15日宣布批准两个拨款。当日,Balticconnector项目总监表示:最终投资决定有望于今年秋天公布。欧盟委员会将承担Balticconnector项目75%的成本与保加利亚输电线路建设50%的成本。

欧盟能源和气候变化专员Miguel Arias Canete表示:Balticconnector项目将有助于结束欧洲东北部天然气供应不足的状况,并促进波罗的海地区能源市场的开发;而保加利亚的输电线路建设将加强当地电力供应的安全性并将可再生能源融入当地电力市场。

来自/Natural Gas Europe 8月10日消息 编译/孔艳坤 石油圈原创www.oilsns.com

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The European Commission (EC) said August 10 it has now allocated €187.5mn for the construction of Balticconnector, the first Estonia-Finland subsea gas pipeline, and has allocated €29.9mn to build a 140-km electricity line between Dobrudja and Burgas in Bulgaria. The two grants were already announced as having been approved by the EC on July 15.Balticconnector’s project director Matti Sainio told Natural Gas Europe July 15 that the final investment decision was expected this autumn.The EU grants correspond to 75% of Balticconnector’s cost and 50% of those of the Bulgarian line.

EU energy and climate change commissioner Miguel Arias Canete said that Balticconnector would be “part of a chain of projects that will end the gas isolation of northeastern Europe and develop the Baltic regional energy market," while the Bulgaria line would “reinforce security of electricity supply and integrate renewable energy into the electricity market.”
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