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油价暴跌致使石油巨头们债台高筑

震旦能源

2014年中油价暴跌两年来,一些开采矿产资源性的公司进入大面积亏损行列。随着油价低于50美元一桶,埃克森美孚(ExxonMobil)、壳牌(Shell)以及其它石油巨头们已经债台高筑了,它们的债务已经高达1380亿美元。接下来,这些巨头们将不得不开始进行削减资本支出、降低成本以及削减分红。(彭博社,Rigzone,8月5日消息)

澳大利亚钻井活动抗议者游行示威

张弘引

数百名大澳大利亚湾钻井活动抗议者聚集在Victor港口,举行抗议活动,反对BP公司的钻井计划。同时Sea Shepherd公司的Steve Irwin号船舶也在澳大利亚南部停靠,对抗议活动表示支持。

BP计划在Eyre Peninsula的Port Lincoln地区以西400千米处钻探深层勘探井。但之前,该公司没有得到澳大利亚国家石油安全及环境管理局的批准,目前该计划仍在审批中。

昨天,Wilderness Society公布的地图中标明了BP计划钻井的具体地点。

Sea Shepherd公司总经理Jeff Hansen发表演讲,他表示南部澳大利亚海洋绝对不能再受到污染。

来自/ABC Online 8月7日消息  编译/张弘引石油圈原创www.oilsns.com

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Hundreds of protesters opposed to BP's plans to drill for oil in the Great Australian Bight have gathered at Victor Harbor, where Sea Shepherd's flagship vessel the Steve Irwin has made a rare South Australian stopover.

BP wants to drill deep exploration wells about 400 kilometres west of Port Lincoln on Eyre Peninsula.

But the company is still seeking approval after previous attempts were knocked back by the regulator, the National Offshore Petroleum Safety and Environmental Management Authority (NOPSEMA).

A map released yesterday by the Wilderness Society pinpoints two of BP's proposed locations in the Great Australian Bight Marine Park.

Sea Shepherd managing director Jeff Hansen addressed a gathering of protesters and said South Australia could not afford an offshore environmental disaster.

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美国油气行业就业率下降26%

张弘引

根据美国能源信息管理局报道,到2016年5月,美国石油和天然气生产商已经裁员14.2万人,就业率下降26%。而两年前,油气行业就业率达到峰值时,可提供约53.8万个就业岗位。

仔细分析数据可知,自2014年10月到2016年5月,油气行业每个月减少7100个岗位,然而2008年到2009年经济危机期的13个月期间,就业岗位数量仅减少51000。

而美国石油钻井平台数量和就业岗位看似紧密相连,但由于钻井技术的提高,原油生产量却没有大幅度下降。这也从侧面反映出钻机数量与就业岗位不是维持原油保持现有产量的主要因素,因此现有生产水平与2014年生产水平相差不大。

根据CNN图表显示,National Oilwell Varco裁员总数多达17850人,Schlumberger裁员12500人,Halliburton 裁员10200人, Chevron裁员7500,Weatherford International排在第十位,裁员6000人。

来自/Oilprice 8月5日消息  编译/张弘引石油圈原创www.oilsns.com

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US oil and gas producers have cut 142,000 jobs as of May 2016 since its peak employment levels in October 2014 of 538,000, according to a US Energy Information Administration press release on Friday—a 26% drop over that period.

To put the employment figures into perspective, the average decrease in employment over the 20-month span from October 2014 to May 2016 is 7,100 per month—a figure that dwarfs the jobs cuts in the oil and gas sector during the 2008-2009 recession, which was 51,000 for a 13-month period, according to the press release, or an average of 3,923 per month.

Whereas US oil rig count and jobs are seemingly tied together and followed similarly bleak paths, crude oil production has not followed the same sharp downward trajectory, mainly due to advances in drilling technology. This would seem to suggest that neither the rigs nor the jobs are needed to sustain current production levels, which are not too far off from 2014 levels.

CNN’s list included chart topper National Oilwell Varco, who cut 17,850 jobs; Schlumberger with 12,500; Halliburton with 10,200; Chevron with 7,500; and Weatherford International bringing up the rear in tenth place with 6,000.

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ConocoPhillips第二季度盈利5400万美元

孔艳坤

自第一季度略有损失以来,美国康菲石油公司(ConocoPhillips)今年第二季度盈利5400万美元,这得益于其在阿拉斯加州的业务。美国康菲石油公司是世界上最大的独立勘探和生产公司,在扣除一次性的税收调整9300万美元之前,公司第二季度在阿拉斯加州收入1.47亿美元,高于公司在其他任何区域收入。公司在第一季度亏损200万美元。上升的利益低于去年同期水平,来自普遍较高的产量同更高的原油价格。第二季度,公司在阿拉斯加州生产17.9万桶油当量/日,低于第一季度的19.1万桶油当量/日,高于去年同期的17.4万桶油当量/日。第二季度,阿拉斯加州产量约占公司全球总产量(150万桶油当量/日)12%,高于去年同期的11%。
来自/Petroleum News 8月7日消息 编译/孔艳坤 石油圈原创www.oilsns.com

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After reporting a small loss during the first quarter, ConocoPhillips reported adjusted earnings of $54 million from its Alaska operations in the second quarter of the year.Taking into account a one-time $93 million tax adjustment, the largest independent exploration and production company in the world reported $147 million in quarterly earnings from Alaska - the highest for any segment. The company reported a $2 million loss in the first quarter. The increased profits, which are below levels from a year ago, came from a combination of generally higher production and higher crude oil prices.ConocoPhillips produced 179,000 barrels of oil equivalent per day from its Alaska operations during the second quarter, down from 191,000 boepd in the first quarter and up from 174,000 boepd during the second quarter of 2015. Alaska accounted for nearly 12 percent of the 1.5 million boepd the company produced across its entire global operations during the second quarter, up from nearly 11 percent during the second quarter of last year.
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Sterling将Odewayne产品分成合同延期2年

孔艳坤

Sterling能源股份有限公司业务聚焦于非洲。本周五,该公司宣布索马里兰共和国同其现有的Odewayne产品分成合同将延期2年。勘探阶段的最低工作义务保持不变。Sterling公司拥有产品分成合同40%的利益。在合同履行的第三和第四阶段将由Genel能源公司(拥有50%利益的运营者)承担所有勘探成本。

来自/Rigzone 8月5日消息 编译/孔艳坤 石油圈原创www.oilsns.com

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Africa-focused Sterling Energy plc announced Friday that the Government of the Republic of Somaliland has granted a further 2 year extension to the current period of the Odewayne Production Sharing Agreement.The minimum work obligations for the exploration periods remain unchanged. Sterling holds a 40 percent interest in the PSA and will be carried by Genel (50 percent interest and operator) for the costs of all exploration activities during the third and fourth periods of the PSA.
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UIL完成收购Eneabba Gas珀斯盆地资产

孔艳坤

初创型勘探公司UIL能源有限公司本周五宣布完成收购Eneabba Gas有限公司位于澳大利亚西部珀斯盆地的资产,并可在不久之后盈利。交易完成取决于前提条件是否满足,包括将Ocean Hill项目(EP 495)的许可权从黑石矿业(Black Rock Mining)转让到Eneabba Gas有限公司的子公司Ocean Hill有限公司。Eneabba Gas有限公司于2月签订合同卖给UIL能源有限公司珀斯盆地的勘探权,包括Ocean Hill项目的全部以及EP447的50%。

来自/Rigzone 8月5日消息 编译/孔艳坤 石油圈原创www.oilsns.com

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UIL Energy Ltd., a junior exploration company, revealed Friday that the company indicated that the completion of the acquisition of Eneabba Gas Ltd.'s Perth Basin permit interests in Western Australia will be completed shortly.The completion of the transaction hinges on the satisfaction of certain conditions including the transfer of the Ocean Hill permit (EP 495) from Black Rock Mining to Eneabba Gas' subsidiary Ocean Hill Pty Ltd.Eneabba Gas signed the agreement in February to dispose of its exploration interests in the Perth Basin, including 100 percent of the Ocean Hill project and 50 percent interest in EP447 to UIL Energy.
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Chevron卖出亚洲地区50亿美元资产

孔艳坤

美国第二大石油公司雪佛龙(Chevron Corp)股份有限公司正在卖出其在亚洲地区部分价值50亿美元资产。华尔街日报本周三报道,公司本月开始卖出在中国近海的资产。去年10月,雪佛龙公司表示将在2017年卖出100亿美元资产。该石油巨头目前也在寻找其在印度尼西亚地热资产的买主,并在考虑卖出该处20亿美元资产。该公司也将售出位于泰国的天然气田。

来自/TradeArabia 8月3日消息 编译/孔艳坤 石油圈原创www.oilsns.com

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Aug 4 (Reuters) - Chevron Corp, the second-largest U.S. oil company, is selling some assets in Asia worth up to $5 billion.The company is set to start selling its offshore China assets this month, the Journal reported on Thursday.Chevron had disclosed in October last year plans to sell about $10 billion of assets by 2017.The oil giant is also looking for buyers for its geothermal assets in Indonesia, and is considering offers worth more than $2 billion.Natural gas field assets in Thailand are also part of the company's divestiture plans.
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Apache因油价上升追加资本

孔艳坤

美国油气生产商阿帕奇(Apache)公司本周三宣布将开始追加资本。由于油价有初步提高的迹象,公司期望今年获得最好的预期收益。阿帕奇公司预计2016年将花费高达14亿到18亿美元的资本。美国基准原油价格自2月达12年内最低水平26美元以来已回升接近58%,这使得石油生产者将更多石油装置重新投入生产。最近,阿帕奇公司在德克萨斯州的米德兰盆地增设1台钻井,并持续运作位于北海的2台钻井。

来自/Reuters 8月4日消息 编译/孔艳坤 石油圈原创www.oilsns.com

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Aug 4 (Reuters) - Oil and gas producer Apache Corp said on Thursday it had started deploying additional capital and expected spending this year to be at the higher end of its forecast range, given "modest signs of improvement" in oil prices.Apache said it expected to spend at the high end of its 2016 capital forecast of $1.4 billion-$1.8 billion.U.S. benchmark oil prices have shot up nearly 58 percent since touching a 12 year-low of $26 in February, prompting oil producers to put rigs back to work.Apache said it recently added a rig in the Midland Basin in Texas and was maintaining operations on two rigs in the North Sea.
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Hague and London Oil与ENGIE签署并购合作备忘录

郑雨晴

正处在结构重组中的Hague and London Oil Plc (HALO)近日宣布其已通过子公司Hague and London Oil B.V.与ENGIE全球能源管理层签署了合作备忘录,HALO将并购该公司在欧洲的天然气开采与储藏区。

根据备忘录,HALO将全力贡献其上游和商业能力,以获得和管理欧洲低风险的天然气资产。

ENGIE将继续在欧洲天然气市场中占有一定份额,在能源管理技术方面保持专业性,以创新天然气并购结构,并帮助HALO获得相应资产。

双方的活动都已经起步,并取得了良好的进展。虽然这样的安排并不是独有的,但双方已经同意让ENGIE先初步了解所有符合备忘录中描述的资产项目。

来自/OilVoice 8月5日消息  编译/郑雨晴

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Hague and London Oil Plc (HALO), as part of its portfolio restructuring, is pleased to announce that it has, through its subsidiary Hague and London Oil B.V., signed a Memorandum of Understanding (MoU) with ENGIE Global Energy Management to co-operate on the acquisition by HALO of natural gas production and reserves within Europe.

Under the MoU, HALO will contribute its upstream and commercial capabilities to target, acquire and manage specific low risk natural gas production assets in Europe.

ENGIE will contribute its substantial footprint in European gas markets and its expertise in energy management to offer an innovatively structured gas off-take, designed to help HALO secure the funding of such assets whilst minimising the dilution to HALO's shareholders.

Both parties have initiated their activities and have already made solid progress. While such an arrangement is not exclusive, the parties have agreed that HALO will provide ENGIE with a first look at all projects it pursues which fit the description of assets sought within this MoU.

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Patterson-UTI Energy发布2016年7月最新钻探活动

郑雨晴

PATTERSON-UTI ENERGY今日发布2016年7月美国56个钻探设备及加拿大2个钻探设备的最新钻探活动。

公司月度报告中提到的平均钻探设备代表了钻井合同中钻探设备数量的平均数。该公司警告称,包括平均钻探设备在内的众多因素都会影响公司的经营业绩,钻探设备数量的增减趋势或将对该公司的财务业绩有一定的影响。该公司打算在每个月月末提供钻探设备数量更新数据。

来自/OilVoice 8月5日消息  编译/郑雨晴

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PATTERSON-UTI ENERGY, INC. (NASDAQ: PTEN) today reported that for the month of July 2016, the Company had an average of 56 drilling rigs operating in the United States, and two rigs in Canada.

Average drilling rigs operating reported in the Company's monthly announcements represent the average number of the Company's drilling rigs that were operating under a drilling contract. The Company cautioned that numerous factors in addition to average drilling rigs operating can impact the Company's operating results and that a particular trend in the number of drilling rigs operating may or may not indicate a trend in or be indicative of the Company's financial performance. The Company intends to continue providing monthly updates on drilling rigs operating shortly after the end of each month.

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Americas Petrogas更名为Growmax Resources Corp.

郑雨晴

Americas Petrogas Inc.近日宣布已提出修订条款请求,将把公司名变更为Growmax Resources Corp.。该公司的普通股将以新代码GRO在多伦多证券交易所上市。更名所需的所有材料将于今日上交给该交易所,同时,根据规定,普通股的上市时间预计将在2016年8月9日。

该公司的执行总裁Abby Badwi说:“公司名称变更反映了公司新的战略方向:从一个阿根廷的石油和天然气生产商转型为秘鲁的磷肥和钾肥矿业公司。秘鲁的Bayovar对于GrowMax矿业资产和资源的重要性体现在下阶段其将成为GrowMax的开发重点。在过去的几个月里,我们已经采取措施在阿根廷最大限度地精简人员、缩减行政开支,未来我们还将继续出售或放弃该公司位于阿根廷的剩余石油和天然气资产。”

因公司名称变更,股东拥有的普通股权将自动进行调整,股东们无需采取任何措施。

来自/OilVoice 8月5日消息  编译/郑雨晴

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Americas Petrogas Inc. (TSX VENTURE:BOE) is pleased to announce that it has filed articles of amendment to give effect to a change of the Company's name to 'GrowMax Resources Corp.'. The Company's common shares will trade on the TSX Venture Exchange under the new trading symbol: GRO. All materials necessary to effect the Name Change are expected to be filed with the TSX-V today and, subject to TSX-V approval, it is expected that the Common Shares will commence trading on the TSX-V under the new name and 'GRO' trading symbol on or about August 9, 2016.

The Company's executive chairman, Abby Badwi, commented, 'The changes announced today reflect the Company's new strategic direction as a Peru-based phosphate and potash mining company from an Argentina-based oil and gas producer. The importance of GrowMax's mining assets and resources at Bayovar in Peru will be GrowMax's main focus over the next phase of its development. During the past several months, we have taken steps to significantly reduce our personnel numbers and G&A in Argentina and will be continuing with our efforts to sell or voluntarily relinquish the Company's remaining oil and gas assets in Argentina.'

Common Shares owned by Shareholders will automatically be adjusted as a result of the Name Change and no further action is required to be taken by such Shareholders.

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空头回补与美库欣原油库存下降并行 4日油价上涨

国际油价观察

8月4日,国际原油期货价格上涨。油价上涨的主要原因是空头回补以及美国库欣原油库存下降。市场情报公司Genscape的数据显示,截至8月2日当周,美国WTI原油交割地库欣的库存减少8.9071万桶,此前美国能源信息署(EIA)的数据也显示,截至7月29日当周,库欣库存减少110万桶,库存下降对油价构成支撑。同时,消息人士称,英国石油公司(BP)正在重启其位于印第安纳州怀廷的日处理41.35万桶原油的炼油设施,这也给油价增添了上涨动力。不过也有一些因素可能对未来油价上涨产生阻碍,伊拉克国家石油营销组织数据显示,7月该国石油日产量达到1月以来最高的460万桶。同时新加坡中质油分馏库存达到五年高位,也给全球石油产品过剩增添了忧虑。9月交货的WTI原油期货上涨1.1美元/桶,收盘价报每桶41.93美元;10月交货的布伦特原油期货上涨1.19美元/桶,收盘价报每桶44.29美元。布伦特与WTI价差为2.36美元/桶,较前一日扩大0.09美元/桶。布伦特与迪拜价差为1.68美元/桶,较前一日缩窄0.435美元/桶。

全球能源存储市场今年将会翻一倍

震旦能源

根据IHS的一份最新报告显示,全球能源存储市场预计将会翻一番,因为家庭和企业利用储能电池补充了太阳能和其他可再生能源系统的不足。在未来10年里,美国和日本将成为最大的能源存储市场,营收将占总体的三分之一。(8月4日消息)

ISIS的石油收入或下降九成

震旦能源

据本周二(8月2日)伊拉克新闻的报道,伊拉克军队近期在对伊斯兰国(ISIS)打击中所取得的胜利或已将该恐怖组织的石油收入砍掉了九成。石油部的消息人士称,伊斯兰国一直以来每天从Qayyarah和Najma的油田走私至少50车的石油。该两地位于伊斯兰国最大的据点以及伊拉克第三大人口城市摩苏尔(Mosul)南部。近期的攻势已将该恐怖组织的走私率降至每天5车,每车石油的价格也从6000美元降至2000美元。(8月4日消息)

墨西哥汽油价格上调

震旦能源

墨西哥财政部宣布,自8月1日起将上调汽油价格,普通汽油由每升13.4比索(1美元约合18.8比索)上调至13.96比索,上调幅度为4.2%,月调整幅度为1998年11月以来最高。特级汽油由14.37比索上调至14.81比索,上浮3.1%。油价上调主要是由于休斯顿参考价格上涨,另外比索兑换美元升值也是原因之一。(8月4日消息)

沙特阿美签署百亿美元天然气开发项目

震旦能源

沙特阿美公司(Saudi Aramco)宣布,近日其签署了超过133亿美元的天然气开发项目。这一项目位于法哈利(Fadhili),预计将于2019年完成,这将是沙特第一个跨海陆油气处理项目。(8月4日消息)

2016年海合会损失石油收入千亿美元

震旦能源

中东经济文摘7月31日报道,世界银行最新发布的中东北非(MENA)地区季度经济摘要报告显示,2015年海湾产油国石油收入损失为1570亿美元,同时预计2016年将继续损失1000亿美元。IMF曾预计MENA地区(包括阿富汗和巴基斯坦)2015年石油出口损失额为3900亿美元,占该地区GDP总量的17.5%。(8月4日消息)

Pertamina收购法国Maurel&Prom24.53%股份

震旦能源

印尼国家石油公司(Pertamina)从Pacifico手中收购其在法国油气公司Maurel & Prom中24.53%的股份,交易价每股4.71美元,此外如果在2017年1月1日至2017年12月31日之间90天连续日历日交易期间,国际布伦特原油价格超过65美元一桶时再支付每股0.56美元。(Rigozne,8月3日消息)

POSH第二季度净亏损1750万美元

震旦能源

PACC Offshore Services Holdings Ltd(POSH)第二季度净亏损1750万美元,而去年同期净利润610万美元。第二季度收入下降35%,为4610万美元。(Rigozne,8月3日消息)

Marathon Oil第二季度亏损

震旦能源

Marathon Oil周三称,其第二季度净亏损1.7亿美元,折合每股亏损20美分。而去年同期净亏损3.86亿美元。该公司第二季度产量下降1%,为38.4万桶油当量/天。(路透社,Rigozne,8月3日消息)