logo
专注油气领域
与独立思考者同行

商业动态

Petronet LNG公司欲购买两货船LNG

赵宁


印度最大LNG进口商Petronet公开招标,欲购买两货船LNG。
路透社报道,这两货船LNG的运输时间为八月和九月。
二月初,Petronet发布消息称:Petronet和承购商签订的长期合同于2016年1月份开始生效,合同中再气化LNG出售量增加到850吨/年。
12月份,Petronet LNG还修改了与卡塔尔RasGas公司所签订合同中的天然气价格,该合同规定Petronet LNG每年向RasGas公司供应750万吨LNG。
此外,Petronet LNG计划在今年完成Dahej LNG接收站的扩建工作,将Dahej LNG接收站的年加工量从1000万吨提升到1500万吨。石油圈原创www.oilsns.com
来自/LNG World News 4月28日消息  编译/赵宁
[collapse title=英文原文请点击]
India’s largest LNG importer Petronet has reportedly issued a tender seeking two cargoes of liquefied natural gas.
Reuters reports, citing trade sources, that the two cargoes are scheduled for delivery in August and September.
Earlier in February, the company informed that the offtake of regasified LNG under the long-term contract with off takers from January 2016 onward has increased to the contracted volume of 8.5 mtpa.
Petronet LNG in December also revised the price of the 7.5 mtpa supply contract with RasGas of Qatar.
Additionally, Petronet LNG expects the expansion of its Dahej LNG terminal from 10 mtpa to 15 mtpa to be completed by the end of this year.
[/collapse]

Sound Energy计划在五月份取得钻井许可

赵宁

Sound Energy公司周四发布消息称:公司计划在五月份获得意大利经济发展部(UNMIG)下发的关于在意大利北部Badile地区钻井的书面许可。
Sound Energy主要在欧洲地区进行商业活动。在召开会议通过钻井决定后,Sound Energy便公布了上述消息。
Sound Energy网站公布的信息显示:Badile位于Piedmont Lombard盆地,该盆地的三叠纪白云石和石灰石藏有丰富的石油、天然气和凝析油。该地区可能藏有1780亿立方英尺天然气,全部开采权归Sound所有。石油圈原创www.oilsns.com
来自/Rig Zone 4月28日消息  编译/赵宁
[collapse title=英文原文请点击]
Sound Energy revealed Thursday that it expects to receive written permission to drill a well in the Badile permit in northern Italy from the Italian Ministry of Economic Development (UNMIG) in May.
The European/Mediterranean focused upstream gas company made the announcement following the final approval meeting for the well, which was “successfully concluded”, according to a company statement.
The Badile permit is situated in the Piedmont Lombard Basin where the principal play is “oil, gas and condensate in deep Triassic dolomites and limestones,” according to a statement on Sound Energy’s website. Sound holds a 100 percent working interest in the permit, which has prospective resourcs of 178 billion cubic feet of gas.
[/collapse]

Premier公司成功收购E.ON北海资产

赵宁


Premier Oil公司发布消息称:在得到各部门批准之后,Premier Oil成功收购了E.ON公司旗下的英国北海资产(UK North Sea assets)。
2016年1月份,Premier同意以1.2亿美元的价格收购E.ON旗下的北海资产。
在并购声明发布之前,公司的股票曾在伦敦证券交易所暂停销售。2月1日,股票再次正常销售。
Premier Oil首席执行官Tony Durrant表示:
“很高兴能成功收购E.ON旗下的北海资产,这将提升Premier在北海地区的地位。公司以1.6美元/桶的低价获得了优质资产,令人甚感欣慰。此外,所购资产的运营状况良好,完全超出了我们的预期,我们认为此次收购行为未来将会给股东带来许多好处。”石油圈原创www.oilsns.com
来自/Offshore Energy Today 4月29日消息  编译/赵宁
[collapse title=英文原文请点击]
Premier Oil has announced that following receipt of all necessary approvals, the acquisition of the UK North Sea assets from E.ON has now been completed.
Premier agreed to acquire the whole of E.ON’s UK North Sea assets for a net consideration of $120 million plus working capital adjustments in January 2016.
Ahead of the merger & acquisition announcement, the company’s shares were suspended from trading on the London Stock Exchange and resumed trading on February 1.
Tony Durrant, Chief Executive, commented:
“We are pleased to have completed the acquisition of the UK North Sea assets from E.ON which strengthens Premier’s position in the UK North Sea, adding high quality assets at a compelling valuation of only $1.6/boe.
“The acquired assets have had a strong start to 2016, performing ahead of expectation, adding immediate cash generative production of over 17 kboepd and provide future opportunities to enable us to deliver value for our shareholders.”
[/collapse]

Wood集团获阿塞拜疆5亿美元合同 

张弘引

Wood集团与BP公司运营项目签订价值5亿美元的5年合同,为8个阿塞拜疆海上设备提供服务。合同即刻生效,根据合同规定,Wood Group PSN将提供设计,采购,施工管理服务(EPCM),该合同可延长两年。

合同签订后,可新增约200个工作岗位,WGPSN将为阿塞拜疆中部,东西部,Gunashli油田的8个钻井平台提供服务。石油圈原创www.oilsns.com

本次合同是在Wood集团与BP公司阿塞拜疆海上项目已有合同基础上签订的。2015年10月,Wood Group Kenny与BP公司签订的价值数百万美元的合同,按规定,Wood Group Kenny为以上8个钻井平台提供设计服务,同时合同还包括为BP公司现有的在墨西哥湾,英国和挪威大陆架的水下设施提供支持服务。

WGPSN东部地区负责人表示:“我们将重点利用我们对于平台设备的知识,以及我们设计、采购和施工服务的专业能力,确保其高效安全生产。”

来自/WorldOil 4月28日消息  编译/张弘引

[collapse title=英文原文请点击]

ABERDEEN, Scotland -- Wood Group has won a new five-year contract with BP-operated projects, valued at $500 million, to deliver services to eight facilities, offshore Azerbaijan. Effective immediately, Wood Group PSN (WGPSN) will provide engineering, procurement and construction management services (EPCM) under the contract, which has the option of two, two-year extensions. 

Creating approximately 200 new positions, WGPSN will support the following platforms: Chirag, Central Azeri - Production Drilling Quarters, Central Azeri - Compression and Water Processing, East Azeri Production Drilling Quarters, West Azeri - Production Drilling Quarters, Deep Water Gunashli - Drilling & Utility Quarters, Deep Water Gunashli - Pressure Compression and Water Utilities and Shah Deniz Stage 1.

This latest contract builds on Wood Group’s continued support of BP-operated projects offshore Azerbaijan. Wood Group Kenny is already providing subsea engineering services to these eight platforms under a multi-million-dollar contract announced in October 2015, which also includes support of BP's existing subsea infrastructure in the Gulf of Mexico, UK and Norwegian continental shelves.

“Our focus is on leveraging our knowledge across this portfolio of assets and our expertise in engineering, procurement and construction, to ensure their efficient, effective and safe productivity,” David Buchan, WGPSN's eastern region managing director, said.

[/collapse]

29日油气行业十大新闻

赵宁

1. 石油产量依旧过剩

William Edwards称:“一年多以前,我曾发表过一份报告,表达了石油产量过剩的不良预感。”现在,事实证明北美地区石油产量依然过剩。

2. 周四上午油价下跌

周四,石油期货达到峰值后,开始下降。周三政府公布的数据显示:美国原油库存上升了200万桶,升至54,060万桶,达到历史新高。

3. Wood集团同BP公司签订EPCM合同

Wood集团和BP签订了一项五年期合同,涉资5亿美元。根据合同规定,Wood集团将为BP在阿塞拜疆海域的八处作业点提供服务。

4. Subsea 7购得两艘船

Subsea 7公司总部设在英国。Subsea 7称其已经获得两艘钻井船,并将在2016年第一季度停止租赁另一艘船。

5. ConocoPhillips减少深水作业以降低开支

ConocoPhillips主要通过减少深水勘探活动和降低投资组合花费将2016年资本开支指标从64亿美元降至57亿美元。

6. NOV对未来形势保持乐观

首席执行官Clay Williams表示:“我们认为NOV前途一片光明,凭借公司强大的财力,我们可以继续投资新科技、新产品或是收购其他公司,这些都会让公司情况有所好转。”

7. Technip第一季度业绩优于预期

首席执行官Thierry Pilenko表示:“Technip 2016年第一季度的业绩展示了我们在当今这种前所未有的境况之中的发展着力点。我们有能力通过利用科技、简化作业等措施降低顾客的项目成本。”

8. Hess公司钻井数量减少

Hess称:虽然Hess的钻井活动减少,但是与2015年第4季度相比,2016年第一季度资产上升。今年Hess的石油产量降至350,000桶油当量/日,而去年同期产量为355,000桶油当量/日。

9. Aker Solutions净利润降低33%

Aker公司表示:Aker最大的增长点在挪威境外,而现在Aker正在挪威境外扩张业务。公司的投标活动一直平稳运行,目前Aker总资产超过400亿挪威克朗。石油圈原创www.oilsns.com

10. Ensco钻井船作业率达99%

执行总裁Carl Trowell表示:“虽然市场形势非常严峻,但是Ensco旗下钻井船的作业率达99%,可记录事故发生率仅为0.23(表明公司安全系数很高),不断刷新Ensco记录。”

来自/Oilpro 4月28日消息  编译/赵宁

[collapse title=英文原文请点击]
No Relief: Tanks Continue To Fill. William Edwards writes, "A little more than a year ago I submitted a post alerting the industry to an ominous over-production situation." Today, "[T]anks are about 240 million barrels closer to running over than they were as we began last year." [Oilpro]

Oil Prices Ease Early Thursday. Oil futures slid after setting a 2016 high on Thursday as traders locked in profits. Government data on Wednesday showed that U.S. crude stocks climbed 2 million barrels last week to an all-time peak of 540.6 million barrels. [Reuters]

Wood Group Bags $500mn EPCM Contract From BP. Wood Group has won a new five year contract with BP-operated projects, valued at $500 million, to deliver services to eight facilities, offshore Azerbaijan. [Wood Group]

Subsea 7 Stacks 2 More Vessels. UK-headqartered subsea specialist Subsea 7 has revealed that it has stacked an additional two vessels and let go of an additional chartered vessel during the first quarter of 2016. [Splash 247, Oilpro]

Key Wednesday Earnings
ConocoPhillips Cuts Spending Again On Reduced Deepwater Activity. The company has reduced its 2016 capital expenditures guidance from $6.4 billion to $5.7 billion, primarily driven by reduced deepwater exploration activity, deferrals and lower costs across the portfolio. [ConocoPhillips]

NOV Sees Better Days Ahead. CEO Clay Williams said, "Better days lie ahead. Our strong financial resources enable us to continue to invest in new technologies, products and acquisitions that better position us for the inevitable upturn.” [National Oilwell Varco]

Technip's 1Q Better-Than-Expected. "Technip’s performance in the first quarter illustrates well our areas of focus in this unprecedented environment. We can secure early stage engagement with our clients and drive their project costs down through the application of technology, simplicity and standardization," CEO Thierry Pilenko said. [Technip]

Hess To Reduce Bakken Rig Count To 2, Utica Count To Zero. Bakken-focused Hess Corp said that production from its U.S. onshore portfolio was up in 1Q16 versus 4Q15 despite a reduction in rig activity. Overall, though, production was slightly lower to 350,000 boepd in the first quarter, from 355,000 boepd last year. [Oilpro]

Aker Solutions Reports 33% Net Profit Drop. Aker said its greatest growth potential is outside of Norway, where the company has been expanding. The company's tendering activity remains steady and currently totals more than NOK 40 billion. [Aker Solutions]

Ensco Achieves Operational Utilization Of 99% For Rig Fleet. CEO Carl Trowell said, “Notwithstanding very challenging market conditions, we continued to set new company records by achieving operational utilization of 99% for our rig fleet and a total recordable incident rate of 0.23 reflecting excellent safety performance." [Ensco]

Meet Senior Energy Advisor, Mark Harrington, #HUMANSofOG. He writes, "During times as we have now, many believe in the 'Acquire, Fire and Flip' approach. They missed the boat. The most important asset is the people who create value." [Oilpro]
[/collapse]

伊朗大型炼油项目预计新增10000个工作岗位

张弘引

据相关工程的高管介绍,Siraf炼油项目主要包括8个小型凝析油炼油厂,预计新增10000个工作岗位。

Siraf炼油设施公司(S.R.I.C)总经理Alireza Sadeqabadi表示,项目正在有序进行,生产480,000桶凝析油。本项目是伊朗油气行业完善经济产业链,实现产业增值的重大战略步骤。本次项目中,9家私有公司合作展开,合作规模在伊朗油气行业也是前所未有的。项目成功之后,将成为同行业的成功的典范。 

本次炼油项目共包含14项合同,8家炼油厂投产之后,将新增10000个工作岗位。

80%以上的项目的开发人员毕业于伊朗顶尖大学,平均年龄低于35岁。

来自/Natural Gas Europe 4月28日消息  编译/张弘引石油圈原创www.oilsns.com

[collapse title=英文原文请点击]

TEHRAN, April 27 (Shana) –- Siraf Refinery Project, comprising 8 gas condensate mini-refineries, will generate 10,000 jobs, said a senior official related to the project.

Speaking with Shana, Managing Director of Siraf Refineries Infrastructure Company (S.R.I.C) Alireza Sadeqabadi said the project is being carried out for production of 480,000 barrels of gas condensate and will be a major step for completion of the economic chain and generation of value added in Iran's petroleum industry.

He said the project is being developed under a new partnership framework which is unprecedented in the industry in Iran.
The project, Sadeghabadi added, is being developed by 9 private companies as project developers.

"Once completed, Siraf Refinery Project will become a successful model for similar projects in petroleum industry," he added. 

14 contractors are involved in development of the refineries and 10,000 jobs will be created by the time the 8 refineries come online.
Over 80% of the project's developers are graduates from top universities in Iran with an average age of below 35.

[/collapse]

印度命令Distya Ameya油轮原地待命

张弘引

本周四,一位印度高级官员表示,政府禁止载有利比亚东部政府发运原油的Distya Ameya油轮交货,并等待联合国的下一步命令。石油圈原创www.oilsns.com

路透社表示,本周一,利比亚驻联合国特使Ibrahim Dabbashi致信联合国安理会制裁委员会,要求将印度油轮Distya Ameya油轮列入黑名单,该油轮于周一晚间离开Marsa el-Hariga港,周三被列入黑名单。

印度国家航运部船舶总裁Deepak Shetty称,已经通知船舶运营商和承租人下令,禁止以任何形式,在任何地点交货。目前油轮在马耳他地区。他说:“油轮要原地待命,等待联合国的下一步指示。即使货轮承租人想要卸货,也不能采取任何行动。”

来自/RigZone 4月28日消息  编译/张弘引

[collapse title=英文原文请点击]

NEW DELHI, April 28 (Reuters) - India has instructed an Indian-flagged oil tanker not to discharge its cargo of oil from Libya's rival eastern government and await instructions from the United Nations, a senior Indian government official said on Thursday.

Libyan U.N. Ambassador Ibrahim Dabbashi wrote to the 15-member sanctions committee on Monday asking for the Distya Ameya tanker to be blacklisted, a letter seen by Reuters showed. The ship left Marsa el-Hariga port late on Monday and was blacklisted on Wednesday.

 Deepak Shetty, director general of shipping with India's Ministry of Shipping, said he had told the vessel's operator and separately the charterer to instruct the captain not to discharge the cargo "at all, anywhere". The ship was currently near Malta.

"They will wait for the guidance from the U.N.," Shetty told Reuters.

"They are now staying put ... no oil will be discharged even if the charterer wants them to. They will wait for the U.N. to tell us where the vessel will have to go."

[/collapse]

Hutton公司获得Kolo勘探许可证

赵宁

Prospex Oil & Gas公司周四发布消息称:Hutton Poland有限公司已经获得波兰Kolo勘探许可证(Prospex Oil & Gas持有Hutton Poland 49%的股份)。
该勘探许可证为期四年,包含两个阶段的工作,每阶段时长两年。Hutton将在第一阶段内获取该地31英里内的2D地震数据或是10平方英里内的3D地震数据。在第二阶段内,Hutton将进行钻井工作。
Hutton董事会认为公司已经准备好进行钻井工作。在环境允许的情况下,公司可能会在2016年钻第一口井。
Prospex董事长Bill Smith在公司声明中表示“很高兴能够获得Kolo许可证,这为迅速开展工作创造了前提,我们希望能为股东提供进一步的信息。” 石油圈原创www.oilsns.com
来自/Rig Zone 4月28日消息  编译/赵宁
[collapse title=英文原文请点击]
UK-based Prospex Oil & Gas announced Thursday that Hutton Poland Limited, a company it holds a 49 percent interest in, has been awarded the Kolo License in Poland.
The four year exploration license comprises two phases of work, each of which is two years long. As part of the deal, Hutton has agreed to carry out the acquisition of 31 mile 2D or 10 square mile 3D seismic data in phase one and the drilling of one well in phase two.
Prospex has revealed that the directors of Hutton believe the Boleshaw prospect on the Kolo License is ready for drilling, with a drill location determined. It is anticipated that the first well will be drilled in 2016, subject to environmental permitting.
Prospex Chairman Bill Smith commented in a company statement:
"We are delighted that the license has been finalized. This will really allow the work on the ground to continue at a pace and we look forward to providing further updates to our shareholders."
[/collapse]

Suncor购买Syncrude股份 成为第一大股东

张弘引

Suncor Energy公司将购买Murphy Oil集团加拿大子公司额外股份之后,成为Syncrude加拿大油砂矿的第一大股东。

本周二公司表示,股份交易价格约10亿加元(7.94亿美元),Suncor将拥有Syncrude油砂矿53.74%的股份。石油圈原创www.oilsns.com

Suncor公司就Syncrude的未来发展与其他公司展开了一番激烈的口水战,本年初,又提出一系列优惠政策,从而获得加拿大油砂公司管理层和董事会的认可。公司在10月份的竞标前两次报价,最终脱颖而出。

来自/WorldOil 4月28日消息  编译/张弘引

[collapse title=英文原文请点击]

CALGARY, Alberta (Bloomberg) -- Suncor Energy will have a majority stake in the Syncrude Canada oil sands mine after the Canadian petroleum producer bought an additional stake from Murphy Oil Corp.’s Canadian subsidiary.

Following the transaction worth almost C$1 billion ($794 million), Suncor will own 53.74% of the Syncrude operation, the company said Wednesday. The purchase follows Suncor’s takeover of Canadian Oil Sands Ltd., previously the largest shareholder of Syncrude.

Suncor succeeded in winning over resistant Canadian Oil Sands management and shareholders after sweetening its offer earlier this year, following a war of words between the companies over the fate of Syncrude. Suncor made two offers before a hostile bid in October and finally secured Canadian Oil Sands management’s green light for the takeover in January.

[/collapse]

Schlumberger收购Xtrem公司的连续油管钻井队

吴海君

Schlumberger今天宣布已同Xtreme Drilling and Coil Services Corp. (XDC)公司达成协议,将收购该公司的连续油管钻井队。XDC公司总部位于Calgary,主要为国际陆地钻井提供连续油管钻井服务。该公司目前在Saudi Arabia和United States拥有11支连续油管钻井队。按照惯例,交易预计将在第三季度完成。

Schlumberger生产部主席Sherif Foda表示利用Xtreme公司的连续油管钻井技术,通过不断的整合技术,追求先进的整体高效钻井技术来帮助客户在低油价下提高产量。将公司的现有技术同Xtreme公司专有技术相结合,将会产生良好的运营效果。

Xtreme公司首席执行官Tom Wood补充说:“Schlumberger对公司先进的交流电连续油管技术的收购,使公司研发世界最先进自动化程度最高的连续油管技术的愿景成为可能,同时也帮助Schlumberger实现了通过自动化和集成来提高运营效率和扩张市场的目的”。

Schlumberger技术集成方法是钻井系统从分散不相关的服务到根据客户需求调整优化形成优良服务的一个进化工程,Xtreme公司的连续油管技术将有力的推动Schlumberger钻井效率的提升,尤其是在极具挑战性的陆地环境。

Xtreme公司成立于2005年,拥有钻井服务和油管服务两块业务。公司自主设计研发制造了一系列高尖端的钻井设备,在连续油管作业方面公司也有许多特色技术,包括交流大容量喷油器、深井钻孔、模块化传输系统等。公司已与许多油气勘探开发公司签订合约,并为Canada、United States、Kingdom of Saudi Arabia和India等国的油田开发商提供服务。

来自/Oilvoice 4月28日消息 编译/吴海君

[collapse title=英文原文请点击]
Schlumberger announced today it has entered into an agreement to acquire the coiled tubing drilling and coiled tubing units from Xtreme Drilling and Coil Services Corp. (TSX:XDC), a Calgary-based provider of international land drilling and coiled tubing drilling services. Xtreme currently owns a fleet of 11 coiled tubing units located in Saudi Arabia and the United States. The transaction is subject to customary closing conditions and is expected to close in the third quarter.

With the addition of Xtreme's coiled tubing assets, we continue our pursuit of advancing overall drilling and well intervention efficiency through technology integration to help our customers improve production at a lower cost per barrel,' said Sherif Foda, president, Production Group, Schlumberger. 'The combination of our existing technology portfolio with Xtreme's proprietary technology will result in a step change in operational performance.'

Tom Wood, CEO, Xtreme, added, 'The purchase of Xtreme's industry leading, advanced AC-electric coiled tubing technology validates our long-term vision to develop the most automated and advanced coiled tubing system in the world. This complements Schlumberger's focus on operational efficiency and market expansion through automation and integration.'

The Schlumberger technology integration approach is evolving engineering of the drilling system from a simple combination of discrete services to optimized systems that are customized through extensive design and modeling capabilities for specific customer requirements. The addition of Xtreme's coiled tubing technology to the Schlumberger portfolio will be a key enabler for further advances in drilling efficiency, especially in challenging land-based environments.

Established in 2005, Xtreme operates in two segments, Drilling Services (XDR) and Coil Services (XSR). It designs, builds, owns and operates a fleet of high specification drilling rigs and coiled tubing well service units featuring proprietary technology, including AC high-capacity coil injectors, deep re-entry drilling capability, modular transportation systems, and continuous integration of in-house advances in methodologies. The company has contracts with oil and natural gas exploration and production companies, and integrated oilfield service providers in Canada, the United States, the Kingdom of Saudi Arabia, India and internationally.
[/collapse]

欧洲能源巨头2016年第一季度获利

任伟伟

尽管油价持续低迷,挪威的挪威国家石油公司和法国的道达尔公司在今年的第一季度都获利了。

2016年第一季度挪威国家石油公司税后调整后的收益达到1.22亿美元,打破了彭博资讯调查的12位分析师对该阶段亏损1.25亿美元的预测。挪威能源公司公布上一季度亏损15亿美元,2015年第一季度盈利9.02亿美元。

在第一季度的业绩声明中,挪威国家石油公司表示,其2016年的业务资本支出估计在130亿美元左右,与2015年的147亿美元相比有所下降,其中有大约20亿美元专项资金用于勘探。挪威国家石油公司还提醒说,预计今年利用25亿美元的税前现金流量的作用完成效益的提高。

2016年第一季度挪威国家石油公司完成了每天205万桶油当量的股本产量,与去年同期相比大约高出百分之二。据Jefferies Group有限责任公司的一份研究报告,挪威超产并且高产使得挪威国家石油公司的盈利超出预期。

由于挪威国家石油公司的“价值高于产量的方法”,预计公司2016年股本产量比2015年的水平要低。预计计划维修活动会使2016年第二季度的产量每天大约减少55000桶油当量。预计维修使总的2016年财政年度的股本产量每天大约减少60000桶油当量,这比2015年的影响要高。

来自/Rigzone 4月28日消息 编译/任伟伟

[collapse title=英文原文请点击]Norway’s Statoil ASA and France-based Total S.A. both posted profits in the first quarter of this year, despite continued low oil prices.

Statoil’s adjusted earnings after tax amounted to $122 million in 1Q 2016, beating an average forecast from 12 analysts surveyed by Bloomberg which predicted a $125 million loss for the period. The Norwegian energy firm posted a loss of $1.5 billion in the previous quarter and a profit of $902 million in the first quarter of 2015.
In its first quarter results statement, Statoil said that its organic capital expenditures for 2016 are estimated at around $13 billion, down from $14.7 billion in 2015, with around $2 billion earmarked for exploration. Statoil also warned that it expects to deliver efficiency improvements with pre-tax cash flow effects of around $2.5 billion from this year.

Statoil delivered equity production of 2.05 million barrels of oil equivalent per day in 1Q 2016, which was roughly two percent higher compared to the first quarter last year. Higher production than expected in Norway helped Statoil’s profit beat expectations, according to a research note from Jefferies Group LLC.

The company’s equity production for 2016 is estimated to be lower than the 2015 level due to Statoil’s “value over volume-approach”. Scheduled maintenance activity is estimated to reduce quarterly production by approximately 55,000 boepd in the second quarter of 2016. In total, maintenance is estimated to reduce equity production by around 60,000 boepd for the full fiscal year 2016, which is higher than the 2015 impact.

[/collapse]  

美元走弱 28日油价继续上涨

国际油价观察

4月28日,国际原油期货价格继续上涨。油价上涨的主要原因是美元走弱及美国原油产量下滑持续发酵。投资者无视美国原油库存创纪录高位和主要产油国不断增产等不利因素,WTI油价半年来首次收于46美元/桶上方,布伦特油价则首次收于48美元/桶上方,同时这也是去年11月4日以来最高收盘价。当日,美元指数跌至近10个月低点,刺激油价加速上涨。回顾今年以来的情况,美元指数下跌5%,帮助了油价反弹。同时,美国原油产量正继续显示下降趋势,尽管下降的速度很慢,但对于市场的近期前景来说仍是看多信号。但一些分析师质疑,在市场缺乏供应方面出现显著变化的情况下,油价是否能够继续保持如此强劲的上涨势头。此外,油价在接近和高于50美元/桶时,会吸引美国页岩油生产商恢复开采,这可能会加重供应过剩局面和令价格承压。6月交货的WTI原油期货上涨0.7美元/桶,收盘价报每桶46.03美元;6月交货的布伦特原油期货上涨0.96美元/桶,收盘价报每桶48.14美元。布伦特与WTI价差为2.11美元/桶,较前一日扩大0.26美元/桶。布伦特与迪拜价差为2.42美元/桶,较前一日扩大0.92美元/桶。

油价低迷导致并购增加

吴海君

咨询师A.T. Kearney表示随着油价的持续低迷,今年石油行业中将有许多公司为免于破产而进行合并和收购。

公司能源业务的全球领先合作伙伴Richard Forrest在Dubai的一次采访中表示私人控股公司将是潜在的买家。石油和天然气交易的数量在2015年下降了37%,交易总额下跌2.5%至4690亿美元。比较有代表性的交易是Royal Dutch Shell Plc公司收购BG Group Plc公司以及Energy Transfer Equity LP收购 Williams Cos公司。今年交易数量将会增加但由于缺少大额交易总交易额将下降。

Forrest 表示:“债务增加在一定程度上引发了并购交易浪潮”。 2014年与2006年相比,全球范围内油气公司持有的债务增加了两倍至3万亿美元,今年预计将有很多不良资产成为可用资产。”

Bloomberg指出过去两年里原油价格暴跌近60%,大的石油公司利润锐减,导致美国页岩气减产。申请破产公司中能源行业也开始上升。布伦特原油价格周一下跌1.1%。

A.T. Kearney表示这些以能源为焦点的私人控股公司约有380亿美元的交易资金,相较于购买资产,大石油公司今年将更倾向于售卖资金,报告称中东的国家石油公司今年可能不会很活跃。

Forrest表示受原油价格稳定和提高的驱动,并购可能发生在今年年底前,这会促进油价回升同时提高投资者的信心来进行交易。”

来自/Worldoil  4月27日消息 编译/吴海君

[collapse title=英文原文请点击]
DUBAI (Bloomberg) -- Low oil prices will spur more mergers and acquisitions in the oil and gas industry this year with some companies forced to sell to avoid bankruptcy, according to consultants A.T. Kearney.

Private equity firms are probable buyers, Richard Forrest, global lead partner for the company’s energy practice, said in an interview in Dubai. The number of oil and gas transactions declined 37% in 2015 as their value fell 2.5% to $469 billion, led by Royal Dutch Shell Plc’s acquisition of BG Group Plc and Energy Transfer Equity LP’s purchase of Williams Cos. This year, the number of transactions will go up but the value will probably decline without any big deals, he said.

“There’s a lot of debt out there and that’s to some extent what is going to be the trigger of the wave of M&A deals,” Forrest said. The amount of debt held by oil and gas companies worldwide tripled to $3 trillion by 2014 compared from 2006, he said. “This year we expect a lot of distressed assets to become available.”

Crude prices have plunged almost 60% in the past two years, slashing profit at the largest oil companies and causing U.S. shale producers to scale back output. Bankruptcy filings among companies with publicly registered debt in the energy sector are starting to rise, according to Bloomberg Intelligence. Brent crude dropped 1.1% on Monday.

Energy-focused oil and gas private equity firms have about $38 billion to fund deals, according to A.T. Kearney. The largest oil companies will be more focused on selling assets than buying this year, while Middle East national oil companies are not likely to be active this year, according to the report.

Activity may pick up at the end of the year, driven by more stability and possibly higher crude prices, Forrest said. “It does support oil prices coming back and it gives investors the needed confidence to proceed with deals.”
[/collapse]

28日油气行业十大新闻

张弘引

1. WTI原油本年度首次突破45美元

周三早间,Brent原油上涨2.21%,至46.75美元,WTI原油上涨 2.04%,至44.94美元,周二收盘后,两个基准期货交易价格都达到了2016年最高值。近期,WTI原油上涨了1.09美元,至每桶45.13美元。

2. Exxon标普信用评级下降

由于预期油价低迷,本周二,ExxonMobil标普信用评级由AAA下调至AA +。标普表示,ExxonMobil自1949年7月5日起,信用评级一直保持在AAA,本次是该公司70年来首次信用评级下降。

3. ”石油巨头“或被迫削减股息

油气行业股息的意义重大,但是Goldman Sachs公司调查显示,周二表示石油价格可能长期低迷,迫使大型石油公司削减支出。石油圈原创www.oilsns.com

4. 德国工程师在利比亚遭绑架

本周六,一家德国公司的维修工程师Miroslav Tomic在去往距的黎波里750公里的油田视察途中惨遭绑架。

5. Prosafe更换CEO

Prosafe公司是世界上最大的半潜式支持船的厂商和运营商,由于石油服务市场不断恶化,Prosafe决定更换CEO,Stig Christiansen接替Karl Ronny Klungtvedt,出任临时CEO。

6. Hess公司第一季度业绩高于预期

Hess的执行总裁表示:“由于资产负债表势头良好,石油杠杆效率组合,增长机遇较好,我相信随着石油价格逐渐恢复,公司资本流动性增强,创造长期价值。”

7. Total公司下游表现良好

尽管炼油利润下降到每吨35美元,但是由于炼油利用率高达94%,石化产品收益良好,与2015年相比,公司炼油化工等下游业务表现良好。

8. Baker Hughes损失超出预期

执行总裁Martin Craighead表示:“本季度,石油勘探生产公司为维持资金周转,纷纷削减开支。石油行业因此再次陷入低迷,恶劣程度超出预期。”

9. Statoil原有发展计划保持不变

Statoil董事长兼首席执行官Eldar Sætre表示:“公司在所有商业领域业务表现良好,生产效率高,石油交易与炼化业务结果符合预期,因此公司发展计划维持不变。”

10. 油气行业的“神奇数字”

50美元似乎成了油气市场的“神奇数字”。过去的一天里,BP公司、Nabors Industries以及Pioneer Natural Resources公司纷纷表示,如果油价高于50美元,则会促使更多石油公司钻井生产,同时会增强资本流动性。

来自/OilPro 4月27日消息  编译/张弘引

[collapse title=英文原文请点击]

WTI Rises Above $45 For The First Time In 2016. Early Wednesday in the U.S., Brent was up 2.21% to $46.75 and WTI by 2.04% to $44.94, after both benchmarks hit 2016 highs in post-settlement trading after closing Tuesday ~3% higher. Earlier, the U.S. benchmark rose by as much as $1.09 to $45.13/bbl. [Oilpro]

Exxon Loses S&P's 'AAA' Rating For The First Time In Nearly 70 Years. ExxonMobil lost its AAA credit rating on Tuesday, with Standard & Poor's downgrading it to AA+ on expectations of continued low oil prices. S&P told CNBC that the super major has had an AAA rating since July 5, 1949. [Oilpro]

'Big Oil' May Have To Cut Dividends. Dividends are sacrosanct in the world of integrated oil and gas, but Goldman Sachs' global head of commodities research said Tuesday prices may stay low enough for long enough to force big oil to cut the payouts. [CNBC, Oilpro]

Engineer Kidnapped In Libya While En Route To Inspect Oilfield. On Saturday, Miroslav Tomic, a maintenance engineer working for a German company, was kidnapped while en route to inspect an oilfield about 750 miles from Tripoli. [Oilpro]

New Interim CEO For Struggling Prosafe. Amid a deteriorating oil services market, Prosafe Management has decided to replace its CEO. Stig Christiansen is the new interim ceo, replacing Karl Ronny Klungtvedt at the world's top owner and operator of semi-submersible accommodation vessels. [Splash 247, Oilpro]

Hess Corp. Beats 1Q Estimates... “With our balance sheet strength, oil-leveraged portfolio and attractive growth opportunities, we believe the company is well positioned to deliver strong cash flow growth and long term value as oil prices recover”,said CEO John Hess. [Hess Corp]

...So Does Total, On Strong Downstream Performance... "Refining & Chemicals improved its results compared to 2015 despite the decrease in refining margins to 35$/t, thanks to a record high utilization rate of 94% and favorable petrochemicals margins." [Total]

...While Baker Hughes Posts Bigger Than Expected Loss... "During the quarter, the industry faced another precipitous decline in activity, exceeding even the most pessimistic predictions, as E&P companies further cut spending in an effort to protect cash flow ," CEO Martin Craighead said.

...& Statoil Maintains 2016 Guidance. "We delivered strong operational performance across all business areas, high production efficiency and results in line with expectations from liquids trading and refining. The guidance for 2016 is maintained," says Eldar Sætre, President and CEO of Statoil. [Statoil]

Earnings Show That... The new magic number in the oil industry is $50. BP Plc, rig-owner Nabors Industries Ltd. and explorer Pioneer Natural Resources Co. all said in the past 24 hours that prices above $50 will encourage more drilling or provide the needed boost to cash flow. [Bloomberg]

[/collapse]

Hess今年第一季度亏损509,00万美元

赵宁



美国油气生产商Hess公司2016年第一季度亏损50,900万美元,而去年同期净亏损38,900万美元。

据路透社报道,这意味着Hess普通股每股损失1.72美元。

Hess表示:受低油价影响,公司2016年第一季度税后利润降低约23,000万美元。

公司2016年第一季度原油实售价格为28.5美元/桶,而去年同期原油实售价格为45.08美元/桶。2016年第一季度业绩显示:与去年同期相比,Hess的运营成本、总务及管理费用、折旧费用、折耗费用和摊销费用都有所降低。

2016年第一季度勘探和生产开支为54,400万美元,这表明公司在美国、挪威、赤道几内亚和马来西亚/泰国联合开发区的活动减少。石油圈原创www.oilsns.com

2016年第一季度净产量为350,000桶油当量/日,而2015年同期产量为355,000桶油当量/日。

来自/Offshore Energy Today 4月27日消息  编译/赵宁

[collapse title=英文原文请点击]
U.S. oil and gas producer Hess saw it first quarter 2016 loss deepen to $509 million, down from a net loss of $389 million in the first quarter of 2015.

This means that the company posted a loss of $1.72 per common share, which is according to Reuters, a better result than expected by the analysts.

Hess said that lower realized selling prices reduced first quarter 2016 after-tax results by approximately $230 million resulting from the weak commodity price environment.

The Corporation’s average realized crude oil selling price was $28.50 per barrel in the first quarter of 2016, down from $45.08 per barrel in the year-ago quarter.

First quarter 2016 results also reflected lower operating costs, general and administrative expenses, and depreciation, depletion and amortization expense versus the prior-year quarter, the New York-based oil company added.

Exploration and production capex was $544 million for the quarter reflecting reduced activities in the United States, Norway, Equatorial Guinea and the Malaysia/Thailand Joint Development Area.

Net production in the first quarter of 2016 was 350,000 boepd compared to pro forma net production, which excludes assets sold, of 355,000 boepd in the first quarter of 2015.
[/collapse]

Seadrill出售所持Sapurakencana Petroleum股份

赵宁

路透社周四消息:一份投资协议条款显示:挪威钻井公司Seadrill以19,800万美元的价格售出马拉西亚Sapurakencana Petroleum Bhd公司8.2%的股份。

Seadrill以1.58林吉特的均价售出49,030万股股票,相较于周三收盘价(1.77林吉特/股)折扣了10.7%。

Seadrill在一份报告中确认出售其所持有的Sapurakencana剩余股份。

Morgan Stanley公司是此次售股唯一的国际协调方,而马来亚银行(Maybank)则是账簿联合管理方。石油圈原创www.oilsns.com

来自/Rig Zone 4月28日消息  编译/赵宁

[collapse title=英文原文请点击]
Norwegian rig firm Seadrill Ltd. has sold its 8.2 percent stake in Malaysia's Sapurakencana Petroleum Bhd for $198 million, according to a term sheet seen by Reuters on Thursday.

Seadrill sold 490.3 million shares at 1.58 ringgit per share, a 10.7 percent discount to Sapurakencana's closing price of 1.77 ringgit on Wednesday, the term sheet shows.

Seadrill confirmed the sale of its remaining stake in Sapurakencana in a regulatory filing.

A person familiar with the matter said the deal was more than two times covered.

Morgan Stanley was the sole global co-ordinator for the sale. Maybank was the co-bookrunner.
[/collapse]

Sterling Energy退出Ambilobe区块

张弘引

Sterling Energy是伦敦证交所另类投资市场挂牌企业(AIM: SEY),该公司宣布其全资子公司 Sterling Energy (UK)有限公司发表声明称,退出马达加斯加Ambilobe区块。退出后,Sterling公司将停止在该区块内的生产。石油圈原创www.oilsns.com

公司预计于2016年7月底正式撤出,同时公司不希望撤出过程中产生任何物资损耗。

Eskil Jersing公司的首席执行官说:“我们对合资经营伙伴Pura Vida,马达加斯加国家矿业管理局以及Ambilobe区块政府表示诚挚的感谢。Sterling自2004年以来持有Ambilobe区块股份,但鉴于行业前景颇具挑战,因此公司决定退出,将重点放在创收周期较短的项目上。我们希望Pura Vida以及马达加斯加国家矿业管理局在Ambilobe区块上有更好的发展。”

来自/Natural Gas Europe 4月27日消息  编译/张弘引

[collapse title=英文原文请点击]

Sterling Energy plc, the AIM listed oil and gas exploration company (AIM: SEY), announces that its wholly owned subsidiary, Sterling Energy (UK) Limited, has issued a notice of withdrawal from the Ambilobe block, offshore Madagascar to its joint venture partner Pura Vida Mauritius. Following the withdrawal, Sterling will cease to be the operator of the Ambilobe block.
The withdrawal is anticipated to be completed by the end of July 2016. The Company does not expect to incur any material costs associated with the withdrawal.

Eskil Jersing, the Company's Chief Executive Officer said:

'We would like to record our sincere thanks for the productive and mutually beneficial relationship we have enjoyed with our joint venture partner Pura Vida, all of the teams at Office des Mines Nationales et des Industries Stratégiques (OMNIS) and the Government of Madagascar in relation to the Ambilobe Block.

Sterling has held an interest in the Ambilobe Block since 2004 and recently completed a fully carried 1,175km2 discretionary 3D survey in 2015. Given the challenging commercial landscape, we have made the disciplined decision to exit, focusing on shorter cycle revenue generating assets. We wish Pura Vida and OMNIS all the best for the future in unlocking the remaining potential on the Ambilobe Block.'

[/collapse]

AccessESP成功安装首个商用Access375ESP系统

张弘引

AccessESP公司是一家综合电潜泵公司,为世界范围内的油田开发商提供电潜泵服务。该公司近日宣布,已成功在阿拉斯加州北部安装两个新型Access375系统,这也是该系统首次商业化运用。

两套Access375装置分别于2015年八月和十月完成安装,过程非常顺利,相比于传统的ESP系统节约了大量的完井时间。两套装置的马力均为130HP,设备可回收。

AccessESP的首席执行官David Malone表示:“商用Access375系统安装工作顺利完成。该系统是AccessESP为客户设计的一套完美生产方案,能够减少因ESP损坏造成的修井次数,降低井筒干预的耗费,此外,整套Access375ESP的回收只通过打捞钢丝即可完成。我们的第二代Access375系统的稳定性将更强,操作更加灵活。”石油圈原创www.oilsns.com

截至目前,两个系统如期正常运作。

来自/WorldOil 4月27日消息  编译/张弘引

[collapse title=英文原文请点击]

HOUSTON -- AccessESP, a provider of rigless electric submersible pump (ESP) conveyance solutions for the worldwide oil industry, has successfully installed two of its new Access375 systems on the North Slope of Alaska, the first commercial deployments of this system.

Both the first and second installations of the Access375 annular flow permanent completion with 130-horsepower Access375 retrievable assemblies were completed flawlessly, with no lost time in August and October 2015, respectively, saving hours in deployment time when compared to traditional ESP systems.

“We are excited to announce that the first commercial installations of our Access375 system were successfully deployed without a hitch,” said David Malone, CEO, AccessESP. “AccessESP is committed to providing our customers with solutions designed to reduce the workover and intervention costs of replacing failed ESP systems by allowing operators to deploy and retrieve ESPs with a standard slickline unit. Our second-generation Access375 advantage system does just that by offering more robust operations and increased flexibility.”

To date, both systems are operating and producing as expected.

[/collapse]

Fort Hills油砂项目完成一半以上

赵宁

加拿大BC省Vancouver市Teck Resources公司称:Fort Hills油砂项目已经完成一半以上。去年九月份,该项目已经完成40%。
Fort Hills油砂项目位于加拿大Alberta省北部。按计划,该项目最早将在2017年第四季度开始产油,日产油量为180,000桶。石油圈原创www.oilsns.com
项目耗资150亿美元,Teck与Suncor Energy公司和Total E&P Canada公司合作共建该项目。
Teck持有该项目20%股份,第一季度Teck斥资21,300万美元用于项目建设,Teck的剩余项目现金基金为10亿美元。公司去年第一季度获利9,400万美元,今年同期获益6,800万美元。
Teck称其正在考虑是否要向北美地区和海外市场出售稀释沥青,Teck可能会使用Alberta省Hardisty镇的管道或是通往美国Gulf Coast炼油厂和滨海港口的铁路运输产品。
来自/Ogj 4月27日消息  编译/赵宁
[collapse title=英文原文请点击]
Teck Resources Ltd., Vancouver, BC, said construction of the Fort Hills oil sands project in northern Alberta is more than half completed. It was 40% complete last September (OGJ Online, Sept. 21, 2015).
The 180,000-b/d project is on schedule, with start of oil production expected as early as fourth-quarter 2017.
Teck’s partners in the $15-billion project are Suncor Energy Inc. and Total E&P Canada Ltd. (OGJ Online, Oct. 31, 2013).
With a 20% stake, Teck said its first-quarter capital expenditures on Fort Hills totaled $213 million, and its remaining cash funding to complete the project is $1 billion.
Teck said it is reviewing options to sell diluted bitumen into the North American and overseas markets. It may use pipelines from Hardisty, Alta., or rail to access US Gulf Coast refineries and tidewater ports.
The company reported $94 million in first-quarter profit compared with $68 million a year earlier.
[/collapse]

Technip与Petrobras S.A.续签合同

张弘引

Technip挠性管物流基地与Petrobras S.A.公司于2011年首次签订五年合同。近日,双方续签该合同四年。

合同内容包括挠性管的存储、操作、检验、测试、装运、内部清理和维护工作。该基地有300吨承载能力,220卷的储存能力,是主要的盐层挠性管的装运基地。

Technip的董事长Adriano Novitsky表示:“Technip很高兴可以续签该合同。到2016年,该后勤基地即将无间断运作8年,具有里程碑意义。续签该合同证明了我们的服务满足了客户要求,服务质量高,安全性强。”石油圈原创www.oilsns.com

该合同也证明了Technip公司在巴西地区全套的设计、制造、运输、安装服务的综合实力。

来自/WorldOil 4月27日消息  编译/张弘引

[collapse title=英文原文请点击]

PARIS -- Technip has signed a four-year extension of its five-year initial contract, signed in January 2011 with Petrobras S.A. for its Flexible Pipes Logistic Base (BAVIT), located in Vitória, Brazil.

The scope covers storage, handling, inspection, testing, load-out (two simultaneous vessel load-out points), internal cleaning and maintenance of flexible pipes. The base has a 300t handling capacity, storage capacity for 220 reels and serves as the main load-out point for all pre-salt flexible pipes.

Adriano Novitsky, president of Technip in Brazil, commented: “Technip is very proud of this contract. In 2016, the logistic base has reached the significant milestone of eight years of operation without lost time injury. This achievement demonstrates that the culture of HSE has become sustainable and the renewal of this contract is a demonstration that we have been performing as expected by our client, ensuring high standards of quality and safety in the operations."

This award recognizes Technip’s position in Brazil, leveraging its full integration, which covers engineering, fabrication, logistic and installation.

[/collapse]