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Sevan Driller租约遭巴油提前终止

李晓天

近日,巴西国家石油公司(Petrobras)宣布终止Sevan Drilling公司的Sevan Driller钻井平台租赁合同。Sevan Drilling公司为了避免其在巴西作业的另一艘钻井平台Sevan Brasil也被遣散,表示同意将其日费率从383,000美元降至250,000美元,以获得巴油的续租。

Sevan Brasil钻井平台拥有巴油六年的租赁合同,租约至2018年7月终止。Sevan Driller钻井平台租期本应至2016年6月终止,但由于涉嫌腐败其租约于去年年底被巴油暂停。目前Sevan Driller正在为壳牌石油公司对Parque das Conchas项目中的六个水下泵送模块(Mobos)进行维修,租期60天,可续租同样的时间。

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The Brazilian state-owned oil company has now axed its charter of the Sevan Driller, having suspended the contract last December as part of “commercial negotiations” for both units, the Oslo-listed contractor said in a statement.

Sevan has also agreed to cut the dayrate for the second rig, Sevan Brasil, to $250,000 in order to keep the rig employed with Petrobras and prevent a termination of both contracts, thereby avoiding a protracted legal battle between the parties, it stated.

The latter rig, which was previously working for a dayrate of $383,000, has a six-year contract due to expire in July 2018 while the now-terminated deal for the Sevan Driller – effective from last December - had been due to end in June this year.

Sevan said it had been able to preserve $220 million of backlog through the revised charter for Sevan Brasil, while enabling it to find alternative work for Sevan Driller that has now been fixed on a short-term charter with Shell off Brazil.

The contractor, which is majority owned by John Fredriksen’s Seadrill, confirmed the Sevan Driller had been taken by the Anglo-Dutch supermajor on a 60-day well intervention contract, with two 30-day options, due to start in the second quarter.

As a result, Sevan’s total revenue backlog is now estimated at $509 million, having recently secured an extension of a contract at a lower dayrate with LLOG Bluewater for its rig Sevan Louisiana working in the US Gulf of Mexico.

A fourth newbuild cylindrical unit, Sevan Developer, remains at Cosco Shipyard in China after Sevan last year exercised an initial option to defer delivery until April 2016.
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巴油出资44亿雷亚尔买断12000名员工

李晓天

为了应对低油价和腐败丑闻所带来的财政危机,巴西国家石油公司(Petrobras)董事会于本月批准了新的裁员方案。根据该方案,公司计划投资44亿雷亚尔,以买断的方式裁撤12000名员工。巴油预计此举在2020年前将为公司节省330亿雷亚尔。

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Brazilian state-run player Petrobras has approved a “voluntary layoff programme” for its workforce that will see about 12,000 jobs being cut in an effort to save money.

Petrobras said on Friday that the programme, approved by its remaining board of directors, is open to all its employees, who will be awarded an “incentive” in exchange for leaving his or her position.

Following the implementation of the programme, Petrobras expects to save 33 billion reais ($9.20 billion) by 2020, it said.

The incentives offered under the programme will add up to 4.4 billion reais, Petrobras added.

“The programme aims to adapt the workforce to the needs of the business.”
Amid low oil prices and corruption allegation involving top politicians in the country, Petrobras has been struggling financially.
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巴油高层人事大调整

李晓天

巴西国家石油公司(Petrobras)于3月30日宣布,将裁撤43%的非作业岗位管理人员。然而,今年一月底巴油曾表示只裁撤30%的非作业岗位管理人员。

巴油目前共有7500余名管理人员,其中5300余人均在非作业岗位。巴油预计该裁员方案将为公司每年节省开支18亿雷亚尔。

此外,根据巴油新的内部重组方案,巴油的部门主管将由原先的七人缩减至六人。与此同时,直接由部门主管领导的高级管理人员将由54人缩减至41人。

目前,巴油董事会已新任命了这六个部门主管。Roberto Moro将出任生产和技术开发部主任,Solange da Silva Guedes将出任勘探和生产部主任,Jorge Celestino Ramos将出任炼油和天然气部门主任,Ivan de Souza Monteiro将出任投资和财政部门主任,Hugo Repsold Junior将出任人力资源部,SMS以及服务部门主任,Joao Adalberto Elek Junior将出任审计和风险管理部门主任。

此次被任命的部门主管均为技术人员,有别于以往由各个政党干预任命的做法。也即是说,即便巴西现任总统罗塞夫在此次政治风暴中倒下,这些新被任命的巴油高管也不会受影响。

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Brazilian state-run giant Petrobras has revealed more job cuts than originally expected as part of previously announced reorganisation plans to save up to 1.8 billion reais ($500 million) per year.

The company revealed on Wednesday there would be a headcount reduction of about 43% in about 5300 management positions in non-operational areas.

This was well above previously announced plans to reduce staff by at least 30% in January as part of a restructure, which also included the redistribution of activities and merging of business areas as it looks to cut costs and adapt to falling oil prices.

Petrobras said Wednesday, the areas of presidency and human resources, and SMS services, corporate and service functions will be centralised which it claims will bring activities which were scattered in the company to their respective units.

Technical skills and project units will also be centralised in a single area, production and technology development, while the areas of supply and gas and energy will become part of the refining and natural gas business.

Petrobras will also reorganise its exploration and production business by asset classes, including deep-water, ultra-deepwater, shallow water and onshore which it says will enable better management of assets and optimise production.

The company's new governance model is aimed at strengthening the accountability mechanism of managers and will see the creation of six technical committees composed of executive managers who are responsible for decisions and will have the responsibility of pre-screening and issuing recommendations on issues to the board.

In January, Petrobras revealed the restructuring would result in the reduction of 14 roles in senior management and the number of directors falling from seven to six. On Wednesday it revealed the board had approved the appointment of the six directors.

Roberto Moro will head up development of production and technology, Solange da Silva Guedes is director of exploration and production, Jorge Celestino Ramos will become director of refining and natural gas, Ivan de Souza Monteiro will head financial and investor relations, Hugo Repsold Junior will become director of human resources, SMS and services, while Joao Adalberto Elek Junior has been appointed director of governance, risk and compliance.

The current Petrobras board of directors is made up of technical appointees, marking a break from the past practice of linking each division to a political party.

This form of patronage has fallen out of favour in the wake of the giant Car Wash corruption probe, raising the probability that the current directors will keep their jobs even if President Dilma Rousseff falls victim to an ongoing impeachment process.
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库欣原油库存增加 7日小幅下跌

国际油价观察

4月7日,国际原油期货价格下跌。油价下跌的主要原因是尽管一输油管道停运,但库欣地区周度原油库存增加,此外,市场对全球经济增长的担忧以及风险资产普遍下滑也令油价承压。不过,空头回补令油价缩减跌幅,暗示后市可能更加波动。TransCanada公司担心Keystone输油管道可能漏油,所以将其关闭,该管道每日运送59万桶原油到库欣和伊利诺伊州。然而,尽管TransCanada周六起关闭Keystone输油管道,但库欣原油库存仍然增加。市场情报公司Genscape报告,库欣地区原油库存在截至周二当周增加25.5804万桶。此外,油价下跌的另一个因素是市场对全球经济增长前景的担忧,这些问题也促使股票和美元下跌,而被视为避险资产的黄金、国债、日元等大涨。IMF主席拉加德周四称,IMF可能会微幅下调对全球经济前景的展望,并对全球地缘政治风险表示担忧。5月交货的WTI原油期货下跌0.49美元/桶,收盘价报每桶37.26美元;6月交货的布伦特原油期货下跌0.41美元/桶,收盘价报每桶39.43美元。布伦特与WTI价差为2.17美元/桶,较前一日扩大0.08美元/桶。布伦特与迪拜价差为0.825美元/桶,较前一日缩窄1.95美元/桶。

Gazprom Neft公司在北极油田上的第一口回灌井正式运营

赵宁

ST. PETERSBURG, Russia消息 --- Gazpromneft公司的子公司---Gazpromneft Shelf公司在Prirazlomnoye油田开凿了第一口回灌井,Prirazlomnoye油田位于Barents海,而Gazpromneft Shelf公司一直是Barents海地区开发项目的引领者。根据该油田的发展计划,这口回灌井将被用于回灌油井建造过程中产生的废弃物。

回灌工程将在产油层之上进行,以保证该工程能受到上下岩层的保护。抽水井将会促进工业废物循环,在不对环境造成破坏的情况下,这些工业废物将会被直接用于油田运营。

该采油平台已经安装了“零排放”系统,从而防止任何生产或钻井过程中产生的废物排放到大海之中。这些生产废物将会直接被回灌到岩层之中,或是运回岸上进行废物再利用。

目前,Prirazlomnoye油田上有两口采油井和一口回灌井处于运行状态中。而该油田计划总共开凿运营32口油井。自投产以来,Prirazlomnoye油田已累计生产1000万桶石油。

Gazprom Neft 公司的常务董事Gennady Lubin表示:“这口井极大地提升了油田工程的安全性和经济效益,同时也降低了管理难度。建造这口井的主要是为了直接在采油平台上对废弃物进行再利用。此外,我们还把废弃物运回岸上以降低成本。”石油圈原创www.oilsns.com

来自/worldoil  编译/赵宁

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ST. PETERSBURG, Russia -- Gazpromneft Shelf, a subsidiary of Gazprom Neft, has commissioned the first reinjection well at Prirazlomnoye field in the Barents Sea, on which it is leading development. Consistent with the field development plan, this will be used for the re-injection of waste materials produced during well construction.

Injection will take place into strata above the production horizon, ensuring its protection from higher and underlying layers. The absorption well will optimize the recycling of industrial wastes, which will now be utilized directly at the field with no negative environmental impacts.

A “zero emissions” system has been integrated into the platform to prevent the discharge of any production or drilling waste into the sea, with waste, instead, re-injected directly into the strata, or transported onshore for recycling.

Two production wells are currently in operation at the field, together with the injection well. The project envisages the commissioning of a total 32 wells. More than 10 MMbbl of oil have now been produced at Prirazlmnoye field since the start of production.

“The absorption well significantly improves the security, manageability and cost-effectiveness of the project. Making possible the direct recycling of waste directly on the platform, with no impact on the environment, is its main purpose. Added to which, we are reducing costs by transporting waste onshore,” said Gennady Lubin, executive director, Gazpromneft Shelf.
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壳牌公司选择Materia公司作为阿波马托克斯地区开发的隔热系统供应商

赵宁

加州帕萨迪那消息 --- 荷兰皇家壳牌公司的全资子公司---壳牌海上公司选择Materia 公司和Aegion公司作为壳牌在墨西哥深水湾阿波马托克斯地区开发所用管道隔热材料的提供商。

该隔热材料可以在出油管和海水之间制造一个有效的隔热层,而其他高分子材料并不具备这种功能。热固性交联碳氢聚合物在深水环境中依然可以保持结构的完整性,即便在水深超过10000英尺的深海中,该物质依然坚不可摧。这种先进的隔热技术也可以应用到工厂和油田之中。石油圈原创www.oilsns.com

Materia公司的联合创始人兼高级顾问Michael Giardello博士表示在接受采访时说道:“壳牌公司对产品的安全和性能要求十分严格,我们所提供的管道隔热材料必须达到他们的性能要求,然而,这样就会减弱整个系统的完整性。”

来自/worldoil  编译/赵宁

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PASADENA, California-- Materia, in conjunction with Aegion Corporation, has been selected by Shell Offshore, a wholly owned subsidiary of Royal Dutch Shell, to supply pipeline insulation materials for the Appomattox development in the deepwater Gulf of Mexico.

The insulation system is unique among existing polymers in its ability to provide an effective thermal barrier between flowlines and seawater. The thermosetting cross-linked hydrocarbon polymer maintains structural integrity in deepwater operating environments as an incompressible solid at water depths greater than 10,000 ft. This advanced insulation technology can also be rapidly and safely applied in the factory or the field.

Dr. Michael Giardello, co-founder and senior advisor to Materia, said, “Shell’s safety and performance requirements were rigorous. We were charged with supplying pipeline insulation materials that met their performance requirements, while greatly reducing the complexity of the system.”
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沙特阿美公司售股—主权财富基金可能由此获益1060亿美元

赵宁

拉斯维加斯(彭博资讯)---据主权财富基金研究所消息,通过出售石油巨头沙特阿美石油公司5%的股份,沙特阿拉伯主权财富基金将增加1060亿美元。

一位拉斯维加斯顾问兼研究人员在周四的一篇报道中表示:“沙特阿美公司的合适投资者,例如Canadian pensions或者亚洲主权财富基金可以成为机构投资者。如果沙特阿美公司公司的交易得到批准,其他沙特国有公司也可以效仿这种做法。这样的话,既可以潜在地增加公共投资基金的资金储备,同时也可以扩大内需。

沙特阿拉伯之所以建立公共投资基金是为了减弱沙特对石油的依赖性,该基金最终将管理两万亿美元的资产。副王储Mohammed bin Salman在上周接受彭博新闻社的采访时表示,沙特阿美公司和沙特阿拉伯国家石油公司将在2017年上市。

主权财富基金研究所按照每桶石油10美元的价格估算了沙特阿拉伯国家石油公司市值。据主权财富基金所发布的信息,该公司上市所获得资金的约60%可能会被用于固定收益,而剩下的被用于股票和管理外包。

主权财富基金研究所表示:“这对资产经理而言是个难得的好机会。”石油圈原创www.oilsns.com

来自/worldoil  编译/赵宁

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LAS VEGAS (Bloomberg) -- Saudi Arabia’s sovereign wealth fund could receive $106 billion in cash from the sale of a 5% stake in oil giant Aramco’s parent company, according to the Sovereign Wealth Fund Institute.

“Suitable investors in Aramco could be long-term institutional investors, such as the Canadian pensions, or even Asian sovereign wealth funds,” the Las Vegas-based consultant and researcher said in a report released on Thursday. “If an Aramco deal goes through, it could be a blueprint for other Saudi state-owned entities to follow, thus, potentially increasing the cash pot of the Public Investment Fund, while enlarging domestic markets.”

The kingdom’s Public Investment Fund, which will eventually control more than $2 trillion of assets, was set up as the country seeks to reduce its dependence on oil. The listing of Aramco, or Saudi Arabian Oil Co., may happen as soon as 2017, Deputy Crown Prince Mohammed bin Salman said last week in an interview with Bloomberg News.

The SWFI calculated the enterprise value of the Saudi Arabian Oil Co. based on $10/bbl of oil. About 60% of the cash raised from a listing of the company would probably be allocated to fixed income and the remainder to equities with some of the management outsourced, SWFI wrote.

“This would be a rich opportunity for asset managers,” the SWFI said.
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无人采油平台—促进有效开发的可能途径

赵宁

斯塔万格消息 --- Rambøll Oil & Gas发表了一份研究报告,揭示了无人采油平台的利与弊。结论表明,就成本和产量而言,无人采油平台可以促进挪威大陆架浅海领域的有效开发。

挪威石油管理局认为此类研究将会对能源的有效利用做出重要贡献,因此该研究得到了批准。

无人采油平台位于海底,而油井则被放置在平台甲板上。这种无人采油平台设想可以替代海底上带有井口的采油平台。无人采油平台的种类多种多样,从简单的设施到先进的装置包括例如工艺设备在内的先进设备。平台入口也许会有舷梯和船舶,但是其他采油平台的入口是直升机甲板。

2015年12月,挪威国家石油公司及其合作伙伴提交了一项开发运营计划,意在北海建设Oseberg Vestflanken 2油井。该发展计划需要安装一个无人采油平台、自升式钻井平台钻机装置和一艘辅助船。这项装置不安装直升机甲板。

来自/worldoil  编译/赵宁

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STAVANGER -- Rambøll Oil & Gas has submitted a study which sheds light on the advantages and disadvantages of unmanned wellhead platforms. The conclusion is that unmanned platforms may provide efficient development solutions in terms of costs and production for shallow water developments on the Norwegian shelf.

The study was commissioned because the Norwegian Petroleum Directorate considers concepts of this type to be an important contribution to good resource utilization.

An unmanned wellhead platform is a facility resting on the seabed where the wells are placed on the platform deck. The concept is an alternative to subsea wells with wellheads situated on the seabed. There are various types of unmanned wellhead platforms – from simple facilities to more advanced solutions which include e.g. process equipment. Access may be via gangway from vessels, while others have helicopter decks.

In December 2015, Statoil and its partners submitted a Plan for Development and Operation (PDO) for Oseberg Vestflanken 2 in the North Sea, where the development concept entails an unmanned wellhead platform, a jackup rig and a support vessel. This facility does not have a helicopter deck.
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哈里伯顿公司和贝克休斯公司就美国司法部阻碍两公司并购一事提出抗议

赵宁

休斯顿消息 --- 哈里伯顿公司和贝克休斯公司于今日宣称,公司计划就美国司法部阻碍两公司并购一事提出抗议。两家公司认为美国司法部对两公司的交易做出了错误的评估,并且司法部的行动将会产生事与愿违的后果,尤其是在美国和全球能源工业都经历挑战的当今时期。

根据两家公司的联合声明,哈里伯顿公司和贝克休斯公司的合并有利于商业竞争,并且可以让公司的顾客受益于一个更加灵活、更具创新性、效率更高的新公司。交易将会让顾客享受更优质、更高效的商品和服务。此外,两公司还声称,合并会降低双方的平均油当量成本。

早些时候,哈里伯顿公司曾向美国司法部建议实施资产剥离计划,整个资产价值几十亿美元,这些资金将会促进剥离了产品和服务市场的新型竞争。两家公司坚信他们一直以来着重强调的资产剥离计划将会有效地解决美国司法部对竞争问题的担忧。

两家公司意在说明:美国司法部低估了石油服务工业的竞争性、合并提议的巨大好处以及剥离计划的充分性。一旦两家公司合并成功,交易将会让消费者的花费更加实惠。基于当今能源工业和油气价格现状,这一点十分重要。

哈里伯顿公司和贝克休斯公司之前同意延长获得监管机构批准的日期至2016年4月30日,这一日期符合合并协议上规定的日期。如果司法复审日期在2016年4月30日之后,双方也许会继续努力获得监管机构批准,或者其中一方会终止合并协议。石油圈原创www.oilsns.com

来自/worldoil  编译/赵宁

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Halliburton, Baker Hughes to contest DOJ action to block acquisition
HOUSTON --Halliburton and Baker Hughes today announced that the companies intend to vigorously contest the U.S. Department of Justice's (DOJ) effort to block their pending merger. The companies believe that the DOJ has reached the wrong conclusion in its assessment of the transaction and that its action is counterproductive, especially in the context of the challenges the U.S. and global energy industry are currently experiencing.

According to a joint statement, the proposed merger of Halliburton and Baker Hughes is pro-competitive and will allow the companies’ customers to benefit from a more flexible, innovative, and efficient oilfield services company. The transaction will provide customers with access to high quality and more efficient products and services, and an opportunity to reduce their cost per barrel of oil equivalent, the companies added.

Early in the process, Halliburton proposed to the DOJ a divestiture package worth billions of dollars that will facilitate the entry of new competition in markets in which products and services are being divested. Both companies strongly believe that the proposed divestiture package, which was significantly enhanced, is more than sufficient to address the DOJ’s specific competitive concerns.

The companies intend to demonstrate that the DOJ has underestimated the highly competitive nature of the oilfield services industry, the many benefits of the proposed combination, and the sufficiency of the divestitures. Once completed, the transaction will allow customers to operate more cost effectively, which is especially important now due to the state of the energy industry and oil and gas prices.

Halliburton and Baker Hughes previously agreed to extend the time period to obtain regulatory approvals to no later than April 30, 2016, as permitted under the merger agreement. If the judicial review extends beyond April 30, 2016, the parties may continue to seek relevant regulatory approvals or either of the parties may terminate the merger agreement.
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原油供应量在达到86年以来至高点之后突降,导致油价飞涨

赵宁

纽约(彭博资讯)--- 美国原油库存在达到八十多年来的新高之后突降,导致油价攀升。

在过去的三周内,纽约期货大幅上涨。能源信息管理局数据显示,上周原油供应量下降了494万桶。彭博资讯调查分析发现,原油供应增加量预计为285万桶。随着原油产量和原油进口量下滑,过去三个月内的原油加工量达到历史最高。在有报道表明包括柴油和民用燃料油在内的蒸馏油在美国东海岸的储存量骤降之后,柴油涨幅居前。

基金经理兼联合主席Scott Roberts说:“这是一个令人欢快的数字,四月份出现原油涨势一直都是件好事。”他负责管理景顺投资管理顾问有限公司在亚特兰大的27亿美元资产。

在科威特宣称在没有伊朗参与的情况下也可以实现冻结石油产量之后,油价也有所上涨。石油输出国组织科威特负责人Nawal al-Fezaia在周二接受采访时表示:“主要产油国在4月17日于多哈会谈时无奈达成协议限制石油产量,这也许会导致石油底价的设定。自周五以来外界一直推测该会议是否能够达成协议,在此期间石油时而亏损时而盈利。

西德州轻质原油公司五月份的石油交付价格每桶增长了1.89美元,涨幅为5.2%,在纽约商业交易所的报价为每桶37.75美元。自前两次会议下降了6.9%之后,本合约在周二上涨了0.5%。总交易额高出百日平均线的30%。

原油库存

英国布伦特油田原油的六月结算价格每桶上升了1.97美元,涨幅为5.2%,在伦敦ICE欧洲期货交易所的报价为每桶39.84美元。前月相对于第二月的折价缩小至16美分,达到一月份以来的最低点。此外,相对于一年期合同的差价下滑到了自七月份以来的最低点。

电子工业协会数据显示,截至4月1日美国原油库存量在一周之内下降至5.299亿桶。然而在前七周,库存量上涨了32900000桶,达到5.348亿桶,为1930年以来的最高点。

石油产量下降了14000桶/日,下降至9010000桶/日,为2014年以来的最低点。贝克休斯公司于4月1日在网站上公布,美国国家油田的钻机数量上周降至362个,为2009年11月以来的最低点。

产量下降

丹佛骏利资产管理有限公司的分析师Kris Kelley 表示:“在夏季来临之前,石油产量将会降到900万桶/日。问题是这种下降趋势会持续多久。我认为在今年年末,石油产量肯定会降至850万桶/日。”

原油进口量下降6.4%,降至725万桶,为近两个月以来的最低点。

炼油厂开工率提升了1个百分点达到91.4%,提高了四月原油的利用率只要在夏季汽车驾驶高峰期到来之前完成炼油厂设施维护,美国炼油厂一般都会在4月提升产能利用率。

“炼油厂产能利用率提升,产量降低。我们在朝着正确的方向发展,这应该会终止原油大型工程的建筑。此外,随着炼油厂产能利用率增加,石油产量也会增加。”

美国东海岸的蒸馏油库存量降低了301万桶,降至5340万桶,达到7月以来的最低点。全国蒸馏油供应量上升了180万桶。汽油库存量上升了144万桶。

五月份柴油期货价格上升了6.1%,报价为1.1403美元每加仑,为自2月12日以来的最大涨幅。五月份的汽油价格上升了1.2%,最终报价为1.3947美元。

Roberts说:“各界对这类报道过于热心,这在我看来是一种风险。汽油工程和柴油工程的建造引起我的担忧,因为这表明燃油需求量较小。我们需要汽油来振兴市场。”

来自/worldoil  编译/赵宁

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NEW YORK (Bloomberg) -- Oil climbed after U.S. crude inventories unexpectedly dropped from the highest level in more than eight decades.

Futures rose the most in three weeks in New York. Crude supplies fell 4.94 MMbbl last week, Energy Information Administration data show. A 2.85 MMbbl gain was projected in a Bloomberg survey of analysts. Refineries processed the most crude in three months as output and imports slipped. Diesel led gains after the report showed stockpiles of distillate fuel, which includes diesel and heating oil, tumbled on the East Coast.

"This is a welcome number," said Scott Roberts, portfolio manager and co-head of high yield who manages $2.7 billion at Invesco Advisers Inc. in Atlanta. "It’s always good to see a crude draw in April."

Prices also advanced after Kuwait said a deal to freeze output can be reached without Iran. Major producers have no option but to reach an agreement to cap production when they meet April 17 in Doha and this may set a price floor, Nawal al-Fezaia, Kuwait’s governor to the Organization of Petroleum Exporting Countries, said Tuesday. Oil has swung between gains and losses since Friday amid speculation about whether an agreement can be reached at the meeting.

West Texas Intermediate for May delivery increased $1.86, or 5.2%, to settle at $37.75/bbl on the New York Mercantile Exchange. The contract rose 0.5% Tuesday after falling 6.9% the previous two sessions. Total volume traded was 30% higher than the 100-day average.

Crude Stockpiles

Brent for June settlement climbed $1.97, or 5.2%, to $39.84/bbl on the London-based ICE Futures Europe exchange. The front-month contract’s discount to the second-month narrowed to 16 cents, the least since January, while the spread to the one-year contract slipped to the narrowest since July.

U.S. crude stockpiles dropped to 529. 9 MMbbl in the week ended April 1, the EIA data show. Inventories climbed 32.9 MMbbl to 534.8 MMbbl, the highest since 1930, in the prior seven weeks.

Production fell by 14,000 bopd to 9.01 MMbopd, the lowest since November 2014. Rigs targeting oil in the nation’s fields fell to 362 last week, the least since November 2009, Baker Hughes Inc. said on its website April 1.

Falling Output

"Production will fall below 9 million barrels a day by summer," said Kris Kelley, an analyst at Janus Capital Management LLC in Denver. "The question is how far it will go. I think that by the end of the year production could easily fall to 8.5 million."

Crude imports dropped 6.4% to 7.25 MMbpd, the lowest in two months.

Refineries bolstered operating rates by 1 percentage point to 91.4% of capacity. U.S. refiners typically increase utilization in April as they finish maintenance before the summer peak driving season.

"Refinery utilization is picking up and production is down," said Craig Bethune, a fund manager at Manulife Asset Management Ltd. in Toronto who focuses on energy and natural resources investments. "We’re on the right path. This should be the end of the huge builds in crude and as refinery utilization grows further, we’ll get more draws."

Stockpiles of distillate fuel on the East Coast fell 3.01 MMbbl to 53.4 MMbbl, the least since July. Nationwide distillate supplies rose 1.8 MMbbl. Gasoline inventories rose 1.44 MMbbl.

Diesel futures for May delivery increased 6.1% to settle at $1.1403 a gallon. It was the biggest gain since Feb. 12. May gasoline advanced 1.2% to close at $1.3947.

"There’s a danger today of there being too much enthusiasm about this report," Roberts said. "The builds in gasoline and diesel have me concerned because that could speak to weak fuel demand. We need gasoline to be strong."
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全球油气快讯一周要闻(3.23-4.05)

震旦能源

Eneva以3.12亿美元收购Parnaiba Gas Natural

Eneva已经与Cambuhy和OGX签署协议,以3.12亿美元收购Parnaiba Gas Natural(PGN)。交易预计在2016年第三季度完成。Cambuhy和OGX出让PGN股份给Eneva,同时Cambuhy和OGX将成为Eneva股东。PGN是巴西一家私人天然气运营商,经营8个气田和13个勘探区块,总面积25000平方公里,主要位于Parnaiba盆地。(Eneva,1Derrick)

ONGC董事会同意在东部海岸油气资产投资50亿美元

印度石油天然气公司(ONGC)已经同意未来几年在其东部海岸油气资产投资3400亿卢比(50亿美元),以增加产量,受益于政府政策的变化。(路透社,rigzone)

外媒:特朗普将考虑美国暂停从沙特购买石油

美国共和党总统参选人特朗普(Donald Trump)3月26日在接受《纽约时报》采访时称,若他当选总统,将考虑美国暂停从沙特阿拉伯购买石油,除非沙特政府派军打击“伊斯兰国”。特朗普表示,“当时的问题是如果当选总统、我是否会暂停从美国盟友那里购买石油直到他们派出地面部队打击“伊斯兰国”。我的答案是:可能是。”特朗普强调,获得美国保护的国家应向美国支付费用,即使是沙特这样资源丰富的国家。他称,“如果没有我们,沙特也存在不了多久。我们保护很多国家,而此类巨量的服务却没有获得相应的报酬。沙特就是其中一个。”(编者注:美国为什么会如此声调?或许美国的油气自足是多半原因。)

墨能源改革破垄断提速走向开放竞争

4月1日起,墨西哥汽油进口市场将提前9个月对私人企业开放。这将改变目前由墨西哥国家石油公司垄断该国石油进口的现状,任何一家有资质的企业都将可以从事这项业务。上述消息发布后,美国海湾石油公司宣布将成为墨西哥第一家私营汽油经销商,将从加拿大和美国向墨西哥进口石油,并计划于6月份在墨开设四家加油站,2016年增至100家。海湾公司的长期目标是占据墨西哥25%的市场份额。墨西哥能源部表示,目前已经有5家企业有兴趣从美国通过铁路向墨西哥进口石油。墨西哥加油站企业家协会透露,已有多家跨国石油公司对进入墨西哥汽油销售市场表示出浓厚兴趣,包括埃克森美孚、雪佛龙、德士古等。

今年乌天然气消费将减少到320亿方

乌克兰国家石油天然气公司(Naftogaz)近日表示,由于家庭消费减少,该国2016年天然气消费量预计从2015年的337亿立方米减少到320亿立方米。Naftogaz总裁Andriy Kobolev告诉记者:“我们正在修正今年天然气平衡值,因为家庭消费量出现了负增长。公司计划4月开始向地下储备设施储气,但由于天然气储备处在高位,储气量会有所减少。”在2015年,乌克兰家庭天然气消费减少了22.6%。

美天然气生产商遇春季产量过剩难题

能源市场数据公司Platts Bentek近日指出,美国大陆2月份日均天然气产量达到733亿立方英尺,创出纪录新高。2月份日均产量较1月份增长约2%,这给天然气价格带来进一步压力。为了应对价格下跌,能源公司削减了天然气开采量,但仍积极提升高产气井的产量,加之美国经历了异常暖和的冬季,这导致春季来临之际,天然气行业要同时应对供应过剩和价格下跌。年初迄今,天然气价格已跌去近四分之一。自去年5月份以来,全球天然气价格下跌了40%左右,今年以来的跌幅约为23%。

壳牌和道达尔洽谈在菲律宾LNG终端项目

菲律宾建设液化天然气终端的长期计划将有助于该国能源多样化以及应对其主要气田资源枯竭带来的压力。该计划最近由两大欧洲石油巨头向前推进。壳牌和道达尔公司披露他们对菲律宾的LNG终端计划感兴趣。壳牌和道达尔最近都对菲律宾的LNG终端机会进行了调查研究。(rigzone,3月25日)

哈萨克斯坦因石油产量下降撤换能源部长

哈萨克斯坦任命前国家电网一把手Kanat Bozumbayev为新的能源部长,因为随着油价暴跌,这个前苏联第二大产油国面临着产量下降。Bozumbayev,47岁,取代Vladimir Shkolnik成为新的能源部长。Vladimir Shkolnik曾在1999-2006年任能源部长期间使得石油产量快速增加,2014年又任能源部长。石油是哈萨克斯坦出口创汇最大的贡献者。(路透社,rigzone,3月25日)

埃克森美孚正洽谈收购埃尼莫桑比克巨型气田

埃克森美孚正在商谈收购埃尼在莫桑比克Area 4巨型气田15%左右的股份。埃尼持有该巨型气田的50%股份,该气田位于莫桑比克Rovuma盆地,天然气地质储量高达85万亿立方英尺,是近代最富天然气的发现之一。(路透社,rigzone,3月25日)

Cudd Energy Services在圣安东尼奥裁员60人

Cudd Energy Services宣布在德州将进行裁员。在给德克萨斯州劳工委员会(TWC)的一封信中,Cudd Energy Services报告其将对圣安东尼奥Eagle Ford页岩地区的设施裁员60人。(rigzone,3月25日)

马来西亚前总理阿卜杜拉被任命为新的马来西亚国家石油公司顾问

前马来西亚总理阿卜杜拉被任命为马来西亚国家石油公司顾问,以接替2周前退休的另一位前总理马哈蒂尔。总理纳吉布周五说,阿卜杜拉的任命将在4月1日生效。(路透社,rigzone,3月25日)

Covey Park收购位于Haynesville和Bossier资产

Covey Park Energy LLC已经与EP Energy Corporation签署收购与出售协议,收购EP位于Haynesville和Bossier资产,总价为4.2亿美元。该资产有52,933英亩(34,167净英亩),2015年第四季度产量为1.13亿立方英尺/天。预计2016年第二季度完成交易。(Covey Park,1Derrick,3月24日)

Kina Petroleum退出巴布亚新几内亚许可区块

Kina Petroleum Limited宣布,在勘探失败没有取得商业油气发现后,该公司将退出PPL337勘探许可区块。该公司与合作伙伴Heritage Oil Ltd去年在许可区块内钻探了Raintree-1和Kwila-1井,但是没有取得商业发现。(rigzone, 3月24日)

壳牌俄罗斯萨哈林-2 工厂扩建计划没有变化

壳牌俄罗斯总经理Olivier Lazare说目前有壳牌和俄罗斯天然气工业股份公司运营的萨哈林-2液化天然气工厂的扩建计划没有任何变化。俄罗斯天然气工业股份公司和壳牌计划扩建该工厂,到2021年新增540万吨/年能力。(路透社,rigzone, 3月24日)

印尼拒绝Inpex的Mega Floating LNG项目

印尼总统拒绝了Inpex公司和壳牌的在该国东部建设世界最大的海上浮式液化天然气工厂的建议,认为在陆上建设更具有经济性。(路透社,rigzone,3月23日)

国际油价观察——科威特冻产协议将达成 5日油价小幅上涨

国际油价观察

4月5日,国际原油期货小幅上涨。油价上涨的主要原因是科威特称冻产协议将达成。欧佩克和非欧佩克的产油国将于4月17日举行的会谈中商讨冻结石油产量的方案。上周五沙特阿拉伯表示,只要伊朗冻产沙特就冻产,伊朗则暗示将继续恢复生产至制裁前的水平。科威特官员在5日发表积极观点,认为即使伊朗不加入,主要产油国也可以就冻结石油产量达成协议,这令市场对冻产协议将达成的信心有所恢复。分析人士指出,如果4月17日的多哈会议无法达成有效的协议,油价或进一步走低,在此之前油市持观望态度。此外,市场密切关注6日即将公布的美国原油库存数据,普氏能源分析师们预期,美国原油库存将继续创新高,限制了油价的上涨幅度。5月交货的WTI原油期货上涨0.19美元/桶,收盘价报每桶35.89美元;6月交货的布伦特原油期货上涨0.18美元/桶,收盘价报每桶37.87美元。布伦特与WTI价差为1.98美元/桶,较前一日缩窄0.01美元/桶。布伦特与迪拜价差为2.26美元/桶,较前一日扩大0.89美元/桶。

近期巴西海工装备市场资讯汇总(3.23-3.30)

李晓天

Schahin集团破产保护申请获准

Schahin集团自去年四月份申请破产保护以来,各债务方的反映强烈,其破产申请也遭到了百般阻挠。时隔近一年,巴西法官Marcelo Barbosa Sacramone最终于3月22日批准了Schahin集团的破产保护申请。

据悉,Schahin集团欠包括HSBC, Bancl Tricury, Bicbanco在内的十二家债务银行共计近60亿雷亚尔。此外,Schahin集团还在四个钻井平台建造项目中共欠债券持有人近乎同样的债务。

根据公司的重组计划,Schahin集团将分15年偿还债务,宽限期为两年。在债务偿还计划中,Schahin集团以售后回租的方式和巴油签订的Vitoria 10000钻井船租赁合同起到了重要的支撑作用,该租约至2020年到期,可续租至2031年。

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A Brazilian bankruptcy judge on Tuesday ruled that the Schahin group of companies will enter into bankruptcy protection after creditors staged a battle over the issue.The ruling will save the company from going into insolvency, an outcome that was looking increasingly likely.Judge Marcelo Barbosa Sacramone held that the creditor banks blocking the bankruptcy protection had not been acting in good faith. He also upheld Schahin's argument that the vote of Japan's Mizuho bank should be annulled due to a conflict of interest.Twelve creditor banks - including HSBC, Banco Tricury and Bicbanco – say they are owed almost 6 billion reais ($1.6 billion).Schahin owes about the same amount to bondholders behind four rig construction projects, but these debts are being pursued through alternative processes.The restructuring plan proposes paying the debt, undiscounted, over 15 years, with a two-year grace period.Revenue from the drillship Vitoria 10000 - operated under a leaseback contract with Petrobras - will be a bedrock of the recovery plan.The lease-and-operate terms run until 2020, renewable through 2031.The leaseback deal has so far survived evidence that the original contract was tainted by kickbacks, according to federal prosecutors in the massive Car Wash investigation into corruption involving state oil giant Petrobras.Federal prosecutors allege that a Brazilian businessman, Jose Carlos Bumlai, handled hidden commissions on the contract. They said the kickbacks were to repay Schahins' banking branch for a loans funding the ruling Workers Party's election campaign.
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Seadrill的West Tellus钻井船获巴油续租

近日,巴西国家石油公司(Petrobras)将Seadrill公司的West Tellus钻井船租赁合同的截止时间从2018年4月延长至2019年10月。与此同时,West Tellus钻井船的日费率也自即日起被压缩至288,000美元,相比于此前的日费率下降了180,000美元。

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Petrobras has extended a contract with a Seadrill drillship off Brazil but has secured a dayrate drop for the current contract.The Brazilian state-controlled oil giant will hold onto the ultra-deepwater unit West Tellus when its current contract ends in April 2018 until the end of October 2019.The contract backlog for the extension period is $164 million and, with the extension equating to a period of around 19 months, this equates to a dayrate of some $288,000 - a huge drop from the original rate for the current deal of $467,000.As part of the extension, Petrobras has secured a reduction on the current day rate equating to a total of $132 million until April 2018.Taking this to mean a reduction over the final two years of the original deal, this is a dayrate reduction of around $180,000, bringing the current rate down to the rate for the extension.
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近期巴西油气资讯汇总(3.23-3.30)

李晓天

Libra油田再次取得石油发现

巴西国家石油公司(Petrobras)近日宣布,在Libra油田的3-RJS-741井下发现了厚度为301米的油藏,API度28,具有良好的生产性能。巴油表示,此次发现的油藏和在Libra油田西北部发现的其他油藏特征很相似,这意味着这些油藏很可能是相通的。

目前巴油正在Libra油田西北部采用West Tellus钻井船钻3-RJS-742探井,计划钻井深度5527米。巴油计划于2017年第一季度采用一艘日产5万桶原油的FPSO对Libra油田进行探边测试。

巴油作为Libra油田的作业者拥有其40%的股权,壳牌和道达尔各拥有其20%的股权,中石油和中海油各拥有其10%的股权。

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Petrobras and its partners at the giant Libra pre-salt field off Brazil have struck the largest oil column so far found at the play.The state-controlled giant said a 301-metre-thick oil column was found at the 3-RJS-741 well in the Santos basin.Good quality oil of 28 degrees API was unearthed “in reservoirs of excellent productivity,” Petrobras said.“Data collected confirmed that the reservoir characteristics and the oil quality are similar to those found in the other wells in the same northwest area, which may indicate that the reservoirs are interconnected,” it said.The Libra consortium is in the midst of drilling the latest well on the field, 3-RJS-742.Petrobras operates Libra on 40% and is joined by Anglo-Dutch supermajor Shell and French supermajor Total each on 20%, while Chinese state-owned pair China National Petroleum Corporation and China National Offshore Oil Corporation each hold 10%.
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中化巴西Peregrino油田进入第二开发阶段

3月22日,中化巴西公司和Statoil巴西公司在一份声明中宣布,其位于巴西Campos盆地的Peregrino油田将进入第二开发阶段,开发成本将缩减35%。

在第二开发阶段中,Statoil将在Peregrino Southwest区域新安装一个井口平台 (WHP-C),通过该平台钻15口生产井和6口注水井,并将其回接至已有的Peregrino FPSO进行生产。

根据该开发方案,2020年前Statoil和中化集团将共同投资35亿美元用于该油田第二阶段的开发。第二开发阶段的生产计划于2020年开始,其可开发原油储量预计将增加2.5亿桶。Statoil拥有该油田60%的股份,中化集团拥有40%的股份。

根据巴西石油管理局(ANP)公布的产量数据显示,Peregrino油田一月份产量为74,000 boed,是巴西产量第八高的油田。Statoil巴西公司和中化巴西公司一月份原油产量分别为44,250 boed和29,500 boed,分别在巴西位列第五和第七。

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A petroleira norueguesa Statoil e a estatal chinesa Sinochem preparam-se para iniciar a Fase 2 de desenvolvimento do Campo de Peregrino, na Bacia de Campos, com uma redução de 35% nos custos, para fazer frente à queda do preço do petróleo, de acordo com comunicado da companhia nesta terça-feira (22)."A medida é fruto de uma série de estudos desenvolvidos por técnicos da companhia norueguesa, realizados ao longo do ano passado. Com a economia obtida, o 'break-even' do projeto passou de cerca de US$ 70 por barril para menos de US$ 45 por barril", afirmou a Statoil.Peregrino foi o oitavo campo produtor de petróleo e gás do Brasil em janeiro, com produção de 74 mil barris de óleo equivalente/dia.Por concessionário, a Statoil Brasil foi a quinta maior produtora de petróleo e gás do Brasil em janeiro, com extração de 44,25 mil barris de óleo equivalente/dia, enquanto a Sinochem foi a sétima, com 29,5 mil barris de óleo equivalente/dia.A segunda fase do projeto prevê a inclusão de uma terceira plataforma (WHP-C), conectada ao FPSO já existente em Peregrino, e vai adicionar cerca de 250 milhões de barris em reservas recuperáveis para o campo. A previsão é de que a produção comece em 2020.Para reduzir custos em um cenário de preços do barril de petróleo em queda, a Statoil afirmou que buscou soluções simples e padronizadas de engenharia, além de aproveitar a experiência obtida na primeira fase do projeto."Entre as mudanças implementadas, estão a melhoria do perfil de produção, o aumento de reservas, a simplificação do design do poço e a otimização da performance em perfuração, assim como a redução do capex com as instalações, baseada na simplificação e na padronização dos requisitos."A fase 2 vai elevar a produção do campo do Peregrino, aumentando o número de poços produtores de uma nova área (Peregrino Sudoeste), que hoje não está acessível pelas plataformas em operação (WHP-A e WHP-B).A previsão é de que sejam perfurados, ao todo, 22 poços —15 produtores de petróleo e 7 injetores de água— como parte do desenvolvimento da segunda fase. Todos os poços de produção e injeção nesta etapa do projeto estão previstos para serem perfurados pela nova unidade de perfuração no WHP-C.Com a plataforma C, a empresa vai aumentar o potencial de produção e será capaz de continuar a produzir no campo do Peregrino por um longo período de tempo. A expectativa é que até o final de 2040, quando se encerra o prazo de concessão, sejam recuperados 250 milhões de barris em reservas.O presidente da Statoil no Brasil, Pål Eitrheim, disse em nota que a execução da segunda fase do projeto demonstra a crescente importância do país no portfolio internacional da Statoil e "confirma a ambição da empresa de fortalecer suas operações, em busca de uma maior sinergia e de escala nas operações na Bacia de Campos"."Esta decisão é muito importante para a nossa organização no Brasil e para a área internacional da Statoil. Estamos trabalhando arduamente na busca por mais eficiência visando entregar um crescimento sustentável no Brasil e a Fase 2 de Peregrino é uma parte importante disso".A Statoil disse ainda que vai continuar trabalhando para conseguir novas reduções de capex do projeto. "Ao longo dos próximos meses, começa o processo de aquisição de bens e serviços para a Fase 2. A companhia espera anunciar os primeiros contratos em breve."
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六家石油公司获里约增税法案的豁免权

近日,里约联邦法院对BG, Shell, Statoil, Chevron, Petrogal和Repsol-Sinopec石油公司提出的申请进行研究后,判决里约州政府提高石油税收的法案将暂不适用于这六家石油公司。

与此同时,针对里约州政府提高石油税收的做法,巴西石油勘探和开发联盟(ABEP)也于2月29日向联邦最高法院(STF)提起了违宪诉讼。判决一旦生效,将适用于所有的石油公司。

里约热内卢州是巴西石油重镇,其石油和天然气产量分别占巴西总产量的68%和44%。由于国际原油价格持续低迷,里约州政府的财政收入大幅缩水。为了弥补财政收入的不足,应对于今年举行的奥运会,里约州政府于去年年底提出了提高石油税收的7182号和7183号法案。根据新法案,Campos盆地产出的每桶原油的平头税将增加2.71雷亚尔,且每桶原油的商品和服务税将被调至18%。里约州政府预计新法案的实施将使其今年的财政收入增加18亿雷亚尔。

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A Justiça do Rio concedeu liminar a favor das petroleiras BG, Chevron, Petrogal, Repsol Sinopec, Shell e Statoil suspendendo os efeitos da decisão do governo fluminense de aumentar a tributação sobre o setor no Estado a partir do fim do mês. As seis companhias, que entraram com o pedido, ficam protegidas de uma possível alta dos impostos.A Associação Brasileira de Exploração e Produção de Petróleo (Abep), que representa as maiores petroleiras do país, entrou com duas ações diretas de inconstitucionalidade no Supremo Tribunal Federal (STF), contestando a nova legislação do Rio. Uma decisão favorável às produtoras no STF teria efeito sobre todas as petroleiras, e não apenas sobre as autoras do mandado de segurança na Justiça do Rio.As duas frentes, no TJ-RJ e no STF, contestam duas leis que elevam a tributação sobre o setor petrolífero a partir da criação de uma taxa de fiscalização e instituem a cobrança do ICMS sobre a extração de petróleo no Estado. De acordo com estudo do Grupo de Economia da Energia da Universidade Federal do Rio de Janeiro, as medidas elevariam em R$ 22 bilhões as despesas anuais das empresas com pagamento de tributos.As foram leis foram sancionadas em dezembro, num momento em que o Estado sofre uma crise fiscal atrelada à queda das receitas com royalties. De acordo com dados da Agência Nacional de Petróleo (ANP), a arrecadação dos Estados com as participações governamentais (royalties e participações especiais) caiu 35% no primeiro bimestre.Projeções do Centro Brasileiro de Infraestrutura (CBIE) indicam que a arrecadação de royalties no país em 2016 pode cair até 27%, considerando uma cotação média do barril do petróleo em US$ 32 e o dólar a R$ 4,15. Se os preços se recuperarem e ficaram em torno de US$ 55 por barril, no entanto, há espaço para que as receitas com royalties cresçam até 6%.As duas leis começam a vigorar dia 30, mas ainda precisam ser regulamentadas, Uma fonte do Executivo estadual, contudo, disse ao Valor que o Rio deve desistir de avançar com a regulamentação do assunto.As liminares do TJ-RJ foram concedidas sexta-feira. Na decisão, o juiz João Luiz Amorim Franco, da 11ª Vara de Fazenda Pública, alegou que o ato de extração não se configura uma operação de circulação de mercadoria e não é passível, então, de cobrança de ICMS.O juiz alegou que a lei estadual que criou a Taxa de Controle, Monitoramento e Fiscalização Ambiental das Atividades de Pesquisa, Lavra, Exploração e Produção de Petróleo e Gás, no valor de R$ 2,71 por barril produzido, afeta a "segurança jurídica necessária para o bom planejamento e a execução dos investimentos de longo prazo, típicos do setor de petróleo e gás".Segundo o juiz, a lei estadual viola o artigo 23 da Constituição Federal, que não reconhece a competência dos Estados na legislação de assuntos relacionados à fiscalização da indústria petrolífera. Lembrou que a base de cálculo da taxa deve ser proporcional à onerosidade e à complexidade da atividade, o que não foi observado pelo legislador estadual no caso.
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巴油去年第四季度亏损102亿美元

据巴西国家石油公司(Petrobras)3月21日公布的公司业绩显示:公司去年第四季度净亏损369亿雷亚尔(约102亿美元),较去年同期亏损扩大48%。

糟糕的四季度表现令巴油转盈为亏,该公司去年全年净亏损达到348亿雷亚尔(约合96亿美元),为1953年成立以来的最差业绩。这也是该公司连续第二年出现巨额亏损。2014年,其亏损额为72亿美元。

巴油当天发表公报称,导致巨额亏损的主要原因是国际油价下跌、利率上升和汇率变动。同时,由于市场不景气,公司持有的油田、钻井平台等投资资产亦出现大幅减记。该公司在第四季度共减记资产464亿雷亚尔(约合128亿美元),其中83%都是由于持有的油田资产。

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Brazilian oil giant Petrobras reported a huge net loss in the fourth quarter of 2015, as it booked impairment charges related to assets and investments in light of depressed oil prices.Petrobras recorded a net loss of 36.94 billion reais ($10.2 billion) in the fourth quarter of 2015, compared to a net loss of 26.6 billion reais in the same period of 2014. Net revenues remained stable at 85.1 billion reais.Petrobras highlighted that asset impairments, mainly in the upstream sector, took away 46.39 billion reais in profit during the fourth quarter.Production in Brazil and abroad decreased 1% in the fourth quarter of 2015 to 2.585 million barrels of oil equivalent per day, due to operational restrictions at platforms P-55 in the Roncador field and P-56 in the Marlim Sul field.Petrobras also announced a net loss of 34.84 billion reais in 2015, versus a net loss of 21.59 billion reais in 2014. Net revenues fell 5% to 321.638 billion reais.Net debt was down 5% in 2015 to $100.38 billion.
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巴油Piranema South油田开发方案被否决

近日,巴西国家石油管理局(ANP)否决了巴西国家石油公司(Petrobras)提交的Piranema South油田开发方案。

Piranema South油田位于Sergipe-Alagoas盆地,三年前被证实具有商业开发价值,现如今巴西国家石油管理局判断该油田的开发已不具备经济可行性。

要想获得巴西国家石油管理局的支持,巴油必须于2016年8月前提交1-SES-0092-SE井和4-PRMS-0001-SES井临近区域的地质分析报告,若经证实该油田在短期内能够维持最低限度以上的生产,则巴油需在9月中旬提交新的油田开发方案。

Piranema South油田回接至Piranema油田,采用Piranema 圆柱形FPSO生产,目前产量低于6,000 bpd。

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The Brazilian National Petroleum Agency (ANP) has rejected Petrobras’ development plan for the Piranema South oilfield in the Sergipe-Alagoas basin.According to the regulator, more than three years since it was declared commercial, Piranema South is no longer economically viable.In order to reverse the ruling, the ANP asked Petrobras to present by August 2016 the results of studies on geology and geophysics under way at areas adjacent to wells 1-SES-0092-SE and 4-PRMS-0001-SES in the field.If those studies show the field can maintain a sustainable production curve in the short-term, Petrobras will have until mid-September to present a new development plan for Piranema South.Piranema South serves as a tie-back to the Piranema field, which is currently producing less than 6000 barrels per day of oil from the cylindrical Piranema floating production, storage and offloading vessel.
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Atapu North油田的开发被推迟至2020年以后

据Galp Energia公司称,位于Great lara区域的Atapu North油田产出第一桶油的时间将被推迟至2020年以后。位于Great lara区域的另外两个油田,Atapu South油田和Berbigao-Sururu油田,则将于2018年采用两艘FPSO分别进行生产。

Galp Energia公司执行董事Thore Kristiansen表示,目前公司正在对Atapu North油田的探边测试结果进行分析,以确定FPSO的最佳作业位置。他同时强调,Atapu North油田开发计划的延迟与FPSO的建造进度无关。

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BRAZILIAN oil giant Petrobras is pushing back by at least three years, to beyond 2020, first oil production from the replica floating production, storage and offloading vessel to be deployed at the Atapu North field in the Santos basin pre-salt province.According to project partner Galp Energia, two replica FPSOs will be installed in the area formerly known as Great Iara in 2018, one unit in the Atapu South field and another in the Berbigao-Sururu field.However, the location of a third floater, originally meant for Atapu North, is now pending further technical evaluation.“We are collecting information from an extended well test that was concluded in the area last year. We need to reprocess some seismic data in order to update the dynamic model to finally determine the optimal location for the FPSO,” said Galp Energia executive director for exploration and production Thore Kristiansen.Petrobras ran a six-month extended well test at Atapu in 2015 using the Cidade de Sao Vicente FPSO. The company is also shooting seismic at Sururu to improve knowledge of the area.“We need to further de-risk the Great Iara area as a whole, and Sururu is a much tighter reservoir than Berbigao and Atapu,” Kristiansen added.He emphasised that the Atapu North delay has nothing to do with problems in the construction of the FPSO.
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壳牌计划在Barreirinhas盆地钻七口探井

据悉,壳牌石油公司计划在巴西靠近赤道的Barreirinhas盆地钻七口探井。其中,壳牌公司将在BM-BAR-344区块钻三口探井,在BM-BAR-342区块,BAR-M-388区块,BAR-M-340区块,BAR-M-252区块各钻一口探井,每口探井预计耗时约90天。

根据壳牌石油公司向巴西联邦环境和自然资源协会(IBAMA)提交的报告显示,壳牌石油公司计划使用两艘钻井船同时作业,钻井工作将于2019年初开始,2015年第一季度结束。

据文件显示,壳牌公司此次钻井计划倾向于使用带有动力定位系统的第六代或第七代钻井船。

目前壳牌公司是Barreirinhas盆地10个区块的作业者:壳牌在其中两个区块控股100%,在另外四个区块中和巴油和Galp Energia公司合作,在剩下的四个区块中和Mitsui公司和PTTEP公司合作。

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Anglo-Dutch supermajor Shell may use as many as two drilling rigs to carry out an ambitious seven-well wildcatting programme in the Barreirinhas basin in the northern equatorial margin off Brazil.According to an environmental impact study presented to Brazil’s federal regulator Ibama, the campaign is expected to start in early 2019 and last until the end of the first quarter of 2020, with two rigs working simultaneously in the region.The study was submitted by BG Group in late 2015, just a few months before its takeover by Shell was concluded, so it is understood that some changes could still be made to the proposed timeline.The document suggests that Shell will spud three wells in Block BM-BAR-344 and one well in Block BM-BAR-342 with one rig, likely a state-of-the-art drillship, to be chartered for a firm period of 440 days.The other wells are to be drilled one each in blocks BAR-M-388, BAR-M-340 and BAR-M-252 by a second rig under a contract ranging from 220 to 330 days.Each well is expected to take about 90 days to drill.The study shows that the company will give preference to dynamically-positioned drillships of sixth and seventh generations for the job.The seven prospects, which have yet to be named, are located in water depths of between 1650 and 2400 metres.Shell — headed by chief execurtive Benvan Beurden — operates 10 blocks in the Barreirinhas basin, holding 100% stakes at two permits.It partners Petrobras and Galp Energia in four blocks, and Mitsui and PTTEP in four other blocks.The campaign was originally eyed to begin in 2017, but Shell recently obtained a 15-month extension to carry out its explor­ation work in the area.
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国际油价观察——29日小幅收跌 原油库存新记录

国际油价观察

3月29日,国际原油期货价格下跌。油价下跌的主要原因是分析师预计上周美国原油库存将再创新高。此外,油价大幅下挫还反映投资人愈发担心长达两个月的反弹正在消竭,因需求未能跟上不断增加的全球供应,包括来自科威特和沙特的新供应。美联储主席耶伦的讲话一度引发油价短暂反弹,之后再度下挫。耶伦重申,鉴于全球经济风险,美联储对升息会谨慎行事。耶伦讲话后,美元指数跌至八日低点,对油价构成一定支撑。OPEC和非OPEC产油国将于4月17日在多哈开会讨论冻产计划,但分析师和交易商表示,随着全球库存不断增加,且有迹象显示部分OPEC成员国市场份额降低,此次会议不太可能对提振油价有太大帮助。CitiFutures分析师Timothy Evans表示,市场希望在多哈会议上能够达成协议以控制原油产量,不过据称伊朗只是同意参加会议,但不会加入冻产行列。同时,冻产协议可能仅仅是一种试探,据报道沙特和科威特准备重启日产量30万桶的Khafji油田。5月交货的WTI原油期货下跌1.11美元/桶,收盘价报每桶38.28美元;5月交货的布伦特原油期货下跌1.13美元/桶,收盘价报每桶39.14美元。布伦特与WTI价差为0.86美元/桶,较前一日缩窄0.02美元/桶。布伦特与迪拜价差为2.12美元/桶,较前一日缩窄0.39美元/桶。

国际油价观察——市场交投清淡 28日微跌

国际油价观察

3月28日,国际原油期货价格小幅下跌。油价下跌的主要原因是在原油库存屡创新高的情况下,对冲基金和其他大型投机商仍对持续了两个月的反弹走势缺乏信心,且投行警告称油价可能跌回30美元水准。因欧洲市场仍在复活节假期中,市场交投清淡。布伦特和WTI原油期货市场人气仍疲弱,巴克莱和麦格里等投行警告,油市基本面疲弱,可能拖累油价重回每桶30美元水准。Tariq Zahir表示,近期美国原油库存增加太多,市场无法忽视,他预计短期内美国原油期货远期升水将扩大。美国原油库存在截至3月18日当周猛增940万桶,增幅为分析师预估的三倍。美国商品期货交易委员会(CFTC)数据显示,截至3月22日当周,基金持有的美国原油期货总多头仓位仅小增6000手,至约30万手,空头仓位减少至近6.4万手。5月交货的WTI原油期货下跌0.07美元/桶,收盘价报每桶39.39美元;5月交货的布伦特原油期货下跌0.17美元/桶,收盘价报每桶40.27美元。布伦特与WTI价差为0.88美元/桶,较前一日缩窄0.1美元/桶。

全球油气快讯一周要闻(3.17-3.24)

震旦能源

尼日利亚工会要求政府阻止石油公司裁员

尼日利亚石油部长表示,石油工业工会正在对政府施加压力,要求阻止石油公司因油价暴跌而裁员。(路透社、rigzone,3月23日)

印尼拒绝Inpex的Mega Floating LNG项目

印尼总统23日拒绝了Inpex公司和壳牌的在该国东部建设世界最大的海上浮式液化天然气工厂的建议,认为在陆上建设更具有经济性。(路透社、rigzone,3月23日)

Mubadala Petroleum开始在泰国进行开发钻井

G1/48许可区块Mubadala Petroleum已经开始在泰国湾北部钻探MNA-16开发井。MNA-16井为计划在本地区钻探2口井中的第一口井。该井深9025英尺,预计钻井周期17天。(rigzone,3月23日)

日本国际合作银行和其它银行将为萨哈林-1项目贷款9亿美元

日本国际合作银行(JBIC)说,其已经与日本Sodeco在22日签署贷款协议,提高4.5亿美元贷款以帮助俄罗斯远东地区的萨哈林-1项目的Odoptu气田二期开发。包括日本瑞穗银行的其它几家日本银行也将提供金融支持,总数达9亿美元。(路透社、rigzone,3月23日)

新奥联手弘毅收购澳洲能源公司11.7%股权

新奥集团子公司新奥生态控股股份有限公司发布公告,拟出资7.5亿美元收购弘毅投资所持有的澳大利亚桑托斯公司(Santos Ltd.) 11.7%股份,成为该澳大利亚领先能源企业的第一大股东。同时发布的另一份公告称,弘毅投资拟出资24.7亿人民币,参与新奥生态控股股份有限公司(新奥股份)的股票非公开发行,成为新奥股份的战略投资者,以支持新奥集团实现天然气和清洁能源领域的持续布局。(综合消息)

Cluff与Verus签署北海许可区块收购协议

Cluff NaturalResources plc已经与VerusPetroleum(CNS) Limited和Verus Petroleum (SNS)Limited签署协议,收购位于北海中部和Moray Firth的三个许可区块最高25%参与权益。(rigzone,3月23日)

外国油企或参与墨西哥深水油田项目

墨西哥《金融家报》3月22日报道,墨西哥国家石油公司面临的资金危机及其搁浅不盈利的油田项目的决定,为私营企业与国家石油公司合作带来机遇。有关专家认为在深水油田项目上,荷兰皇家壳牌、埃克森美孚、雪佛龙等跨国石油公司或将与墨国家石油公司联合。在浅水油田项目上,墨西哥公司Alfa和Grupo Mexico或将参与。

印度拿出一些小油田群按照新的收入分成合同寻求合作

为了加速国内油气资源的生产,印度已经推出一种新的收入分成合同(RSC)合作模式,拿出67个小油气田来寻求合作。该合同模式解决了现存的产品分成合同中存在的40个悬而不决的问题。这些小油气田是由ONGC和Oil India Ltd发现的,可以归为46个油气田群,开发是可以利用周围附近的现有的基础设施,使得成本更低。(rigzone,3月22日)

2015年美国本土48个州石油产量近一半产自于2014年开始钻探的井

美国本土48个州来自新井(2014年开始钻探的井)的原油产量占2015年原油总产量的48%,比2007年增加22%。2015年来自致密地层(报包括但不限于页岩)的产量为400万桶/天以上。(EIA,3月22日)

沙特阿美CEO:继续投资石油下游行业

沙特阿美执行长AminNasser3月21日在北京举行的中国发展论坛上表示,公司将继续投资石油上游和下游行业,预计2016年底油价将出现向上调整。Nasser表示,沙特阿美考虑扩大在中国、马来西亚、印度、越南和印尼的下游产业投资。他还称,“供应与需求之间的差异正在缩小,我们估计在年底以前,油价将开始向上调整。”但Nasser也指出,他怀疑油价能否重返2013年和2014年的高位。

中国洲际公司收购加拿大Bankers Petroleum公司

BankersPetroleum公司已经与1958082 Alberta Ltd和Charter Power Investment Limited签署最终协议,以每股2.2加元出售该公司全部股份,总价为5.75亿加元。3月18日,Bankers Petroleum股价在多伦多收报1.11加元。1958082 Alberta Ltd和Charter Power Investment Limited为洲际全资子公司。Bankers Petroleum是一家专门从事阿尔巴尼亚和东欧的油气勘探开发公司。该公司在阿尔巴尼亚运营并全部拥有patos-Marinza重油油田,还拥有Kucova油田100%权益、F勘探区块100%权益以及匈牙利Pannonian盆地Puspokladany区块85%权益。(Banker Petroleum、1Derrick,3月21日)

欧盟再次停止对哈里伯顿收购贝克休斯案进行调查

哈里伯顿收购贝克休斯交易面临再次延期,因为欧盟反垄断机构第二次暂停对这起350亿美元交易的调查。欧洲委员会说该公司还没有提供重要的信息。(路透社、rigzone,3月21日)

BP、Statoil将从阿尔及利亚撤出员工

在遭到武装分子攻击后,BP和Statoil表示,将从阿尔及利亚两个天然气厂撤出员工。18日武装分子用火箭袭击了由阿尔及利亚国家石油公司运营的Salah天然气厂。AlQaeda之北非分支声称对本次袭击负责。(路透社、rigzone,3月21日)

OPEC秘书长希望油气生产国积极参加4月份的会议

OPEC秘书长21日表示,伊朗可能在晚些时候加入到冻结产量的产油国行列,以支持油价复苏。来自OPEC和非OPEC产油国4月17日将在卡塔尔召开会议讨论产量冻结,但是伊朗希望增加出口。OPEC秘书长Badri说,他希望油价已经触底并将进一步回升,如果供应过剩得到控制的话。“目前油价在回升,我希望这个趋势能继续”,他说“我吧期望油价上涨过高,但是我认为油价将处于相对温和的水平”。(路透社、rigzone,3月21日)

ADNOC、OMV、Occidental在阿联酋签署勘探协议

ADNOC、OMV、Occidental Petroleum已经签署协议,在阿布扎比执行为期4年的勘探、评价与潜在油气田勘探的的地震、钻井和工程建设等工作。该协议包括阿布扎比西北不海上的几个未开发的油气田。(rigzone,3月21日)

雪佛龙高更项目第一船LNG将运往日本中部电厂

雪佛龙公司周日宣布,其高更项目第一船液化天然气已经离开Barrow岛驶向日本中部电厂。(雪佛龙、rigzone,3月21日)

Essar交易后俄罗斯石油公司的债务将增加250亿美元

莫迪信用评级机构21日表示,由于收购阅读炼油商Essar Oil的非控制股份,俄罗斯石油公司的债务有可能增加。去年9月底,俄罗斯石油公司净债务为245亿美元,其希望到6月底能够完成收购Esaar Oil(炼油能力40万桶/天)49%股份的交易。(路透社、rigzone,3月21日)

俄官员称俄石油可采储量2044年或枯竭

俄罗斯自然资源和环境部长谢尔盖·东斯科伊17日表示,俄罗斯石油资源证实储量为140亿吨,以现在的开采速度28年后将会枯竭。东斯科伊当日在接受俄政府机关报《俄罗斯报》采访时表示,目前俄石油探明可采储量为290亿吨,其中证实经济可采储量仅为140亿吨。去年俄罗斯不含凝析气的石油产量约为5亿吨,按此开采速度计算,到2044年俄罗斯石油资源将再难开采。

Pembina收购Paramount中游资产

Pembina 管道公司已经签署协议以5.56亿加元现金从Paramount Resources收购某酸性气处理资产。该资产包括:Paramount的Kakwa酸性天然气处理综合设施及包括天然气集输管道、销售管道和未来处理井等相关基础设施;工程研究、许可证和未来酸性天然气处理设施建设的地上权(6~8个设施)。该交易将为Pembina增加2.5亿立方英尺/天处理能力。Pembina也已经同意为Kakwa资产脱瓶颈提供资金,大约3500万美元。(Pembina、1Derrick,3月18日)

俄罗斯石油公司与印度国有企业签署能源协议

俄罗斯石油公司已经与印度国有企业集团签署协议出售其在俄罗斯Vankor油田股份。印度国有企业集团将为其增加Vankor油田的股份支付30亿美元。根据协议,印度石油天然气公司将该油田的股份增加到26%,而其它公司,如Oil India、Indian Oil Corp和Bharat Petroresources,它们最多购买23.9%股份。交易完成后,俄罗斯石油公司持有该油田50.1%股份。与此同时,由Oil India、Indian Oil Corp和Bharat Petroresources组成的联合体已经从俄罗斯石油公司手中收购了Taas-Yuriakh油田29.9%股份。该联合体将支付11.21亿美元作业费和1.8亿美元未来资本支出。(路透社、1Derrick,3月17日)

越南石油公司计划在越南建造天然气处理厂

越南国有石油天然气集团(PetroVietnam)正计划在广南省Nui Thanh区建设一家天然气处理厂,作为一个38亿美元项目的一部分。该处理厂将占地2471英亩(1000公顷),在岘港南56英里,计划在2017年开始建设,2023年投入运营,主要处理Blue Whale气田气。据报道,该处理厂将接收Blue Whale气田气100亿立方米。处理厂是38亿美元项目的一部分,该项目还包括在广南省和广义省建设两座700兆瓦发电机组。该气田的作业者为埃克森美孚。(rigzone,3月17日)

国际油价观察——24日继续下跌 创一周新低

国际油价观察

3月24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增幅超预期,但钻机数下降一定程度上抵消了库存高企的忧虑。EIA周三表示,上周美国原油库存猛增940万桶,是接受路透调查的分析师预计的310万桶增幅的三倍。但周四稍晚,Baker Hughes公布的数据显示,本周美国活跃钻机数减少15座,这提振了市场人气。美国目前的活跃钻机数为372座,为2009年11月来最低。尽管本周美国钻机数减少并不是能改变市场走向的大新闻,但却缓和了市场对油市每日供应过剩约200万桶的担忧。不过,分析师和交易商表示,如果美国原油库存再度创下纪录高位,未来一周油价可能遭受又一轮的抛售。5月交货的WTI原油期货下跌0.33美元/桶,收盘价报每桶39.46美元;5月交货的布伦特原油期货下跌0.03美元/桶,收盘价报每桶40.44美元。布伦特与WTI价差为0.98美元/桶,较前一日扩大0.3美元/桶。布伦特与迪拜价差为2.51美元/桶,较前一日扩大0.405美元/桶。

近期巴西海工装备市场资讯汇总(3.14-3.20)

李晓天

Sevan Driller钻井平台获Shell租约

近日,壳牌石油公司和Seadrill公司签订租赁合同,将租用后者的Sevan Driller圆柱形半潜式钻井平台在Parque das Conchas项目中对六个水下泵送模块(Mobos)进行维修,租期60天,可续租同样的时间。

在此之前,巴油以411,000美元的日费率和Seadrill公司签订了Sevan Driller钻井平台六年的租赁合同,租期本应至2016年6月截止。然而,负债累累的巴油为了削减开支,于去年十二月份提前终止了该租约。在目前巴油大规模削减钻井船队规模的形势下,在巴西作业的钻井商不得不更多的从国际石油公司手中争取租约。

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Seadrill and Anglo-Dutch supermajor agree charter contract for workover campaign at Parque das Conchas
Anglo-Dutch supermajor Shell has agreed a deal to charter the Seadrill cylindrical semi-submersible drilling rig Sevan Driller for use off Brazil, just months after its long-term contract with Petrobras was abruptly suspended.One well-informed source told Upstream that Shell will take the Sevan Driller for up to four months to carry out a workover programme at the Parque das Conchas heavy oil complex in the Campos basin.The charter agreement calls for a firm period of 60 days, renew­able for two additional periods of 30 days each, in which Shell will use the semisub to repair up to six subsea boosting modules (Mobos) in Parque das Conchas to try to increase the oil productivity per well.Shell invited drilling contractors last year to submit bids for the Parque das Conchas job, requesting a rig to be available in July 2016.However, it appears that the Parque das Conchas campaign will begin a few months earlier, likely in May, after it was disclosed that Petrobras suspended last December the charter of the Sevan Driller as part of its efforts to reduce costs in response to the extremely challenging oil market.“It looks like Shell took the opportunity of the Sevan Driller being available and ready stacked to sign a charter and bring forward the programme by a couple of months,” said one source.Both Shell and Seadrill have been tight-lipped about the contract, with financial terms kept under wraps.However, Shell confirmed to Upstream it is set to use the Sevan Driller.Before its contract was suspended, the Sevan Driller was chartered to Petrobras for a six-year period, running to June 2016, for a dayrate of $411,000.It is understood that Shell will use the rig to carry out maintenance at Mobo systems in some of the four fields that comprise phases one and two at the Parque das Conchas complex, including Ostra, Abalone, Argonauta B-West and Argonauta O-North.Each Mobo system is responsible for boosting oil production and separating oil and natural gas, so that only oil passes through the electrical submersible pump located in the seabed.Meanwhile, Shell this week began production from the third phase of the Parque das Conchas deep-water development.The latest phase of the project is expected to add up to 20,000 barrels of oil equivalent per day at peak production from the Massa and Argonauta O-South fields.Phase three comprises five oil producing wells and two water injection wells linked to the turret-moored Espirito Santo floating production, storage and offloading vessel, lying in 1780 metres of water.Parque das Conchas is currently producing close to 50,000 bpd from all three phases, with the majority of the oil still coming from the Argonauta O-North field.Shell operates Parque das Conchas with a 50% stake and is partnered by India’s ONGC Videsh on 27% and Qatar Petroleum Inter­national on 23%.
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Sete Brasil徘徊在破产边缘

3月11日,巴西钻井平台总包商Sete Brasil举行股东大会商议破产保护事宜,但该提案再次遭到了Petros基金和Previ基金的否决。Sete Brasil公司股东计划于3月28日再次举行会晤。

巴油于上月提议将Sete Brasil原先的28个钻井平台项目保留10个,租期缩减为5年,可续租5年。此外,巴油还向Sete Brasil施压,要求将平台日费率降至目前的国际市场价格。巴油这一提议动摇了Sete Brasil公司的盈利根基,使公司重组的希望变得更加渺茫。

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Após a tentativa da última sexta-feira, os sócios da Sete Brasil - empresa criada para construir sondas de perfuração de petróleo para a Petrobras - tentarão, mais uma vez, no próximo dia 28, aprovar a recuperação judicial da empresa. Em assembleia geral na última sexta-feira, no Rio, os fundos de pensão Petros e Previ rejeitaram a proposta de pedir a recuperação feita por outros credores, como bancos privados. A alternativa judicial voltou à mesa após a direção da Sete rejeitar as condições propostas pela Petrobras para a contratação das sondas.Em nota, a Sete Brasil informou que os sócios presentes na assembleia agendaram um novo encontro no dia 28. Até lá, dará "prosseguimento nas tratativas com a Petrobras, na tentativa de estabelecer condições comerciais que viabilizem o plano de reestruturação da empresa".Fontes próximas às negociações, entretanto, avaliam que há impasse nas negociações com a petroleira - sócia e cliente da Sete Brasil, com uma encomenda original de 28 sondas. Em fevereiro, a Petrobras sugeriu reduzir o contrato a dez sondas, além de rever o valor do aluguel diário e o tempo do contrato, o que restringiria a viabilidade econômica da Sete Brasil.A proposta não agradou, e a diretoria da Sete Brasil sequer participa das negociações atuais - apenas os bancos credores tocam as iniciativas, mas sem esperanças de um acordo. A expectativa é que a petroleira postergue a decisão para não assumir o ônus político do calote de R$ 14 bilhões da empresa criada em 2010 para atender à demanda de sondas de perfuração da estatal.Em janeiro, o pedido de recuperação judicial havia sido rejeitado pela Petros, fundo de pensão dos funcionários da Petrobras. Agora, na última sexta-feira, a Previ, fundo de pensão dos trabalhadores do Banco do Brasil, rejeitou a proposta A Sete deve cerca de US$ 1,2 bilhão ao banco. Apenas a Funcef, fundo de pensão da Caixa, foi favorável ao plano.Segundo fontes, o próprio BB teria assumido as negociações com a Petrobras, comandada por Aldemir Bendine, ex-presidente do banco, e Ivan Monteiro, ex-diretor financeiro. O entendimento é que as negociações podem provocar a "morte por inanição" da Sete Brasil.
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Odebrecht因贪腐被判处巨额罚款

据路透社报道,巴西检察机关于3月12日指控巴西Odebrecht集团为赢得工程项目向巴油支付数十亿美元的贿赂,并要求其支付73亿雷亚尔的巨额罚款。

检察机关在一份声明中称,有确凿证据证明Odebrecht集团通过行贿非法赢得了Rnest, Rpar和Comperj炼油厂,以及Gasduc输气管线等项目。

3月8日,Odebrecht集团的总经理Marcelo Bahia Odebrecht因腐败和洗钱罪被判处19年监禁。Marcelo于去年7月被捕,随后于12月正式辞去了在Odebrecht Oil & Gas, Braskem, Odebrecht Property & Real Estate, 以及Odebrecht Environmental公司的总经理职务。

受腐败丑闻的影响,Odebrecht集团的融资渠道已经被切断,目前集团公司正在极力减轻债务负担。

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Brazilian prosecutors late on Saturday accused executives from construction conglomerate Odebrecht and state-run oil company Petrobras of misconduct and demanded they pay 7.3 billion reais ($2 billion) in damages.Prosecutors accused Odebrecht of paying bribes to win multi-billion dollar contracts with Petrobras as part of a massive corruption scheme that implicated dozens of politicians and top executives, Reuters reported.Odebrecht is currently under investigation for its involvement in the graft and influence-peddling scandal at Petrobras known as "Operation Car Wash." Family member Marcelo Bahia Odebrecht, who ran the company since 2008 until recent months, was sentenced on Tuesday to about 19 years in prison in connection with the scandal.In a written statement, the prosecutors of the task force investigating the scheme said they have evidence that Odebrecht paid bribes to win contracts at the oil refineries Getulio Vargas and Abreu e Lima as well in a Rio de Janeiro petrochemical plant and the Gasduc gas pipeline.Odebrecht's press office did not immediately respond to requests for comment from Reuters.The scandal has undercut Odebrecht's access to financing, and the group - which has more than a dozen business units - is currently seeking to ease a swelling debt burden.
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近期巴西油气资讯汇总(3.14-3.20)

李晓天

巴西众议院成立特别委员会审议盐下层油田法案

3月16日,巴西众议院成立特别委员会,专门负责审议巴西参议院于2月24日通过的盐下层油田新法案,下一次会议计划于本月22日进行。根据新法案,巴油将不再是巴西盐下层油田的唯一合法作业者,且也不必在盐下层油田区块持股30%以上。

巴西总统罗塞夫此前是制定巴西盐下层油田本地化政策的始作俑者,但考虑到目前巴油窘迫的财政状况,以及巴西2015年油气招标的惨淡回应,现任巴西政府不得不考虑逐步开放巴西油气市场,吸引国外投资,帮助巴西度过此次经济寒冬。

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Brasília - A Câmara dos Deputados instalou ontem (16) a comissão especial responsável por analisar o projeto de lei do senador José Serra (PSDB-SP) que propõe retirar a obrigatoriedade da Petrobras ser operadora na exploração dos campos de petróleo do pré-sal.O texto, que foi aprovado pelo Senado em 24 de fevereiro, propõe que a estatal possa escolher abrir mão dos 30% de participação nos consórcios de exploração do pré-sal que está obrigada a assumir conforme a lei atual.Saiba Mais Senado aprova projeto que elimina obrigação da Petrobras de explorar o pré-sal A comissão da Câmara será presidida pelo deputado Lelo Coimbra (PMDB-ES), que elogiou o projeto e já havia apresentado, em março de 2015, outra proposta, com o objetivo de alterar das regras do pré-sal. Este projeto de lei, e mais dois outros que tramitavam na Câmara, foram apensados ao texto enviado pelo Senado, para análise.O deputado José Carlos Aleluia (DEM-BA) foi eleito relator da comissão especial. A mesa é composta ainda pelo primeiro vice-presidente Max Filho (PSDB-ES), o segundo, Carlos Zarattini (PT-SP), e o terceiro Jose Stédile (PSB-RS). O projeto terá tramitação prioritária e a próxima reunião foi marcada para terça-feira (22).A proposta que começa agora a ser analisada pelos deputados é um substitutivo ao projeto original apresentado por Serra, que propunha a retirada total da prioridade da Petrobras na exploração do pré-sal.Pelo texto que foi aprovado no Senado, fica a cargo do Conselho Nacional de Política Energética, oferecer à Petrobras a exploração mínima de 30% em cada campo e a empresa se manifestará se aceita ou não a responsabilidade."Os projetos que foram apresentados aqui estão impregnados de ideologia", disse o deputado Glauber Braga (PSOL-RJ), um dos integrantes da comissão. "Espero que haja discussão de verdade."
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巴油或将裁员12000人

据圣保罗报报道,巴西国家石油公司(Petrobras)将于今年中旬发布新的裁员方案和未来五年投资计划。有消息称巴油将裁撤其15%的员工,约12000名。目前巴油尚未透露关于裁员的任何细节。

据报道称,受低油价和高负债率的影响,巴油未来五年的投资将被削减至800亿美元,即平均每年的投资额仅为160亿美元。此外,可以预见在新的未来五年发展规划中巴油还将对盐下层油田的开发计划进行相应调整。据巴油的合作伙伴Galp石油公司透露,可以确定Sépia, Lula Oeste 和 Atapu Norte盐下层油田的开发计划都将被推迟。

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Brazilian state-run player Petrobras is reportedly planning to cut 15% of its staff “through a voluntary programme”.Petrobras is expected to lay off up to 12,000 workers with the new programme, according to reports from local newspaper Estado de S Paulo.The company is due to make the announcement and inform its staff by mid-year along with its business plan for 2016-2020, reports said, citing unnamed sources.No details were given on how the “voluntary programme” would be implemented, or how or why Petrobras staff would take part in it.Petrobras was not immediately available to comment on the report.Earlier this month, it was reported that the company is also cutting its five-year investment plan by about a fifth next month due to the challenges of low oil prices, its debt load and its ability to fund offshore projects.Reports said Petrobras’ capital spending programme will fall to about $80 billion in the 2016-20 period, an average of about $16 billion a year.In recent years, Petrobras has been caught in the middle of the country’s massive anti-corruption investigation, which has so far seen dozens of industry contractors, executives, politicians and political parties arrested, including Brazil’s former president Luiz Inacio Lula da Silva.
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P-48 FPSO因火灾事故被关停

近日,巴西国家石油公司(Petrobras)在一份声明中证实,在Campos盆地Barracuda-Caratinga油田作业的P-48 FPSO的第四个顶部模块于巴西时间3月17日13点起火,该FPSO随即被紧急关停,所幸事故并未造成任何人员伤亡。目前巴油和Sindipetro-NF工人联盟正在对此事故进行联合调查,该FPSO何时恢复生产尚不确定。

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Brazilian giant Petrobras has halted production at its P-48 floating production, storage and offloading vessel after a fire that was put out earlier on Thursday.Petrobras confirmed in a statement that the fire reported by the Sindipetro-NF workers union had been extinguished. The fire, which started in Module 4 of the facility, began at about 1 pm local time.There were no injuries reported.The FPSO is located in the in the Barracuda-Caratinga field in the Campos basin.Petrobras said later on Thursday that production had been fully shut in. There was no immediate timeline for it ro restart.The union said it would participate in an investigation of the incident.
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Parque das Conchas进入第三开发阶段

据悉,壳牌石油公司位于巴西的Parque das Conchas项目目前已进入了第三开发阶段。第三阶段的开发包括五口生产井和两口注水井,由Espirito Santo FPSO进行作业,该FPSO可日产10万桶原油和5000万立方英尺天然气。壳牌公司表示Parque das Conchas项目第三阶段的开发产能约为20,000boed,低于公司此前预计的28,000 boed。

Parques das Conchas位于Campos盆地,距离海岸150公里,水深1780米,壳牌作为作业者持有其50%的股权,QPI公司和ONGC公司则分别持有其23%和27%的股权。

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Anglo-Dutch supermajor Shell has started oil production at the third and final phase of the Parque das Conchas development off Brazil.The latest phase at the BC-10 deep-water development in the Campos basin is set to add up to 20,000 barrels of oil equivalent per day to production from a number of fields at the development.This is below the peak production of 28,000 boepd that Shell had earmarked to come from the third phase.The latest phase sees output from the Massa and Argonauta O-South fields delivered to the Espirito Santo floating production, storage and offloading unit. The floater has capacity of 100,000 barrels per day of oil and 50 million cubic feet per day of gas.Phase three comprises five producing wells and two water injectors.Parque das Conchas sits in 1780 metres of water and is operated by Shell on 50%. In early 2014 the supermajor sold a 23% stake to Qatar Petroleum International (QPI) for $1 billion.India's Oil & Natural Gas Corporation (ONGC) holds the remaining 27% in the project that is situated around 150 kilometres from shore.
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Atlanta油田的开发计划被推迟

近日,巴西QGEP石油公司宣布将其Atlanta油田的早期生产计划向后推迟数月。

QGEP公司原计划于今年第三季度使用Petrojarl 1 FPSO对Atlanta油田进行早期生产测试,该FPSO目前正在荷兰的Schiedam船厂进行改装。然而,QGEP公司总经理Lincoln Guardado于上周表示,由于Petrojarl 1 FPSO项目延误,Atlanta油田的早期生产将被推迟至今年第四季度。据Guardado称,预计Petrojarl 1 FPSO将从Atlanta油田的两口生产井中日产2万桶原油,低于公司此前预计的25,000bpd。QGEP公司正在考虑在Atlanta油田钻第三口井,但要视国际油价的涨势而定。由于Atlanta项目的推迟,QGEP公司将今年的投资额从原先的1.3亿美元下调至了8200万美元。

QGEP公司作为Atlanta油田的作业者拥有其30%的股权,Barra Energia公司和OGPar公司则分别拥有其30%和40%的股权。

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Oil price blamed for delay as independent reduces output estimate and defers decision to drill third well until market improvesBRAZILIAN independent Queiroz Galvao Exploration & Production (QGEP) has postponed the start of the early production system planned for its Atlanta field by several months.The company has also reduced its average daily output estimate as it battles the effects of the oil price slump.QGEP originally planned to begin production at Atlanta in the third quarter of 2016 with the Petrojarl 1 floating production, storage and offloading vessel, which has been undergoing conversion at the Schiedam yard in the Netherlands.However, QGEP chief executive Lincoln Guardado said in a conference call last week that first oil is now expected in the fourth quarter due to delays in the adaptation of the floater’s processing plant.“We have faced significant challenges to implement the early production system at Atlanta, and the current Brent price poses another challenge for its development,” said Guardado.QGEP now predicts Atlanta will flow at rates of 20,000 barrels per day of oil from two wells, versus an initial projection of 25,000 bpd.QGEP may still opt to drill a third development well to produce from Atlanta, but Guardado said that will depend on market conditions.“If we drill a third well, then production will rise to about 30,000 bpd. We estimate the cost of drilling a third well at approximately $50 million, but we will only make a decision to drill if Brent prices recover,” said Guardado.“It’s hard to give an exact figure, but in order for us to drill a third well, Brent prices need to be at a level that would result in an economic return of our investment in a period of up to a year.”Guardado added that at some point in the second half of 2017, when the early production system is fully operational, QGEP will decide on the drilling programme.Operational costs at Atlanta are estimated at $480,000 per day, not including the payment of oil royalties, but QGEP is in negotiations with its suppliers about a reduction.QGEP previously warned that it needed oil to stay above $60 per barrel for the Atlanta field to turn a profit, as heavy crude from the Santos basin development will be sold for a discount of between $18 and $20 to Brent prices.“We expect to start generating enough cash flow to match our opex sometime in 2017, when the market expects Brent prices to recover from its current levels,” Guardado said, confirming that commercial output from Atlanta is eyed for late 2019.QGEP also disclosed that partner OGPar, which is under financial pressure, recently missed a cash call worth about 9 million reais ($2.45 million) to cover expenses at Atlanta. The payment was equally split by QGEP and Barra Energia.“We are currently discussing alternatives with OGPar to solve that matter and future investments in Atlanta,” said QGEP chief financial officer Paula Costa Corte-Real.QGEP operates Atlanta with a 30% stake. Barra Energia holds another 30% and OGPar owns the remaining 40%.QGEP also reported a net loss of 159 million reais in the fourth quarter of 2015, versus a net profit of 66 million reais in the same period a year ago. Net revenues increased 8.1% to 134 million reais.The company plans to invest $82 million this year and another $80 million in 2017.
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