俄羅斯銀行將為20萬(wàn)桶/天新石油產(chǎn)能籌措資金

據(jù)油價(jià)網(wǎng)莫斯科報(bào)道，不愿透露姓名的消息人士日前對(duì)路透社記者表示，至少有兩家俄羅斯銀行將向俄羅斯石油行業(yè)提供大約60億美元貸款，用于鉆探新油井，此舉可能使俄羅斯的石油日產(chǎn)量迅速增加20萬(wàn)桶。

這很可能是俄羅斯的石油公司從美國(guó)競(jìng)爭(zhēng)對(duì)手那里借鑒來(lái)的策略：鉆井但不完井，以便在油價(jià)合適時(shí)準(zhǔn)備提供新產(chǎn)量，所以他們可以很快投產(chǎn)——完成一口油井所需的時(shí)間比從頭開(kāi)始鉆整口油井要少得多。

俄羅斯能源部長(zhǎng)諾瓦克在4月底曾表示，俄羅斯的石油公司可能會(huì)開(kāi)始鉆井作業(yè)，但他們不會(huì)為了未來(lái)的產(chǎn)量而完成鉆井，以便讓油田服務(wù)供應(yīng)商繼續(xù)從事這項(xiàng)業(yè)務(wù)。現(xiàn)在，另一個(gè)目標(biāo)是，如果需求反彈，這將幫助俄羅斯在短期內(nèi)維持或擴(kuò)大其市場(chǎng)份額。

根據(jù)其與OPEC+達(dá)成的協(xié)議，俄羅斯石油產(chǎn)量已比去年1130萬(wàn)桶/天下降了大約200萬(wàn)桶/天。路透社在其報(bào)道中指出，俄羅斯公司為了實(shí)施減產(chǎn)而關(guān)閉的大部分油井都是成熟油井，當(dāng)或如果油價(jià)回升，這些成熟油井可能無(wú)法恢復(fù)生產(chǎn)。

這意味著新的產(chǎn)量將是必要的，但如果可能的話，無(wú)需預(yù)先進(jìn)行全部投資。相反，這些投資將在較長(zhǎng)一段時(shí)間內(nèi)分配，且只在必要時(shí)用于完成那些他們能夠開(kāi)始生產(chǎn)的油井。

諾瓦克6月早些時(shí)候曾表示，他希望2021年石油需求能恢復(fù)到疫情大流行前的水平。不過(guò)，他指出，這一復(fù)蘇可能需要兩到三年時(shí)間才能實(shí)現(xiàn)。

隨著因疫情導(dǎo)致的國(guó)家封鎖開(kāi)始解除，邊境重新開(kāi)放，世界各地的石油需求正在復(fù)蘇。然而，形勢(shì)仍很脆弱，需求能否回升到危機(jī)前的水平尚不清楚。

李峻 編譯自 油價(jià)網(wǎng)

原文如下：

Russian Banks To Finance 200,000 Bpd In New Oil Production Capacity

At least two Russian banks are lending some $6 billion to the oil industry to drill new wells that could add 200,000 bpd to the country’s production quickly, unnamed sources have told Reuters.

It is a tactic the Russian companies likely borrowed from its U.S. competitors: drilling but not completing wells to have new production at the ready when prices call for it, so they can bring it online fast--completing an oil well takes a lot less time than drilling the whole thing from scratch.

Energy Minister Alexander Novak said in late April that oil companies may start drilling but not completing wells for future production in order to keep oilfield service providers in the business. Now, another goal would be to help Russia maintain or expand its market share on short notice if demand rebounds.

Russia’s oil production is down by about 2 million from last year’s average of 11.3 million bpd per its agreement with OPEC+. Most of the wells that Russian companies had to shut to effect the production cuts were mature ones and may not be brought back on stream when—and if—prices recover, Reuters noted in its report.

This means that new production will be necessary but, if possible, without the full investment done upfront. Instead, the investment will be distributed over a longer period and only when necessary to complete the wells so they can start producing.

Novak earlier this month said he hoped oil demand could recover next year to pre-pandemic levels. However, he noted that it could take two to three years for this recovery to materialize.

Oil demand has been recovering across the world as pandemic-forced national lockdowns began to be lifted and borders reopened. However, the situation is still fragile, with little clarity as to whether demand will improve to pre-crisis levels.