埃克森美孚下調(diào)2025年產(chǎn)量預(yù)期

據(jù)安迅思3月9日消息稱，埃克森美孚公司將其2025年全球油氣產(chǎn)量預(yù)測(cè)下調(diào)至370萬(wàn)桶/天，盡管該公司將重點(diǎn)放在了二疊紀(jì)盆地和圭亞那的產(chǎn)量增長(zhǎng)上。

該公司在2021年投資日的網(wǎng)絡(luò)廣播中表示，從2020年到2025年，產(chǎn)量將保持在370萬(wàn)桶/天的水平。這低于?？松梨谌ツ暝?020年投資者日發(fā)布的2025年500萬(wàn)桶油當(dāng)量/天的產(chǎn)量預(yù)測(cè)，當(dāng)時(shí)冠狀病毒正開(kāi)始影響全球石油需求和價(jià)格。

盡管全球產(chǎn)量將保持平穩(wěn)，但該公司在圭亞那和二疊紀(jì)盆地的業(yè)務(wù)將在未來(lái)幾年內(nèi)增加。

?？松梨诠旧嫌胃呒?jí)副總裁Neil Chapman表示，如果市場(chǎng)條件良好，其二疊紀(jì)油田的產(chǎn)量將在2020年達(dá)到37萬(wàn)桶/天，今年平均產(chǎn)量將達(dá)到40萬(wàn)桶/天，到2025年可能達(dá)到70萬(wàn)桶/天。

這一數(shù)字低于幾年前該公司為2024年設(shè)定的100萬(wàn)桶/天的目標(biāo)。

埃克森美孚今年在二疊紀(jì)盆地的主要目標(biāo)是實(shí)現(xiàn)兩位數(shù)的回報(bào)，同時(shí)保持5 - 7臺(tái)鉆機(jī)，在油價(jià)低于35美元/桶的情況下，該地區(qū)的資源潛力為100億桶油當(dāng)量，利潤(rùn)率高70%。此外，該公司還計(jì)劃到2025年將二疊紀(jì)盆地的排放量在2016年的基礎(chǔ)上減少50%。

據(jù)投資銀行Tudor Pickering Holt稱，?？松梨谀壳霸谠摰貐^(qū)有8個(gè)鉆井平臺(tái)，而一年前為57個(gè)。

在圭亞那，?？松梨诮?jīng)營(yíng)著該國(guó)的近海Stabroek區(qū)塊，該區(qū)塊是公司與赫斯公司和中國(guó)海油的合作下于2019年12月生產(chǎn)出該國(guó)的第一批石油。

該區(qū)塊第一期產(chǎn)量在第四季度達(dá)到了12萬(wàn)桶/天的峰值，不過(guò)還有兩個(gè)項(xiàng)目正在開(kāi)發(fā)中，將分別在2022年和2024年投產(chǎn)。這些項(xiàng)目將使用容量為22萬(wàn)桶/天的浮式、生產(chǎn)、儲(chǔ)存和卸載船。

曹海斌 摘譯自 安迅思

原文如下：

ExxonMobil slashes 2025 production outlook as it focuses on Permian, Guyana

ExxonMobil has slashed its 2025 global oil and gas production estimate to 3.7 million boe/d, even as it focuses on growing output at the Permian Basin and in Guyana.

Production will remain flat from 2020 levels through 2025 at 3.7 million boe/d, the company said during its Investor Day 2021 webcast. That is down from the 5 million boe/d production estimate for 2025 ExxonMobil released last year in its 2020 Investor Day, just as the coronavirus was beginning to take its toll on global oil demand and prices.

While global production will remain flat, the company's operations in Guyana and the Permian Basin will ramp up over the next several years.

ExxonMobil expects its Permian operation, which produced 370,000 boe/d in 2020, to average 400,000 boe/d this year and potentially 700,000 boe/d by 2025, assuming favorable market conditions, Neil Chapman, ExxonMobil's senior vice president of upstream, said on the webcast.

That is down from the 1 million boe/d target the major had set for 2024 just a couple of years ago.

A major ExxonMobil objective for the Permian this year is to achieve double-digit returns while maintaining five to seven rigs in the play, where it has a resource potential of 10 billion boe with 70% higher-margin liquids at oil prices less than USD35/b WTI. As well, it also aims to decrease emissions 50% from its Permian operation by 2025 versus 2016 levels, Chapman said.

ExxonMobil currently has eight rigs working in the play, compared with 57 a year ago, according to investment bank Tudor Pickering Holt.

In Guyana, ExxonMobil operates the country's offshore Stabroek block, which produced the country's first oil under a partnership with Hess Corp. and China's CNOOC in December 2019.

The block ramped to peak first-phase output in the fourth quarter of 120,000 b/d, although two additional projects are under development that will begin production in 2022 and 2024, respectively. Those projects will utilize floating, production, storage and offloading vessels with capacities of 220,000 b/d each.