俄羅斯石油公司出售南部資產(chǎn)專注沃斯托克石油

據(jù)管道新聞網(wǎng)3月11日新聞消息稱，消消息人士周三對路透表示，俄羅斯石油公司(Rosneft)正在出售其在南部的三處石油資產(chǎn)，并可能在5月底前完成全部交易，因這家俄羅斯最大的石油公司將重點(diǎn)轉(zhuǎn)移到大型的北方沃斯托克石油項(xiàng)目。

全球大宗商品交易商托克持有10%股份的沃斯托克石油是俄羅斯最大的石油項(xiàng)目之一，其規(guī)?？氨壬鲜兰o(jì)70年代西伯利亞西部的勘探，或過去10年美國巴肯產(chǎn)油區(qū)的勘探。

四名熟悉談判情況的行業(yè)消息人士表示，俄羅斯石油公司將出售其南部的Stavropolneftegaz、Ingushneft和Dagneft，其石油總產(chǎn)量約為每年100萬噸，與2020年的2.05億噸(每天410萬桶)產(chǎn)量相比只是一小部分。

來自Stavropolneftegaz、Ingushneft和Dagneft的原油通過里海管道財(cái)團(tuán)系統(tǒng)出口，俄羅斯石油公司在其中占有少數(shù)股份。CPC管道將哈薩克斯坦和俄羅斯的石油運(yùn)往黑海。

兩名消息人士稱，專注于成熟油田的俄羅斯私營公司Cengeo已經(jīng)購買了Ingushneft 51%的股份，預(yù)計(jì)將在5月底前收購Stavropolneftegaz和Dagneft。

俄羅斯石油公司和Cengeo沒有回應(yīng)路透社的置評請求。

俄羅斯石油公司此前估計(jì)，將于本十年晚些時(shí)候開始生產(chǎn)的沃斯托克石油將需要超過10萬億盧布（1350億美元）的投資。

在與俄羅斯石油公司的電話會議后，幾位分析師曾表示，俄羅斯石油公司去年計(jì)劃出售俄羅斯南部的一些“棕地”或成熟資產(chǎn)，以及其他地區(qū)表現(xiàn)不佳的棕地，以籌集資金開發(fā)沃斯托克石油。

消息人士稱，出售后，俄羅斯石油公司預(yù)計(jì)將至少通過CPC保留天然氣凝析油的出口，直到2021年底。

消息人士稱，俄羅斯石油公司與荷蘭皇家殼牌公司的合資企業(yè)擁有CPC的7.5％股權(quán)，目前暫無出售計(jì)劃。

朱佳妮 摘譯自 管道新聞網(wǎng)

原文如下：

Russia's Rosneft to Sell Southern Assets, Focus on Vostok Oil

Rosneft is selling its three southern oil assets and could complete deals for all three by the end of May, sources told Reuters on Wednesday, as Russia's top oil company shifts focus to the giant northern Vostok Oil project.

Vostok Oil, in which global commodities trader Trafigura has a 10% stake, is one of Russia's biggest oil projects, comparable in size with the exploration of West Siberia in the 1970s or the U.S. Bakken oil province over the past decade.

Rosneft was selling its southern Stavropolneftegaz, Ingushneft and Dagneft with combined oil output of about 1 million tons per year, a fraction of the 205 million tons it pumped in 2020 (4.1 million barrels per day), four industry sources familiar with talks said.

Crude oil from Stavropolneftegaz, Ingushneft and Dagneft is exported via Caspian Pipeline Consortium (CPC) system, in which Rosneft holds a minority stake. CPC pipeline ships Kazakh and Russian oil to the Black Sea.

Cengeo, a private Russian company which focuses on mature oil fields, has already bought a 51% stake in Ingushneft and was expected to buy Stavropolneftegaz and Dagneft by the end of May, two sources said.

Rosneft and Cengeo did not respond to requests for comment from Reuters.

Rosneft has previously estimated that Vostok Oil, which will start production later this decade, would require more than 10 trillion roubles ($135 billion) in investments.

After a call with Rosneft, several analysts had said last year Rosneft planned to sell some 'brownfields', or mature assets, in southern Russia, along with underperforming brownfields elsewhere, to raise capital to develop Vostok Oil.

After the sale, Rosneft is expected to keep exports of gas condensate via CPC at least until the end of 2021, sources said.

A joint venture between Rosneft and Royal Dutch Shell owns a 7.5% stake in CPC and there are no plans to sell it for now, sources added.