2021年海上油氣支出將躍升至440億美元

據(jù)3月25日MENAFN消息：根據(jù)Westwood Global Energy Group的數(shù)據(jù)，繼去年的新油田開發(fā)支出創(chuàng)下30年來的最低水平后，海上油氣行業(yè)今年的資本支出將大幅增加，達(dá)到440億美元左右。而2020年授予的工程、采購和建設(shè)(EPC)合同價值僅為123億美元。2019年，在疫情影響石油需求和價格之前，海上油氣行業(yè)的EPC合同價值約為400億美元。

今年的大部分資本支出和最大的EPC合同將用于澳大利亞近海的大型天然氣項(xiàng)目和南美近海的深水石油項(xiàng)目開發(fā)。

Westwood Global Energy Group海上業(yè)務(wù)主管Thom Payne表示，2021年的主要增長，其中一部分將來自于2020年的延期支出，這也將有助于今年的海上鉆井平臺和支持船舶市場。

Payne上個月在一份分析報(bào)告中寫道，受2020年的延期項(xiàng)目和巴西國家石油公司(Petrobras)復(fù)蘇的推動，今年海上項(xiàng)目投資將迅速反彈。

去年，海上項(xiàng)目投資跌至30多年來的最低水平，因?yàn)楣酒骄鳒p了30%的資本支出，并推遲或拖延2020年近海EPC合同高達(dá)540億美元。

自2015-2016年經(jīng)濟(jì)低迷以來，成本已大幅降低，近海石油已開始顯示出從去年危機(jī)中復(fù)蘇的跡象。 Rystad Energy去年表示，深水石油盈虧平衡點(diǎn)已降至美國頁巖供應(yīng)量以下，使深水成為全球最便宜的新石油供應(yīng)來源之一。

據(jù)這家能源研究公司稱，預(yù)計(jì)運(yùn)營商將致力于在未來五年內(nèi)開發(fā)創(chuàng)紀(jì)錄數(shù)量的海上油氣項(xiàng)目，其中深水項(xiàng)目有望取得最令人矚目的增長。

馮娟 摘譯自 MENAFN

原文如下：

Offshore Oil & Gas Spending Set To Jump To $44 Billion In 2021

After last year's lowest spending on new field developments in 30 years, the offshore oil and gas sector is set to significantly increase capital expenditures this year to around US$44 billion, according to Westwood Global Energy Group.

Offshore upstream oil and gas spending is expected to surge to around US$44 billion this year, compared to just US$12.3 billion worth of engineering, procurement, and construction (EPC) contracts awarded in 2020. In 2019, before the pandemic hit oil demand and prices, the EPC contracts in the offshore oil and gas industry were around US$40 billion.

'In 2021, we will see a significant uptick in activity,' Thom Payne, Head of Offshore at Westwood Global Energy Group said at Riviera Maritime Media's Annual Offshore Support Journal virtual conference and exhibition on Wednesday.

Most of this year's capital expenditure and the biggest EPC contracts will go to major natural gas projects offshore Australia and deepwater oil project developments offshore South America.

The major increase in 2021, part of which will come from the deferred spend in 2020, will also help the offshore rig and support vessel markets this year, Payne said at the conference.

Last month, Payne wrote in an analysis that offshore investment is set for a rapid rebound this year, driven by deferred projects from 2020 and a 'resurgent Petrobras.'

Last year, offshore investment slumped to the lowest in more than 30 years as companies slashed capex by 30 percent on average and postponed or stalled as much as US$54 billion of 2020 offshore EPC contract awards, Payne said.

Offshore oil has already started to show signs of emerging from last year's crisis, as costs have been slashed since the previous downturn of 2015-2016. Deepwater oil breakevens have dropped to below those of U.S. shale supply, making deepwater one of the cheapest new sources of oil supply globally, Rystad Energy said last year.

According to the energy research firm, operators are expected to commit to developing a record number of offshore oil and gas projects over the next five years, with deepwater projects set for the most impressive growth.