KeyBanc Capital Markets分析师 Tim Rezvan 和 Jonathan Mardini 在一份报告中表示，墨菲石油公司在越南发现的石油“应该会迫使投资者重新考虑这一问题” 。

墨菲 1 月 7 日表示，这一发现来自越南九龙盆地 15-2/17 区块的 Hai Su Vang-1X 勘探井，该井距离越南海岸 40 英里。该井总深度为 13,124 英尺，水深 149 英尺，在两个油藏中发现了 370 英尺的净油层。

雷兹万和马尔迪尼表示，这一发现可能导致对 2028 年峰值产量的预期重新设定，并对设施采购工厂进行调整。

分析师表示，“我们认为，继 2024 年股价表现疲软之后，此次发布的报告是对投资者关注墨菲勘探实力的重要提醒”，当时墨菲股价下跌 29%，而标准普尔石油和天然气勘探与生产指数下跌 3%。

墨菲表示，Hai Su Vang 是该公司在该盆地发现的多个勘探前景之一。该公司计划进行更多的评估和钻探。

Murphy 的子公司 Murphy Cuu Long Tay Oil Co., Ltd. 是该区块的运营商，拥有 40% 的作业权益。PetroVietnam Exploration Production Corp. Ltd. 持有 35% 的权益，SK E​​arthon Co. Ltd.持有剩余的 25% 权益。

分析师重申了对 Murphy 股票的增持评级，该股 1 月 8 日中午 12:12 交易价格为 32.44 美元，当日上涨 0.81 美元。在 4 月份达到 49.14 美元后，该股在 12 月份跌至 27.75 美元的低点。

雷兹万和马尔迪尼写道：“今天发布的消息反映出墨菲面临的一个严重问题——他正在考虑对设施进行调整，以支持更大的潜在资源。”

Murphy Oil Corp.’s oil discovery in Vietnam “should force a reset with investors,” KeyBanc Capital Markets analysts Tim Rezvan and Jonathan Mardini said in a note.

Murphy said Jan. 7 the find came from the Hai Su Vang-1X exploration well in Block 15-2/17 in the Cuu Long Basin, 40 miles offshore Vietnam. The well, drilled to total depth of 13,124 ft in 149 ft of water, found 370 ft of net oil pay from two reservoirs.

The discovery may lead to a reset in expectations for peak production in 2028 and adjustments to facility procurement plants, Rezvan and Mardini said.

“We view this release as an important reminder to investors of Murphy's exploration prowess, following weak share price performance in 2024,” the analysts said in reference to when Murphy fell 29% versus a 3% decline for the S&P Oil & Gas Exploration & Production Index.

Murphy said Hai Su Vang is one of multiple exploration prospects that it has identified in the basin. The company plans more evaluation and drilling.

Murphy’s subsidiary, Murphy Cuu Long Tay Oil Co., Ltd., is the operator of the block with 40% working interest. PetroVietnam Exploration Production Corp. Ltd. holds 35% and SK Earthon Co. Ltd. holds the remaining 25%.

The analysts reiterated their overweight rating on Murphy shares, which traded at $32.44 at 12:12 p.m. CT Jan. 8, up $0.81 on the day. After reaching $49.14 in April, they fell as low as $27.75 in December.

“Today's release reflects a high-class problem for Murphy—looking into potential facility adjustments to support a larger potential resource,” Rezvan and Mardini wrote.