钻井平台回归扩大了巴西石油公司签约的石油和天然气勘探船队

勘探与生产

巴西钻井承包商 Constellation Oil Services 旗下的一座半潜式钻井平台已开始与南美国家国有能源巨头巴西石油公司在巴西沿海进行为期多年的钻井任务。

Alpha Star 钻机;来源:Constellation

Constellation 已确认Alpha Star钻井平台将在两年半后重返 Petrobras 签约的船队,该钻井平台将于 2025 年 2 月与巴西石油和天然气巨头签订新的三年期合同。  

钻井平台所有者详细说明:“为了使这项作业可行,我们进行了 Constellation 历史上最大规模的维护停机。这是根据名为‘所有者愿景 2025:钻井平台计划停机策略’的精心规划安排的首次停靠。”

“该计划旨在构建 2025 年和 2026 年计划的维护运营,旨在加速流程和优化成本,始终以可持续的方式加强我们单位的安全性和可靠性为目标。”

Constellation 称,巴西石油公司在 26 天内接收了 Alpha Star 钻井平台,比该运营商 2024 年接收探测的平均时间少了 27 天。

Alpha Star 于 2011 年开始与 Constellation 合作运营,是一座半潜式钻井平台,具有动态定位功能,能够在水深达 9,000 英尺(约 2.743 米)的水域进行钻探。

该钻井平台的钻井能力可达 30,000 英尺(约 9,144 米),可在巴西盐下油田的典型水深下作业。几个月前,Constellation 与 HMH签署了一份为期五年的协议, 以提高包括 Alpha Star 在内的三座半潜式钻井平台的运营效率,几个月后,该半潜式钻井平台加入了巴西石油公司。

该钻井平台所有者在过去六个月内签署了五份新合同,合同积压金额为 21 亿美元,代表积压合同总年数为 20 年。Constellation 预计在 2025 年和 2026 年的合同覆盖率中名列前茅,在 2027 年的合同覆盖率中名列前茅。该钻井平台所有者的核心市场是巴西,但它可以选择在其他高需求地区投标和运营。

资料来源:Constellation

在巴西碳氢化合物勘探领域,未来五年共有 51 口井计划钻探,其中Amaralina Star被选为执行该计划的单位之一,这表明其中 15 口井计划在赤道边缘钻探,展示了对该地区的战略重点。

根据盐下油田开发计划,B煤ziosTupi / IracemaMero油田是盐下油田开发的主要推动力,占目前产量的80%。Constellation强调,计划中的活动包括增加FPSO和振兴工作,以维持和提高生产能力。

该公司声称,坎波斯盆地也将迎来重大振兴举措,占未来勘探和生产投资的30%,预计未来五年将有大约200口新井投入使用。

该公司强调,未来的项目重点是振兴、延长生产寿命项目 (EVPRo) 和提高采收率以最大限度地提高生产效率。然而,作为负责任的资源管理举措的一部分,预计退役需求也会很高,未来五年计划放弃 420 多口井。

最近,Constellation Oil Services 披露了其在 Euronext Growth Oslo 上市的意图。这家巴西公司拥有 1,800 名员工和 45 年的业绩记录,目前位列 Petrobras 钻井承包商排名的前四分之一。

Constellation 首席执行官Rodrigo Ribeiro强调: “我们很高兴 Constellation 在 Euronext Growth 上市,这将为我们的投资者提高股票流动性。凭借强大的合同积压和成本效率优势,我们预计将产生强劲的现金流,以支持债务削减,同时保持财务灵活性。”

“公司仍然致力于资本配置和财务政策框架,优先偿还债务,最大限度地提高股息潜力,并为追求增值增长计划留出空间。”

受巴西近海盐下层巨大潜在石油和天然气储量的推动,Constellation 被认为能够从巴西的超深水钻井活动中获益,因为该公司拥有并运营着七个海上钻井平台,其中包括六个现代超深水动态定位钻井平台。

该公司的船队将在 2025 年第三季度扩大,因为它将管理和运营韩华的Tidal Action钻井平台。

“我们看到场外交易市场上投资者对 Constellation 股票表现出浓厚兴趣。Euronext Growth Oslo 为了解海上钻井行业的投资者提供了一个强大的平台。我们期待将 Constellation 介绍给更广泛的股权投资者群体,” Ribeiro 总结道。

原文链接/Offshore_Energy

Rig return expands Petrobras’ contracted fleet for oil & gas search

Exploration & Production

A semi-submersible rig, owned by Constellation Oil Services, a Brazilian drilling contractor, has kicked off its multi-year drilling assignment off the coast of Brazil with Petrobras, the South American country’s state-owned energy giant.

Alpha Star rig; Source: Constellation

Constellation has confirmed the return of the Alpha Star rig to the fleet contracted by Petrobras after two and a half years, as the unit started a new three-year contract with the Brazilian oil and gas heavyweight in February 2025.  

The rig owner elaborated: “To make this operation viable, we carried out the largest maintenance stop in Constellation’s history. This is the first of the docking scheduled by the careful planning called Owner’s Vision 2025: Rig Scheduled Shutdown Strategies.

“The program, implemented to structure the maintenance operations planned for 2025 and 2026, seeks to accelerate processes and optimize costs, always with the objective of reinforcing the safety and reliability of our units, in a sustainable way.”

According to Constellation, the receipt of the Alpha Star rig by Petrobras was carried out in 26 days, which is said to represent 27 days less than the average time for receiving probes carried out by the operator in 2024.

Alpha Star, which began its operations with Constellation in 2011, is a semi-submersible drilling rig, with dynamic positioning, and capable of drilling in water depths of up to 9,000 feet (approximately 2.743 meters).

With a drilling capacity of up to 30.000 feet (approximately 9.144 meters), the rig is equipped to operate in water depths typical to the Brazilian pre-salt. The semi-sub joined Petrobras several months after Constellation inked a five-year deal with HMH to improve the operational efficiency of three semi-submersible drilling rigs, including Alpha Star.

The rig owner signed five new contracts over the last six months and has a contract backlog of $2.1 billion, representing 20 total backlog years. Constellation is perceived to rank among the top in contract coverage for 2025 and 2026, and the highest in 2027. The rig owner’s core market is Brazil, but it has the option to bid and operate in other high-demand regions.

Source: Constellation

Within the Brazilian hydrocarbon exploration segment, a total of 51 wells are on the agenda to be drilled over the next five years, with the Amaralina Star selected as one of the units to execute this plan, which shows that 15 of these wells are planned for the Equatorial Margin, showcasing a strategic focus on this region.

Based on the development plan for the pre-salt region, the Búzios, Tupi/Iracema, and Mero fields are key drivers of pre-salt activity, accounting for 80% of current production. Constellation underlines that the planned activities include incremental FPSOs and revitalization efforts to sustain and enhance production capacity.

The company claims that the Campos Basin will also see significant revitalization efforts, representing 30% of future exploration and production investments, with approximately 200 new wells expected to be connected over the next five years.

The firm highlights that future projects focus on revitalization, productive life extension projects (EVPRo), and improving recovery factors to maximize production efficiency. However, the demand for decommissioning is also anticipated to be high, with over 420 wells planned for abandonment over the next five years, as part of responsible resource management initiatives.

Recently, Constellation Oil Services disclosed its intention to list its shares on Euronext Growth Oslo. With 1,800 employees and a 45-year track record, the Brazilian firm is currently in the first quartile of Petrobras’ ranking of drilling contractors.

Rodrigo Ribeiro, CEO of Constellation, underlined: “We are excited to list Constellation on Euronext Growth, enhancing share liquidity for our investors. With a strong contract backlog and a cost efficiency advantage, we anticipate robust cash generation to support debt reduction while preserving financial flexibility.

“The Company remains committed to a capital allocation and financial policy framework that prioritizes debt repayment, maximizes dividend potential, and leaves room to pursue accretive growth initiatives.”

Constellation is perceived to be well positioned to benefit from Brazil’s ultra-deepwater drilling activity, driven by the vast potential oil and gas reserves in the pre-salt layer offshore Brazil, as it owns and operates a fleet of seven offshore rigs, including six modern ultra-deepwater dynamically positioned rigs.

The firm’s fleet will be enlarged in the third quarter of 2025, as it will manage and operate the Tidal Action rig from Hanwha.

“We have seen strong investor interest in Constellation shares on the OTC market. Euronext Growth Oslo offers a robust platform with investors who understand the offshore drilling sector. We look forward to introducing Constellation to a broader equity investor base,” concluded Ribeiro.