离岸人员  

纽约市——根据 Evercore ISI 最新的海上钻机市场快照，尽管 2024 年第一季度钻机承包周期相对缓慢，但今年海上项目 FID 的步伐预计将保持强劲。

报告指出，“沙特阿拉伯最近的事态发展”在一定程度上削弱了“人们对离岸增长故事的信心”。这些事态发展包括阿美公司宣布的在 2024 年至 2028 年间削减资本支出约 400 亿美元的计划，这进而导致该地区各钻井平台承包商的自升式钻井平台活动暂停。 Evercore 表示，它认为大约 25 个自升式钻井平台将受到影响。

但该公司的报告还评论道，“我们继续相信长期海上上行周期的持久性，日费率势头将会延续，尽管我们在过去一段时间经历的强劲日费率进展将略有回落。”自升式钻井平台市场。”

Evercore 预计，2024 年的 FID 活动将保持强劲，与 2023 年的水平一致，开发​​ 140 亿桶油当量的资金总额约为 1,250 亿美元。该报告指出，2023 年宣布的大多数 FID 都是深水领域，并补充说，“我们继续预计，深水领域将主导 2024 年的预期投资，其中拉丁美洲占储量的近三分之一。”

该公司援引Wood Mackenzie的一份报告称，预计有13个深水项目将在2024年达到最终投资决定，其中5个在拉丁美洲，4个在非洲，2个在北美，1个在欧洲，1个在中东。 

拉丁美洲的5个项目包括巴西2个、圭亚那1个、苏里南1个、特立尼达和多巴哥1个，总计约330亿美元。

2024年4月15日 

Offshore staff  

NEW YORK CITY – The pace of offshore project FIDs is expected to remain strong this year despite a relatively slow rig contracting cycle in 1Q 2024, according to Evercore ISI’s latest Offshore Rig Market Snapshot.

The report notes that “recent developments in Saudi Arabia” have to some extent eroded “sentiment on the offshore growth story.” These developments have included Aramco’s announced plans to reduce capex by ~$40 billion between 2024 and 2028, which in turn has led to a suspension of jackup activity across various drilling rig contractors in the region. Evercore says that it thinks approximately 25 jackup rigs will be affected.

But the firm’s report also comments that “we continue to believe in the longevity of the long-duration offshore upcycle, and dayrate momentum will extend, although there will be a slight pullback on the strong dayrate progression we have been experiencing in the jackup market.”

Evercore projects that FID activity will remain strong in 2024, in line with 2023 levels, totaling ~$125 billion to develop 14 billion BOE. The report notes that the majority of FIDs announced in 2023 were deepwater, and adds that “we continue to anticipate [that] deepwater [will] dominate expected investment in 2024, with Latin America accounting for almost a third of reserves.”

The firm cited a report from Wood Mackenzie, which said that 13 deepwater projects are expected to reach FID in 2024 – five in Latin America, four in Africa, two in North America, one in Europe, and one in the Middle East. 

The five projects in Latin America include two in Brazil, one in Guyana, one in Suriname, and one in Trinidad and Tobago, totaling ~$33 billion.

04.15.2024