伍德麦肯兹表示，尽管浮式钻井平台的费率仍然很高，但有迹象表明增长正在放缓。

根据供应链数据与分析副总裁德文·托马斯 (Devin Thomas) 12 月 4 日发表的评论文章，运营商一直在加强资本纪律，对高风险项目的兴趣有所减弱。

因此，在钻机数量连续两年增长 20% 之后，伍德麦肯兹现在预计，今年的增幅将远低于 2023 年的 4%，而 2025 年将增长 25%。

托马斯表示，海上运营商也应受益于钻井和完井服务较低的通货膨胀率。目前看来，今年的成本将比去年的 10% 增长 4%，比 2025 年和 2026 年分别增长 2.3%。 

钻井液和泥浆以及油井管分别占钻井和完井总成本的 9% 和 8%。过去 18 个月，钢铁、有机和无机化学品以及重晶石的原材料价格有所下降。

不过，伍德麦肯兹预计原材料价格将再次上涨，给整体钻井和完井成本带来上行压力。

Although rig rates for floaters remain high, there are signs that growth is slowing down, according to Wood Mackenzie.

According to a Dec. 4 opinion piece by Devin Thomas, vice president of Supply Chain Data & Analytics, operators have been exerting greater capital discipline with appetites for risky projects easing.

So, after two years of 20% growth in rigs, Wood Mackenzie now expects a much smaller increase this year of 4% compared with 2023, followed by a 25% rise in 2025.

Offshore operators should also benefit from lower inflation in drilling and completion services, Thomas said. Costs now look set to finish the year 4% higher compared with last year’s 10% increase, and 2.3% higher over each 2025 and 2026. 

Drilling Fluids & Mud and OCTG account for 9% and 8%, respectively, of total drilling and completion costs. Over the past 18 months, there have been lower raw material prices for steel, organic and inorganic chemicals, and barite.

However, Wood Mackenzie expects raw material prices to rise again, putting upward pressure on overall drilling and completion costs.