Criterium Energy 公布第四季度初步运营业绩并提供运营更新

来源:www.gulfoilandgas.com 2025 年 1 月 20 日,地点:亚洲

- 东南 Mengoepeh 气田的开发取得进展,重点是与 PT BlueEnergy 签署了关于天然气采购的谅解备忘录。
- 第四季度结束时 12 月产量为 960 桶/天1;2025 年 1 月迄今为止的平均产量
为 1,020 桶/天1。 - 2024 年共完成 15 次修井,使 Mengoepeh 油田的产量比 2023 年第四季度增加 65%1。
- 持续的成本降低导致 12 月的运营成本相当于 32 美元/桶2,比 2024 年 1 月下降 30%。Criterium

Energy Ltd.(“Criterium”)(TSXV:CEQ)是一家独立的上游能源开发和生产公司,专注于促进东南亚的增长,今天公布了第四季度的初步运营业绩,并提供了公司印度尼西亚投资组合中近期生产和开发活动的最新情况。

Criterium Energy 总裁兼首席执行官 Matthew Klukas 表示:“2024 年是 Criterium 的转型之年,我们收购了 Mont D'Or 资产和团队并将其整合到我们的运营基地中。”“通过严格专注于我们的修井计划,我们展示了我们稳步提高产量的能力。结合我们对降低运营成本的严格关注,我们正在推动运营现金流的显著改善。我们未来一年的重点将是进一步提高净回值,同时推进我们不断扩大的天然气资源的开发,我们预计这将比我们预期的更快地对我们的运营产生重大影响。在这方面,我们已采取多项措施,快速推进东南 Mengoepeh 天然气开发,帮助缩短开发时间并提供出口选择,所有这些都是为了尽快实现生产货币化。”


2024 年第四季度精选运营和财务亮点
- SE-MGH 进展:东南 Mengoepeh 气田 (SE MGH) 取得了重大里程碑,包括根据现有 Mengoepeh 发展计划获得其发展计划的批准。此外,该公司与 PT BlueEnergy 签署了一份谅解备忘录 (MOU),用于销售和购买该气田的天然气,并正在探索使用 Galileo Technologies 的 MicroLNG 技术作为液化和运输天然气的经济高效解决方案,为传统管道基础设施提供替代方案。

- 产量增加:2024 年第四季度,Tungkal PSC 的平均油田产量为 957 桶/天1(“bbl/d”),高于 2024 年第三季度的 880 桶/天。产量增加反映了 12 月进行的额外修井和持续的维护,从而减少了油井停工时间。 2024 年 12 月平均日产油田产量为 960 桶/天,截至 2025 年 1 月平均日产油田产量为 1,020 桶/天。自 2024 年 1 月以来,公司总产量增长了 20% 以上。


- 修井作业继续取得成功:第四季度完成了四次修井作业,使 2024 年的修井作业总数达到 15 次。这些修井作业以每桶不到 2,000 美元3 的价格实现了增量,迄今为止,总计已获得超过 4 倍的回报3。

- 进一步降低运营成本:2024 年第四季度的运营成本(包括一般行政费用和公司成本)估计为 297 万美元2 或 34 美元/桶,比 Criterium 收购资产的 2024 年 1 月减少了 26%。成本降低的原因是实施了成本控制措施并使用生产的天然气发电,减少了柴油的购买和消耗。

- 强劲的净回值:尽管油价下跌了 6 美元/桶,但第四季度的运营净回值与 2024 年第三季度相比稳定在 24 美元/桶2。Tungkal

PSC 和 SE MGH 开发的进一步进展

开发计划获得批准:2024 年,Criterium 完成了 Tungkal PSC 中 SE-MGH 气田开发计划的技术可行性研究,并将其提交给政府,以纳入现有的 Mengoepeh 开发计划,从而避免了单独计划的需要。该提交已于第四季度获得批准,减少了投产天然气所需的政府批准。天然气开发预计将成为公司战略计划的关键组成部分,仅从 SE-MGH 就有可能增加超过 1,000 桶油当量/天的产量。


与 PT Energasindo Heksa Karya (EHK) 签署谅解备忘录:为了支持这一战略,Criterium 于 2024 年第二季度成功与 Rukun Raharja 和东京燃气公司旗下的 PT Energasindo Heksa Karya (“EHK”) 签署了一份谅解备忘录。根据该协议,EHK 将从 SE-MGH 和 Tungkal PSC 购买已发现的天然气。

与 PT BlueEnergy 和 MicroLNG Technology 签署谅解备忘录:在第四季度,Criterium 与 PT BlueEnergy 签署了一份谅解备忘录,以支持使用 Galileo Technologies 的 MicroLNG 技术出口生产的天然气。Cryobox™ LNG 生产站提供了一种模块化且可运输的解决方案,可直接在源头液化天然气。该技术可实现高效的现场天然气处理,通过消除对大量管道基础设施的需求来解决滞留天然气的挑战。

修井计划
Criterium 于 2024 年 3 月在产油的 Mengoepeh 油田(“MGH”)启动了一项低成本、高回报的修井计划,并在一年内完成了针对现有和新生产间隔的 15 次修井。总体而言,迄今为止,这些修井已从约 60 万美元的投资中产生了超过 300 万美元的增量现金流3。修井,尤其是针对新发现的 GH 砂区的修井,继续表现超出预期,使 Criterium 能够快速回收资本,因为每次修井的现金回报平均不到 30 天。该计划的积极影响反映在 Criterium 的产量、收入和财务灵活性的持续增长中。有关每次修井结果的更多信息,请参阅公司介绍,可在公司网站上找到。

钻井/MGH-43 更新
2024 年 9 月,公司钻探了 MGH-43 井,这是其在 Tungkal PSC 的首次加密井活动,重点关注 MGH 油田的未开发区域,目标是 Talang Akar 地层 (TAF) 内的多个产油层。TAF 内的河流三角洲储层平均净产油层厚度为 20 至 25 米,孔隙率为 10% 至 20%,渗透率为 50 至 100 毫达西,这些储层特征通常与更高的生产率有关。

该井与 TAF 中的多个储层区域相交,油层显示良好至极好。MGH-43 上的测井确定了 CT、CH、EL、EH、F 和 GH 间隔中的预期生产间隔。这些总预期砂层厚度约为 41 米,于 2024 年 11 月下旬射孔。该公司还在 Gumai 地层(约 500-580 米 MD)中发现了约 13 米的净产层 4 潜在含气砂层。Gumai 区域遍布整个 MGH 油田,有碳氢化合物迹象,但尚未进行测试。该公司目前正在评估这一发现如何补充 SE MGH 天然气开发。


根据迄今开展的工作和观察到的产量,管理层认为所选区域可能存在地层损害。公司目前打算采取以下步骤,帮助提高完井活动中确认的含油区域的产量,包括:(1) 酸化以帮助减轻潜在的地层损害;(2) 引入饱和度测量工具以了解含油量;(3) 在井下进行区域隔离。根据优化工作的结果,管理层还可以选择测试古迈天然气上部,这将与公司 2025 年更广泛的天然气战略相结合。Bulu

交易更新
2024 年 9 月 5 日,Criterium 从其全资子公司的买方处收到第二笔 50 万美元的不可退还付款,该买方拥有 Bulu 产品分成合同 42.5% 的非经营工作权益,该合同最初于 2024 年 5 月 21 日宣布。包括这笔 50 万美元的付款在内,迄今为止,Criterium 已收到交易总购买价 7,750,000 美元中的 1,000,000 美元。管理层继续与原买家合作完成交易,但该公司目前也在评估为股东释放价值的替代方案,包括与其他买家进行讨论。该公司打算在 2025 年第一季度晚些时候提供最新信息。Outlook Management 目前预计将在第一季度发布其 2025 年战略计划和预算。该计划设想的关键活动预计将包括

优先
考虑 SE-MGH 天然气开发,利用现有基础设施和未使用的产能来最大限度地降低成本;并在 MGH 油田进行额外的修井作业,以延续 2024 年修井计划的成功。

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原文链接/GulfOilandGas

Criterium Energy Provides Q4 Preliminary Operating Results and Provides Operational Update

Source: www.gulfoilandgas.com 1/20/2025, Location: Asia

- Progressed development of the Southeast Mengoepeh gas field, highlighted by Memorandum of Understanding signed with PT BlueEnergy for gas offtake.
- Exited the fourth quarter with December production of 960 bbl/d1; January 2025 production to date has averaged 1,020 bbl/d1.
- Total of 15 workovers completed in 2024 increasing Mengoepeh field production by 65%1 over Q4 2023.
- Continued cost reductions led to December operating costs equivalent to US$32/bbl2, a 30% decrease from January 2024.

Criterium Energy Ltd. (“Criterium”) (TSXV: CEQ), an independent upstream energy development and production company focused on energizing growth for Southeast Asia today announced preliminary Q4 operating results and provided an update on recent production and development activities in the Company’s Indonesian portfolio.

“2024 was a transformative year for Criterium, acquiring and integrating the Mont D’Or assets and team into our operational base,” said Matthew Klukas, President and CEO of Criterium Energy. “With a disciplined focus on our workover program we have demonstrated our ability to steadily increase production. Combined with our strict focus on reducing operating costs we are driving meaningful improvement in cash flow from operations. Our focus for the year ahead will be on improving netbacks further while advancing the development of our expanding gas resources, which we expect to have a material impact on our operations sooner than we anticipated. On that front, we have taken a number of steps to advance the Southeast Mengoepeh gas development at a rapid pace, helping to shorten development timelines and provide optionality on egress, all with the goal of monetizing production as quickly as possible.”


Selected Q4 2024 Operating and Financial Highlights
- SE-MGH Progress: Achieved significant milestones for the Southeast Mengoepeh gas field ("SE MGH"), including obtaining approval for its development plan under the existing Mengoepeh Plan of Development. Additionally, the company signed a Memorandum of Understanding (“MOU”) with PT BlueEnergy for the sale and purchase of natural gas from the field and is exploring the use of Galileo Technologies’ MicroLNG technology as a cost-effective solution to liquefy and transport gas, offering an alternative to traditional pipeline infrastructure.

- Increased Production: Achieved average field production in the Tungkal PSC of 957 barrels per day1("bbl/d") in Q4 2024, up from 880 bbl/d in Q3 2024. The increase reflects additional workovers conducted in December and ongoing maintenance which has reduced well downtime. Average daily field production in December 2024 was 960 bbl/d1, and 1,020 bbl/d1 thus far in January 2025. Total Company production has grown more than 20% since January 2024.


- Continued workover success: Completed four workovers during the fourth quarter, bringing total workovers for 2024 to 15. These workovers delivered incremental volumes on stream at less than US$2,000 per flowing barrel3 and to date has seen over 4x payback3 in aggregate.

- Further reduced operating costs: Q4 2024 operating costs, including G&A and corporate costs, were estimated at US$2.97 million2 or US$34/bbl, which is a 26% reduction from January 2024 when Criterium acquired the assets. Lower costs were due to implementation of cost control measures and the use of produced natural gas for power generation, reducing diesel purchase and consumption.

- Strong netbacks: Operating netbacks were stable at US$24/bbl2 in the fourth quarter versus the third quarter of 2024, despite a US$6/bbl drop in oil prices

Further Progress at Tungkal PSC and the SE MGH Development

Development Plan Approval: In 2024, Criterium completed a technical feasibility study for the development plan of the SE-MGH gas field in the Tungkal PSC and submitted it to the government for inclusion in the existing Mengoepeh Plan of Development, avoiding the need for a standalone plan. The submission was approved in the fourth quarter, reducing the government approvals required to bring gas on stream. Gas development is expected to be a key component of the Company's strategic plan with the potential to add over 1,000 boe/d of production from SE-MGH alone.


MOU with PT Energasindo Heksa Karya (EHK): To support this strategy, Criterium successfully executed an MOU during Q2 2024 with PT Energasindo Heksa Karya ("EHK"), a company owned by Rukun Raharja and Tokyo Gas. Under the agreement, EHK will purchase discovered gas from SE-MGH and the Tungkal PSC.

MOU with PT BlueEnergy and MicroLNG Technology: During the fourth quarter, Criterium signed an MOU with PT BlueEnergy to support the egress of produced natural gas using Galileo Technologies’ MicroLNG technology. The Cryobox™ LNG Production Station provides a modular and transportable solution for liquefying natural gas directly at the source. This technology enables efficient on-site gas processing, addressing the challenges of stranded gas by eliminating the need for extensive pipeline infrastructure.

Workover Program
Criterium commenced a program of low-cost, high-return workovers in the oil producing Mengoepeh field (“MGH”) in March 2024 and completed a total of 15 workovers during the year targeting existing and new producing intervals. In aggregate the workovers have generated more than US$3 MM incremental cash flow3 to date from an investment of approximately US$600k. Workovers, especially those targeting the newly discovered GH sand zone, continue to perform above expectations, enabling Criterium to rapidly recycle capital given cash paybacks average less than 30 days per workover. The positive impact of this program is reflected in Criterium's continued growth in production, revenue and financial flexibility. Additional information on the results of each workover is available in the corporate presentation, which can be found on the Company's website.

Drilling/MGH-43 Update
In September 2024, the Company drilled the MGH-43 well which is its first infill well campaign on the Tungkal PSC, focused on untapped areas in the MGH field, targeting multiple pay zones within the Talang Akar Formation (the "TAF"). The fluvial deltaic reservoir within the TAF features on average 20 to 25 metres of net pay, with 10 to 20% porosity and 50 to 100 millidarcies of permeability, reservoir characteristics that are typically associated with higher productivity.

The well intersected multiple reservoir zones in the TAF with good to excellent oil shows. Logging completed on MGH-43 identified prospective producing intervals in the CT, CH, EL, EH, F, and GH intervals. These total an estimated 41m of prospective gross sand interval3,4 that were perforated in late November 2024. The Company also identified approximately 13m of Net Pay4 potential gas bearing sands in the Gumai formation (~500-580m MD). The Gumai zone is present throughout the MGH field and has indications of hydrocarbons but has not been tested. The Company is currently evaluating how this discovery could complement the SE MGH gas development.


Based on the work conducted and production observed to date, management believes that there is potential formation damage in selected zones. The Company now intends to take the following steps to help enhance production from the oil bearing zones, confirmed during completion activities, including: (1) acidization to help mitigate potential formation damage; (2) bringing in a saturation measurement tool to understand oil content; and, (3) conducting zonal isolation down hole. Depending on the results of this optimization work management also has the option to test the upper Gumai gas zone, which would tie in with the Company’s broader gas strategy for 2025.

Bulu Transaction Update
On September 5th 2024, Criterium received a second US$500,000 non-refundable payment from the buyer of its wholly owned subsidiary which owns a 42.5% non-operated working interest in the Bulu Production Sharing Contract, as originally announced on May 21, 2024. Inclusive of this US$500,000 payment, to date Criterium has received US$1,000,000 of the US$7,750,000 total purchase price consideration for the transaction. Management continues to work with the original buyer to close the transaction, however, the company is also currently evaluating alternatives to unlock value for shareholders including discussions with alternative buyers. The Company intends to provide an update later in the first quarter of 2025.

Outlook
Management currently expects to release its strategic plan and budget for 2025 during the first quarter. Key activities envisioned under the plan are expected to include prioritization of the SE-MGH gas development, leveraging existing infrastructure and unused capacity to minimize costs; and the execution of additional workovers in the MGH field to extend the success of the 2024 workover program.

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