商业/经济

土耳其 TPAO 与 Continental Resources、TransAtlantic Petroleum 签署合资协议

新合资企业旨在应用美国的专业技术来开发土耳其国内非常规资源,帮助其实现能源独立的目标,并成为区域枢纽和液化天然气的主要出口国。

土耳其特帕奥罗
土耳其能源与自然资源部长阿尔帕斯兰·拜拉克塔尔 (Alparslan Bayraktar) 出席标普全球举办的 CERAWeek 活动。
来源:土耳其官方媒体“安纳多卢新闻报”。

土耳其国家石油公司土耳其石油公司 (TPAO) 与俄克拉荷马州的 Continental Resources 和 TransAtlantic Petroleum 组建合资企业 (JV),在土耳其东南部的迪亚巴克尔盆地和该国西北部的色雷斯盆地勘探和生产非常规石油和天然气。

土耳其能源与自然资源部长阿尔帕斯兰·拜拉克塔尔(Alparslan Bayraktar)3 月 12 日在社交媒体平台 X 上发表声明称,该合资公司开启了“勘探新时代”,是减少土耳其对能源进口依赖的重要一步。

据该公司网站称,大陆资源公司是美国十大独立石油生产商之一,也是巴肯页岩最大的租赁人和生产商。大陆资源公司还在俄克拉荷马州的阿纳达科盆地、怀俄明州的粉河盆地和德克萨斯州的二叠纪盆地拥有油田。

首席执行官道格·劳勒 (Doug Lawler) 向路透社透露,大陆集团认为土耳其尚未开发的能源储备具有“巨大潜力”。

对于跨大西洋石油公司来说,该合资企业为其提供了一个在已运营17年的国家进行扩张的机会。

TransAtlantic 正在 Molla 地区实施水平钻探计划。该公司已在 Mardin 和 Bedinan 地区发现油气,并认为该地区遍布裂缝性碳酸盐岩。据该公司网站称,最初的垂直发现已通过水平钻探得到改善,目前正在进行 3D 地震勘测,以在 Molla 地区寻找更多油气机会。

该公司还在重新开发塞尔莫油田,该油田历来是土耳其最大的产油田。该公司认为,它已经确定了塞尔莫油田未枯竭的断层块,并将重点开发这些地区,计划在该油田产量最高的地层钻水平井。

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跨大西洋石油公司在土耳其的资产。
来源:跨大西洋石油公司。

土耳其不断扩大的能源雄心

拜拉克塔尔表示,土耳其计划在2025年钻探153口石油勘探井,重点关注土耳其-叙利亚边境附近迪亚巴克尔盆地的加巴尔地区,因为迪亚巴克尔地区与库尔德武装的紧张局势最近有所缓解。

3 月份,土耳其国内石油产量达到 132,000 桶/天。据土耳其《每日晨报》报道,土耳其石油公司在国际上与阿塞拜疆、索马里和俄罗斯展开合作。该新闻媒体还报道称,土耳其石油公司首席执行官 Ahmet Temko臒lu 在 1 月份表示,利比亚的勘探区块可能会被列入合作名单。

TPAO 估计迪亚巴克尔盆地的可采储量可达 60 亿桶石油和 12-20 万亿立方英尺天然气,色雷斯盆地的可采储量可达 20-45 万亿立方英尺。

土耳其在与伊拉克接壤的加尔巴尔山脉发现了重大发现,并在黑海发现了重大天然气。土耳其拥有连接欧洲和亚洲的广泛管道网络,因此有能力处理未来的天然气流量,无论是用于国内消费还是出口。

土耳其的黑海明珠

3 月,拜拉克塔尔在休斯顿参加了标普全球 CERAWeek 会议,并接受了土耳其官方媒体 Anadolu Ajansi 的采访。他指出,黑海深水萨卡里亚气田每天可开采约 750 万立方米天然气,他说:“我们将在下个月将这一数字提高到 950 万立方米到 2026 年将提高到 2000 万立方米将确保我们国内 15% 的需求来自萨卡里亚天然气。到 2030 年,我们 30% 的天然气需求将来自萨卡里亚。”

到 2026 年,实现该气田天然气产量翻一番的关键是该国第一艘浮式生产储存卸载船,该船于 2024 年 9 月抵达。该船从 BW Offshore 收购,目前正在阿纳卡莱进行准备,根据为期 20 年的合同,它将于 2026 年部署在距离海岸 170 公里的萨卡里亚气田。

萨卡里亚气田于 2020 年被发现,估计天然气储量为 7100 亿立方米。

伍德麦肯兹里海和欧洲上游石油和天然气研究主管阿什利谢尔曼 (Ashley Sherman) 称萨卡里亚项目将改变整个天然气行业格局,到 2030 年,该项目将覆盖土耳其近 30% 的天然气消耗。

土耳其致力于成为液化天然气区域枢纽

土耳其拥有七条国际天然气管道经过,并拥有五个液化天然气设施、三个浮式储存和再气化装置以及两个地下天然气储存设施,因此有志于随着时间的推移成为液化天然气的区域枢纽和主要出口国。

作为成为区域天然气枢纽战略的一部分,该国最近与主要能源公司签署了长期液化天然气供应协议。

埃克森美孚于 2024 年 5 月与土耳其石油管道公司(BOTA艦)签署了一份长期液化天然气销售协议,BOTA艦承诺在 10 年内从埃克森美孚购买高达 250 万吨/年的液化天然气。

2024 年 9 月,道达尔能源与 BOTA 艦签署了一份总协议,自 2027 年起 10 年内每年交付 110 万吨液化天然气。

BOTA艦于2024年9月签署了另一项为期10年的液化天然气供应协议。与壳牌国际贸易中东公司达成的协议规定,BOTA艦将从壳牌在美国和全球的投资组合中每年购买多达40亿立方米的液化天然气,交付时间为2027年。

原文链接/JPT
Business/economics

Turkey’s TPAO Inks JV With Continental Resources, TransAtlantic Petroleum

The new joint venture aims to apply US expertise to unlock Turkey's domestic unconventional resources, helping it to achieve its goal of energy independence and to become a regional hub and major exporter of LNG.

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Turkey’s Minister of Energy and Natural Resources Alparslan Bayraktar at CERAWeek by S&P Global.
Source: Anadolu Ajansi, Turkey’s official state media.

Turkey’s national oil company, Turkish Petroleum Corp. (TPAO), has formed a joint venture (JV) with Oklahoma-based Continental Resources and TransAtlantic Petroleum to explore and produce unconventional oil and gas in the Diyarbakir basin in southeastern Turkey and the Thrace basin in the country’s northwest.

Turkey’s Minister of Energy and Natural Resources Alparslan Bayraktar called the JV a significant step toward reducing Turkey’s reliance on energy imports by opening “a new era in exploration” in an announcement on the social media platform X on 12 March.

Continental Resources ranks among the top 10 US independent oil producers and is the largest leaseholder and producer in Bakken shale, according to the company’s website. Continental is also positioned in Oklahoma’s Anadarko Basin, the Powder River Basin in Wyoming, and the Permian Basin in Texas.

CEO Doug Lawler told Reuters that Continental sees “immense potential” in Turkey’s untapped energy reserves.

For TransAtlantic Petroleum, the JV offers a chance to expand in a country where it has operated for 17 years.

TransAtlantic is executing a horizontal drilling program in the Molla area. The company has made discoveries in the Mardin and Bedinan zones and believes there are fractured carbonates present across the area. Initial vertical discoveries have been improved through horizontal drilling, and a 3D seismic survey is underway to identify additional opportunities in the Molla area, according to their website.

The company is also redeveloping the Selmo field, which has historically been its largest producing field in Turkey. It believes it has identified the undepleted fault blocks in Selmo and will focus redevelopment efforts on those areas with plans to drill horizontal wells in the most-productive formation in the field.

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TransAtlantic Petroleum’s assets in Turkey.
Source: TransAtlantic Petroleum.

Turkey’s Expanding Energy Ambitions

Turkey plans to drill 153 oil exploration wells in 2025, focusing on the Gabar region in the Diyarbakir basin near the Turkey-Syria border, Bayraktar said, as tensions with Kurdish forces in the Diyarbakir region have recently eased.

In March, Turkey’s domestic oil production reached 132,000 B/D. Internationally, TPAO been collaborating with Azerbaijan, Somalia, and Russia, according to Turkey’s Daily Sabah news outlet which also reported that TPAO CEO Ahmet Türkoğlu signaled in January that exploration blocks in Libya could be added to the list.

TPAO estimates recoverable reserves could reach 6 billion bbl of oil and 12–20 Tcf of gas in the Diyarbakir basin and 20–45 Tcf in the Thrace basin.

Turkey has made significant finds in the Garbar Mountain Range along its border with Iraq, as well as significant gas discoveries in the Black Sea. With its extensive pipeline network connecting Europe and Asia, the country is well-positioned to handle future gas flows, either for domestic consumption or export.

Turkey’s Black Sea Jewel

Bayraktar was in Houston in March for the CERAWeek by S&P Global conference where he was interviewed by Anadolu Ajansi, Turkey’s official state media. Noting that approximately 7.5 million m3 of gas is extracted daily from the deepwater Sakarya gas field in the Black Sea, he said, “We will increase this to 9.5 million m3 next month and 20 million m3 2026. This will ensure that 15% of our domestic need will come from Sakarya gas. By 2030, 30% of our gas needs will come from Sakarya.”

Critical to doubling the field’s gas production by 2026 is the country’s first floating, production, storage, and offloading vessel, which arrived in September 2024. Acquired from BW Offshore and now undergoing preparations in Çanakkale, it will be deployed 170 km offshore in the Sakarya field in 2026 under a 20-year contract.

Discovered in 2020, Sakarya boasts estimated gas reserves of 710 Bcm.

Ashley Sherman, research director, Caspian and Europe Upstream Oil and Gas at Wood Mackenzie, called Sakarya a game changer that will cover almost 30% of Turkey’s gas consumption by 2030.

Turkey Aims To Become a Regional Hub for LNG

Turkey has ambitions to become a regional hub and major exporter of LNG itself over time, considering it is crossed by seven international gas pipelines and claims five of its own LNG facilities, three floating storage and regasification units, and two underground natural gas storage facilities.

As part of its strategy to become a regional gas hub, it has recently signed long-term LNG supply agreements with major energy companies.

ExxonMobil signed a long-term LNG sales agreement in May 2024 with the Turkish Petroleum Pipeline Corporation (BOTAŞ) in which BOTAŞ committed to buying up to 2.5 mtpa of LNG for 10 years from ExxonMobil.

In September 2024, TotalEnergies signed a Heads of Agreement with BOTAŞ for the delivery of 1.1 mtpa of LNG for 10 years starting from 2027.

BOTAŞ signed another 10-year LNG supply agreement in September 2024. The deal with Shell International Trading Middle East committed BOTAŞ to buying up to 4 Bcm of LNG per year from Shell’s US and global portfolio, with deliveries starting in 2027.