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GlobalData:尽管 2023 年交易量下降 22%,但石油和天然气行业合同价值仍保持不变

GlobalData 的一份新报告显示,石油和天然气行业披露的合同量从 2022 年的 7,550 份合同大幅下降 22% 至 2023 年的 5,915 份合同。尽管出现下降,但该行业仍保持了合同价值的增长势头。这主要得益于 North Field South LNG、Golden Pass LNG、Hail 和 Ghasha 油田、Agogo FPSO 等大型项目的合同以及在充满挑战的市场条件下 Amiral 石化设施的扩建。

GlobalData 的最新报告(《石油和天然气行业年度合同分析(按地区、行业、计划和授予的合同以及顶级承包商)》显示,2023 年披露的合同总价值保持在 1,874.8 亿美元的势头,仅略低高于 2022 年报告的 1,899.4 亿美元。

GlobalData 石油和天然气分析师 Pritam Kad 表示:“这种韧性归功于 Technip Energies 和 Consolidated Contractors 等知名承包商的高价值合同,这些合同为卡塔尔能源公司的 North Field South 液化天然气项目获得了价值 100 亿美元的 EPCC 合同。” 。“ecnimont”价值 87 亿美元、Saipem 和 NPCC Consortiums 价值 82 亿美元的阿联酋 Hail 和 Ghasha 开发项目 EPC 合同、Yinson Holdings 价值 53 亿美元的 Agogo FPSO 租赁和维护以及现代公司价值 50 亿美元的 EPC 工程沙特阿拉伯 Amiral 石化工厂扩建。”

运营和维护 (O&M) 占大多数,占 2023 年合同总数的 51%,其次是采购范围,占 25%,多个范围包括建筑、设计和工程、安装、采购、O&M 和资产报废,占比约为合同的12%。

这些出色的合同包括 Technip Energies 和 CCC JV 为卡塔尔能源公司 (QatarEnergy) 提供的价值 100 亿美元的 EPCC 合同,该合同涉及卡塔尔能源公司 (QatarEnergy) 的两条巨型液化天然气列车,每条容量为 8 毫米吨/年,以及作为卡塔尔北油田南 (NFS) 项目一部分的相关设施;Tecnimont 为阿联酋阿布扎比的 Hail 和 Ghasha 开发项目提供了约 87 亿美元的 EPC,而 Saipem 和 NPCC 则为加工厂、钻井中心、管道和公用设施基础设施提供了 82 亿美元的 EPC。

此外,云升控股 (Yinson Holdings) 价值 53 亿美元的 Agogo FPSO 租赁及运营和维护工作合同,以及现代公司 (Hyundai) 价值 50 亿美元的混合进料裂解装置 (MFC) 以及沙特阿拉伯 Amiral 石化设施扩建的公用事业、火炬和互连设施的 EPC 工作。

卡德总结道:“石油和天然气行业获得重大项目高价值合同的能力突显了其在动荡时期的持久实力和适应能力。”

原文链接/drillingcontractor
Global and Regional MarketsNewsThe Offshore Frontier

GlobalData: Oil & gas industry contract value sustains despite 22% drop in volume in 2023

According to a new report from GlobalData, the oil and gas industry saw a significant decline of 22% in disclosed contract volume from 7,550 contracts in 2022 to 5,915 contracts in 2023. Despite this decrease, the industry managed to maintain momentum in contract value. This was primarily fueled by contracts for major projects such as North Field South LNG, Golden Pass LNG, Hail and Ghasha field, Agogo FPSO and the expansion of the Amiral petrochemicals facility, amidst challenging market conditions.

GlobalData’s latest report, (“Oil and Gas Industry Annual Contracts Analytics by Region, Sector, Planned and Awarded Contracts and Top Contractors”), reveals that the total disclosed contract value kept momentum at $187.48 billion in 2023, only slightly lower than the $189.94 billion reported in 2022.

“This resilience is attributed to high-value contracts from notable contractors such as Technip Energies and Consolidated Contractors that secured a $10 billion EPCC contract for QatarEnergy’s North Field South LNG project,” said Pritam Kad, Oil and Gas Analyst at GlobalData. “Tecnimont’s $8.7 billion, Saipem and NPCC Consortiums’ $8.2 billion EPC contracts for the Hail and Ghasha Development Project in the UAE, Yinson Holdings’ $5.3 billion Agogo FPSO charter and maintenance, and Hyundai’s $5 billion EPC work for Amiral petrochemicals facility expansion in Saudi Arabia.”

Operations and maintenance (O&M) represented the majority with 51% of the total contracts in 2023, followed by procurement scope at 25%, and multiple scopes, including construction, design and engineering, installation, procurement, O&M and asset retirement, accounted for around 12% of the contracts.

The standout contracts included Technip Energies and CCC JV’s $10 billion EPCC contract for QatarEnergy’s two mega LNG trains with a capacity of 8 mmtpa each, along with associated facilities as part of the North Field South (NFS) project in Qatar; Tecnimont’s approximately $8.7 billion EPC, and Saipem and NPCC’s $8.2 billion EPC for processing plants, drilling centers, pipeline and utilities infrastructure for the Hail and Ghasha Development Project in Abu Dhabi, UAE.

Additionally, Yinson Holdings’ $5.3 billion contract for Agogo FPSO charter and operation and maintenance work, and Hyundai’s $5 billion EPC work for Mixed feed cracker (MFC) and utilities, flares and Interconnecting facilities at the Amiral petrochemicals facility expansion in Saudi Arabia.

“The oil & gas industry’s ability to secure high-value contracts for major projects underscores its enduring strength and adaptability in navigating turbulent times,” Mr Kad concluded.