离岸人员

伦敦——伍德麦肯兹表示，对英国来说 ，开发设得兰群岛以西的深水罗斯班克油田和坎博油田的排放强度远低于进口同等数量的石油和天然气。

尽管 Equinor 被认为正在推进其 Rosebank 项目提案，但环保游说团体强烈反对 Cambo。壳牌最近退出了该项目，运营商伊萨卡能源公司 (Ithaca Energy) 正在努力争取开发资金。

然而，Wood Mackenzie 能源咨询（上游、欧洲、中东和非洲）副总裁 Malcolm Forbes-Cable 表示，与进口同等数量的石油相比，这两个项目将在其预计使用寿命内为英国减少 17 MM 公吨的 CO ₂排放量和气体。

最近在阿伯丁举行的 DEVEX 会议上发表演讲时，他补充说，这两个项目可为英国经济带来 400 亿英镑的总增加值 (GVA)，并创造 900 个长期就业岗位。

“英国在一体化的欧洲能源市场中发挥着关键作用，这些发展将寻求减少英国进口碳密集型替代能源的需求，”他说。“从经济角度来看，发展的商业案例这两个领域的优势非常引人注目，而且它还可以为英国带来额外的能源安全优势。”

根据Wood Mackenzie的排放基准工具，英国石油和天然气生产产生的排放量通常比进口的要低得多，而且进口增加的排放量将比来自电气化的罗斯班克和坎博的碳氢化合物排放量高出500%。

福布斯有线表示：“随着最终投资决策的临近，罗斯班克和坎博都成为英国北海石油和天然气生产未来的晴雨表。” “如果这些领域都没有得到充分发展，那么就很难为潜力较小的领域提供明确的经济理由。”

反对党工党领袖凯尔·斯塔默爵士表示，如果工党如人们普遍预期的那样赢得英国下次选举，将不会再发放北海勘探许可证。

伊萨卡能源公司执行主席吉拉德·迈尔森在接受 BBC 采访时评论道：“新政府想象他们将能够停止英国的许可证发放和石油开发，最终这意味着他们将英国能源匮乏，它将变得非常依赖国外能源。” 

“政客不断发表言论，这让投资者感到恐慌，”他补充道。“你必须确保环境稳定，因为这是一个将持续 10 年的项目。”

保守党政府去年推出并进一步提高的能源利润税将持续到 2028 年，除非石油和天然气价格持续下跌。

“税收制度不断变化，”迈尔森继续说道，“当你不知道自己将获得什么类型的回报时，就很难投入大量资金。”

2023年6月27日

Offshore staff

LONDON — Development of the deepwater Rosebank and Cambo oil fields west of Shetland would be far less emissions intensive for the UK than importing the equivalent volumes of oil and gas, according to Wood Mackenzie.

Although Equinor is thought to be advancing its proposal for the Rosebank project, environmental lobby groups are heavily opposed to Cambo. Shell recently withdrew from this project, with operator Ithaca Energy struggling to secure finance for the development.

However, Malcolm Forbes-Cable, vice president of Energy Consulting (Upstream, EMEA) with Wood Mackenzie, said the two projects would save the UK 17 MM metric tons in CO₂ emissions over their projected life spans compared to importing the equivalent volumes of oil and gas.

During his presentation at the recent DEVEX conference in Aberdeen, he added that the two projects could bring £40 billion of gross value add (GVA) to the UK economy and create 900 long-term jobs.

“The UK plays a critical role in the integrated European energy market, and these developments would seek to reduce the need for the UK to import carbon-intensive alternatives," he said. "From an economic perspective, the business case for the development of these two fields is compelling, and there is the added benefit of the additional energy security it would bring to the UK.”

According to Wood Mackenzie’s Emissions Benchmarking tool, UK oil and gas production typically generates materially lower emissions than imports, and the added emissions from imports would be 500% more than from hydrocarbons from an electrified Rosebank and Cambo.

“With final investment decisions looming, both Rosebank and Cambo act as barometers for the future of oil and gas production in the UK North Sea,” Forbes-Cable said. “If neither of these fields go to full development, it will be difficult to make a clear economic case for fields with less potential.”

Sir Keir Starmer, leader of the opposition Labour Party, has stated that Labour would issue no further licenses for exploration in the North Sea if it wins the UK’s next election, as is widely expected.

In an interview with the BBC, Ithaca Energy’s executive chairman Gilad Myerson commented, “By a new government imagining they’ll be able to stop licenses and oil development in the UK, ultimately what that means is that they’ll be starving the UK of energy, and it will become very dependent on energy from abroad." 

"Politicians keep making statements, which spook investors,” he added. “You have to make sure that the environment is stable because this is a project that will last for 10 years.”

The Energy Profits Levy, which the Conservative administration introduced last year and then raised further, will remain until 2028 unless oil and gas prices fall for a sustained period.

“The taxation regime is changing constantly,” Myerson continued, “and it’s very difficult to invest huge amounts of capital when you don’t know what type of return you’ll be getting.”

06.27.2023