切萨皮克首席运营官 Viets 谈到美国天然气供应时表示，“我们并不缺乏资源”

切萨皮克的首席运营官表示，政治信息的一致性是做出数十亿美元的承诺以将资源推向市场所需要的。

妮莎
达博讷
石油和天然气投资者

切萨皮克能源公司首席运营官乔什·维茨 (Josh Viets) 表示，美国可生产的天然气储量比目前的经济储量要多得多。

“美国天然气行业的问题在于我们并不缺乏资源，”他在标准普尔全球的 CERAWeek 上表示。“这里有超过 1,000 Tcf 的地下资源，我们知道这些资源，我们可以利用当今现有的技术来解锁。”

他指出，自 19 世纪以来，勘探与生产行业找到了一种发现更多储量并经济地生产资源的方法。

因此，“我的猜测是这个数字”可能是当一切都说完了之后的两到三倍，”维茨说。

不过，他表示，天然气行业要发展，需要数十亿美元的投资和不会对投资构成承诺风险的政治管理。

“如果不确定投资能否产生这些回报，那么这种情况就不会发生。” 因此，我认为提供供应的[确定性]、提供访问权限以及消息传递的一定一致性将是至关重要的。”

Viets 引用了欧盟能源总干事 Ditte Juul Jasergensen 的评论，后者在 CERAWeek 之前的会议上发表了讲话。

“她明确表示，到 2050 年，天然气将是其能源基础设施的关键组成部分，”Viets 说。“哇，她确实在上面放了一个[时间表]，而且非常清楚。但如果她说，“告诉你所有的朋友、所有的行业同行：我们需要美国天然气，”我们[在这里]并不总是听到这样的说法。”

与此同时，液化天然气运营商和管道运营商需要巨大的资本承诺。“这些投资达数十亿美元，”他指出。

最终，需要传达一致的政治信息。“对我们所有人来说，坐在这里思考，‘好吧，如果我等到下一届政府，也许情况会发生变化’，这是非常危险的。”

“因为几年后，你会想，“希望政府不要改变，因为它会让我们回到原来的状态。”

打开和关闭碳开关

白宫经常打开/关闭碳排放开关。不过，无论按钮打开还是关闭，美国石油和天然气生产商都在朝着实现净零目标迈进。

“在过去的几年里，可持续发展的整个概念确实有了新的视角，”越南说。

为了实现“到 2035 年实现零排放”的目标，切萨皮克的几个项目正在帮助该公司迅速实现这一目标：消除现场排放以及碳捕获和储存。

迄今为止，该公司已改造了 19,000 多个气动气动装置，将甲烷强度降低至 0.02%。

“从长远来看，如果你熟悉石油和天然气气候倡议，这是一个由首席执行官领导的跨国组织，他们的目标是到 2030 年达到 0.2%，”Viets 说。“所以我们已经领先了一个数量级。”

此外，切萨皮克约 80% 的生产都受到无组织排放的持续监控，并实时向俄克拉荷马城总部发出警报。

“但我们确实认识到，作为勘探与生产运营商，[我们]始终会产生一定程度的碳或甲烷排放。以今天的技术来说，完全消除这种现象是不可能的，”他说。

因此，切萨皮克与 Momentum Midstream 合作开发了新建的 ​​Momentum NG3，其管道长度为 275 英里，运载量为 2.2。前往墨西哥湾沿岸的 Bcf/d 包括从海恩斯维尔页岩气中提取和封存二氧化碳，然后再将其发送给买家。

“一旦投入使用，仅该项目就可以让我们抵消公司大约三分之一的排放量。”

「烟流机」

与此同时，他补充说，在马塞勒斯，二氧化碳不是问题。“阿巴拉契亚地区受到限制吗？”是的，绝对是，”他说。“但我们特别喜欢 Marcellus 的一点是，它的运营盈亏平衡点极低。

“这里”没有二氧化碳。没有 H2S。它产生的水很少。老实说，这可能是我参与过的最简单的操作。油井回报好，总体成本结构低，递减率相对较低。”

简而言之，“它是一台现金流机器，”他说。

这使得扩大其海恩斯维尔投资组合成为可能。“这是高度下降”。成本很高。有 H2S。有二氧化碳。[这]最终会提高盈亏平衡。”

但他说，它生产的天然气实际上可以进入市场，特别是作为全球液化天然气，因为墨西哥湾沿岸的基础设施产能不足。

原文链接/hartenergy

‘We Don’t Lack Resource,’ Chesapeake COO Viets Says of US Gas Supply

Chesapeake's COO said consistency in political messaging is what’s needed to make the mega-billion-dollar commitments to get the resource to markets.

Nissa
Darbonne
Oil and Gas Investor

There are plenty more producible U.S. natural gas reserves than currently economic, according to Josh Viets, COO of Chesapeake Energy Corp.

“The thing about the U.S. natural gas industry is we don’t lack resource,” he said at CERAWeek by S&P Global. “There’s over 1,000 Tcf of resource in the ground that we know about and that we can unlock with technologies that exist today.”

Since the 19th century, the E&P business has found a way to discover more reserves and produce the resource economically, he noted.

Thus, “my guess is the number’s probably two to three times that when it’s all said and done,” Viets said.

To grow, though, the gas industry needs mega-billion-dollar investments and political administrations that don’t pose commitment risk on investments, he said.

“If there’s no certainty that those returns can be generated on investment, that doesn’t happen. So I think providing [certainty] of supply, providing access and with some consistency in messaging is going to be paramount.”

Viets referenced comments made by Ditte Juul Jørgensen, director-general for energy at the EU, who spoke in a prior sessions at CERAWeek.

“She made it very clear that natural gas is a key component of their energy infrastructure until 2050,” Viets said. “Now, she did put a [timeline] on it and that was pretty clear. But for her to say, ‘Go tell all your friends, all your industry cohorts: We need U.S. natural gas,’ we don’t always hear that [here].”

Meanwhile, LNG operators and pipeline operators need enormous capital commitments. “These are billions of dollars of investments,” he noted.

Ultimately, there needs to be political messaging that is consistent. “It’s so dangerous for us all to sit here and think, ‘Well, if I just wait until the next administration, maybe things will change.’

“Because then, a few years after that, you’re thinking, ‘I hope the administration doesn’t change because it’s going to put us right back where we were.’”

On and off switch on carbon

The White House has regularly flipped an on/off switch on carbon. U.S. oil and gas producers are moving forward on reaching net-zero goals whether the button is on or off, though.

“The whole concept of sustainability has really taken on a new lens over the last several years,” Viets said.

Towards its ‘net zero by 2035’ goal, a couple of Chesapeake projects in particular are getting the company there quickly: eliminating field emissions and carbon capture and storage.

The company has retrofitted more than 19,000 gas-driven pneumatics to date, taking its methane intensity down to 0.02%.

“To put that in perspective, if you’re familiar with the Oil & Gas Climate Initiative, which is a multinational CEO-led organization, they have a target by 2030 of 0.2%,” Viets said. “So we’re an order of magnitude ahead of that already.”

Also some 80% of Chesapeake’s production is being continuously monitored for fugitive emissions, alerting headquarters in Oklahoma City in real time.

“But we do recognize that, as an E&P operator, [we] will always have some level of carbon or methane emission. It’s just not possible with today’s technology to fully abate it,” he said.

So Chesapeake’s partnership with Momentum Midstream on the newbuild Momentum NG3—a 275-mile pipe carrying 2.2. Bcf/d to the Gulf Coast—includes extracting and sequestering the CO2 from its Haynesville Shale gas before sending it to buyers.

“That project alone will allow us to offset roughly a third of the company’s emissions once that’s placed into service.”

‘Cash flow machine’

Meanwhile, in the Marcellus, CO2 isn’t an issue, he added. “’Is the Appalachian region constrained?’ Yes, it absolutely is,” he said. “But what we love about the Marcellus specifically is that the operational breakevens are extremely low.

“There’s no CO2. There’s no H2S. It produces very little water. Honestly, it’s probably the simplest operation I’ve ever been a part of. The well returns are great, overall cost structures are low, decline rates are relatively low.”

Simply put, “it’s a cash flow machine,” he said.

That makes growing its Haynesville portfolio possible. “It’s high-decline. It’s high-cost. There’s H2S. There’s CO2. [This] ultimately pushes up breakevens.”

But the gas it makes can actually get to market, he said, particularly as LNG worldwide, since infrastructure along the Gulf Coast isn’t capacity-short.