纽约市——根据 Evercore ISI 最新的 Offshore Oracle 报告，巴西 国家石油公司一直是超深水钻井市场紧张的主要推动者，在过去两年中占所有定期浮式钻井平台合同的四分之一以上。
目前，巴西国家石油公司的钻机数量为 19 座（一年前为 17 座），预计明年将增加 6 座。巴西国家石油公司 (Petrobras) 有 6 份未完成的招标，其中包括巴西最多 8 个浮式钻井平台和哥伦比亚 1 个浮式钻井平台，价值约 24 年。
报告指出，巴西国家石油公司正在执行其计划，以振兴成熟的坎波斯盆地资产并开发关键盐下油田，到 2027 年将产量提高 0.5 毫米桶油当量/天。其 780 亿美元的五年预算中约 83% 已分配给勘探与生产，支出基于预计长期布伦特原油价格 35 美元/桶。
巴西国家石油公司最近与壳牌签署了一份谅解备忘录，以确定潜在的上游机会并分享减少碳排放的最佳实践，该五年协议将加速盐下和赤道边缘的勘探，同时瞄准可再生能源和 CCUS 机会。
2023年3月28日
NEW YORK CITY – Petrobras has been a key driver of a tightening ultra-deepwater rig market, accounting for more than a quarter of all term floater contracts over the past two years, according to Evercore ISI’s latest Offshore Oracle report.
From a rig count of 19 currently (up from 17 a year ago), Petrobras’ rig count is expected to increase by six over the coming year. Petrobras has six tenders outstanding for up to eight floaters for Brazil and one for Colombia worth ~24 years of work.
The report noted that Petrobras is executing on its plans to revitalize mature Campos basin assets and develop key presalt fields to grow production by 0.5 MM boe/d by 2027. Approximately 83% of its $78 billion five-year budget has been allocated for E&P, with spending based on a projected long-term Brent price of $35/bbl.
Petrobras recently signed an MOU with Shell to identify potential upstream opportunities and share best practices in reducing carbon emissions, with the five-year agreement accelerating exploration in the presalt and Equatorial Margin while targeting renewables and CCUS opportunities.
03.28.2023
