离岸人员

伦敦——Westwood Global Energy Group预计 2024 年将钻探 60-65 口高影响井，与去年的活动类似。

其中大约 20 口井应该位于非洲周围，主要是对南部非洲近海边境奥兰治盆地的兴趣。在这里，葡萄牙的 Galp 已经通过其位于纳米比亚的深水 Mopane-1X 井探明了石油，今年晚些时候可能会在该盆地的南非部分进一步开发深水井，以追赶与白垩纪相当的油气田。

在北部，埃克森美孚可能会在安哥拉纳米贝盆地钻探第一口勘探井，该公司还计划在埃及近海希罗多德盆地钻探。

Westwood 高级分析师 Andrew Jackson 和野猫勘探研究经理 Jamie Collard 预计，南美洲近海未来将出现更加活跃的时期，可能有约 15 口高影响井，而 2023 年只有 9 口。

值得关注的油井包括计划在哥伦比亚和阿根廷进行的边境盆地测试，而在巴西，重点应像以前一样放在盐下桑托斯和坎波斯盆地。马来西亚国家石油公司和巴西国家石油公司可能会在外侧盐下碳酸盐区钻探三口承诺井。在盐下内侧，英国石油公司可能会钻探自 2013 年以来在巴西的第一口运营井。

巴西国家石油公司还将寻求测试巴西赤道边缘波蒂瓜尔盆地的深水潜力。

韦斯特伍德的顾问称，在圭亚那，埃克森美孚及其在斯塔布鲁克区块的合作伙伴将加大对天然气丰富的东南部地区的勘探力度，但核心航道之外也可能存在风险较高的油井。

近海邻国苏里南，国油-埃克森美孚合资企业可能会钻更多井。

随着许可轮承诺的履行，今年墨西哥近海的勘探井数量可能会减少。在纽芬兰和拉布拉多近海的边境 Orphan 盆地，业界将监测埃克森美孚计划于 2024 年建造的 Persephone 油井。

在其他地方，马来西亚近海的沙巴海槽应该有重要的前沿测试井，并且在印度尼西亚北苏门答腊盆地新兴的渐新世晚期矿区应该有更多的钻探。

在西北欧，不要期望太多高影响力的钻探，因为挪威的运营商尤其将希望寄托在基础设施主导的勘探（ILX）机会上。

去年，64 个高影响井交付了 13 个潜在商业发现，总计约 1.2 桶液体和约 11 Tcf 天然气。

Westwood 表示，所有边境盆地井均未成功，包括 Orphan（加拿大）和 Angoche（莫桑比克）盆地的关键盆地测试。

2023 年最活跃的勘探者是卡塔尔能源公司，参与了 13 口井，其次是壳牌公司，参与了 12 口井。

2024年2月21日

Offshore staff

LONDON — Westwood Global Energy Group expects 60-65 high-impact wells to be drilled in 2024, similar to last year’s activity.

About 20 of the wells should be around Africa, led by interest in the frontier Orange Basin offshore southern Africa. Here, Portugal’s Galp has already proved oil with its deepwater Mopane-1X well of Namibia, and further deepwater wells could follow later in the year in the South African sector of the basin chasing equivalent Cretaceous plays.

To the north, Exxon Mobil could drill the first ever exploration well in the Angolan Namibe basin and the company is also looking to drill in Egypt’s offshore Herodotus basin.

Westwood senior analyst Andrew Jackson and wildcat exploration research manager Jamie Collard foresee a more active period ahead offshore South America, with potentially about 15 high-impact wells compared with just nine in 2023.

Wells to watch include planned frontier basin tests in Colombia and Argentina, while in Brazil the focus should be as before on the presalt Santos and Campos basins. Petronas and Petrobras will likely drill three commitment wells in the outboard presalt carbonate play. While in the inboard presalt, bp could drill its first operated well in Brazil since 2013.

Petrobras will also seek to test the deepwater potential of the Potiguar Basin on Brazil’s Equatorial Margin.

In Guyana, Exxon Mobil and its partners in the Stabroek Block will step up exploration of the gas-prone southeastern areas, Westwood’s consultants claim, but there could also be higher-risk wells outside of the core fairway.

Offshore neighboring Suriname, the Petronas-Exxon Mobil joint venture will likely drill more wells.

Offshore Mexico there could be fewer exploration wells this year as license round commitments are fulfilled. In the frontier Orphan Basin offshore Newfoundland and Labrador, the industry will be monitoring Exxon Mobil’s planned 2024 Persephone well.

Elsewhere, there should be notable frontier test wells in the Sabah Trough offshore Malaysia and more drilling on the emerging late Oligocene play in Indonesia’s North Sumatra Basin.

In northwest Europe, don’t expect too much high-impact drilling as operators in Norway in particular pin their hopes on infrastructure-led exploration (ILX) opportunities.

Last year’s 64 high-impact wells delivered 13 potentially commercial finds totaling ~1.2 Bbbl of liquids and ~11 Tcf of gas.

All frontier basin wells were unsuccessful, Westwood said, including key basin tests in the Orphan (Canada) and Angoche (Mozambique) basins.

The most active explorer in 2023 was QatarEnergy, participating in 13 wells, followed by Shell with 12.

02.21.2024