离岸人员

据 Wood Mackenzie 称，印尼雅加达穆巴达拉能源公司在北苏门答腊海上发现的 Layaran-1 天然气似乎是今年世界第二大深水发现。

然而，该咨询公司企业和上游研究总监安德鲁·哈伍德表示，商业化之路仍然艰难。

Mubadala 估计天然气储量超过 6 Tcf。考虑到该结构的规模和迄今为止钻探的单口井，Wood Mackenzie 预计初始可采资源量为 3.3 Tcf，但未来的成功评估可能导致可采资源量上升至 4.5 Tcf。

Harwood 说：“虽然 Layaran-1 受益于可忽略不计的储层 CO ₂和改善的储层质量，但挑战在于开发如此大规模的资源。” “由于当地需求受到限制，穆巴达拉将需要探索新市场，可能通过改善与苏门答腊岛其他地区的连通性或重新启动已封存的阿伦液化天然气工厂的出口。”

他声称，尽管苏门答腊岛/印度尼西亚当局可能会推动国内销售，但仍将考虑与新加坡、马来西亚或泰国的管道连接。 

Wood Mackenzie 上游业务高级分析师 Munish Kumar 博士补充道：“这一努力的成功将考验印度尼西亚当局在简化流程和创造更有利的投资环境方面所做的努力。印度尼西亚新政府将于晚些时候上任。 2024 年增加了不确定性，但 Layaran-1 勘探井发现天然气和凝析油是一项令人兴奋的进展，使印度尼西亚在 2023 年发现的资源方面领先于圭亚那、纳米比亚和马来西亚。”

港口能源运营商 Mubadala Energy 的 Layaran-1 油井于 12 月 19 日在北苏门答腊近海的南安达曼许可证上发现了天然气。港湾能源为合作伙伴，持有20%权益。Layaran-1 是四口井勘探活动中的第一个，目标是与 2022 年在安达曼 II（港口，40%）钻探的 Timpan-1 井相同的渐新世区块。该钻机现在将转向钻探港口运营的 Halwa 和安达曼二号上的加约井。

2023年12月20日

Offshore staff

JAKARTA, Indonesia — Mubadala Energy’s Layaran-1 gas discovery offshore North Sumatra appears to be the world’s second largest deepwater find this year, according to Wood Mackenzie.

However, according to Andrew Harwood, director of corporate and upstream research at the consultancy, the road to commerciality remains difficult.

Mubadala estimates in-place volumes at more than 6 Tcf of gas. Wood Mackenzie sees potential for an initial 3.3 Tcf recoverable, given the structure’s size and the single well drilled to date, but successful appraisal in the future could lead to recoverable resources rising to 4.5 Tcf.

"While Layaran-1 benefits from negligible reservoir CO₂ and improved reservoir quality, the challenge lies in developing a resource of this magnitude," Harwood said. "With local demand constrained, Mubadala will need to explore new markets, potentially through improved connectivity with the rest of Sumatra or by restarting exports from the mothballed Arun LNG plant."

He claimed that pipeline connections to Singapore, Malaysia or Thailand would be under consideration, although the Sumatran/Indonesian authorities may push for domestic sales. 

Dr. Munish Kumar, senior analyst for upstream at Wood Mackenzie, added,  "The success of this endeavour will test the efforts made by Indonesia's authorities to streamline processes and create a more favorable investment environment. The upcoming installation of a new Indonesian administration in late 2024 adds an element of uncertainty, but the discovery of gas and condensate at the Layaran-1 exploration well is an exciting development, placing Indonesia ahead of Guyana, Namibia and Malaysia in terms of discovered resources in 2023."

Harbour Energy Operator Mubadala Energy’s Layaran-1 well made the gas discovery Dec. 19 on the South Andaman licence offshore North Sumatra. Harbour Energy is a partner with 20% interest. Layaran-1 is the first of a four-well exploration campaign targeting the same Oligocene play as the Timpan-1 well drilled on Andaman II (Harbour, 40%) in 2022. The rig will now move to drill the Harbour-operated Halwa and Gayo wells on Andaman II.

12.20.2023