Gran Tierra Energy Inc. 宣布 2025 年指引和运营更新

来源:www.gulfoilandgas.com 2025 年 1 月 23 日,地点:南美洲

“2025 年资本支出预算为 2.4 亿至 2.8 亿美元,预计 2025 年现金流1为 2.6 亿至 3 亿美元
” 2025 年资本计划包括 10-14 口开发井和 6-8 口高影响力勘探井
” 预测 2025 年产量为 47,000-53,000 桶油当量/天,中间值较 2024 年增长 44%
” 预测 2025 年自由现金流2(勘探前)为 9,000 万美元,勘探后为 2,000 万美元
” 计划将勘探后自由现金流的 50% 用于股票回购
” 2024 年公司总产量达到 34,710 桶油当量/天,比 2023 年增长 6%

Gran Tierra Energy Inc. (“ran Tierra”或“公司”)宣布了其 2025 年资本预算、生产指导和运营更新。除非另有说明,所有金额均以美元为单位,所有产量均以特许权使用费前的工作权益为基础,以桶油当量(“oe”)/天(“OEPD”)表示。致

股东的信息
Gran Tierra 总裁兼首席执行官 Gary Guidry 评论道:“2024 年业绩强劲,包括非常成功的勘探活动和进入加拿大的新国家,我们对 2025 年的开发和勘探计划充满期待。我们的 2025 年预算预计将完全由现金流1 资助,采用平衡的、注重回报的资本配置方式,同时注重投资组合的长寿。在基准情景的中点,我们的产量指导值为 50,000 桶石油当量/天,较 2024 年公司实现的 34,710 桶石油当量/天的总产量增长 44%。

我们计划专注于哥伦比亚、厄瓜多尔和加拿大资产的储量和产量的盈利增长,在我们的投资组合中进行高影响力的勘探,并投资于设施和基础设施项目,以最大限度地提高我们资产的长期价值。今年的预算将履行我们在厄瓜多尔的勘探承诺,这是 2019 年收回土地的结果。自 2021 年以来,我们在厄瓜多尔钻探了 10 口勘探井,有 9 个发现,并进行了 238 公里的 3D 地震勘探。今年,我们预计将在厄瓜多尔钻探四口勘探井,并钻探两到三口井以进一步评估我们令人兴奋的发现。我们还计划在 Suroriente 区块开展一项非常积极的资本计划,包括钻探 5-7 口井、投资天然气发电项目,以及大量设施投资,以增加流体处理能力,因为产量和注水量增加了。我们预计在 Suroriente 的支出约为 6000-8000 万美元,这将履行我们为获得 20 年延期而做出的 1.23 亿美元承诺的很大一部分。此外,我们计划在哥伦比亚再钻探两到四个高影响力勘探井。勘探计划和 Suroriente 资本计划约占今年资本计划的 1.35 亿美元。在 2025 年履行承诺后,我们预计 2026 年及以后将专注于开发我们广泛的资产基础,包括预期开发我们最近的发现、在我们广泛的加拿大土地上进行钻探以及优化我们的注水资产。


我们相信 Gran Tierra 凭借较低的基数下降、稳健的常规和非常规石油和天然气资产组合以及高影响力的勘探计划,处于领先地位。在我们继续盈利地推进我们的运营和财务目标的同时,我们仍然坚定地致力于员工和我们运营所在社区的福祉,认识到他们在我们的成功中发挥的重要作用。”

主要亮点:

2025 年指引:
?Gran Tierra 预测公司 2025 年预算的范围如下:
* 预算特许权使用费占总收入的百分比在基准情况下约为 19%

? 2025 年基础资本计划:在 2024 年成功的资本运作基础上,Gran Tierra 计划继续执行其创造价值的战略,寻求增加新储备、投资设施和基础设施项目以最大程度提高采收率并降低成本,并通过勘探实现未来增长。Gran Tierra 预计其资本计划的约 55% 将用于哥伦比亚、30% 将用于厄瓜多尔和 15% 将用于加拿大。
? 开发:Gran Tierra 预计在其 2025 年资本计划中总共钻探 10 至 14 口净开发井,其中包括:
Suoriente:公司计划在位于哥伦比亚南部普图马约盆地的 Cohembi 油田钻探 5-7 口总开发井。除了开发钻探外,Gran Tierra 还计划扩建设施、升级天然气发电设施,并继续在该地区进行社会投资。随着 2025 年的计划投资,预计 2026 年及以后的产量和储量将大幅增加。
” Acordionero:公司计划通过持续注水扩建活动来专注于油田的优化,包括设施扩建、修井(ESP 升级和注入器转换)和天然气发电升级。这些支出预计将降低单位成本,同时通过抵消自然下降和提高总体采收率来保持产量。公司计划在 2026 年积极开展开发钻探计划。
” Chanangue:公司计划继续对厄瓜多尔极具前景的 Arawana/Zabaleta 生产趋势进行评估计划,钻探 2-3 口评估井。
” Simonette:Gran Tierra 计划在 Simonette 钻探 2.5 口净井,目标是共同开发 Lower 和 Middle Montney 的两层,从而提高资本效率并降低相应的基础设施支出。
?勘探:预计公司 2025 年资本计划的约 20-30% 将分配给高影响力勘探活动以及在基准和高情景下在哥伦比亚和厄瓜多尔钻探 6 至 8 口勘探井。Gran Tierra 计划在 2025 年进行勘探钻探,以跟进公司 2024 年勘探计划的令人鼓舞的结果,同时履行其在厄瓜多尔的所有勘探承诺。公司继续将其勘探计划重点放在已探明盆地的短周期、近油田前景上,这些盆地拥有交通基础设施。

? 全额资助的资本计划产生自由现金流2:Gran Tierra 2025 年中期基准情景资本预算为 2.6 亿美元,预计将从 2025 年中期基准情景现金流1 预测的 2.8 亿美元中额资助,该预测基于假设的布伦特原油价格平均为 75.00 美元/桶、WTI 原油价格为 71.00 美元/桶以及 AECO 天然气价格为 2.50 加元/千立方英尺。Gran Tierra 仍专注于产生自由现金流2、持续减少净债务5 以及通过股票回购为股东带来回报。
? 股票回购:2025 年,Gran Tierra 计划将勘探后自由现金流的约 50% 分配给基准情景中的股票回购。2024 年,公司回购了约 6.7% 的流通股。

Gran Tierra 致力于通过安全和可持续运营“超越合规”
2024 年是公司历史上最安全的一年,总计 2780 万工时,无失时伤害 (LTI),总可记录事故频率 (TRCF) 为 0.03,这使 Gran Tierra 在美洲安全绩效中位居前四分之一。 运营

更新

——2024 年生产
o Gran Tierra 在 2024 年实现了公司平均总产量约为 34,710 桶/天,比 2023 年增长 6%,比 2022 年增长 13%。

o 厄瓜多尔
o Chanangue 区块:Gran Tierra 已完成在厄瓜多尔钻探的第一口水平井,即 Zabaleta Oeste 井。该井钻穿了 Basal Tena 地层 700 英尺的储层,并取得了令人鼓舞的成果,证实了该地区的水平开发潜力。该井继续进行清理,我们预计清理时间将比垂直井预期的时间更长。令人鼓舞的是,该井遇到了孔隙度良好的砂岩,验证了我们的地质和储层模型,并确认了 Chanangue 区块内 Basal Tena 砂岩的范围。o
Iguana 区块:在 Zabaleta Oeste 井钻探之后,钻机目前正在调动到 Iguana 区块,以钻探 2025 年的第一口勘探井。”

加拿大
o Simonette:我们与新合资伙伴 Logan Energy 的开发计划已经开始,前两口井正在钻探。这两口井计划于 2025 年第一季度末或第二季度初完成增产改造。o
中部:Gran Tierra 在 Nisku 油田钻了一口井,水平段长度超过 3,000 米;计划于 2025 年 2 月开始测试。

o Clearwater:Gran Tierra 在 Clearwater 的 East Dawson 和 Walrus 钻探了 5 口新井。Clearwater 项目证实了我们在 Clearwater 油田的质量。这些油井预计将于 2025 年 1 月底投产。

哥伦比亚
o Suroriente 区块:目前正在将钻机调往 Cohembi North 平台,预计首次投产将于 2025 年第一季度末完成。

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原文链接/GulfOilandGas

Gran Tierra Energy Inc. Announces 2025 Guidance and Operations Update

Source: www.gulfoilandgas.com 1/23/2025, Location: South America

• 2025 Capital Expenditure Budget of $240-280 Million and Expected 2025 Cash Flow1 of $260-300 Million
• 2025 Capital Program Includes 10-14 Development Wells and 6-8 High Impact Exploration Wells
• Forecast 2025 Production of 47,000-53,000 BOEPD, Representing at the Midpoint, an Increase of 44% from 2024
• Forecast 2025 Free Cash Flow2 of $90 Million Before Exploration, $20 Million After Exploration in Base Case
• Plan to Allocate Up To 50% of After Exploration Free Cash Flow to Share Buybacks
• Achieved Total Company Production for 2024 of 34,710 BOEPD, an Increase of 6% from 2023

Gran Tierra Energy Inc. (“Gran Tierra” or the “Company”) announced its 2025 capital budget, production guidance and operational update. All dollar amounts are in United States dollars and all production volumes are on a working interest before royalties basis and are expressed in barrels of oil equivalent (“boe”) per day (“BOEPD”), unless otherwise stated.

Message to Shareholders
Gary Guidry, President and Chief Executive Officer of Gran Tierra, commented: “Following up on a strong 2024, which included a very successful exploration campaign and a new country entry into Canada, we are looking forward to our 2025 development and exploration program. Our 2025 budget, which is expected to be fully funded by Cash Flow1 , takes a balanced, returns-focused approach to capital allocation while focusing on portfolio longevity. At the midpoint of the Base Case, our production guidance of 50,000 BOEPD represents an increase of 44% from the 34,710 BOEPD 2024 total company production achieved in 2024.

We plan to focus on profitably growing reserves and production across our Colombian, Ecuadorian and Canadian assets, pursue high impact exploration throughout our portfolio, and invest in facility and infrastructure projects to maximize the long-term value of our assets. This year’s budget would fulfil our exploration commitments in Ecuador which were a result of obtaining the lands back in 2019. Since 2021 we have drilled 10 exploration wells, had 9 discoveries and shot 238 kilometers of 3D seismic in Ecuador. This year, we expect to drill four exploration wells in Ecuador and two to three wells to further appraise our exciting discoveries. We have also planned a very active capital program in the Suroriente block including drilling 5-7 wells, investing in a gas-to-power project, and significant facility investment to increase fluid handling due to increased production and water injection. We forecast spending approximately $60-$80 million in Suroriente, which would fulfil a material component of our $123 million commitment associated with obtaining the 20-year extension. In addition, we plan on drilling a further two to four high impact exploration wells in Colombia. The exploration program and Suroriente capital program represent approximately $135 million of this year’s capital program. After the fulfilment of commitments in 2025, we expect 2026 and beyond to be focused on exploiting our extensive asset base, including anticipated development of our recent discoveries, drilling on our extensive Canadian landholdings and optimizing our assets under waterflood.


We believe Gran Tierra is strongly positioned with a low base decline, a robust portfolio of conventional and unconventional oil and gas assets, and a high-impact exploration program. As we continue to profitably advance our operational and financial goals, we remain deeply committed to the well-being of our employees and the communities where we operate, recognizing their essential role in our success.”

Key Highlights:

2025 Guidance:
? Gran Tierra is forecasting the following ranges for the Company’s 2025 budget:
* Budgeted royalties as a percentage of total revenue were approximately 19% in the base case

? 2025 Base Capital Program: Building on a successful capital campaign in 2024, Gran Tierra plans to continue to execute on its strategy of delivering value by seeking to add new reserves, investing in facility and infrastructure projects to maximize recovery and minimize cost, and providing future growth through exploration. Gran Tierra forecasts spending approximately 55% of its capital program in Colombia, 30% in Ecuador, and 15% in Canada, respectively.
? Development: Gran Tierra expects to drill a total of 10 to 14 net development wells in its 2025 capital program, including:
• Suroriente: The Company plans to drill 5-7 gross development wells in the Cohembi oil field located in the Southern Putumayo Basin of Colombia. In addition to development drilling, Gran Tierra is also planning facility expansion, gas-to-power generation upgrades, and continued social investment in the area. With the planned investments in 2025, production and reserves are expected to significantly increase in 2026 and beyond.
• Acordionero: The Company plans to focus on the optimization of the field through continued waterflood expansion activities, including facility expansions, workovers (ESP upsizes and injector conversions) and gas-topower generation upgrades. These expenditures are expected to reduce unit costs while maintaining production by offsetting natural declines and increasing overall recovery. The Company is planning an active development drilling program in 2026.
• Chanangue: The Company plans to continue its appraisal program on the highly prospective Arawana/Zabaleta productive trend in Ecuador by drilling 2-3 appraisal wells.
• Simonette: Gran Tierra plans to drill 2.5 net wells at Simonette targeting two-layer co-development of the Lower and Middle Montney offering improved capital efficiency and lower proportionate infrastructure spending.
? Exploration: Approximately 20-30% of the Company’s 2025 capital program is expected to be allocated to high impact exploration activities and the drilling of 6 to 8 exploration wells in Colombia and Ecuador in the Base and High Case. Gran Tierra’s 2025 exploration drilling is planned to follow up on the encouraging results from the Company’s 2024 exploration program while meeting all its Ecuador exploration commitments. The Company continues to focus its exploration program on short-cycle time, near-field prospects in proven basins with access to transportation infrastructure.

? Fully Funded Capital Program Generating Free Cash Flow2 : Gran Tierra’s mid-point Base Case 2025 capital budget of $260 million is expected to be fully funded from the Base Case 2025 mid-point Cash Flow1 forecast of $280 million, based on an assumed average $75.00/bbl Brent oil price, $71.00/bbl WTI oil price, and CAD$2.50/thousand cubic feet AECO natural gas price. Gran Tierra remains focused on generating Free Cash Flow2 , ongoing net debt5 reduction and shareholder returns via share buybacks.
? Share Buybacks: During 2025, Gran Tierra plans to allocate up to approximately 50% of its Free Cash Flow after exploration to share buybacks in the Base Case. During 2024, the Company repurchased approximately 6.7% of its outstanding shares.

Gran Tierra’s Commitment to Go “Beyond Compliance” with Safe and Sustainable Operations
• 2024 was the Company’s safest year in company history, with a total of 27.8 million person-hours without a Lost Time Injury (LTI), and a Total Recordable Case Frequency (TRCF) of 0.03, which places Gran Tierra within the top quartile in safety performance in the Americas.

Operations Update

• 2024 Production
o Gran Tierra achieved total company average production in 2024 of approximately 34,710 BOPD, an increase of 6% from 2023 and 13% from 2022.

• Ecuador
o Chanangue Block: Gran Tierra has completed its first horizontal well drilled in Ecuador, the Zabaleta Oeste well. The well drilled through 700 feet of pay in the Basal Tena formation and has yielded promising results, confirming the area’s potential for horizontal development. The well continues to clean-up and we anticipate the clean-up will take longer than what is expected for a vertical well. Encouragingly, the well encountered good porosity sands, validating our geologic and reservoir models and confirming the extent of the Basal Tena sands within the Chanangue Block.
o Iguana Block: Following the drilling of the Zabaleta Oeste well, the rig is currently being mobilized over to the Iguana Block to drill the first exploration well of 2025.

• Canada
o Simonette: The development plan with our new Joint Venture partner, Logan Energy, has commenced with the first two wells being drilled. Both wells are planned to be stimulated by the end of the first quarter or the beginning of the second quarter of 2025.
o Central: Gran Tierra has drilled a well in the Nisku play with a horizontal lateral length of over 3,000 meters; testing is planned to commence in February 2025.

o Clearwater: Gran Tierra has drilled 5 new wells in the Clearwater at East Dawson and Walrus. The Clearwater program has confirmed the quality of our acreage in the Clearwater play. These wells are expected to come onstream in late January 2025.

• Colombia
o Suroriente Block: A rig is currently being mobilized to the Cohembi North pad, with first production expected by the end of the first quarter of 2025.

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