88 Energy:南普鲁德霍远景资源更新

来源:www.gulfoilandgas.com,2026年2月19日,地点:北美

88 Energy Limited(简称“88 Energy”或“公司”)欣然宣布其位于阿拉斯加北坡的南普拉德霍(South Prudhoe)综合区块(100%作业权益,16.7%特许权使用费)的内部勘探资源评估结果。

南普拉德霍区块租赁面积约52,269英亩,位于北坡油气资源最丰富的区域之一,紧邻普拉德霍湾单元和库帕鲁克河单元的南部。该区块包含新近获得的租赁区块以及原莱昂尼斯项目区域,整合了一系列具有战略意义的叠置油藏,并可直接接入现有基础设施。

亮点:

此次更新确认了五个独立储层段内多个已绘制勘探目标的数百万桶潜在储量,其中包括对伊维沙克(Ivishak)和库帕鲁克(Kuparuk)储层的首次估算。
所有勘探目标均覆盖了现代三维地震数据。
综合内部勘探资源估算(总资源量,2U)最佳估算为5.07亿桶(MMbbls)石油和天然气凝析液(NGL)(净资源量为4.22亿桶)<sup>1,2</sup>。
预计在西北中心区域将发现更多布鲁克阶(Brookian)资源增值潜力,新近购买的施拉德布拉夫(Schrader Bluff)三维地震数据已识别出多个目标。
目前正在就奥古斯塔(Augusta)多层勘探目标进行合作开发讨论和井位规划,该目标毗邻海米泉(Hemi Springs)State-1发现井。
西北和东南中心区域的资源估算支持卫星开发。利用现有第三方基础设施的潜力。

董事总经理Ashley Gilbert评论道:
“此次更新的内部勘探资源评估凸显了我们在南普鲁德霍油田区块的巨大规模和质量,目前已确定17个勘探区和5个独立储层段蕴藏着数百万桶的储量潜力。我们现在可以清晰地看到一个多层、数百万桶的油气开发机会,并且未来还有进一步增长的潜力。Ivishak

和Kuparuk勘探区紧邻北美最大的两个油田,这两个油田自1977年以来一直在生产。这意味着一旦成功,利用现有的第三方基础设施,即可实现低风险、低成本的快速开发。”
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重要的是,我们看到了更大的增长潜力。经过改进的布鲁克组地层更新,纳入了坎宁和施拉德布拉夫油藏,这仅仅是个开始,我们西北枢纽区域的西萨克和普莱斯溪油藏预计还将带来更多增长。

我们目前的重点是提升现有资源估算,同时推进合作开发谈判和油井规划,以​​充分释放这一令人振奋的资产的价值。南普鲁德霍油田

概览:

在世界级石油系统中释放低风险油气资源
南普鲁德霍油田位于巨型普鲁德霍湾和库帕鲁克河油田群的正南方,这两个油田是北美最大、产量最高的油田之一。这一战略位置直接覆盖着以伊维沙克和库帕鲁克油藏为核心的成熟石油系统,预计布鲁克组地层中还将发现更多增长潜力。

结合历史Storms和Schrader Bluff三维地震数据、岩石物理分析和邻井数据,已证实存在多个断块闭合。邻井(如Hemi Springs State-1和PBU P-27)的油气显示、流动测试和生产数据表明,

该油藏具有商业储层特性和强大的充注潜力。已探明的深层常规油藏和浅层油藏相结合,为近期钻井目标和长期增长潜力提供了叠置油层潜力。Ivishak



首次勘探资源量已公布
。Ivishak组是世界上产量最高的常规油藏之一,Prudhoe Bay单元(PBU)已累计产油超过130亿桶(数据来源:DNR和AOGCC)。在南普鲁德霍,利用现代三维地震解释技术,结合岩石物理分析和关键区域井的油气显示,已圈定出多个独立且界限清晰的伊维沙克(Ivishak)油气远景区(见图2和表1)。

这些远景区的总储量估计最佳(2U)总远景区资源量约为7720万桶石油和凝析油(未计风险)。储层质量与已产的伊维沙克类似储层一致,其特征为净砂岩,平均孔隙度约为20%,渗透率通常在50至100毫达西之间。
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通过邻井控制进一步验证了油气的存在和产能。Hemi Springs State-1 和 Hurl St 5-10-13 井已成功从 Ivishak 层采油,而紧邻 South Prudhoe Eaglecrest 勘探区的 PBU P27 生产井迄今已生产超过 410 万桶(数据来源:阿拉斯加州自然资源部和阿拉斯加石油天然气保护委员会),证实了该油藏的长期产能。Kuparuk



首次勘探资源量公布。Kuparuk
组是阿拉斯加最重要的常规油藏之一,构成了 Kuparuk 河单元的骨架,该单元已生产超过 25 亿桶石油(数据来源:阿拉斯加州自然资源部和阿拉斯加石油天然气保护委员会)。在 South Prudhoe,已通过三维地震勘探确定了三个独立的 Kuparuk 勘探区,邻井(包括 Hemi Springs State-1 和 KRU 1M-17)的油气显示和流量测试也支持了这些勘探区。这些勘探前景代表了4990万桶原油和凝析油(未计风险)的综合最佳(2U)总勘探资源量估计值,涵盖Ivishak和Brookian地层,具有叠置油层潜力。

主要Kuparuk勘探前景:Augusta勘探前景的Kuparuk油藏是一个稳健、低风险的评价目标,附近井的良好产量、已证实的优质储层砂岩以及邻近生产井之间储层连续性的明确证据都支持了这一观点。Augusta

North勘探前景由Arco Alaska公司于1984年钻探的Hemi Springs State-1井钻遇。公司正在评估将Augusta North勘探前景资源重新归类为已发现或有资源的可能性,Hemi Springs State-1井的成功流量测试为此提供了支持。值得注意的是,阿拉斯加州已正式认定 Hemi Springs State-1 油田具备生产盈利油气的能力,这为奥古斯塔和奥古斯塔北部地区的商业油气潜力提供了监管方面的确认。

布鲁克组(施拉德崖油藏):
88 Energy 已完成对其南普鲁德霍区块内布鲁克组地层的全面评估,从而显著改进了此前分别于 2024 年 6 月 4 日和 2025 年 1 月 30 日在澳大利亚证券交易所 (ASX) 发布的潜在资源量估算。此次更新的解释利用了对 Storms 3D 地震数据的重新评估和先进的构造测绘,将布鲁克组的潜力整合为六个 (6) 个构造明确的勘探目标,主要位于东南枢纽区域。原坎宁层段现已被划分为下施拉德崖层,与上施拉德崖层和中施拉德崖层目标并列。

这些勘探前景总体上拥有4.39亿桶石油(未计风险)的最佳(2U)总勘探资源量估计值<sup>1,2,3,4</sup>,进一步提升了主要勘探机会。尽管伊维沙克(Ivishak)和库帕鲁克(Kuparuk)仍是近期重点勘探区域,但布鲁克阶地层提供了可观的次要增值空间,并巩固了南普鲁德霍(South Prudhoe)区块的长期增长潜力。
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东南枢纽目前拥有大部分已明确界定的布鲁克组(Brookian)勘探前景,但西北枢纽仍有巨大的发展潜力,西萨克(West Sak)和普莱斯溪(Price Creek)油藏中蕴藏着尚未完全开发的丰富资源。这项正在进行的工作凸显了南普鲁德霍(South Prudhoe)油田的多层结构特征,并将布鲁克组目标定位为重要的辅助勘探机会,与近期重点关注的伊维沙克(Ivishak)和库帕鲁克(Kuparuk)油田形成互补。

南普鲁德霍油田推进计划的

各项工作将进一步提升价值
。88 Energy 近期重点工作是推进奥古斯塔-1勘探区(Augusta-1 Prospect)的钻探规划。

奥古斯塔-1勘探区计划于2027年第一季度开钻,是一个优先考虑的多层勘探和评估项目,为建立已发现资源基础提供了最直接的途径,该资源基础能够支撑未来的卫星开发项目。

下一步的关键步骤包括:
加快剩余资源量估算:由于近期才收购了 Schrader Bluff 3D 油藏,公司一直专注于更深层的 Ivishak 和 Kuparuk 油藏。然而,88 Energy 已在西北中心区域的 Brookian 地层中发现了更多潜在勘探前景,并将于 2026 年第二季度优先完成剩余勘探前景的全面评估和资源量估算。此外,公司还将调查西北中心区域内与 Hemi Springs State-1 发现井相关的资源,并确定是否应将其重新归类为探明资源。这将为制定正式的开发概念和进行经济评估奠定基础。
重点关注奥古斯塔勘探区井的规划和评价:推进重点区域奥古斯塔勘探区多层勘探评价井的详细井设计和规划,目标是叠置的伊维沙克、库帕鲁克和布鲁克油藏。
综合经济和开发筛选:开展早期开发概念研究,评估潜在的回接方案、资本密集度和商业门槛,充分利用南普鲁德霍地区现有基础设施和成熟生产系统的邻近优势。
股权转让和战略合作:继续推进股权转让谈判,目标是在确保钻井和评价活动资金支持的同时,保留对潜在重大开发机会的显著收益。投资
组合整体机会排序:继续对所有已绘制的勘探区应用严格的筛选流程,根据规模、风险状况、开发选择权以及与附近基础设施的契合度,确定后续机会的优先顺序。盈利模式。


估算方法 - 远景资源量估算
88 能源远景资源量采用概率蒙特卡罗模拟方法估算。

每个远景的总岩石体积 (GRV) 源自对现有三维地震数据及相关地球物理属性的详细构造和地层测绘。

关键储层参数,包括孔隙度 (μ)、烃饱和度 (HS)、净毛比 (NTG)、采收率 (RF) 和油藏体积因子 (Bo),均基于对附近邻井测井数据的全面岩石物理评价(孔隙度和 NTG)以及对地质相似油田的生产数据和性能分析(HS、RF 和 Bo)而确定。

每个输入参数均采用适当的统计分布来表示,以反映地下储层表征固有的不确定性。远景资源量估算以总值表示,未考虑地质成功概率、阶段风险或开发概率。定性评估表明,地质勘探成功后,项目开发前景良好,且项目毗邻现有基础设施。

本公告中包含的所有潜在资源量估算均符合石油工程师协会于2018年6月修订的《石油资源管理系统》(PRMS)中的定义和准则。PRMS指出,潜在资源量是指未来开发项目可能潜在开采的石油储量估算值,与尚未发现的油气藏相关。这些估算值既存在发现风险,也存在开发风险。需要进行进一步的勘探、评估和评价,以确定是否存在大量潜在可采油气资源。

本文件中所述潜在资源量的评估日期为2026年2月19日。

更多详情请参阅本ASX公告附件1中的免责声明。

本公告已获董事会批准。

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原文链接/GulfOilandGas

88 Energy : South Prudhoe Prospective Resource Update

Source: www.gulfoilandgas.com 2/19/2026, Location: North America

88 Energy Limited (88 Energy or the Company) is pleased to announce the results of its internal Prospective Resource assessment across its consolidated South Prudhoe acreage on Alaska锟絪 North Slope (100% working interest, 16.7% royalty).

The South Prudhoe lease position covers approximately 52,269 acres within one of the most prolific hydrocarbon fairways on the North Slope, immediately south of the Prudhoe Bay Unit and Kuparuk River Unit. This acreage incorporates newly secured leases together with the former Project Leonis area, consolidating a highly strategic corridor of stacked reservoirs with direct access to existing infrastructure.

Highlights

锟� The update confirms material multi-million-barrel potential across multiple mapped prospects within five independent reservoir intervals, including maiden estimates for the Ivishak and Kuparuk reservoirs.
锟� All prospects are covered by modern 3D seismic data.
锟� The combined internal Prospective Resource estimate Gross (2U) Best Estimate of 507 million barrels (MMbbls) of oil and natural gas liquids (NGLs) (422 MMbbls net)1,2.
锟� Additional Brookian Resource upside expected to be defined within the North-West Hub, with multiple targets identified on the newly purchased Schrader Bluff 3D seismic data.
锟� Farm-out discussions and well planning underway targeting the multi-zone Augusta Prospect, which is adjacent to the Hemi Springs State-1 discovery well.
锟� Resources estimated for the N-W and S-E hubs support satellite development potential through existing third-party infrastructure.

Managing Director, Ashley Gilbert, commented:
锟絋his updated internal Prospective Resource assessment highlights the significant scale and quality of our South Prudhoe acreage position, with material multi-million-barrel potential now defined across seventeen mapped prospects and five independent reservoir intervals. We can now clearly see a multi-zone, multi-million-barrel opportunity with additional potential growth to come.

The Ivishak and Kuparuk prospects are positioned immediately adjacent to two of North America锟絪 largest oil fields which have been producing since 1977. This creates low-risk potential for a fasttrack and low-cost development upon success through existing, third-party infrastructure.
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Importantly, we see further upside ahead. The refined Brookian Formation update, incorporating the Canning and Schrader Bluff reservoirs, is just the beginning with additional upside in our NorthWest Hub area expected from within the West Sak and Price Creek reservoirs.

Our focus is now firmly on upgrading these current resource estimates while at the same time advancing farm-out discussions and well planning to unlock the full value of this exciting asset.锟�

South Prudhoe Overview

Unlocking Low-Risk Barrels in a World-Class Petroleum System
88 Energy锟絪 South Prudhoe acreage lies immediately south of the giant Prudhoe Bay and Kuparuk River Units, representing two of North America锟絪 largest and most productive oil fields. This strategic position directly overlies a proven petroleum system anchored by the Ivishak and Kuparuk reservoirs, with additional upside expected to be delineated within the Brookian sequence.

Mapping of historical Storms and Schrader Bluff 3D seismic data, integrated with petrophysical analysis and offset well data, has confirmed multiple fault-block closures. Oil shows, flow tests and production in offset wells such as Hemi Springs State-1 and PBU P-27 demonstrate commercial reservoir properties and strong charge potential.

This combination of proven deep conventional reservoirs and shallower plays provides stackedpay potential with near-term drilling objectives and long-term growth upside.

Ivishak Formation

Maiden Prospective Resource Declared
The Ivishak Formation is one of the world锟絪 most prolific conventional reservoirs, having produced more than 13 billion barrels of oil from the Prudhoe Bay Unit (PBU) (Source: DNR and AOGCC). At South Prudhoe, multiple independent, well-defined Ivishak prospects (see Figure 2 and refer to Table 1) have been delineated using modern 3D seismic interpretation, supported by petrophysical analysis and oil shows in key regional wells.

Collectively, these prospects contain an Estimated Best (2U) Gross Prospective Resource of approximately 77.2 MMbbls1,2,3 of oil and NGLs (unrisked). Reservoir quality is consistent with producing Ivishak analogues, characterised by clean sandstones with average porosity of ~20% and permeability typically in the range of 50锟�100 millidarcies.
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Hydrocarbon presence and deliverability are further validated by offset well control. Hemi Springs State-1 and Hurl St 5-10-13 successfully recovered oil from the Ivishak, while the adjacent PBU P27 production well, located immediately adjacent to South Prudhoe锟絪 Eaglecrest Prospect, has produced more than 4.1 MMbbls to date (Source: DNR Alaska and AOGCC), confirming long-term productivity from the reservoir.

Kuparuk Formation

Maiden Prospective Resource Declared
The Kuparuk Formation is one of Alaska锟絪 most significant conventional oil reservoirs, forming the backbone of the Kuparuk River Unit, which has produced over 2.5 billion barrels of oil (Source: DNR Alaska and AOGCC). At South Prudhoe, three (3) independent Kuparuk prospects have been mapped on 3D seismic and are supported by oil shows and flow tests in offset wells including Hemi Springs State-1 and KRU 1M-17. These prospects represent a combined Estimated Best (2U) Gross Prospective Resource of 49.9 MMbbls1,2,3,4,oil and NGL锟絪 (unrisked) offering stacked pay potential alongside Ivishak and Brookian intervals.

Primary Kuparuk Prospects: The Kuparuk reservoir at the Augusta Prospect is a robust, low-risk appraisal target supported by strong nearby well performance, proven high-quality reservoir sands, and clear evidence of reservoir continuity between offset producers.

The Augusta North prospect was intersected by the Hemi Springs State-1 well, drilled in 1984 by Arco Alaska, Inc. The Company is assessing the opportunity to reclassify the Augusta North prospective resources as a discovered Contingent Resource, supported by the successful flow test of Hemi Springs State-1 well. Importantly, the Hemi Springs State-1 discovery has been formally recognised by the State of Alaska as capable of producing in paying quantities, providing regulatory confirmation of the commercial hydrocarbon potential within both the Augusta and Augusta North areas.

Brookian Formation (Schrader Bluff Reservoirs)
88 Energy has completed a comprehensive review of the Brookian sequence within its South Prudhoe acreage, resulting in a significant refinement of prospective resource estimates previously published in ASX releases dated 4 June 2024 and 30 January 2025. The updated interpretation, leveraging the reassessment of the Storms 3D seismic and advanced structural mapping, has consolidated the Brookian potential into six (6) structurally defined prospects, primarily within the South-East Hub. The former Canning interval is now classified as Lower Schrader Bluff, alongside Upper and Mid Schrader Bluff targets.

Collectively, these prospects carry an Estimated Best (2U) Gross Prospective Resource of 439.0 MMbbls1,2,3,4 of oil (unrisked), adding to the primary exploration opportunity. While Ivishak and Kuparuk remain the near-term focus, the Brookian sequence provides material secondary upside and reinforces the long-term growth potential of the South Prudhoe acreage position.
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The South-East Hub now hosts the majority of the clearly defined Brookian prospects however, upside remains in the North-West Hub, where significant potential is yet to be fully delineated within the West Sak and Price Creek reservoirs. This ongoing work underscores the multi-zone nature of South Prudhoe and positions Brookian targets as valuable secondary opportunities complementing the near-term focus on Ivishak and Kuparuk.

South Prudhoe Advancement Schedule

Workstreams Set to Further Build Value
88 Energy锟絪 near-term focus is on progressing the planning for drilling of the Augusta-1 Prospect.

Targeting a spud in Q1 2027, Augusta-1 is a priority multi-zone exploration and appraisal opportunity, providing the most direct pathway to establishing a discovered resource base capable of underpinning a future satellite development.

Key next steps include:
锟� Fast-track remaining resource estimation: Having only recently purchasing the Schrader Bluff 3D, the Company focused on the deeper Ivishak and Kuparuk reservoirs. However, 88 Energy has identified further potential prospects in the Brookian formation within the Northwest hub and will prioritise fully-defining the remaining prospectivity and resource estimation in Q2 2026. In addition, the Company will investigate resources within the North-West Hub which are associated with the Hemi Springs State-1 discovery well and determine whether reclassification to Contingent Resources is appropriate. This will provide the foundation for definition of a formal development concept and economic assessment.
锟� Augusta Prospect well planning and appraisal focus: Progress detailed well design and planning for a multi-zone exploration and appraisal well at the priority Augusta Prospect, targeting stacked Ivishak, Kuparuk, and Brookian reservoirs.
锟� Integrated economic and development screening: Undertake early-stage development concept studies to assess potential tie-back options, capital intensity, and commercial thresholds, leveraging proximity to existing infrastructure and proven producing systems across both South Prudhoe areas.
锟� Farm-out and strategic partnering: Continue to progress farm-out discussions with the objective of securing funding support for drilling and appraisal activity while retaining meaningful exposure to upside across a potentially material development opportunity.
锟� Portfolio-wide opportunity ranking: Continue to apply a disciplined screening process across all mapped prospects to prioritise follow-up opportunities based on size, risk profile, development optionality, and alignment with near-infrastructure monetisation pathways.


Estimation Methodology - Prospective Resources Estimate
88 Energy estimated Prospective Resources using a probabilistic Monte Carlo simulation approach.

Gross Rock Volumes (GRV) for each prospect were derived from detailed structural and stratigraphic mapping of the available 3D seismic data and associated geophysical attributes.

Key reservoir parameters锟絠ncluding porosity (?), hydrocarbon saturation (HS), net-to-gross ratio (NTG), recovery factor (RF), and oil formation volume factor (Bo)锟絯ere defined based on comprehensive petrophysical evaluation of nearby offset well logs (porosity and NTG) and analysis of production data and performance from geologically analogous fields (HS, RF, and Bo).

Each input parameter was represented by an appropriate statistical distribution to reflect the inherent uncertainty associated with subsurface reservoir characterisation. The Prospective Resources estimates are reported on a gross basis and have not been risked for geological chance of success, phase risk, or chance of development. A qualitative assessment indicates a probable development outcome following geological success, supported by the project锟絪 proximity to existing infrastructure.

All Prospective Resource estimates included in this announcement adhere to the definitions and guidelines set forth in the Petroleum Resources Management System (PRMS) as revised in June 2018 by the Society of Petroleum Engineers. The PRMS cautions that Prospective Resources are estimated quantities of petroleum that may be potentially recovered by the application of a future development project and relate to undiscovered accumulations. These estimates have both an associated risk of discovery and a risk of development. Further exploration, appraisal and evaluation are required to determine the existence of a significant quantity of potentially recoverable hydrocarbons.

The evaluation date for the Prospective Resources stated within this document is 19 February 2026.

Further details are available in the disclaimers attached as Schedule 1 of this ASX release.

This announcement has been authorised by the Board.

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