离岸人员

伦敦—— 土耳其石油公司 (TPAO)黑海深水 Sakarya 油田开发第一阶段已开始生产。

伍德麦肯兹里海和欧洲上游石油和天然气研究总监阿什利谢尔曼表示，这代表着土耳其首次深水生产，也是“该国能源安全的根本性转变” 。

“迄今为止，土耳其几乎完全依赖天然气进口来满足其需求。Sakarya 一期工程将大幅削减该国的能源进口费用，该费用到 2022 年将达到令人瞠目结舌的 970 亿美元。”

Wood Mackenzie 预计一期工程（2020 年 8 月发现三年后投产将从10 口井中产出高达 350 MMcf/d 的产量，到今年年底，该国的天然气总产量将增加近十倍。

“其快速的交货时间几乎可以与埃尼近乎无与伦比的埃及佐尔（近海）石油公司相媲美，”谢尔曼说。——PAO 从未偏离其 2023 年初创公司指导方针，这打破了一些最初的怀疑。 迅速发展萨卡里亚的政治意愿非常强烈，尤其是在总统选举迫在眉睫的情况下。鉴于 TPAO 之前缺乏深水作业经验以及黑海的后勤限制，该项目交付的成功尤其令人印象深刻。

谢尔曼补充说，到 2030 年，第二阶段可能覆盖土耳其近 30% 的天然气消耗量，使该气田日产量达到 1.4 Bcf。

他表示，萨卡里亚的资源规模增强了土耳其与其天然气进口供应商的谈判能力，并将在 2020 年代末续签更多合同，包括与俄罗斯和伊朗的合同。

“土耳其”的黑海深水天然气资源具有巨大的政治和战略重要性。由于该国具有竞争力的天然气价格和财政条款，萨卡里亚也具有商业吸引力。 尽管如此，自俄罗斯于 2022 年全面入侵乌克兰以来，黑海地区的风险比比皆是。尽管罗马尼亚和保加利亚水域也有上游里程碑，但在土耳其以外的地区，天然气商业化的道路可能远没有那么顺利。

2023年4月20日

Offshore staff

LONDON — Turkish Petroleum Corp. (TPAO) has started production from Phase 1 of the deepwater Sakarya field development in the Black Sea.

This represents Turkey’s first deepwater production and also a “fundamental shift in [the country’s] energy security,” said Ashley Sherman, Wood Mackenzie research director, Caspian & Europe Upstream Oil and Gas.

“To date, Turkey has relied almost entirely on gas imports to meet its demand. Sakarya Phase 1 will put a sizeable dent into the country’s energy import bill, which reached an eye-watering $97 billion in 2022.”

Wood Mackenzie expects Phase 1—onstream three years after the discovery in August 2020—to deliver up to 350 MMcf/d from 10 wells, raising the country’s overall gas output nearly tenfold by the end of this year.

“Its fast-tracked lead time almost rivals Eni’s near-peerless Zohr [offshore] Egypt,” Sherman said. “TPAO never deviated from its 2023 startup guidance, defying some initial skepticism. The political will to develop Sakarya quickly has been immense, especially with presidential elections looming. This project delivery success has been particularly impressive given TPAO’s lack of prior deepwater operating experience and the Black Sea’s logistical constraints.”

Phase 2 could cover almost 30% of Turkey’s gas consumption by 2030, Sherman added, allowing the field to deliver 1.4 Bcf/d.

The scale of Sakarya’s resource has strengthened Turkey’s negotiating power with its gas import suppliers, he suggested, with further contracts, including with Russia and Iran, coming up for renewal by the late 2020s.

“Turkey’s deepwater Black Sea gas resources are of huge political and strategic importance. Sakarya is commercially attractive too, thanks to the country's competitive gas pricing and fiscal terms. Nevertheless, risks abound in the Black Sea since Russia’s full-scale invasion of Ukraine in 2022. Although upstream milestones also await in Romanian and Bulgarian waters, the path to gas commercialization could be far less smooth outside of Turkey.”

04.20.2023