Petrobras 设定 4 年资本支出 780 亿美元

巴西国家石油公司 2023-2027 年最大的预算份额将用于盐下工作，预计到 2027 年底，该项目将占该公司产量的 78%。

詹妮弗
帕拉尼奇
哈特能源

巴西国家石油公司已将其 2023-2027 年计划投资比该公司 2022-2026 年预计支出增加约 15%，达到 780 亿美元。

在 12 月 1 日的巴西国家石油公司日网络直播投资者简报会上，巴西国家石油公司高管概述了该公司 2023-2027 年五年的战略计划。

在计划用于资本支出的 780 亿美元中，640 亿美元（即 83%）专门用于勘探与生产活动。约 67% 的勘探与生产资本支出预算将用于盐下活动，预计到 2027 年底，盐下活动将占巴西国家石油公司总产量的 78%。

总体资本支出的其余部分包括用于炼油、天然气和电力的 12%，用于企业的 3%（包括数字化转型项目的资金）以及用于贸易和物流的 2%。巴西国家石油公司表示，除了计划780亿美元的资本支出外，该公司还将投资约200亿美元用于租用新平台。

费尔南多·博尔赫斯，巴西国家石油公司
巴西国家石油公司首席勘探和生产官费尔南多·博尔赫斯在里约石油天然气公司期间发表讲话。（来源：巴西国家石油公司）

巴西国家石油公司首席财务和投资者关系官罗德里戈·阿劳霍·阿尔维斯(Rodrigo Araujo Alves)表示，该运营商已承诺在未来三年内投入一定水平的资本支出，这些投资旨在确保项目能够按时交付。他表示，巴西国家石油公司已承诺支付 2023 年资本支出预算的 95%、2024 年资本支出预算的 90% 和 2025 年资本支出预算的 80%。

“这是一项负责任的资本支出计划，可以自筹资金，并且能够应对压力情况，”他说。

巴西国家石油公司将其基本情景定义为油价为 55 美元/桶，同时认为油价为 35 美元/桶是压力情景。 

巴西国家石油公司首席勘探和生产官费尔南多·博尔赫斯表示，该公司项目的盈亏平衡价格仍保持在 20 美元/桶左右。

巴西国家石油公司首席生产开发官 Joao Henrique Rittershaussen 表示，该公司计划在未来五年内引进 18 艘新 FPSO。

“18 艘 FPSO 占未来五年全球将建造的船舶总数的一半，”他说。“我们非常有信心，我们将在这一旅程中取得非常成功。这是一个非常具有挑战性的施工，但我们对我们为这些单元在不久的将来规划的结果非常有信心。”

盐下勘探

在2023年至2027年计划建造的18艘FPSO中，大多数是盐下项目，其中4艘用于盐后项目；11 艘将被包租，其中 6 艘由巴西国家石油公司 (Petrobras) 所有，一艘用于非巴西国家石油公司 (Petrobras) 运营的项目。 

Petrobras 未来的大部分勘探与生产工作将在盐下进行，该公司预计 70% 或更多的产量将来自盐下储量。

巴西国家石油公司也在寻找新的石油和天然气领域，并已为此类勘探资本支出标明约 60 亿美元。其中，约 30 亿美元将用于赤道边缘地区。

“赤道边缘的资产正处于勘探阶段，苏里南和圭亚那的项目证明了其巨大的潜力，”博尔赫斯说。“但是，我们无法在执行勘探计划之前预测投资、生产或开发阶段。”

他说，该公司计划在赤道边缘钻探 16 口探井，一旦获得深水 Amapa 勘探区的环境许可证，预计本月将第一口探井。

巴西国家石油公司首席生产开发官 Joao Henrique Rittershaussen 指出，巴西国家石油公司在新的 5 年计划中为退役活动拨款 15 亿美元，高于 2022-2026 年计划中的 10 亿美元。

他将部分原因归因于2023-2027年计划中需要退役的平台、管线和油井数量比之前的计划有所增加。

” 退役是我们业务的一部分。我们发现石油，生产油田，最后我们需要退役，”他说。

原文链接/hartenergy

Petrobras Sets Out $78 Billion in Capex for 4-year Period

Petrobras' biggest budget share for 2023-2027 will go toward pre-salt efforts, which are expected to deliver 78% of the company’s production by the end of 2027.

Jennifer
Pallanich
Hart Energy

Petrobras has hiked its planned 2023-2027 investments by about 15% to $78 billion over the company’s 2022-2026 projected spending.

During Petrobras Day webcast investor briefings on Dec. 1, top Petrobras executives outlined the company’s strategic plan for the five-year period 2023-2027.

Of the $78 billion planned for capex, $64 billion - or 83% - is earmarked for E&P activities. About 67% of the E&P capex budget will go to pre-salt activities, which are expected to account for 78% of Petrobras’ total production by the end of 2027.

The remainder of the overall capex includes 12% set aside for refining, gas and power, 3% for corporate - which includes funding for digital transformation projects - and 2% for trading and logistics. Petrobras said that in addition to the US$78 billion planned for capex, the company will also invest about $20 billion in chartering new platforms.

Fernando Borges, Petrobras
Fernando Borges, Petrobras’ chief exploration and production officer, speaking during Rio Oil & Gas. (Source: Petrobras)

Rodrigo Araujo Alves, chief financial and investor relations officer at Petrobras, said the operator had already committed to a certain level of capex spending for the next three years, with these investments intended to ensure projects can be delivered on time. Petrobras has already committed to 95% of the 2023 capex budget, 90% of the 2024 capex budget and 80% of the 2025 capex budget, he said.

“It’s a responsible capex plan that is self-financeable and resilient to stress scenarios,” he said.

Petrobras defines its base case scenario as oil at $55/bbl, while it considers oil at $35/bbl to be a stress case. 

Fernando Borges, chief exploration and production officer at Petrobras, said the company’s breakeven price for its projects remains around $20/bbl.

Joao Henrique Rittershaussen, chief production development officer at Petrobras, said the company plans to bring on 18 new FPSOs in the next five years.

“18 FPSOs is half the total number of vessels that will be built in the world in the next five years,” he said. “We are very confident we will be very successful in this journey. It’s very challenging construction, but we are very confident with the results that we are planning for the near future for these units.”

Pre-salt exploration

Of the 18 FPSOs planned from 2023 to 2027, most are pre-salt with four being for post-salt projects; 11 will be chartered, six owned by Petrobras and one is for a project not operated by Petrobras. 

The majority of Petrobras’ E&P efforts moving forward will be in pre-salt, and the company expects 70% or more of its production to come from pre-salt reserves.

Petrobras is also looking for new oil and gas frontiers and has tagged about $6 billion for that type of exploration capex. Of that, about $3 billion will be spent in the Equatorial Margin.

“Assets in the Equatorial Margin are in the exploration phase and show excellent potential as demonstrated by the projects in Suriname and Guyana,” Borges said. “However, we cannot anticipate investment or production or development phase prior to execution of our exploration program.”

The company plans to drill 16 exploratory wells in the Equatorial Margin, he said, and the first is expected this month, once the environmental permit for the deepwater Amapa prospect is received.

Joao Henrique Rittershaussen, chief production development officer at Petrobras, noted Petrobras had allocated $1.5 billion for decommissioning activities in the new 5-year plan, up from $1 billion in the 2022-2026 plan.

He attributed part of that to an increase in the number of platforms, lines and wells that needed to be decommissioned as part of the 2023-2027 plan compared to the previous plan.

“Decommissioning is part of our business. We discover the oil, produce the oil field and then in the end we need to decommission,” he said.