M&P 宣布 2025 年前九个月的活动

来源:www.gulfoilandgas.com 2025年10月16日,地点:非洲

• 2025 年前 9 个月 M&P 权益产量:37,749 桶油当量/天,比 2024 年前 9 个月增长 4%
o 加蓬 M&P 权益产量为 15,310 桶油当量/天,比 2024 年下降 3%
o 安哥拉 M&P 权益产量为 4,352 桶油当量/天,比 2024 年增长 2%
o 坦桑尼亚 M&P 权益天然气产量为 59.8 百万立方英尺/天,比 2024 年下降 4%
o 委内瑞拉 M&P 权益石油产量为 8,114 桶油当量/天,比 2024 年增长 41%

• 产值 3.94 亿美元,销售额 4.89 亿美元
o 同期平均油价为 70.6 美元/桶,比 2024 年(83.2 美元/桶)下降 15%
o 服务活动贡献销售额为 1100 万美元,第三方石油交易贡献了 1.02 亿美元

——预计在 2025 年底完成对哥伦比亚 Sinu-9 天然气许可证 61% 股份的收购
o 由于额外的行政要求,哥伦比亚国家碳氢化合物管理局 (ANH) 的批准推迟到 2025 年底
o 有 1.86 亿美元的余额需要结算,包括交易完成后的 1.26 亿美元和随后六个月的 6000 万美元

o 目前,作为生产测试的一部分,Sinu-9 的总产量约为 21 mmcfd,到 2025 年底,其产能将增至 40 mmcfd”

积极的钻探计划,以开发集团的储量
o 在加蓬,Etekamba 许可证上的一口勘探井将于 11 月底开钻
o 在坦桑尼亚,Mnazi Bay 许可证上的三口井勘探活动将于 12 月初开始
o 在哥伦比亚,Sinu-9 上的六口井勘探活动将于 11 月底开始” 9 月初

与 ANPG 签署了安哥拉 3/24 区块的开采协议
o 3/24 区块位于浅水区,毗邻 M&P 在 3/05 和 3/05A 区块的现有权益,并包含多个已发现的油气田
o M&P 持有 40% 的股份,Afentra(运营商,40%)和 Sonangol(20%)

o 最初的五年期用于审查现有发现和勘探前景的开发潜力

稳固的财务状况,可实现增长和股东回报
o 9 月底的净债务状况为 7300 万美元(1.22 亿美元现金和 1.95 亿美元债务)
o 可立即使用的银行流动资金为 2.22 亿美元
o 2025 年 8 月底支付每股 0.33 欧元的股息(总计 7700 万美元) 2025 年前

九个月的关键指标
M&P 在 2025 年前九个月的总工作权益产量为 37,749 桶油当量/天,比 2024 年同期增长 4%。M

&P 的综合产量为 29,635 桶油当量/天,与 2024 年前九个月相比下降

3%。当期石油平均售价为 70.6 美元/桶,比2024年(83.2美元/桶)。

2025年前九个月,集团的估值产量(生产活动收入,不包括提升不平衡和库存重估)为3.94亿美元。

服务活动和第三方石油贸易分别创造了1100万美元和1.02亿美元的收入。提升不平衡的重述(扣除库存重估)产生了1800万美元的负面影响。


2025年前九个月的合并销售额达4.89亿美元。

生产活动:

加蓬
M&P公司在Ezanga区块的权益石油产量(占80%)在2025年前九个月达到15,312桶/天,较2024年同期下降3%。Etekamba

天然气区块的一口勘探井将于11月底开始钻探。该井的目标是探明Gamba地层的气藏。 2025年前九个月,

安哥拉M&P公司在3/05区块(占20%)和3/05A区块(占26.7%)的权益产量达到4352桶/天,较2024年增长2%。2025年前九个月, 坦桑尼亚 M&P公司在姆纳兹湾区块(占60%)的权益天然气产量达到5980万立方英尺/天,较2024年下降4%。 目前,三口井的钻探准备工作正在最后敲定,钻井作业将于12月中旬开始,钻井平台将于11月初抵达。这些井将持续提高该油田的总生产潜力,目前油田的总生产潜力约为1亿立方英尺/天,超过现有设施1.3亿立方英尺/天的产能。 委内瑞拉 2025 年前 9 个月,M&P Iberoamerica 在 Urdaneta Oeste 油田的石油产量(40%)达到 8,114 桶/天,比 2024 年增长 41%。 美国财政部外国资产控制办公室(“FAC”)向 M&P 颁发的委内瑞拉作业许可证于 2025 年 5 月 27 日到期。M&P 已相应调整其作业,现在仅限于维护工作和井下干预,以确保生产持续进行期间人员和设施的安全。M&P 仍与美国当局保持积极联系,并密切关注事态发展。 有关正在进行的收购哥伦比亚 Sinu-9 天然气许可证 61% 权益的信息 M&P 已签署最终协议,以 2.2875 亿美元的总对价收购哥伦比亚 Sinu-9 天然气许可证 61% 的作业权益和运营权。此次交易显著扩大了M&P在该地区的业务版图,并巩固了一项已投产的关键资产。 此次收购包括: 初始股权:以1.5亿美元收购MKMS Enerji Anonim Sirketi SA(NG Energy International Corp的子公司)40%的运营权益。该协议于2025年2月9日签署,生效日期为2025年2月1日。

















控股权和运营权:Desarrolladora Oleum SA de CV 和 Clean Energy Resources SAS 额外以 7875 万美元的价格收购 21% 的运营权益,其中包括重要的运营权转让。协议于 2025 年 7 月 2 日签署,经济生效日期为交易完成之日。

未偿付对价总额 1.86 亿美元将分期支付:交易完成时支付 1.26 亿美元,随后分两期支付,每次 3000 万美元,分别在交易完成后三个月和六个月到期。

交易完成仍需获得监管部门的批准,包括哥伦比亚碳氢化合物监管机构 (ANH) 的批准,以及其他惯例成交条件的满足。ANH

的批准原定于 9 月完成,在满足其他行政要求后,预计将于 2025 年底完成。

Sinu-9井于2024年11月投产,是Magico-1X和Brujo-1X井正在进行的长期测试的一部分。自7月初在Brujo-1X平台上安装的移动装置上的第二台压缩机投入使用以来,总产能一直保持在2100万立方英尺/天左右。目前,抽气基础设施已到位,总产能为3000万立方英尺/天,到2025年底将增至4000万立方英尺/天。六口井的勘探活动计划于11月底开始。

安哥拉3/24区块合同框架已签署
2025年9月初,M&P公司与安哥拉国家石油、天然气和生物燃料局(“ANPG”)签署了涵盖海上3/24区块的风险服务合同(“RSC”)的合同框架。 2025年10月8日,总统令正式批准了RSC区块的开采。

该区块位于浅水区,毗邻M&P公司在3/05和3/05A区块的现有权益,并包含多个已发现的油气资源。该区块毗邻现有基础设施,为短期开发和与现有运营的协同效应提供了极具吸引力的机会。

根据协议条款,Maurel & Prom Angola SAS将持有3/24区块40%的权益,Afentra Plc(运营商,40%)和Sonangol P&P(20%)也将持有。

这项新资产巩固了M&P公司在安哥拉的长期合作伙伴关系,并彰显了其致力于与合作伙伴和安哥拉当局合作,以负责任的方式开发资源的承诺。

3/24区块的合同条款规定,初始合同期限为五年,用于审查现有发现的开发潜力和勘探前景,之后为25年的生产期,待发现的油田开发完成后,再授予生产权。

关于3/24区块
3/24区块面积545平方公里,毗邻3/05区块和3/05A区块现有在产油田及未开发的油田。该区块新增五个新发现——帕兰卡东北油田、奎萨马油田、古隆戈油田、切福油田和库马油田,均位于与3/05区块和3/05A区块现有油田相同的平达油藏内。

此外,该区块还包含先前开发的卡努库油田群,该油田日产量高达1.2万桶。该区块的石油地质储量(STOIIP)估计超过1.3亿桶,天然气地质储量(GIIP)估计超过4000亿立方英尺。

这些新发现和先前开发的资产为应用现代技术进行短周期、低成本开发提供了重要机遇,这些开发可以与3/05区块现有的基础设施紧密结合。此外,基于现有的三维地震数据,还发现了一些勘探前景。

财务状况
截至2025年9月30日,集团净债务为7300万美元,而6月底净现金为9100万美元。

这1.64亿美元的变动主要反映了:
8月底支付的7700万美元股息;
7月份为持续收购Sinu-9 61%权益支付的2300万美元定金;以及
本季度营运资金变动产生的6900万美元现金消耗。9

月底现金状况为1.22亿美元。总债务为1.95亿美元,其中1.5亿美元为银行贷款(包括1.2亿美元的定期贷款和从循环信贷基金中提取的3000万美元贷款),4500万美元为股东贷款。

2025年9月,M&P提取了一笔4400万美元的定期贷款,此前该公司于2025年4月11日完成了一笔1.13亿美元的银行贷款的临时融资。

截至9月30日,M&P的可用银行流动性为2.22亿美元(不包括1亿美元可用但尚未提取的股东贷款),其中包括:

1.22亿美元现金;
1亿美元的循环信贷额度(RCF),该额度尚未提取,有效期至2027年7月。

银行贷款的再融资计划于2025年底完成,以将贷款期限从目前的2027年7月延长至2027年7月。

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原文链接/GulfOilandGas

M&P Announces Activity for the first nine months of 2025

Source: www.gulfoilandgas.com 10/16/2025, Location: Africa

• M&P working interest production for the first nine months of 2025: 37,749 boepd, up 4% on the first nine months of 2024
o M&P working interest production of 15,310 bopd in Gabon, down 3% versus 2024
o M&P working interest production of 4,352 bopd in Angola, up 2% versus 2024
o M&P working interest gas production of 59.8 mmcfd in Tanzania, down 4% versus 2024
o M&P working interest oil production of 8,114 bopd in Venezuela, up 41% versus 2024

• Valued production of $394 million and sales of $489 million
o Average oil price of $70.6/b over the period, down 15% compared with 2024 ($83.2/b)
o Service activities contributed $11 million to sales, trading of third-party oil contributed $102 million

• Completion of the acquisition of the 61% stake in the Sinu-9 gas permit in Colombia now expected by the end of 2025
o Approval by the Colombian National Hydrocarbon Agency ("ANH") postponed until the end of 2025 following additional administrative requirements
o Balance of $186 million to be settled, including $126 million on completion of the transaction and $60 million in the following six months

o Sinu-9 is currently producing around 21 mmcfd gross as part of the production test, and should see its production capacity increase to 40 mmcfd by the end of 2025

• Active drilling programme to develop the Group’s reserves
o In Gabon, an exploration well on the Etekamba permit will be spudded at the end of November
o In Tanzania, the three-well campaign on the Mnazi Bay permit will start in early December
o In Colombia, a six-well exploration campaign on Sinu-9 will start at the end of November

• Heads of terms signed in early September with ANPG for Block 3/24 in Angola
o Block 3/24 is located in shallow water, adjacent to M&P's existing interests in Blocks 3/05 and 3/05A, and contains several established oil and gas discoveries
o A 40% stake for M&P, alongside Afentra (operator, 40%) and Sonangol (20%)

o Initial five-year period to review the development potential of the existing discoveries and exploration prospects

• Solid financial position enabling both growth and shareholder returns
o Net debt position of $73 million at end-September ($122 million in cash and $195 million in debt)
o Immediately available bank liquidity of $222 million
o Dividend of €0.33 per share (for a total of $77 million) paid at the end of August 2025

Key indicators for the first nine months of 2025
M&P's total working interest production for the first nine months of 2025 was 37,749 boepd, up 4% compared with the same period in 2024.

M&P's consolidated production was 29,635 boepd, down 3% compared with the first nine months of 2024.

The average selling price of oil was $70.6/bbl for the period, down 15% compared with 2024 ($83.2/bbl).

The Group's valued production (income from production activities, excluding lifting imbalances and inventory revaluation) was $394 million in the first nine months of 2025.

Service activities and trading of third-party oil generated income for the period of $11 million and $102 million respectively. The restatement of lifting imbalances, net of inventory revaluation, had a negative impact of $18 million.


Consolidated sales for the first nine months of 2025 came to $489 million.

Production activities

Gabon
M&P’s working interest oil production (80%) on the Ezanga permit amounted to 15,312 bopd for the first nine months of 2025, down 3% on the same period in 2024.

Drilling of an exploration well on the Etekamba gas permit will begin at the end of November. The objective of this well will be to identify the gas reservoirs of the Gamba formation.

Angola
M&P’s working interest production from Blocks 3/05 (20%) and 3/05A (26.7%) amounted to 4,352 bopd for the first nine months of 2025, up 2% versus 2024.

Tanzania
M&P’s working interest gas production (60%) on the Mnazi Bay permit amounted to 59.8 mmcfd in the first nine months of 2025, down 4% compared with 2024.

Preparations for the drilling of three wells are currently being finalised with drilling operations due to start in mid-December, following the rig’s arrival in early November. These wells will sustainably increase the gross production potential of the field, which currently stands at around 100 mmcfd, beyond the 130 mmcfd capacity of the facilities.

Venezuela
M&P Iberoamerica working interest oil production (40%) on the Urdaneta Oeste field amounted to 8,114 bopd for the first nine months of 2025, up 41% compared with 2024.

The licence issued to M&P by the US Treasury Department's Office of Foreign Assets Control (“OFAC”) to operate in Venezuela expired on 27 May 2025. M&P has adjusted its operations accordingly, and these are now limited to maintenance work and well interventions to ensure the safety of personnel and facilities while production continues. M&P remains actively in contact with the US authorities and monitors developments closely.

Information on the ongoing acquisition of a 61% interest in the Sinu-9 gas permit in Colombia
M&P has signed definitive agreements to acquire a total of 61% working interest and operatorship in the Sinu-9 gas licence in Colombia for a total consideration of $228.75 million. The transaction significantly increases M&P's footprint in the region, securing a key asset already in production.

The full acquisition comprises of:
• The initial stake: A 40% working interest acquired from MKMS Enerji Anonim Sirketi S.A. (a subsidiary of NG Energy International Corp) for $150 million. The agreement was signed on 9 February 2025, with effective economic date of 1 February 2025.
• The controlling stake & operatorship: An additional 21% working interest from Desarrolladora Oleum S.A. de C.V. and Clean Energy Resources S.A.S for $78.75 million, which includes the important transfer of operatorship. The agreements were signed on 2 July 2025, with effective economic date at closing.

The total outstanding consideration of $186 million will be paid in instalments: $126 million at closing, followed by two deferred payments of $30 million each, due three and six months post-completion.

Closing of the transactions remains subject to the receipt of regulatory approvals, including the approval of the ANH (Colombia’s hydrocarbon regulatory agency), and the satisfaction of other customary closing conditions.

Approval from the ANH, which was initially scheduled for September, is now expected by the end of 2025 following additional administrative requirements.

Sinu-9 started production in November 2024 as part of the ongoing long-term test of the Magico-1X and Brujo-1X wells. Gross production capacity has been around 21 mmcfd since early July, following the commissioning of a second compressor on the mobile unit installed on the Brujo-1X platform. Evacuation infrastructure is in place today for gross production of 30 mmcfd, which will be increased to 40 mmcfd by the end of 2025. The start of the six-well exploration campaign is scheduled for the end of November.

Heads of terms signed for Block 3/24 in Angola
In early September 2025, M&P signed heads of terms with Angola's National Oil, Gas and Biofuels Agency ("ANPG") for the risk service contract ("RSC") covering offshore Block 3/24. The RSC was formally approved by presidential decree on 8 October 2025.

This block is located in shallow waters, adjacent to M&P’s existing interests in Block 3/05 and 3/05A, and contains several established oil and gas discoveries. Its proximity to existing infrastructure offers attractive opportunities for short-cycle development and synergies with current operations.

Under the agreed terms, Maurel & Prom Angola S.A.S. will hold a 40% interest in Block 3/24, alongside Afentra Plc (operator, 40%) and Sonangol P&P (20%).

This new asset strengthens M&P’s long-term partnership in Angola and underlines its commitment to developing resources responsibly, in collaboration with its partners and the Angolan authorities.

The heads of terms for Block 3/24 set out an initial five-year period to review the development potential of existing discoveries and exploration prospects, followed by a 25-year production period that would subsequently be awarded when a discovery is developed.

About Block 3/24
Block 3/24 covers 545 km2 and is adjacent to existing producing oil fields and undeveloped discoveries in Blocks 3/05 and 3/05A. The block adds a further five discoveries – Palanca North East, Quissama, Goulongo, Cefo and Kuma – all located in the same Pinda reservoir as the existing oil fields in Blocks 3/05 and 3/05A.

In addition, the block contains the previously developed Canuku field cluster, which has produced up to 12,000 bopd. The block contains discoveries estimated at more than 130 mmbbls of STOIIP (oil in place) and 400 bcf of GIIP (gas in place).

These discoveries and previously developed assets offer a significant opportunity to apply modern technology to deliver short-cycle, low-cost developments tied back to the existing infrastructure in Block 3/05. A number of exploration prospects have also been identified based on existing 3D seismic data.

Financial position
The Group had a net debt position of $73 million at 30 September 2025, compared with a positive net cash position of $91 million at the end of June.

This $164 million variation mainly reflects:
• The dividend payment at the end of August for $77 million;
• The $23 million deposit paid in July for the ongoing acquisition of the 61% interest in Sinu-9; and
• $69 million of cash consumption from changes in working capital over the quarter.

The cash position was $122 million at the end of September. Gross debt amounted to $195 million, of which $150 million was a bank loan (including a $120 million term loan and a tranche of $30 million drawn down on the RCF) and $45 million the shareholder loan.

In September 2025, M&P drew down a $44 million term loan following the completion on 11 April 2025 of an accordion facility of $113 million on the bank loan.

Available bank liquidity at 30 September amounted to $222 million (excluding the $100 million tranche of the available and undrawn shareholder loan), and included:

• $122 million in cash;
• $100 million of the revolving credit facility (RCF) not yet drawn down and available until July 2027.

Refinancing of the bank loan is scheduled by the end of 2025, to extend the loan term beyond the current maturity of July 2027.

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