据普氏能源资讯2019年2月22日伦敦报道,根据挪威著名的独立能源研究和商业情报公司雷斯塔能源公司(雷斯塔能源/Rystad Energy)的研究报告,由于运营商要努力赶上推迟的支出,一波新的液化天然气(LNG)项目正在推进,而沙特阿拉伯为大型海上项目大开绿灯,全球今年常规油气项目的最终投资决定(FID)数可能会增加近两倍。
这个挪威研究集团说,不包括页岩和致密油气远景构造的支出,FID在今年预计将共开启460亿桶油当量的石油和天然气。
运营商多年来严格的资本约束、较低的行业成本和更坚挺的价格正在推动上游支出的上升。2014年油价暴跌后,数十亿美元的项目被搁置。
大多数新规划的项目都是资本密集型的大型LNG厂,例如莫桑比克LNG和俄罗斯北极地区等数十亿桶油当量的开发。卡塔尔和巴布亚新几内亚的LNG扩建项目也在关注FID,而巴西、圭亚那和挪威的深水石油项目的FID也在考虑之中。
雷斯塔能源上游研究分析师Readul Islam在一份声明中说:“今年唯一可能萎缩的供应领域是油砂,然而深水、海上大陆架和其他常规陆上开发项目都将呈现大幅增长。”
Islam表示,沙特阿拉伯预计还将批准3个主要的海上大陆架扩建项目,这些项目总计将占今年全球FID总量的近五分之一。
不过,Islam表示,FID的预测存在下行风险。他指出, 今年预计将有几个大型项目可能延期,这可能对批准的FID总数产生重大影响。
李峻 编译自 普氏能源资讯
原文如下:
Oil, natural gas sector project approvals seen tripling in 2019: Rystad
Final investment decisions (FIDs) on conventional oil and gas projects could almost triple this year as operators play catch up on delayed spending, a wave of new LNG projects move forward and Saudi Arabia greenlights major offshore projects, according to research by Rystad Energy.
Excluding spending on shale and tight oil and gas prospects, collective FIDs were expected to unlock more than 46 billion barrels of oil equivalent in 2019, the Norwegian research group said.
Years of tough capital discipline by operators, lower industry costs and firmer prices are fueling an uptick in upstream spending after billions of dollars in projects were shelved in the wake of the 2014 oil price collapse.
Most of the new planned projects are giant, capital-intensive LNG plants with multi-billion boe developments such as Mozambique LNG and the Russian Arctic.
Excluding spending on shale and tight oil and gas prospects, collective FIDs were expected to unlock more than 46 billion barrels of oil equivalent in 2019, the Norwegian research group said.
Years of tough capital discipline by operators, lower industry costs and firmer prices are fueling an uptick in upstream spending after billions of dollars in projects were shelved in the wake of the 2014 oil price collapse.
Most of the new planned projects are giant, capital-intensive LNG plants with multi-billion boe developments such as Mozambique LNG and the Russian Arctic.
LNG expansions in Qatar and Papua New Guinea are also eyeing FIDs, while those for deepwater oil off Brazil, Guyana, and Norway are also on the cards.
"The only supply segment likely to shrink this year is the oil sands, whereas deepwater, offshore shelf and other conventional onshore developments are all poised to show substantial growth," Rystad upstream research analyst Readul Islam said in a statement.
Saudi Arabia was also expected to approve three major offshore shelf expansion projects that would collectively account for nearly a fifth of global FID volumes this year, Islam said.
He said, however, there were downside risks to the FID forecast, noting that potential delays to just a few mega-projects expected in 2019 could significantly affect total volumes approved.
