据世界石油9月18日新加坡报道,在评论埃克森美孚出售的消息时,伍德麦肯齐研究主管安格斯罗杰表示,埃克森美孚(ExxonMobil)将其整个吉普斯兰盆地上游投资组合出售,对于澳大利亚上游和天然气市场来说,这是一个重大新闻。作为东海岸的主要生产商,这些资产在向澳大利亚供应天然气方面发挥着关键作用。因此,我们预计,希望在油价上涨中获得更多敞口的国内企业会表现出浓厚的兴趣,其中有相当多的国家。也就是说,这些都是综合而成熟的资产。我们相信这将导致现实买家的数量小得多,他们将需要面对资产的生产年限上限,生产下降和重大退役责任的问题。由于放弃成本的不确定性,吉普斯兰石油资产之前的减持努力失败,这一事实突显出,这将是一个多么大的问题,但也表明,任何新的运营商都会寻求从投资组合中扩大和增加产量,以推迟退役支出的开始。
郝芬 译自 世界石油
原文如下:
ExxonMobil puts key Australian gas assets up for sale
Commenting on the news of the ExxonMobil sale, Wood Mackenzie research director Angus Rodger said, "ExxonMobil putting its entire Gippsland Basin upstream portfolio up for sale represents big news for the Australian upstream and gas market. As a pivotal producer on the east coast, the assets play a key role in supplying gas to Australia’s biggest market. As such, we would expect interest to be strong from domestic players that wish to gain greater exposure to rising gas prices, of which there are a significant number. That said, these are complex, mature assets. We believe this will lead to a far smaller pool of realistic buyers, who will have to get comfortable with the age of the assets, declining production and significant decommissioning liabilities. The fact that a previous effort to offload the Gippsland oil assets failed due to uncertainty over abandonment costs highlights how big an issue it will be, but also suggests any new operator would look to extend and increase production from the portfolio to delay the onset of decommissioning spend."