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| 2018-10-08 来源： 中国石化新闻网 |
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石化新闻 |
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中国石化新闻网讯 据普氏能源资讯休斯敦10月3日消息称，埃克森美孚公司周二表示，该公司正寻求出售其部分运营和非运营的美国墨西哥湾地产，因为随着油价上涨，临海的二叠纪盆地、巴西和圭亚那离岸地区对公司的投资吸引力似乎在不断增强。。 埃克森美孚拒绝透露哪些具体资产、油田或租赁区域可能被剥离。它经营着朱莉娅油田和哈德良南方气田，这两个油田都位于美国南部墨西哥领海附近的深水区。。 公司女发言人Julie King告诉普氏能源资讯：“埃克森美孚正在测试我们在墨西哥湾的一些运营和非运营生产资产的市场了利益。”“我们不断评估我们的资产，以满足公司的运营需求、财务目标及其对其他公司的潜在价值。” 根据埃克森美孚投资者信息，该公司去年在美国海湾几个主要油田的净产量近10万桶石油当量。 但是，随着该公司及其合作伙伴继续在圭亚那不断有新发现后，该公司在南美一个小国家有九个重大发现，近年来美国海湾的情况却并非如此。朱莉娅油田于2007年被发现并于2016年4月启动，其第一阶段达到了34000桶/天的峰值。哈德良南方气田于2008年被发现并于2015年上线。 这两个油田均位于新奥尔良西南220多英里处，水深超过7000英尺。 此外，埃克森美孚计划在未来几年投资数十亿美元来提高二叠纪盆地产量。2017年该公司斥资50多亿美元从贝斯公司购买土地。今年早些时候，该公司表示计划到2025年将位于西德克萨斯州和新墨西哥州的二叠纪产量增加到600000桶/日以上。 该公司一直是美国墨西哥湾租赁销售中最大的消费者之一，在两年一次的拍卖中租售面积不断扩大，但由于2015年至2017年油价下跌，该行业缩减了资本预算，因此投资总额低于前几年。 然而，在2018年8月，埃克森美孚在今年第二次墨西哥湾租赁销售中拥有最多的高出价（25美元）和最高出价（4050万美元）。 该公司还宣布了第三和第四大出售价，分别为850万美元和750万美元。 美国海湾不仅经历了运营商数量的重大转变，而且还进行了类型转变。英国石油公司（BP），壳牌（Shell）和雪佛龙公司（Chevron）等石油巨头表现活跃，并在几年前取得了进展或者制裁。今年1月，雪佛龙和壳牌公司一天内相继宣布两项深海发现 - 巴利莫尔和鲸鱼，两者都被认为是相同重要的。 但几家曾经热衷于收购的大型独立公司已经全部或大部分退出了美国海湾，如阿帕奇公司、德文能源公司和康菲石油公司。较小或私营的独立运营商已经取代了他们的位置，并且随着他们多年来从浅水区向深水区的转变，他们变得更加博学以及老练。 像Talos Energy，Kosmos Energy和私人持有的LLOG Exploration这些相对较新的公司正在填补专业公司曾经占据的席位。较小的公司通常关注中新世，位于海湾密西西比峡谷和绿色峡谷地区的5000-7000英尺的深水区。中新世是雪佛龙塔希提油田或英国石油公司的Mad Dog所在地。 Talos在5月份收购了美国海湾地区的老牌运营商Stone Energy，并表示将继续寻求与现有生产中心相关的收购。而Kosmos Energy将于9月收购深海湾能源并表示计划加强其在美国海湾地区的业务。 海湾地区运营商表示，在油价接近或低于40美元/桶的情况下，该业务的利润率很高。 曹海斌 摘译自 普氏能源资讯 原文如下： ExxonMobil looks to sell some US Gulf of Mexico assets ExxonMobil is looking to sell some of its operated and non-operated US Gulf of Mexico properties, the company said Tuesday, as the Permian Basin onshore and Brazil and Guyana offshore appear to be growing investment magnets for the company amid higher oil prices. ExxonMobil declined to say which specific assets, fields or leased areas might be divested. It operates the Julia oil field and Hadrian South gas field, both in the remote southern US Gulf deepwater near Mexican territorial waters. "ExxonMobil is testing market interest for a number of our operated and non-operated producing assets in the Gulf of Mexico," company spokeswoman Julie King told S&P Global Platts. "We continually review our assets for their contribution toward meeting the company's operating needs, financial objectives and their potential value to others." The company's net production from several prominent fields in the US Gulf last year was nearly 100,000 b/d of oil equivalent, according to ExxonMobil investor information. But as the company and its partners continue to turn out discovery after discovery in Guyana, where it has had nine major finds offshore the small South American country, that has not been the case in the US Gulf in recent years. Julia was discovered in 2007 and started up in April 2016, which was scaled at a peak of 34,000 b/d in its first phase. Hadrian South was discovered in 2008 and came online in 2015. Each of the two fields is more than 220 miles southwest of New Orleans and in water depths of more than 7,000 feet. In addition, ExxonMobil plans to invest billions of dollars to hike its Permian Basin production in coming years, where it spent more than $5 billion in 2017 to buy acreage from the Bass Company. Earlier this year, it said it planned to triple production to more than 600,000 boe/d from the Permian, located in West Texas and New Mexico, by 2025. The company, which has consistently been one of the biggest spenders in the US Gulf of Mexico lease sales, has continued to pick up acreage in the biannual auctions, but has generally spent less recently than in previous years as the industry reined in capital budgets during an oil price downturn in 2015 to 2017. However, in August 2018, ExxonMobil had the most number of high bids (25) and the largest sum of high bids ($40.5 million) in the second Gulf of Mexico lease sale this year. The company also boasted the third- and fourth-largest bids of the sale, at $8.5 million and $7.5 million. The US Gulf has undergone a major shift in not only the number of operators, but also type. Majors such as BP, Shell and Chevron remain active in the play and have progressed or sanctioned finds made years ago. In January, Chevron and Shell announced two deepwater discoveries a day apart - Ballymore and Whale. Both are considered sizable. But several large independents that were once eager players have totally or largely exited the US Gulf - such as Apache Corporation, Devon Energy and ConocoPhillips. Smaller or privately held independent operators have taken their places and grown in knowledge and sophistication as they have transitioned from shallow-water to deepwater plays over the years. Relative newcomers such as Talos Energy, Kosmos Energy and privately held LLOG Exploration are now filling the shoes that majors once occupied. The smaller companies have generally transitioned to the Miocene geological play, in modestly deep waters of 5,000-7,000 feet located in the Mississippi Canyon and Green Canyon areas of the Gulf. The Miocene is where finds such as Chevron's Tahiti field or BP's Mad Dog are sited. Talos acquired veteran US Gulf operator Stone Energy in May and said it will continue to look for acquisitions to tie into existing production hubs, while Kosmos Energy acquired Deep Gulf Energy in September and said it plans to beef up its US Gulf operation. Gulf operators say that business delivers high margins at oil prices around or even below $40/b.
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