全球海上钻机承包商第一季度业绩强劲

中国石化新闻网讯 据Offshore网4月22日纽约报道，根据美国独立投资银行Evercore ISI的最新海上钻机市场报告，今年3月份，全球有33份钻机合同得到了确认。

这一数字远高于一年前的19份钻机合同，今年第一季度，海上钻机承包商共签署了135份钻机合同，比去年第一季度的94份钻机合同增加了44%。

在3月份达成的33份钻机合同中，有7份(4部自升式钻机，3部浮式钻机)的合同期限至少为一年，原因是国有石油公司(巴西国家石油公司、墨西哥国家石油公司和沙特阿拉伯国家石油公司)似乎在日费率仍接近谷底水平的情况下加快了租借钻机的步伐。

本月迄今已宣布20份钻机合同，超过了一年前同期确认的12份钻机合同。由于布伦特原油期货价格本月早些时候突破了每桶70美元的大关，分析师预计未来几周将宣布几份新的钻机合同，这将超过去年4月公布的54份钻机合同总数。

在4月份确认的8份浮式钻机合同中，平均租借期限为429天或14-15个月，是2016年5月以来的最高水平。尽管钻机合同的日费率基本上仍属于保密，但日本国际石油开发株式会社（Inpex）在从明年4月开始的3年里仍以27万美元的日费率为澳大利亚海上项目签约包租了第六代超深水半潜式《Maersk Deliverer 》号钻井平台，而德国温特斯豪在今年10月份开始的7至8个月里以30万美元的日费率为挪威海上的两口井签约包租了能够在恶劣环境中作业的超深水《Scarabeo 8》号半潜式钻井平台。

在自升式钻井平台方面，印尼海上自6月份开始的两口井的300-英尺 KS Java Star.号钻机日费率为5.4万美元。

李峻 编译自 Offshore

原文如下：

Drilling rig contractors have strong first quarter, report finds

In March, 33 rig contracts were confirmed, according to Evercore ISI’s latest “Offshore Rig Market Snapshot.”

This is up from 19 a year ago as the offshore drillers signed 135 contracts in 1Q or up 44% from 94 in 1Q 2018.

Of the 33 contracts secured in March seven (four jackups, three floaters) were for at least a year as NOCs (Petrobras, PEMEX, and Saudi Aramco) appear to be stepping up while day rates are still near trough levels.

So far this month, 20 contracts have been announced, which exceeds the 12 contracts confirmed as of this point a year ago. With Brent breaking out to the $70 range earlier this month, the analyst expects several new rig contracts to be announced in the coming weeks to exceed the 54-total reported last April.

Of the eight floater contracts confirmed in April, the average term is for 429 days or 14-15 months which is the highest floater average seen since May 2016. While contracted day rates remain largely private, Inpex contracted the sixth-generation, ultra-deepwater semisub Maersk Deliverer for offshore Australia for three years beginning next April at $270,000/d, and Wintershall contracted the ultra-deepwater harsh-environment semisub Scarabeo 8 for offshore Norway for two wells (seven-eight months) beginning this October for $300,000/d.

On the jackup side, a modest day rate of $54,000 was disclosed for a two-well contract offshore Indonesia beginning in June for the 300-ft KS Java Star.