今年全球至少9口最重要探井面临延迟开钻

据今日石油2020年4月8日奥斯陆报道，雷斯塔能源公司日前发表的一份影响分析报告显示，由于疫情影响和沙特与俄罗斯的油价战对油气活动的共同影响，今年全球至少有9口已计划的最重要勘探井面临延迟开钻的风险。

这些已计划的最重要勘探井位于挪威、巴西、巴哈马、圭亚那、美国、冈比亚和纳米比亚，目标总储量将在70亿桶油当量。

由于在目前的价格水平下，这些顶级探井的商业可行性、影响设备部件供应的关闭、运营商优先考虑其他目标以及作业人员行动受限制等原因，雷斯塔能源公司已确定暂停开钻的顶级探井目前处于危险之中。

雷斯塔能源公司国际上游分析师Palzor Shenga说：“考虑到当前的全球形势，我们现在预计，全球今年年底前累计发现量可能甚至会低于2016年的89亿桶油当量，这是十年来的最低水平。这将完全取决于未来几个月将有多少口关键初探井能够开钻。”

由于勘探商只发现了大约25亿桶油当的新储量，今年第一季度的开局就不太理想。这22个发现平均分布在陆上和海上区域，其中天然气发现数占了一半多一点。与去年同期相比，新发现储量下降了大约40%，发现数几乎减少了一半。

这家总部位于奥斯陆的能源研究公司表示：“当我们进入2020年的时候，雷斯塔能源公司相信全球发现的趋势将会继续上升，新发现储量预计将会增加。然而，目前的全球市场形势将给勘探作业带来许多挑战。”

雷斯塔能源公司表示，对地质环境和地下复杂性的理解仍然没有改变——在未来几个月里，地面以上出乎意料的市场动荡将发挥关键作用。

美国石油巨头埃克森美孚公司7日宣布将资本支出削减30%，营运支出削减15%。埃克森美孚公司表示，虽然圭亚那目前的海上生产业务仍未受到疫情和油价下跌的影响，但未来的活动可能会推迟。

李峻 编译自 今日石油

原文如下：

Multi-billion-barrel wells facing delays in Guyana, US and elsewhere – Rystad Energy

At least nine of the world’s top planned exploration wells for 2020 are at risk of being suspended as a result of the combined effect on oil and gas activities of the COVID-19 virus and the oil price war, a Rystad Energy impact analysis shows.

These wells, located in Norway, Brazil, the Bahamas, Guyana, the US, Gambia and Namibia would target a combined 7 billion barrels of oil equivalents (boe).

The wells that Rystad Energy has identified as candidates for suspension are at risk because of their commercial viability under the current price levels, shutdowns that affect the supplies of equipment components, operators’ prioritization among other targets and limitations in crew movements, among other reasons.

“Given the prevailing global situation we now foresee that the cumulative discovered volumes by the end of the year could go even below the 2016 level of 8.9 billion boe, which was the decade’s lowest. This will solely depend upon how many key wildcat wells will still see a spinning drillbit in the coming months,” says Rystad Energy senior upstream analyst Palzor Shenga.

The first quarter of 2020 already started on a low note, as explorers have only uncovered new volumes of around 2.5 billion boe. The 22 discoveries are evenly split between onshore and offshore regions, with gas representing just over half of the volumes. Volumes are down about 40% from the same period of 2019, and the number of discoveries has almost halved.

“When we entered 2020, Rystad Energy believed that the global discovery trend would continue its upward trajectory with an expected increase in volumes. However, the current global market situation will bring many challenges to exploration,” the Norway-based energy research company said.

The understanding of the geological context and complexities of the subsurface remains unchanged – it is the unexpected market turmoil above the surface that will play the key role in the coming months, Rysatd Energy stated.

In announcing a 30 percent slash in CAPEX and a 15 percent cut in OPEX on Tuesday, US oil major ExxonMobil said while current production operations offshore Guyana remain unaffected by the COVID-19 pandemic and fall in oil prices, future activities can be delayed.