全球勘探生产收入将减少1万亿美元

据钻机地带5月1日消息称，雷斯塔能源的最新预测显示，今年全球勘探与生产（E＆P）收入将下降约1万亿美元。

雷斯塔强调，该行业营收将减少1.47万亿美元，较去年的2.47万亿美元减少40%。

雷斯塔称，现金流也将暴跌，勘探与生产部门的自由现金流量将缩减至1410亿美元。雷斯塔强调说，这是去年的三分之一。

预计上游支出也将下降25%，从2019年的5300亿美元降至今年的4100亿美元。雷斯塔指出，美国页岩油仍然是造成这一特别下降的最大原因，其次是油砂生产商。

雷斯塔警告说，削减资本支出将对新发现的油田和企业对新项目进行最终投资决策的能力产生“特别强烈”的影响，并补充说，就批准投资总额而言，今年可能是自上世纪50年代以来批准项目数量最少的一年。

雷斯塔对石油需求的最新预测为同比下降10.4%，即1030万桶/天。该公司预计4月份市场将遭受最大冲击，石油需求预计将同比下降2630万桶。

曹海斌 摘译自 钻机地带

Global E&P Revenues to Fall by $1 Trillion

Global exploration and production (E&P) revenues will fall by about $1 trillion this year, according to a new forecast by Rystad Energy.

The drop will see revenues come in at $1.47 trillion and marks a decline of 40 percent from last year’s figure of $2.47 trillion, Rystad highlighted.

Cash flow is also set to plunge, according to Rystad, which estimates that free cash flow for the E&P sector will shrink to $141 billion. This is one third of what it was last year, Rystad highlighted.

Upstream spending is expected to fall by 25 percent too, from $530 billion in 2019 to $410 billion this year. Rystad outlined that U.S. shale remains the largest contributor to this particular drop, followed by oil sands producers.

The capital expenditure cuts will have a “particularly strong” impact on discoveries and companies’ ability to proceed with final investment decisions on new projects, Rystad warned, adding that this year might be marked by the lowest project sanctioning activity since the 1950s in terms of total sanctioned investments.

Rystad’s latest forecast for oil demand projects a decrease of 10.4 percent for 2020, or 10.3 million barrels per day (bpd) year over year. The company expects April to take the biggest hit, with demand for oil estimated to fall by 26.3 million bpd year on year.