雪佛龙与埃尼谈判出售印尼深水开发项目股份

据ICIS-MRC网站9月9日莫斯科MRC报道，石油巨头雪佛龙(Chevron)正与意大利埃尼集团(Eni)就出售其在印尼东加里曼丹近海深水开发项目所持股份的可能性进行谈判。

此次谈判的背景是，雪佛龙公司最近以50亿美元的价格收购了上游公司来宝能源公司(Noble Energy)，而全球石油和天然气价格的暴跌颠覆了碳氢化合物储量的估值，迫使能源集团重新配置其投资组合。

如果出售成功，将为IDD项目下气田的开发提供一定的确定性。由于与政府存在分歧，IDD项目一直处于僵局。这还意味着，又一家大型石油公司将退出印尼的一个旗舰上游项目，由于外界对资源国有化的担忧。

第二位高级政府官员证实，雪佛龙正在与埃尼就IDD项目进行谈判，第三位未透露姓名的上游投资者也参与了讨论。

IDD项目包括印度尼西亚近海的Ganal和Rapak区块以及Bangka和Gehem-Gendalo气田的生产共享合同。

根据雪佛龙公司网站显示，雪佛龙持有Bangka油田62％的权益，Gendalo-Gehem中63％的权益。天然气田的其他合作伙伴包括埃尼，Tiptop Energy和中国石化。

今年1月，雪佛龙公司表示已开设了一个数据室，以便利有关其在IDD的潜在权益的出售的讨论，但尚未做出出售其权益的最终决定。其表示，作为IDD的一期已于2016年8月开始生产的Bangka无法在雪佛龙的全球投资组合中争夺资本。

印尼能源部的Syahrial表示，IDD的开发和Rokan区块实际上是“一揽子计划”。

IDD项目预计将包含2.3万亿立方英尺的天然气。 上游监管机构SKK Migas预计IDD的二期将于2026年第四季度投产，预计峰值产量将达到8.44亿立方英尺/日天然气和2.7万桶/日原油。

郝芬 译自 ICIS-MRC

原文如下:

Chevron in talks with Eni to sell stake in Indonesia Deepwater Development: officials

Oil major Chevron is in talks with Italy's Eni over the possibility of selling its stake in the Indonesia Deepwater Development project in offshore East Kalimantan in Southeast Asia.

The talks are happening against the backdrop of Chevron's recent acquisition of upstream company Noble Energy for USD5 billion and a global slump in oil and gas prices that has upended valuations of hydrocarbon reserves and forced energy conglomerates to reconfigure their portfolios.

If the sale goes through it could provide some certainty to the development of the gas fields under IDD that has been in limbo due to disagreements with the government. It would also mean the exit of yet another oil major from a flagship Indonesian upstream project amid resource nationalization concerns.

A second senior government official confirmed that Chevron was in talks with Eni over the IDD project, and a third unnamed upstream investor was also involved in discussions.

A Chevron spokesman said it does not comment on commercial discussions as a matter of long-standing policy, and Eni acknowledged the query but didn't provide an immediate confirmation.

The IDD project includes the production sharing contracts for the Ganal and Rapak blocks in offshore Indonesia, and the gas fields of Bangka and Gehem-Gendalo.

Chevron has a 62% interest in the Bangka field and a 63% stake in Gendalo-Gehem, according to its website. The other partners in the gas fields are Eni, Tiptop Energy and Sinopec.

In January, Chevron said it had opened a data room to facilitate discussions about th potential sale of its interest in IDD but no final decision had been made to sell its interest. It said Bangka, which began production in August 2016 as the first phase of IDD, was not able to compete for capital in Chevron's global portfolio.

Indonesian energy ministry's Syahrial said the IDD development and Rokan block were actually "one package."

The IDD project is expected to contain of 2.3 Tcf of gas. Upstream regulator SKK Migas expects the second phase of IDD to be on stream in the fourth quarter of 2026; and peak production is expected to reach 844 million cu ft/d of natural gas and 27,000 b/d of crude oil.