低油价并未影响巴西的石油繁荣

据油价网9月21日报道，巴西能源领域的活动持续升温。今年1月，这个拉丁美洲最大的经济体见证了其至关重要的石油工业实现了一个新的里程碑，日均开采创纪录的316.8万桶原油。新冠疫情和今年3月的油价暴跌并没有减缓这个拉丁美洲最大经济体的石油繁荣。为了应对疫情和油价暴跌，巴西国家石油公司在2020年3月将计划的年度开支削减了29%，并关闭了浅水平台。这并没有妨碍产量的增长。巴西国家石油公司今年第二季度的商业石油日产量同比增长4.1%，达到250万桶。这主要是由国家石油公司在盐下油田的大规模扩建推动的，这些油田的日产量增加了近31%，达到150万桶。有迹象表明，即使新冠疫情的持续影响、石油需求疲软和价格走弱，也不会阻止巴西国家石油公司石油产量的不断增长。随着疫情的威胁减弱，巴西国家石油公司正在加强其海上作业活动，特别是在高产的盐下油田。巴西国家石油公司计划本月重启新油井的连接、进行维护并调试新油井。这将使该国家石油公司和巴西的碳氢化合物产量均获得强劲增长。

为了遏制新冠疫情的蔓延，巴西采取了暂停非必要业务的措施，并因油价暴跌而关闭非经济石油生产，但这些措施对巴西的碳氢化合物产量几乎没有影响。根据国家石油机构(ANP -葡萄牙语缩写)的数据显示，巴西今年8月的油气日均产量略高于390万桶石油当量，较7月高出近1%，较去年同期高出2.6%。

桑托斯（Santos）和坎波斯（Campos）盆地是巴西大部分石油和天然气的产地，7月份油气产量分别占68%和近26%。巴西国家石油公司是主要的生产商，8月份巴西近95%的石油产量来自该公司。

郝芬 译自 油价网

原文如下：

Low Oil Prices Haven’t Derailed Brazil’s Offshore Boom

Activity in Brazil’s energy patch keeps ratcheting ever higher. During January 2020, Latin America’s largest economy saw its all-important petroleum industry achieve a new milestone pumping on average a record 3.168 million barrels of crude daily. The COVID-19 pandemic and March 2020 oil price collapse did little to slow the oil boom underway in Latin America’s largest economy. Brazil’s national oil company Petrobras, in March 2020, slashed planned annual spending by 29% and shuttered its shallow water platforms in response to the pandemic and oil price collapse. This did little to stymie production growth. Petrobras’s second quarter 2020 commercial oil output grew 4.1% year over year to almost 2.5 million barrels daily. That was driven primarily by the significant expansion of the national oil company’s presence in the pre-salt fields, where production expanded almost 31% to 1.5 million barrels daily. There are signs that even the ongoing impact of the COVID-19 pandemic, softer oil demand and weaker prices will not deter Petrobras’ growing petroleum production. Petrobras is in the process of ramping up activities at its offshore operations, notably in the prolific pre-salt fields, as the threat of the pandemic declines. Brazil’s national oil company plans to recommence connecting new wells, conducting maintenance and commissioning new operations this month. That will give both the national oil company’s and Brazil’s hydrocarbon output a solid lift.

The measures taken to curb the spread of the COVID-19 pandemic by suspending non-essential operations, as well as the shuttering of non-economic oil production because of the price crash, have had little impact on Brazil’s hydrocarbon output. Data from the National Petroleum Agency (ANP – Portuguese acronym) shows Brazil’s August 2020 oil and natural gas production averaged just over 3.9 million barrels of oil equivalent daily, almost 1% greater than July and 2.6% higher than the same period a year earlier.

It is the Santos and Campos Basins which are responsible for producing most of Brazil’s petroleum and natural gas, pumping 68% and almost 26% respectively of July’s hydrocarbon output. Petrobras is the key producer, pumping almost 95% of Brazil’s total August oil output.