埃克森美孚下调2025年产量预期

据安迅思3月9日消息称，埃克森美孚公司将其2025年全球油气产量预测下调至370万桶/天，尽管该公司将重点放在了二叠纪盆地和圭亚那的产量增长上。

该公司在2021年投资日的网络广播中表示，从2020年到2025年，产量将保持在370万桶/天的水平。这低于埃克森美孚去年在2020年投资者日发布的2025年500万桶油当量/天的产量预测，当时冠状病毒正开始影响全球石油需求和价格。

尽管全球产量将保持平稳，但该公司在圭亚那和二叠纪盆地的业务将在未来几年内增加。

埃克森美孚公司上游高级副总裁Neil Chapman表示，如果市场条件良好，其二叠纪油田的产量将在2020年达到37万桶/天，今年平均产量将达到40万桶/天，到2025年可能达到70万桶/天。

这一数字低于几年前该公司为2024年设定的100万桶/天的目标。

埃克森美孚今年在二叠纪盆地的主要目标是实现两位数的回报，同时保持5 - 7台钻机，在油价低于35美元/桶的情况下，该地区的资源潜力为100亿桶油当量，利润率高70%。此外，该公司还计划到2025年将二叠纪盆地的排放量在2016年的基础上减少50%。

据投资银行Tudor Pickering Holt称，埃克森美孚目前在该地区有8个钻井平台，而一年前为57个。

在圭亚那，埃克森美孚经营着该国的近海Stabroek区块，该区块是公司与赫斯公司和中国海油的合作下于2019年12月生产出该国的第一批石油。

该区块第一期产量在第四季度达到了12万桶/天的峰值，不过还有两个项目正在开发中，将分别在2022年和2024年投产。这些项目将使用容量为22万桶/天的浮式、生产、储存和卸载船。

曹海斌 摘译自 安迅思

原文如下：

ExxonMobil slashes 2025 production outlook as it focuses on Permian, Guyana

ExxonMobil has slashed its 2025 global oil and gas production estimate to 3.7 million boe/d, even as it focuses on growing output at the Permian Basin and in Guyana.

Production will remain flat from 2020 levels through 2025 at 3.7 million boe/d, the company said during its Investor Day 2021 webcast. That is down from the 5 million boe/d production estimate for 2025 ExxonMobil released last year in its 2020 Investor Day, just as the coronavirus was beginning to take its toll on global oil demand and prices.

While global production will remain flat, the company's operations in Guyana and the Permian Basin will ramp up over the next several years.

ExxonMobil expects its Permian operation, which produced 370,000 boe/d in 2020, to average 400,000 boe/d this year and potentially 700,000 boe/d by 2025, assuming favorable market conditions, Neil Chapman, ExxonMobil's senior vice president of upstream, said on the webcast.

That is down from the 1 million boe/d target the major had set for 2024 just a couple of years ago.

A major ExxonMobil objective for the Permian this year is to achieve double-digit returns while maintaining five to seven rigs in the play, where it has a resource potential of 10 billion boe with 70% higher-margin liquids at oil prices less than USD35/b WTI. As well, it also aims to decrease emissions 50% from its Permian operation by 2025 versus 2016 levels, Chapman said.

ExxonMobil currently has eight rigs working in the play, compared with 57 a year ago, according to investment bank Tudor Pickering Holt.

In Guyana, ExxonMobil operates the country's offshore Stabroek block, which produced the country's first oil under a partnership with Hess Corp. and China's CNOOC in December 2019.

The block ramped to peak first-phase output in the fourth quarter of 120,000 b/d, although two additional projects are under development that will begin production in 2022 and 2024, respectively. Those projects will utilize floating, production, storage and offloading vessels with capacities of 220,000 b/d each.