全球油气交易活动依然低迷

据油气新闻3月21日消息称，根据全球领先的数据分析公司GlobalData的数据，2020年油气合同活动依然低迷，行业合同数量和披露的合同价值均出现下降。

GlobalData的最新报告《年度全球石油和天然气行业合同审查》指出，油气合同数量从2019年的6971份(价值1510.6亿美元)下降到2020年的5014份(总价值942.9亿美元)。

GlobalData的石油和天然气分析师Pritam Kad表示：“合同和合同价值的显著下降主要归因于原油价格急剧下跌后行业放缓，以及COVID-19大流行和2020年封锁造成的影响。这进一步降低了许多生产公司的资本支出，并增加了项目成本，导致工期推迟。”

从合同范围来看，2020年总共有51%的合同是运维(O&M)合同，其次是“采购”合同，占17%。

大部分合同在2020年第一季度（COVID-19之前的季度）签订，共1441份，而2020年第二季度对披露价值的贡献最大，达到340亿美元。

Kad继续说:“2020年最后一个季度的合同活动相对稳定，令市场松了一口气，因为许多国家的封锁已经解除或缓解，企业试图适应新常态。大宗商品价格的边际改善为上游行业的资本支出改善提供了空间，并着眼于有效的未来前景。”

曹海斌 摘译自 油气新闻

原文如下：

Global oil and gas contacts activity remains subdued: GlobalData

Oil and gas contract activity remained subdued in 2020, with the industry recording a decrease in the number of contracts and disclosed contract value, according to GlobalData, a leading data and analytics company.

The latest report by GlobalData, ‘Annual Global Oil & Gas Industry Contracts Review’, notes that the number of oil and gas contracts fell from 6,971 in 2019, with a value of $151.06bn, to 5,014 in 2020, totalling $94.29bn.

Pritam Kad, Oil & Gas Analyst at GlobalData, comments: “The significant drop in contracts and contract value was primarily attributed to industry slowdown following a steep decline in crude oil prices, as well as the effects of the COVID-19 pandemic and lockdowns in 2020. These further led to reduction in capital expenditure from many producing companies and increased project cost with deferred timelines.”

In terms of scope, a total 51% of those recorded in 2020 were operation and maintenance (O&M) contracts, followed by ‘procurement’ contracts, which accounted for 17%.

The majority of contracts were recorded during Q1 2020 (the pre-COVID-19 quarter), with 1,441, and Q2 2020 contributed the most on the disclosed value front with $34bn during the year.

Kad continued: “The last quarter of 2020 was a sigh of relief with relatively stable contract activity, as lockdowns were lifted or eased in many countries, and businesses tried to adapt to the new normal. The marginal improvement seen in commodity prices is giving space for Capex improvement in the upstream industry with an eye for effective future outlook”.