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海上能源投资进入新的投资周期

   日期:2020-01-16     浏览:713    评论:0    

据海上工程1月14日报道称,随着全球范围内油气开采活动的日益活跃,海上油气行业正见证着新的投资周期的开始。

能源研究和商业情报公司雷斯塔德能源公司表示,受深水领域支出激增12%的推动,2020年海上投资将增长8%,而大陆架的投资增速将放缓至2%。

“自由现金流仍然强劲,并且有迹象表明,我们正在进入一个新的海上投资周期。这种趋势可能最深刻地体现在在2019年运营商海上项目审批活动的激增上,”雷斯塔德能源公司上游研究主管Espen Erlingsen说。

他表示,全球去年批准开发的石油和天然气资源总量超过了200亿桶油当量,是自2011年以来的最高水平。

快速浏览一下近年来的自由现金流(FCF)水平可以发现,2019年对于海上行业而言是强劲的一年。全球所有上市勘探与生产公司的海上能源自由现金流量总额显示,2019年是有记录以来第三好的年份,自由现金流达到近900亿美元。与2018年相比,这一数字略有下降,但与2010年至2014年的上一个投资周期相比,仍处于非常有利的位置。

这表明海上能源公司的现金流状况非常强劲,突显出勘探与生产公司在经过几年的资本支出受到限制后,手中仍有足够的现金进行投资。

审批活动的不断增加带动了2019年海上投资的增加。与2018年相比,海上资本支出总额增长了5%,深水支出增加了7%,大陆架上的投资增加了3%。

到2020年,海上投资有望增长8%,深水投资增长12%,大陆架上的投资增长2%。这表明一个新的投资周期正在酝酿之中。

徐蕾 摘译自 海上工程

原文如下:

Offshore Energy Enters New Investment Cycle

The offshore oil & gas industry is witnessing the beginning of what could be a new investment cycle as worldwide activity is ramping up.

Rystad Energy, the energy research and business intelligence company, said that offshore investments would climb 8% in 2020, driven by a 12% surge in deepwater expenditure, while growth in shelf spending slows to 2%.

"Free cash flow remained strong and telltale signs have emerged that we are entering a new offshore investment cycle. This trend was perhaps illustrated most profoundly by the rising swell of offshore project approval activity by operators in 2019," said Espen Erlingsen, Head of Upstream Research, Rystad Energy.

Globally, the amount of oil and gas resources approved for development last year surpassed 20 billion barrels of oil equivalent (boe), the highest level seen since 2011, he said.

A quick look at free cash flow (FCF) levels in recent years confirms that 2019 was a strong year for the offshore sector. The total offshore FCF from all public E&P companies globally shows that 2019 was the third best year align="justify">This shows that the cash flow situation for offshore players is very robust, underlining the point that E&Ps have enough cash in hand to invest in new projects after several years of restrained capital expenditure.

The rising tide of approval activity has carried with it an increase in offshore investments in 2019. Total offshore capex grew by 5% versus 2018, with a 7% rise in deepwater spending and a 3% boost in investments align="justify">For 2020, offshore investments are align="justify"> 

 
标签: 投资 能源 周期
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