中国石化新闻网讯 据油价网1月3日消息称,埃克森美孚和雪佛龙正在押注美洲的石油和天然气资产,希望利用本土附近丰富的资源获得丰厚回报。
这两家美国超级巨头在其发布的2023年资本预算分配中都表示,他们将重点关注二叠纪盆地以及北美和南美的少数油气项目。
据《华尔街日报》报道,在过去几年里,雪佛龙已经出售了在英国、丹麦和巴西等国的资产。就埃克森美孚而言,它要么已经出售,要么正在试图出售在尼日利亚、埃及和乍得等国的资产。
埃克森美孚上个月在其截至2027年的企业计划中表示,2023年的投资预计在230亿至250亿美元之间,“以帮助增加供应,满足全球需求”。
埃克森美孚超过70%的资本投资将部署在美国二叠纪盆地的战略开发,以及圭亚那、巴西和世界各地的液化天然气项目。到2027年,上游产量预计将增加50万桶油当量/天,达到420万桶油当量/天,其中超过50%的产量来自这些关键增长地区。埃克森美孚表示,在油价低于或等于每桶35美元的情况下,约90%的上游投资将带来新的石油和流动天然气生产,预计回报率将超过10%。
雪佛龙也在继续押注二叠纪盆地。该公司2023年的上游资本支出为140亿美元,其中超过40亿美元用于二叠纪盆地开发,约20亿美元用于其他页岩和致密资产。雪佛龙上个月表示,超过20%的上游资本支出用于墨西哥湾的项目。
曹海斌 摘译自 油价网
原文如下:
Oil Majors Exxon And Chevron Shift Focus To Americas
Exxon and Chevron are betting big>Both U.S. supermajors have said in their releases about the 2023 capital budget allocation that they would focus>In the past few years, Chevron has sold assets in the UK, Denmark, and Brazil, among others, according to The Wall Street Journal. Exxon, for its part, has either sold or is trying to sell assets in Nigeria, Egypt, and Chad, among others.
In its corporate plan through 2027, Exxon said last month that its investments in 2023 were expected to be in the range of $23 billion to $25 billion “to help increase supply to meet global demand.”
More than 70% of Exxon’s capital investments will be deployed in strategic developments in the U.S. Permian Basin, as well as in Guyana, Brazil, and LNG projects around the world. By 2027, upstream production is expected to grow by 500,000 oil-equivalent barrels per day to 4.2 million oil-equivalent barrels per day, with more than 50% of the total coming from these key growth areas. Some 90% of the upstream investments that bring>Chevron continues to bet on the Permian, too. Its upstream capex—out of organic capex of $14 billion for 2023—includes more than $4 billion for Permian Basin development and roughly $2 billion for other shale and tight assets. More than 20% of upstream capex is for projects in the Gulf of Mexico, Chevron said last month.