中国石化新闻网讯 据世界石油2023年3月7日报道，麦肯锡公司的最新分析结果显示，由于劳动力的不确定性和原材料通胀，今年石油和天然气工业的成本在供应链风险中可能会增加6%至10%。
分析发现，油气工业的主要操作任务，如定期检查和维护，正变得越来越昂贵，劳动力成本每年增长9%以上，钢套管和导管的成本也以每年5%的速度增长。再加上海运和航空物流价格的螺旋式上升，导致油气公司运营开支(OPEX)不断上升。
本文探讨了石油和天然气公司如何应对持续的全球通胀、欧洲和亚洲的地缘政治发展以及不断增加的经济逆风带来的商业影响。麦肯锡公司详细介绍了这些因素导致的供应链风险如何影响现场作业和项目交付，而传统的缓解战略被证明是不够的。
麦肯锡公司合伙人Johann Raunig表示：“这些问题意味着供应链安全应迅速成为首席执行官们议程的首位，因为机构必须迅速实施灵活、全面的战略，以应对这一动荡时期。我们已经看到，生产效率在下降，而运营开支在上升，项目预算和进度里程碑正在被错过，主要供应商正在努力按时提供劳动力和材料。这是一个恶性循环：更多的工作是在紧急情况下进行的，而这越来越昂贵。”
麦肯锡公司指出，机构正在采取措施确保供应链安全并避免市场波动的企业，通胀压力明显减轻，成本节省大约15%。这个见解详细介绍了可以减轻供应链可靠性风险的关键高影响力杠杆，可用于摆脱典型的降低成本思维模式，包括战略项目的早期采购，通过调整批准期限来加快长期采购时间。
此外，修改审批流程或提前批准预算，并提高主要合同的风险回报比，以激励业绩并整合合同数量，可能会减轻油气供应链风险。在人员配备方面，提高离岸执行效率和数字化检查数据可能会使工作场所更具吸引力。
李峻 编译自 世界石油
原文如下：
McKinsey & Company: oil and gas costs will rise by 10% amidst supply chain risks
The latest analysis from McKinsey & Company (McKinsey) reveals that oil and gas industry costs could increase between 6 to 10% in 2023 due to labor uncertainties and raw-materials inflation.
The analysis uncovers that primary operation tasks, such as regular inspections and maintenance, are becoming more expensive as labor rates grow upwards of 9 percent per annum and costs for steel casings and tubing also rising at 5% per annum. This, coupled with spiraling marine and aviation logistics prices, is causing increasing operating expenditure (OPEX) rises.
The article examines how oil and gas companies are grappling with the business fallout of sustained global inflation, geopolitical developments in Europe and Asia and increasing economic headwinds. McKinsey details how the supply chain risk caused by these factors is affecting field operations and project delivery, with traditional mitigation strategies proving inadequate.
Johann Raunig, Partner at McKinsey, said, “These issues mean supply chain security should be catapulting to the top of the CEO agenda as organizations must swiftly implement a nimble, comprehensive strategy to navigate this turbulent period. We’re already seeing that production efficiency is dropping while operating expenditure is rising, project budgets and schedule milestones are being missed, and key suppliers are struggling to provide labor and materials>McKinsey notes organizations that are taking measures to secure their supply chain and avoid market volatility are seeing significantly less inflationary pressure, saving roughly 15%>In addition, revising the approval gating process or enabling earlier budget approvals and improving the risk-reward ratio in major contracts to incentivize performance and consolidate contract volumes may mitigate oil and gas supply chain risks. When it comes to staffing, enhancing offshore execution efficiency and digitizing inspection data could make the workplace more appealing
