據(jù)今日油價網(wǎng)9月14日報道，周三，近海鉆探商Transocean公司高管稱，在油氣供應(yīng)緊張的情況下，以及能源安全比能源轉(zhuǎn)型更為受到關(guān)注之際，海上油氣鉆井平臺的租用成本在過去兩年里翻了一倍多，每天的租金可能會升至50萬美元。

在高端鉆井平臺上，一些鉆井公司的日租金已經(jīng)接近40萬美元。此外，在當前的市場條件下，鉆井公司對設(shè)備的要價也越來越高。在過去幾年的動蕩流行中，鉆井公司紛紛采取削減成本的措施，包括取消派息、重組和淘汰陳舊低效的鉆井平臺。

經(jīng)濟仍未走出陰霾，且石油和天然氣市場緊張狀況普遍存在，預計類似Transocean這樣的公司對設(shè)備的需求將會增加。

Transocean的首席財務(wù)官Mark Mey認為公司未來有可能實現(xiàn)每天50萬美元的費率。事實上，據(jù)路透社報道，Mey認為，如果宏觀環(huán)境確實保持不變，那么這些高費率是“不可避免的”。

至于時間，Mey告訴路透社，他預期在10個月內(nèi)達到這一目標——正好是Transocean公司的許多合同即將到期的時間，而新合同即將簽署的時間。

據(jù)路透社報道，Seadrill預計，到今年年底，該公司的石油產(chǎn)量將更快達到50萬美元大關(guān)。

幾個月來，海上鉆探的樂觀前景一直在升溫。今年8月，Transocean公司首席執(zhí)行官Jeremy Thigpen表示，海上采油工作已經(jīng)在進行中，日費持續(xù)上升，石油和天然氣供應(yīng)情況將延續(xù)這一勢頭。

今年7月，斯倫貝謝談到了其對海上業(yè)務(wù)的積極展望，預測海上業(yè)務(wù)將“在2016年—2019年周期內(nèi)明顯領(lǐng)先，并補充說海上業(yè)務(wù)的回歸是一個特征，未來只會擴大”。

壽琳玲 編譯自 今日油價

原文如下：

Offshore Drilling Rates Jump, Could Rise Further To $500,000 Per Day

The costs of renting offshore oil and gas rigs have more than doubled over the last two years, and could rise to $500,000 per day, oil company executives claimed on Wednesday, amid a tight hydrocarbon supply situation and as energy security continues to trump energy transition efforts.

At the top end, some drilling companies have seen daily rental rates already near $400,000. And, with market conditions as they are, drillers are commanding higher rates for their equipment in what looks to be the end of a couple of rocky pandemic years that saw drillers engage in cost-cutting measures, including scrapping dividends, restructuring, and scrapping older, less-efficient drilling rigs.

With those lean years apparently behind them and tight oil and gas markets prevailing, companies such as Transocean expect to see an uptick in calls for its equipment.

Transocean CFO Mark Mey sees a possibility of a $500,000 daily rate in the company’s future. In fact, Mey thinks that those high rates are “inevitable” if the macro environment indeed stays intact, according to Reuters.

As for the timing, Mey told Reuters that he expects to hit that mark within ten months—right about the time that many of Transocean’s contracts are set to expire, and when new ones are due to be signed.

Seadrill, according to Reuters, expects to hit the $500,000 mark even sooner, by year’s end.

The rosy outlook for offshore drilling has been mounting for months. In August, Transocean CEO Jeremy Thigpen said that the offshore recovery was already underway, with day rates continuing to rise—and that the oil and gas supply situation would carry this momentum into the future.

In July, Schlumberger spoke of its positive outlook for the offshore business, predicting that it would “outpace visibly at 2016-2019 cycle, adding that the return of offshore is a characteristic that will only expand going forward.