據(jù)鉆機(jī)地帶6月22日?qǐng)?bào)道，根據(jù)油田技術(shù)公司斯倫貝謝（SLB）的數(shù)據(jù)顯示，2023年海上油氣勘探支出將增長(zhǎng)20%以上。

SLB首席執(zhí)行官Olivier Le Peuch在摩根大通能源、電力&可再生能源大會(huì)上發(fā)表演講時(shí)表示，“從淺水到深水的海上勘探正在經(jīng)歷廣泛的復(fù)蘇”。

Le Peuch引用SLB網(wǎng)站上的一份報(bào)告稱，海上業(yè)務(wù)正在經(jīng)歷復(fù)興，其廣度和預(yù)期的持久性都很強(qiáng)。在能源安全、區(qū)域化和北美頁(yè)巖供應(yīng)原則的推動(dòng)下，世界各地的運(yùn)營(yíng)商都在尋求加快發(fā)現(xiàn)以更新供應(yīng)，加快開(kāi)發(fā)周期，提高海上資產(chǎn)的生產(chǎn)率。

Le Peuch繼續(xù)說(shuō)道，如今，海上業(yè)務(wù)是全球增長(zhǎng)最快的市場(chǎng)，這得益于長(zhǎng)周期開(kāi)發(fā)、產(chǎn)能擴(kuò)張、棕地（曾經(jīng)用于開(kāi)發(fā)建造，但是又被遺棄的荒地）和新領(lǐng)域勘探和評(píng)估的回歸，以及天然氣作為能源安全長(zhǎng)期燃料的重要性。

SLB表示，目前有超過(guò)400臺(tái)活躍的海上鉆機(jī)，預(yù)計(jì)2023年將以“最低15%”的速度增長(zhǎng)，2024年“進(jìn)一步實(shí)現(xiàn)兩位數(shù)增長(zhǎng)”。

SLB指出，2024年之后的前景將仍然強(qiáng)勁。該公司預(yù)計(jì)，2022年至2025年間，全球30多個(gè)國(guó)家的最終投資決策（FID）中投入海上勘探的將超過(guò)5000億美元，其中超過(guò)2000億美元用于深水勘探。據(jù)報(bào)告稱，總之，與2016年至2019年相比，這一時(shí)期的預(yù)期海上投資將增長(zhǎng)90%。

Le Peuch表示，在非洲等成熟盆地，勘探活動(dòng)的加速，圭亞那、巴西和中東正在擴(kuò)大大型油氣開(kāi)發(fā)項(xiàng)目，勘探和評(píng)估活動(dòng)的回歸尤其是在納米比亞、坦桑尼亞、哥倫比亞、印度和東地中海等新的邊境省份，支持了海上業(yè)務(wù)的復(fù)蘇。

Le Peuch表示，SLB認(rèn)為“除了幾個(gè)國(guó)家通過(guò)開(kāi)放政策授予租約外，全球還有65輪租賃活動(dòng)”。

此外，據(jù)介紹，全球2022年授予了348個(gè)海底采油樹(shù)，這是自2013年以來(lái)最多的，2023年將授予約300個(gè)。

Le Peuch表示，在2022年至2025年期間計(jì)劃的5000億美元FID中，約85%的FID在大宗商品價(jià)格低于50美元的情況下是可行的，從而使它們與短期價(jià)格波動(dòng)脫鉤。在過(guò)去的十年中，通過(guò)技術(shù)和數(shù)字化技術(shù)提高效率，降低了海上開(kāi)發(fā)的成本，縮短了周期時(shí)間，顯著提高了項(xiàng)目的經(jīng)濟(jì)性。這降低了盈虧平衡，使(勘探和生產(chǎn))運(yùn)營(yíng)商有信心投資這些長(zhǎng)周期項(xiàng)目。

此外，Le Peuch指出，隨著減排優(yōu)先事項(xiàng)開(kāi)始影響全球上游地區(qū)的投資決策，海上作業(yè)的低碳強(qiáng)度將繼續(xù)提升其價(jià)值主張。

Le Peuch總結(jié)道，“我們很高興這些市場(chǎng)動(dòng)態(tài)已經(jīng)對(duì)我們的業(yè)務(wù)產(chǎn)生了影響。海上業(yè)務(wù)約占我們國(guó)際收入的50%，隨著我們了解到大量海上業(yè)務(wù)，海上業(yè)務(wù)短期需求將持續(xù)波動(dòng)及周期的持久性將增強(qiáng)，海上業(yè)務(wù)有望繼續(xù)增長(zhǎng)”。

據(jù)該公司網(wǎng)站介紹，總部位于休斯敦的SLB擁有斯倫貝謝傳統(tǒng)品牌，以能源創(chuàng)新為目標(biāo)，在100多個(gè)國(guó)家設(shè)有分支機(jī)構(gòu)。2023年第一季度，該公司報(bào)告了歸屬于SLB的凈收入9.34億美元，同比增長(zhǎng)83%，同期收入77億美元，同比增長(zhǎng)30%。

郝芬 譯自 鉆機(jī)地帶 網(wǎng)站

原文如下：

2023 Offshore Exploration Spending to Rise Over 20 Percent: SLB

Offshore oil and gas exploration spending will rise by more than 20 percent in 2023, according to oilfield technology company SLB.

SLB CEO Olivier Le Peuch said in a presentation at the J.P. Morgan Energy, Power & Renewables Conference offshore exploration “from shallow to deepwater, is experiencing a broad resurgence”.

“Offshore is experiencing a renaissance, with significant breadth and anticipated durability”, Le Peuch said, as quoted in a transcript on the SLB website. “Driven by the imperative of energy security, regionalization, and North American shale supply discipline, operators across the world are looking to hasten discovery to renew supply, accelerate development cycle times, and increase the productivity of their offshore assets.”

“Today, offshore is the fastest growing market globally driven by long-cycle developments, production capacity expansions, the return of exploration and appraisal in brownfields, and new frontiers, and the criticality of gas as a long-term fuel for energy security”, Le Peuch continued.

SLB said there are currently over 400 active offshore rigs, predicting an increase in the “l(fā)ow to mid-teens” in 2023 and “further double-digit growth” in 2024.

The outlook beyond 2024 will continue to be strong, SLB noted. Between 2022 and 2025, the company projects more than $500 billion in global final investment decisions (FIDs) across over 30 countries, with more than $200 billion attributable to deepwater exploration. In total, the expected offshore investment in this period will see a 90 percent jump compared to the period of 2016 to 2019, the presentation said.

The resurgence in offshore is supported by infill and tie-back activity accelerating in mature basins such as in Africa; large oil and gas development projects being scaled up in Guyana, Brazil, and the Middle East; and return of exploration and appraisal, notably in new frontier offshore provinces such as Namibia, Tanzania, Colombia, India, and East Mediterranean, Le Peuch said.

SLB sees “a long tail of activity with 65 lease rounds concluding globally, in addition to several countries awarding leases through open door policies”, Le Peuch said.

Further, 348 subsea trees were awarded in 2022, the most since 2013, and there will be approximately 300 awarded in 2023, according to the presentation.

“Of the $500 billion in FIDs planned between 2022 to 2025, approximately 85 [percent] are viable at commodity prices below $50, decoupling them from short-term price volatility”, Le Peuch said. Over the last decade, advances in efficiency through technology and digital have resulted in lower costs and reduced cycle times in offshore developments, significantly improving project economics, he said. “This has resulted in lower break-evens and has given [exploration and production] operators the confidence to invest in these long-cycle projects.”

Further, as emission reduction priorities begin to impact investment decisions in the upstream landscape globally, the lower carbon intensity of offshore operations will continue to add to its value proposition, Le Peuch noted.

“We are excited about how these market dynamics are already impacting our business”, Le Peuch concluded. “Offshore represents approximately 50% of our international revenue, and it is primed to grow as we have visibility into a substantial baseload of offshore activity that will outlast near-term demand volatility and reinforce the durability of the cycle.”

Houston-based SLB, which houses the legacy Schlumberger brand, targets energy innovation and has locations in more than 100 countries, according to the company website. In the first quarter of 2023, the company reported net income attributable to SLB of $934 million, an increase of 83 percent year over year, and revenue of $7.7 billion in the same period, an increase of 30 percent year over year.