據(jù)油價(jià)網(wǎng)7月22日消息稱，全球研究和咨詢集團(tuán)伍德麥肯茲預(yù)測，到2030年，巴西私營石油公司的石油產(chǎn)量將從122.1萬桶/天增加到212.3萬桶/天，增幅為75%。伍德麥肯茲表示，殼牌公司、Equinor、道達(dá)爾能源、雷普索爾巴西公司和葡萄牙汽油公司等國際石油公司將成為頂級生產(chǎn)商，這要?dú)w功于它們與巴西國家石油公司在鹽下和正在開發(fā)的油田上的合作。

預(yù)計(jì)巴西國家石油公司也將以驚人的速度增長產(chǎn)量，預(yù)計(jì)產(chǎn)量將從今年的215萬桶/天增加到2030年的346萬桶/天，增幅為61%。去年，這家石油和天然氣巨頭宣布，2023—2027年的投資將比公司2022—2026年的預(yù)計(jì)支出增加約15%，達(dá)到780億美元。在780億美元的資本支出計(jì)劃中，有83%(640億美元)用于勘探開發(fā)活動，而67%的勘探開發(fā)資本支出預(yù)算將用于鹽下活動。

該公司還計(jì)劃將減少碳排放的支出從之前計(jì)劃的4%增加到6%左右，并將其脫碳基金增加一倍以上，目前為2.48億美元。

伍德麥肯茲表示，目前全球每年在上游油氣領(lǐng)域的投資約為5000億美元，足以滿足2030年代的石油需求峰值。

曹海斌 摘譯自 油價(jià)網(wǎng)

原文如下：

WoodMac: Brazil's Private Firms To Increase Oil Output By 75%

Global research and consultancy group Wood Mackenzie has predicted that Brazil's private oil companies will increase oil production by 75% from 1.221Mb/d to 2.123Mb/d by 2030. According to WoodMac, international oil companies such as Shell Plc (NYSE:SHEL), Equinor ASA, (NYSE:EQNR), TotalEnergies SE (NYSE:TTE), Repsol Brasil S.A. and Petrogal will be among the top producers thanks to their partnership with federal oil firm Petrobras (NYSE:PBR) in the pre-salt and fields under development.

Petrobras is also expected to grow production at an impressive clip, with output expected to increase 61% from 2.15Mb/d this year to 3.46Mb/d in 2030. Last year, the oil and gas supermajor announced that it would increase 2023-2027 investments by about 15% to $78 billion over the company's 2022-2026 projected spending. Of the $78 billion planned for capex, 83% or $64 billion is earmarked for E&P activities, while 67% of the E&P capex budget will go to pre-salt activities.

The company also plans to boost spending to reduce carbon emissions to ~6% of the total compared with 4% in the previous plan and will see its decarbonization fund more than double the current $248M.

Global research and consultancy group Wood Mackenzie has said that the current global annual investment clip of around $500 billion into upstream oil and gas is sufficient to meet peak oil demand in the 2030s.