据今日油价12月12日报道,阿曼成立了一家上游油气公司,正全力推进其石油生产。阿曼能源开发公司(EDO)将持有阿曼国有石油开发公司(PDO)的股份,并开发独立项目。EDO将主要关注位于阿曼第6区块的最大油田,该油田目前日产量为65万桶。作为举债计划的一部分,该公司可以独立吸引资金。根据周日的政府公报,将从事油气勘探和生产业务。此外,EDO还将在提高石油采收率、低碳技术和太阳能热能等领域开展工作。
阿曼政府持有阿曼主要石油生产商PDO 60%的股份,其余股份由壳牌、道达尔和Partex所有。迄今为止,PDO拥有192个油田、52个气田、29个生产站和大约9000口活动井。
阿曼决定通过EDO公司独立筹集资金,以应对日益增长的预算赤字,这种模式或将受到其他中东国家的效仿。
据彭博社消息,该公司预计将在2021年上半年发行30亿美元的债券。作为该计划的一部分,摩根大通(JPMorgan Chase & Co.)正在全力提供最佳发展建议。
PDO董事总经理拉乌尔?雷斯图奇(Raoul Restucci)在谈到今年早些时候成立的EDO时表示,“EDO将是PDO的控股公司,并有多项投资。对于PDO来说,这将使我们能够将该实体公司化,从而使我们能够获得政府目前正在以非常高的成本为我们争取的资金和资源。我们将能够将这些债务剥离,并以更有吸引力的条款确保其安全……EDO也与能源转型有关。有很多企业和投资商都非常渴望与我们合作。”
阿曼是中东地区最大的非欧佩克产油国,2019年为阿曼政府提供了76%的总收入。今年9月,阿曼的石油产量为71.87万桶/天,环比下降0.18%。加上2020年的石油需求下降对整个中东地区市场造成了巨大冲击,导致欧佩克产油国和阿曼都同意减产至今年年底。
由于石油储量有限,阿曼的石油产量普遍放缓。目前的储量为48亿桶。按照2019年的水平,这将为阿曼提供25年至30年的原油产量。不过,根据该国财政部10月份发布的招股说明书显示,提高石油采收率的技术可能有助于克服获取现有储量的困难。
ELO的引入和预期的2021年需求增长有望稳定阿曼2021年的石油产量和收入。此外,加大对该国外汇储备的投资,可能会推动该地区走向多元化。
王佳晶 摘译自 今日油价
原文如下:
Oman Looks To Make The Most Of Its Dwindling Oil Reserves
Oman is moving full steam ahead with its oil production, establishing a new company for upstream oil and gas. Energy Development Oman (EDO) will have a stake in the majority state-owned Petroleum Development Oman (PDO) as well as developing independent projects. EDO will be primarily focused Major Oman producer PDO is 60 percent owned by the Omani government, with Royal Dutch Shell, Total, and Partex splitting the rest. To date, PDO has 192 oil fields, 52 gas fields, 29 production stations, and approximately 9000 active wells.
The EDO model is expected to encourage others in the Middle East to follow suit. Oman decided to raise funds independently through EDO to tackle its mounting budget deficit, a model that could be replicated in state-dominant oil nations.
The company is expected to issue up to $3 billion of bonds in the first half of 2021, according to a Bloomberg source. As part of this plan, JPMorgan Chase & Co. is advising the government PDO Managing Director Raoul Restucci said of the establishment of EDO earlier this year, “EDO will be a holding company of PDO and a number of investments. For PDO, it will enable us to corporatize the entity and thus enable us to secure the funding and resources which the government at the moment is securing for us at a very high cost. We will be able to deconsolidate that debt and secure it at substantially more attractive terms… EDO is also about energy transition as well. We have a number of businesses, a number of investments that are very keen to partner with us”.
Oman is the largest non-OPEC oil producer in the Middle East region, providing the Omani government with 76 percent of its total revenue in 2019. In September this year, Oman’s oil production stood at 718,700 bpd, a 0.18 percent decrease month-on-month from August. The reduction in the country’s oil production comes following the 2020 decrease in demand for the commodity, which hit the whole Middle East region hard and led to OPEC and Oman agreeing to cut production until the end of the year.
Oman is generally experiencing a slowdown in oil production due to its limited reserves. Current reserves stand at 4.8 billion barrels of oil equivalent. This would provide Oman with a further 25-30 years of crude production at 2019 levels. Enhanced oil recovery techniques could, however, help combat the difficulty in accessing existing reserves, according to a Ministry of Finance prospectus from October.
This introduction of ELO and the anticipated increase in the demand in 2021 is expected to stabilize Oman’s oil production and revenue going into 2021. In addition, greater investment in the country’s reserves could promote greater diversification away from state ownership across the region.