据OE网站9月27日报道，由于持续的需求增长和OPEC+减产协议，原油价格已经攀升至70美元以上。
过剩的石油库存已基本消除，欧洲出现天然气供应短缺，液化天然气价格飙升。
尽管如此，许多上游生产商并不急于增加资本项目支出，这为未来几年的能源短缺埋下了伏笔。
但深水领域的活动持续改善，近期的浮式生产装置合同数量仍处于历史高位。这是IMA/WER在《2021年7月浮式生产系统报告》中刚刚完成的一项深入市场分析得出的结论。
IMA/WER董事长Jim McCaul解释道，在未来18个月内，将有近30份浮式装置合同等待签定。主要的制约因素是供应链吸收更多订单的能力，这一问题促使巴西国家石油公司在本月中旬推迟了一项大型FPSO投标。
McCaul继续补充道，与此同时，BOEM提高了对美国墨西哥湾剩余油气储量的估计，飓风艾达对墨西哥湾的深水资产造成了重大破坏，Wison获得了建造两艘核动力驳船的合同。
所有这些都在9月份的WER报告中进行了讨论。
该报告的数据部分还详细介绍了规划阶段的211个浮式装置项目、48个已订购的生产或储存浮式装置、308个正在使用的浮式生产装置以及45个可用于重新部署合同的生产浮式装置。
该报告中的图表更新了正在规划、运行和建设中的浮动生产和存储系统的位置。附带的excel电子表格以可排序的格式提供报表数据。这是截至9月26日的最新信息。
郝芬 译自 OE
原文如下：
Number of Production Floater Contracts in Near-term Queue at Record High
Crude prices have climbed to the upper-$70s, sustained by continued demand growth and the OPEC+ production curtailment agreement.
Excess oil inventory has largely been eliminated, natural gas supply shortages have appeared in Europe and LNG prices have soared.
Despite this, many upstream producers are in no rush to increase spending align="justify"> But activity in the deepwater sector keeps improving and the number of production floater contracts in the near-term queue remains at a record high. That’s the conclusion of an in-depth market analysis just completed by IMA/WER in the July 2021 Floating Production Systems Report.
IMA/WER’s Chairman Jim McCaul explains that, “close to 30 floater contracts are lined up for award over the next 18 months. The principal constraint is the ability of the supply chain to absorb more orders, a problem that motivated Petrobras in mid-month to delay a major FPSO bid.”
McCaul goes align="justify"> All is discussed in the September WER report.
Also in the data section of the report are details for 211 floater projects in the planning stage, 48 production or storage floaters now align="justify"> Charts in the report update the location where floating production and storage systems are being planned, operating and under construction. Accompanying excel spreadsheets provide the report data in sortable format. Information is current as of September 26.