据OilNOW网站1月11日消息 咨询公司伍德麦肯兹表示，石油和天然气行业今年将继续反弹，预计运营商支出将超过4000亿美元，更高的价格将推动另一年创纪录的现金流。全球供应链中断、劳动力成本和商品价格上涨将导致运营商的总体成本上升4%-10%，具体取决于行业。
伍德麦肯兹表示：“运营商将继续关注资本纪律、效率和成本控制。尽管如此，我们预计运营商支出将同比增长9%，2022年将超过4000亿美元。”
尽管如此，该咨询集团表示，40%的全球再投资率（资本投资除以分红前税后经营现金流）将保持在历史低点附近。
伍德麦肯兹表示：“在 50 多个超过 5000 万桶油当量并准备好在 2022 年批准的项目中，有 40 多个将取得进展。项目经济稳健，新建内部收益率平均超过 18%，在 10%的贴现率下，平均盈亏平衡点低于 40 美元/桶油当量。”
今年将批准的主要项目包括埃克森美孚在圭亚那近海的巨型Yellowtail油田开发项目，目标产量约为25万桶油当量/天，这是该南美国家迄今为止最大的资源基地。
90亿美元的开发预计每月平均生产1049316-1192404立方米（660-750万桶）的原油。
初始生产预计将在2025-2026年开始，运营至少持续20年。该项目预计将在开发钻井期间雇用540人，在安装阶段高峰期雇用约600人，在生产作业期间雇用100-140人。
SBM Offshore已获得为Yellowtail浮式生产、储存和卸载船（FPSO）执行前端工程和设计（FEED）的合同，该船将是荷兰公司有史以来最大的生产设施。
吴恒磊 编译自 OilNOW
原文如下：
Operator spend in oil and gas sector to surpass US$400 billion this year – WoodMac
Consultancy group Wood Mackenzie says the oil and gas sector will continue to rebound this year, with operator spend expected to surpass US$400 billion and higher prices driving another year of record cash flow. Global supply chain disruption, labour costs and increasing commodity prices will drive up overall costs for operators between 4-10%, depending on the sector.
“Operators will maintain focus on capital discipline, efficiency, and cost control,” WoodMac said. “Despite this, we expect operator spend will increase by 9% year-on-year, exceeding US$400 billion in 2022.”
Nevertheless, at 40%, the consultancy group said the global reinvestment rate – capital investment divided by pre-dividend post-tax operating cash flow – will remain near record lows.
“More than 40 of the 50-plus projects over 50 million boe and ready for sanction [in 2022] will progress,” WoodMack said. “Project economics are robust — greenfield IRRs average over 18%, with average breakevens below US$40/boe at a 10% discount rate.”
Major projects to be sanctioned this year include ExxonMobil’s giant Yellowtail development offshore Guyana targeting around 250,000 barrels of oil per day, the largest resource base to date in the South American country.
The US$9 billion development is anticipated to produce an average of 1,049,316 m3 – 1,192,404 m3 (6,600,000 -7,500,000 barrels) of crude oil per month.
The initial production is expected to begin by 2025/2026, with operations continuing for at least 20 years. The project is expected to employ up to 540 persons during development well drilling, approximately 600 persons at the peak of the installation stage, and 100 to 140 persons during production operations.
SBM Offshore has been awarded contracts to perform Front End Engineering and Design (FEED) for the Yellowtail Floating Production, Storage and Offloading vessel (FPSO). The vessel will be the largest producing unit ever to be built by the Dutch company.
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