据OE网站5月13日报道,自升式钻机的投标活动继续改善,特别是在过去两个月,预计利用率将于2022年达到疫情前的水平。
这是浅水油气钻机承包商Shelf Drilling的首席执行官David Mullen所言,他在周四的Shelf Drilling季度报告中分享了他对海上钻井市场的看法。
Shelf Drilling第一季度收入为1.56亿美元,与2021年第四季度相比环比增长14.7%,与2021年第一季度的收入1.36亿美元相比也有所增长。
Mullen表示,收入增长与西非和印度的三个钻井合同启动有关。并补充道,“在我们运营的所有地区,自升式钻井平台的招标和营销活动持续改善,在过去两个月,我们看到了加速”。
他表示,截至2022年3月31日,该公司的合同积累金额为17亿美元,30台钻机中有28台在合同项下,市场利用率为93%。
Mullen称,“据我们预计,我们最近授予的合同,加上其他正在深入讨论的合同和延期,将推动我们在2022年第二季度的积累合同进一步增加。大宗商品价格的显著改善,加上我们强大的客户关系和经过验证的运营记录,将使Shelf Drilling处于非常有利的地位。我们预计,2022年,全球自升式钻机的使用率和价格将超过疫情前的水平”。
根据伍德·麦肯兹(Wood Mackenzie)最近向海洋工程师提供的全球海上钻井平台统计数据显示,4月份全球自升式钻机使用率约为67%,合同中有294台自升式钻机,146台可用。
第二季度以来,Shelf Drilling已将沙特阿拉伯High Island V自升式钻机为期三年的合同延期至2025年5月,印度Key Singapore钻机的合同延期至2023年5月,以及越南Shelf Drilling Scepter钻机的短期协议也计划于7月启动。
郝芬 译自 OE
原文如下:
Jack-up Rig Utilization, Pricing to Hit Pre-pandemic Levels in 2022, Shelf
Tendering activity for jack-up drilling rigs continues to improve, especially in the past two months, with global utilization expected to hit pre-pandemic levels in 2022.
This is according to David Mullen, CEO of shallow-water oil and gas drilling rig contractor Shelf Drilling, who shared his view on the offshore drilling market in Shelf Drilling's quarterly presentation on Thursday.
Shelf Drilling posted first-quarter revenues of $156.0 million, a 14.7% sequential increase compared to Q4 2021 and also an increase compared to the 1Q 2021 revenue of $136 million.
Mullen said that the revenue bump was related to the start-up of three rig contracts in West Africa and India.
Mullen added: "Tendering and marketing activity in the jack-up sector continues to improve in all geographies where we operate, and we have seen an acceleration over the past two months.
Shelf Drilling CEO said that as of March 31, 2022, the company's contract backlog was $1.7 billion with 28 of our 30 rigs under contract, representing a marketed utilization of 93%.
"We anticipate that our recent contract awards coupled with other contracts and extensions that are in advanced discussions will drive a further increase in our backlog during the second quarter of 2022. The significant improvement in the commodity price backdrop, combined with our strong customer relationships and proven operating track record will position Shelf Drilling very well. We expect global jack-up utilization and pricing to surpass pre-pandemic levels during 2022," Mullen said.
According to global offshore drilling rig stats provided recently to Offshore Engineer by Wood Mackenzie, the global jack-up rig utilization in April was around 67%, with 294 jack-ups on a contract, and 146 available.
In the second quarter so far, Shelf Drilling has secured a three-year contract extension for the High Island V jack-up rig in Saudi Arabia until May 2025, an extension for the Key Singapore rig in India until May 2023, and a short term deal for the Shelf Drilling Scepter rig in Vietnam, scheduled to start in July.
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