據(jù)世界能源新聞2021年4月28日報(bào)道，根據(jù)國際海事協(xié)會(huì)(IMA)和世界能源報(bào)告(WER)最近完成的一次深入分析，全球深水市場正在迅速恢復(fù)到疫情爆發(fā)前的活動(dòng)水平，復(fù)蘇勢頭似乎正在增強(qiáng)。

　　IMA/WER主管吉姆?麥考爾表示：“全球市場已經(jīng)出現(xiàn)了許多復(fù)蘇的萌芽。石油庫存已降至季節(jié)性平均水平，原油價(jià)格仍在每桶60美元左右，主要行業(yè)參與者的樂觀預(yù)測和主要上游公司股票和債券發(fā)行的上升趨勢表明，全球海上油氣勘探和生產(chǎn)支出正在恢復(fù)。”

　　驅(qū)動(dòng)動(dòng)力是歐佩克+減產(chǎn)和全球經(jīng)濟(jì)不均衡地從新冠疫情危機(jī)中復(fù)蘇導(dǎo)致石油消費(fèi)上升。其結(jié)果是浮式裝置生產(chǎn)市場的反彈。麥考爾表示，自今年年初以來，全球已經(jīng)簽訂了4份浮式生產(chǎn)合同，未來18個(gè)月還將簽訂大約20多份浮式生產(chǎn)合同。

　　自去年上游運(yùn)營商突然停止投資資本項(xiàng)目以來，浮式裝置生產(chǎn)供應(yīng)鏈一直渴望恢復(fù)生產(chǎn)。管理層一直受到投資者的巨大壓力，要求他們集中精力建立現(xiàn)金儲備。“由于市場的反彈，我們最近與主要運(yùn)營商的討論顯示，我們越來越傾向于重新專注于開發(fā)新的生產(chǎn)來源。”

　　麥考爾補(bǔ)充道，“隨著全球經(jīng)濟(jì)在未來12至18個(gè)月內(nèi)擺脫疫情，取代儲備的需求屆時(shí)將超過現(xiàn)金增長。”

　　IMA/WER的浮式生產(chǎn)報(bào)告中有超過200個(gè)計(jì)劃階段的浮式項(xiàng)目的最新細(xì)節(jié)。其中約55%設(shè)想使用浮式產(chǎn)油、儲油和卸油裝置(FPSO)。另外10%則需要生產(chǎn)半潛式鉆井平臺。剩下的是液化天然氣(LNG)和浮式儲存項(xiàng)目。

　　李峻 編譯自 世界能源新聞

　　原文如下：

　　Market Signals Fast Rebound in Floating Production Orders

　　The deepwater market is rapidly returning to pre-COVID-19 activity levels, and the recovery appears to be gaining strength, according to a recent in-depth analysis completed by International Maritime Associates (IMA) and World Energy Reports (WER).

　　“Lots of green shoots have appeared,” says Jim McCaul, head of IMA/WER. “Oil inventory has been brought down to seasonal average, crude remains in the mid-$60s, bullish forecasts are being heard from key industry players and an upward trend in issuance of equity and debt by major upstream companies suggests E&P spending is returning.”

　　Driving momentum are production curtailments by OPEC+ and rising oil consumption as the global economy unevenly emerges from the COVID crisis. The result is a rebound in the production floater market. Four production floater contracts have been placed since beginning of the year and contracts for approximately 20 more units are poised to more forward over the next 18 months, McCaul says.

　　“The production floater supply chain has been starved for work since upstream operators abruptly stopped spending on capital projects last year. Management has been under huge pressure by investors to focus on building cash reserves,” McCaul says. “With the market rebounding, our recent discussions with key operators shows a growing intent to refocus on developing new production sources.”

　　McCaul adds, “The need to replace reserves will trump cash accretion as the global economy comes roaring out of the pandemic over the next 12 to 18 months.”

　　IMA/WER’s floating production report has up-to-date details for more than 200 floater projects in the planning stage. Around 55% of these envisage use of a floating production, storage and offloading unit (FPSO). Another 10% will require a production semi. The rest are liquefied natural gas (LNG) and floating storage projects.

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