據(jù)OE網(wǎng)站5月13日?qǐng)?bào)道，自升式鉆機(jī)的投標(biāo)活動(dòng)繼續(xù)改善，特別是在過(guò)去兩個(gè)月，預(yù)計(jì)利用率將于2022年達(dá)到疫情前的水平。

這是淺水油氣鉆機(jī)承包商Shelf Drilling的首席執(zhí)行官David Mullen所言，他在周四的Shelf Drilling季度報(bào)告中分享了他對(duì)海上鉆井市場(chǎng)的看法。

Shelf Drilling第一季度收入為1.56億美元，與2021年第四季度相比環(huán)比增長(zhǎng)14.7%，與2021年第一季度的收入1.36億美元相比也有所增長(zhǎng)。

Mullen表示，收入增長(zhǎng)與西非和印度的三個(gè)鉆井合同啟動(dòng)有關(guān)。并補(bǔ)充道，“在我們運(yùn)營(yíng)的所有地區(qū)，自升式鉆井平臺(tái)的招標(biāo)和營(yíng)銷活動(dòng)持續(xù)改善，在過(guò)去兩個(gè)月，我們看到了加速”。

他表示，截至2022年3月31日，該公司的合同積累金額為17億美元，30臺(tái)鉆機(jī)中有28臺(tái)在合同項(xiàng)下，市場(chǎng)利用率為93%。

Mullen稱，“據(jù)我們預(yù)計(jì)，我們最近授予的合同，加上其他正在深入討論的合同和延期，將推動(dòng)我們?cè)?022年第二季度的積累合同進(jìn)一步增加。大宗商品價(jià)格的顯著改善，加上我們強(qiáng)大的客戶關(guān)系和經(jīng)過(guò)驗(yàn)證的運(yùn)營(yíng)記錄，將使Shelf Drilling處于非常有利的地位。我們預(yù)計(jì)，2022年，全球自升式鉆機(jī)的使用率和價(jià)格將超過(guò)疫情前的水平”。

根據(jù)伍德·麥肯茲（Wood Mackenzie）最近向海洋工程師提供的全球海上鉆井平臺(tái)統(tǒng)計(jì)數(shù)據(jù)顯示，4月份全球自升式鉆機(jī)使用率約為67%，合同中有294臺(tái)自升式鉆機(jī)，146臺(tái)可用。

第二季度以來(lái)，Shelf Drilling已將沙特阿拉伯High Island V自升式鉆機(jī)為期三年的合同延期至2025年5月，印度Key Singapore鉆機(jī)的合同延期至2023年5月，以及越南Shelf Drilling Scepter鉆機(jī)的短期協(xié)議也計(jì)劃于7月啟動(dòng)。

郝芬 譯自 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.