首页|将巴西打造成海外深水石油核心产区的思考

将巴西打造成海外深水石油核心产区的思考

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当下,全球深水、超深水已经成为国际石油公司跨国油气勘探开发的重要领域.在分析巴西国际油气合作基础、发展现状及趋势的基础上,通过计算全球主要深水油气资产的单桶盈亏平衡油价,认为巴西深水-超深水极具勘探开发成本优势.对比分析6大国际石油公司和中国石油公司在巴西的布局策略,认为中国石油公司在作业者身份获取及勘探资产部署两方面有所欠缺.提出了新形势下中国石油公司在巴西的投资策略,即通过深化与巴西国家石油公司的战略合作,将巴西项目打造成海外深水石油核心产区.具体措施包括:提前购买多用户地震数据,超前评价,有效支撑未来永久招标模式的投标决策和优质项目获取;通过参股、联合作业到独立作业"三步走"战略,补足深水作业短板;以多种方式获取勘探开发各类资产,快速培植核心产区.
Reflections on making Brazil a core overseas deepwater oil producing region
At present,deep and ultra-deepwater has become a critical field for international oil companies in overseas oil and gas E&P.This paper systematically analyzes the basis,current development situation,and new trends in Brazil's international oil and gas cooperation.It calculates the break-even oil price per barrel for major deepwater oil and gas assets worldwide,estimates the strong E&P cost advantage of Brazil's deep and ultra-deep.A comparative analysis between the strategies of the six majors and Chinese oil companies in Brazil shows the shortcomings in the acquisition of operator identity and the allocation of exploration assets for Chinese oil companies,and proposes investment strategies for Chinese oil companies in Brazil under the new situation which means that strengthening strategic cooperation with Petrobras to build Brazil as the core overseas deepwater oil production area.Specific measures include purchasing multi-user seismic data in advance,forward evaluation,effectively supporting future OPP bidding decisions and high-quality project acquisition,overcoming the shortcomings of deepwater operation by the"three-step"strategy of equity,participation-joint,and operation-independent operation,acquiring diversified E&P assets in various ways,and effectively cultivating core production areas.

Brazildeepwaterinternational oil companiesoperatorsallocation of oil & gas asset

沈一平、宋成鹏、刘祚冬、季天愚、李恒萱

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中国石油勘探开发研究院

巴西 深水 国际石油公司 作业者 油气资产配置

2024

国际石油经济
中国石油学会石油经济专业委员会,中国石油集团经济技术研究院,中国石油规划总院

国际石油经济

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影响因子:0.777
ISSN:1004-7298
年,卷(期):2024.32(1)
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