據能源世界網12月22日新德里報道,據獨立能源研究公司雷斯塔能源公司稱,隨著石油和天然氣運營商提出的新項目數量急劇增加,油田服務業可能面臨2020年的產能限制。
雷斯塔在其有關全球服務市場的最新市場報告中表示,到2020年,約有250個新的油氣項目可能會被批準開發,而2016年為160個,供應商之間的瓶頸似乎不可避免。
雷斯塔能源的油田服務主管Audun Martinsen表示,深水項目目前面臨挑戰,由于該項目嚴重依賴SURF和FPSO承包商。近幾年來,深水油田一直是僅次于頁巖資源的最受追捧的供應來源之一,而向深水行業的參與者授予的合同大量增加,可能會限制油田的進一步審批活動。
另一個復雜因素是某些海上能源公司大力推動海上風電項目。根據雷斯塔能源公司的數據顯示,250億瓦的海上風力發電能力現已投入使用,到2022年將增加一倍,達到500億瓦以上。
這意味著對海上風電電纜安裝的需求將大大增加,從2019年的1800公里增加到2022年空前的4300公里,從而超過了油氣行業的海底電纜安裝工作量。
郝芬 譯自 能源世界網
原文如下:
LNG, deepwater oil projects likely to face delays on service industry bottlenecks in 2020:
With a sharp growth in the number of new projects being brought forward by oil and gas operators the oilfield service industry is likely to face capacity constraints heading into 2020, according to independent energy research firm Rystad Energy.
“About 250 new oil and gas projects are likely to be sanctioned for development in 2020, up from 160 in 2016, and bottlenecks among suppliers appear inevitable,” the Rystad said in its latest market report on the global service market.
Floating production contractors, subsea installation players and fabricators of liquefied natural gas facilities will all likely struggle to keep up with the surge in demand for their services, thus causing projects schedules to slip, the firm said, adding exploration and production companies will find themselves in a fierce competition to secure capacity.
“Deepwater projects are now in a challenging situation as they are heavily dependent on SURF and FPSO contractors,” says Audun Martinsen, Head of Oilfield Services at Rystad Energy. “Deepwater fields have been among the most sought after supply sources in recent years, next to the shale bonanza, and the increase in massive contract awards to players in the deepwater industry now could put constraints on further field sanctioning activity.”
Another complicating factor is the massive push by certain offshore energy companies to move ahead with offshore wind projects. According to Rystad Energy, 25 gigawatts (GW) of offshore wind capacity is now operational, and this is poised to double to more than 50 GW by 2022.
This implies a massive increase in demand for installation of offshore wind power cables, climbing from 1800 km in 2019 to an unprecedented 4300 km in 2022 – thereby surpassing the amount of subsea cable installation work from the oil and gas industry.