據(jù)今日石油網(wǎng)2023年8月7日?qǐng)?bào)道，全球6家大型石油公司——?？松梨诠?、英國(guó)石油公司、殼牌公司、道達(dá)爾能源公司、埃尼公司和雪佛龍公司——準(zhǔn)備在今年的全球勘探活動(dòng)中發(fā)揮重要作用。根據(jù)挪威著名能源研究和商業(yè)情報(bào)公司睿咨得能源公司（Rystad）的行業(yè)預(yù)測(cè)，這些主要參與者預(yù)計(jì)在今年將總共花費(fèi)大約70億美元用于勘探活動(dòng)，與去年相比顯著增加10%。

全球油氣勘探活動(dòng)預(yù)計(jì)將在今年下半年獲得動(dòng)力，計(jì)劃在各個(gè)地區(qū)鉆探至關(guān)重要的勘探井。Rystad在一份新報(bào)告中表示，由于勘探活動(dòng)轉(zhuǎn)向海上領(lǐng)域，并更多地關(guān)注前沿地區(qū)，大型石油公司在勘探這些未充分開(kāi)發(fā)或未開(kāi)發(fā)地區(qū)方面發(fā)揮了主導(dǎo)作用。眾所周知，這些地區(qū)擁有技術(shù)上有前景但尚未鉆探的遠(yuǎn)景構(gòu)造，為大型石油公司提供了誘人的機(jī)會(huì)。

預(yù)測(cè)顯示，未來(lái)幾個(gè)月，這些大型石油公司的勘探支出將占全球總勘探支出的14%左右，這突顯了它們?cè)谑托袠I(yè)中的相對(duì)重要性。雖然大型石油公司發(fā)揮著關(guān)鍵作用，但國(guó)家石油公司（NoCs）擁有最廣泛的地下資源基礎(chǔ)。今年，超過(guò)一半的預(yù)計(jì)勘探支出將來(lái)自國(guó)家石油公司和擁有國(guó)際投資組合的國(guó)家石油公司(INOC)。

Rystad表示，盡管進(jìn)行了大量投資和勘探活動(dòng)，但勘探工作的成功尚未完全實(shí)現(xiàn)。到目前為止，只有30%的預(yù)期井已經(jīng)完鉆，剩下的大部分勘探活動(dòng)仍在進(jìn)行中。在剩下的56口勘探井中，今年已經(jīng)開(kāi)鉆或預(yù)計(jì)將開(kāi)鉆的只有23口勘探井。這表明，大約60%的勘探井很可能被開(kāi)鉆或被推遲到2024年開(kāi)鉆。

專家們?nèi)匀粯?lè)觀地認(rèn)為，即使今年取得有限的成功，明年全球油氣勘探活動(dòng)也有可能反彈。正在進(jìn)行的勘探作業(yè)和剩余的計(jì)劃井突出了勘探活動(dòng)的規(guī)模，為未來(lái)的潛在成功鋪平了道路。

李峻 譯自 今日石油網(wǎng)

原文如下：

Six big oil companies to dole out US$7B on exploration in 2023, 14% of total global spend

Six major oil companies – ExxonMobil, bp, Shell, TotalEnergies, Eni, and Chevron – are poised to play a significant role in global exploration activities this year. According to industry forecasts by Rystad Energy, these major players are expected to collectively spend approximately US$7 billion on exploration in 2023, marking a notable 10% increase compared to the previous year.

Exploration activity is projected to gain momentum in the second half of 2023, with plans to drill crucial exploration wells in various regions. As exploration shifts towards the offshore sector and focuses more on frontier regions, the majors have taken a leading role in exploring these underexplored or virgin areas, Rystad Energy said in a new report. Such regions are known to harbour technically prospective yet-to-be-drilled prospects, presenting attractive opportunities for major oil companies.

Forecasts suggest that these companies will contribute about 14% of the total global exploration spending in the coming months, underscoring their relative significance in the industry. While the major oil companies play a critical role, national oil companies (NOCs) hold the most extensive subsurface resource base at their disposal. In 2023, over half of the projected exploration spending will come from NOCs and NOCs with international portfolios (INOC).

Despite the substantial investment and exploration activities, success in the exploration endeavours is yet to be fully realised, according to Rystad Energy. So far, only 30% of the anticipated wells have been completed, leaving a significant portion of exploration activities still underway. Out of the remaining 56 exploration wells, only 23 have been drilled or are expected to be drilled this year. This indicates that about 60% of the exploration wells are likely to be drilled or postponed until 2024.

“Experts remain optimistic that even if 2023 experiences limited success, the potential for a rebound in exploration activities exists for the following year. The ongoing exploration efforts and remaining planned wells highlight the magnitude of the exploration activity yet to come, paving the way for potential successes in the future,” the report said.