據美國鉆井地帶網站2023年8月14日報道，今年第二季度整個油氣行業披露的合同價值顯著增加了60%。

這就是全球知名數據分析公司GlobalData最近在發給美國鉆井網站的一份新聞稿中指出的，并補充說，這“主要是由卡塔爾北部油田南部(NFS)液化天然氣項目的大型合同推動的”。GlobalData的一份新報告顯示，總合同價值從今年第一季度的354億美元增加到第二季度的567億美元。

GlobalData在發布的新聞稿中指出：“然而，合同成交量無法跟上速度，從今年第一季度的1625份合同減少到第二季度的1256份合同。”

新聞稿中包含的第二季度油氣行業合同范圍圖表顯示，在此期間，有682份合同涉及維護和運營范圍，采購合同有257份，多種領域合同有154份，設計和工程合同有107份，建設合同有51份，安裝合同有4份，資產退役合同有1份。

GlobalData石油和天然氣分析師普里塔姆·卡德在發布會上表示：“價值方面的巨大提升應歸功于德西尼布能源公司和聯合承包商公司(CCC)的合資企業具有里程碑意義的100億美元工程、采購、建設和調試(EPCC)合同，該合同將在卡塔爾建造每年1600萬噸的NFS液化天然氣項目。”

擁有這個項目75%股份的卡塔爾能源公司5月份在其官方網站上發布的一份聲明中指出，NFS液化天然氣項目包括兩條液化天然氣大型生產線，年總產量為1600萬噸。卡塔爾能源公司在聲明中強調，與北部油田東部（NFE）擴建項目一起，NFS將把卡塔爾的液化天然氣年生產能力從目前的7700萬噸提高到1.26億噸。

GlobalData在其新聞稿發布中概述了第二季度一些值得注意的合同，除了NFS協議外，還包括韓國現代工程和建設公司的兩份總承包合同。GlobalData在發布會上強調，這兩份合同總價值約為50億美元，涵蓋了混合進料裂解裝置(MFC)的詳細設計EPC，以及沙特阿拉伯朱拜勒工業城阿米拉爾石化設施擴建的公用事業、燃除裝置和互連設施。

GlobalData在發布中指出，意大利工程集團Maire Tecnimont的子公司還獲得了兩份總價值約20億美元的總承包合同，用于衍生品裝置的EPC和用于阿米拉爾石化設施擴建的高密度聚乙烯(HDPE)裝置。

今年第一季度油氣行業總合同價值下降48%

在5月份發給美國鉆井地帶網站的另一份報告中，GlobalData透露，今年第一季度，全球油氣行業的總合同價值下降了48%。

GlobalData在發布會上表示：“隨著通貨膨脹率的上升和資本成本借貸環境的增加，即將到來的油氣項目面臨挑戰，整個油氣行業披露的合同價值在今年第一季度大幅下降了48%。”

在5月份發布的數據中，卡德表示，由于主要經濟體的高利率和不斷上升的通脹環境，油氣行業合同價值的增長勢頭似乎有所放緩。

卡德補充說：“這可能會導致本季度油氣領域的高價值合同減少。”

去年8月，GlobalData在其網站上發布的一份新聞稿中指出，油氣行業的合同總數在去年第二季度下降了16%。

卡德在新聞稿中表示：“由于巴基斯坦拉卡納信德省的一個深度轉化煉油廠簽訂了46.7億美元的工程、采購和施工(EPC)合同，石油和天然氣行業合同的價值保持穩定。”

卡德在去年的新聞稿中補充道：“由于地緣政治沖突、能源需求、持續高企的油價以及不斷上升的通脹擔憂，油氣行業在很大程度上無法看到新項目實施的明確方向。”

美國能源信息署(EIA)在8月發布的最新短期能源展望（STEO）報告中強調，去年布倫特原油現貨價格平均為每桶100.94美元。在該STEO報告中，EIA預計今年布倫特原油現貨價格將平均為每桶82.62美元。

李峻 譯自 油價網

原文如下：

Disclosed Oil and Gas Contract Value Jumps in Q2

“The big boost on the value front is attributed to Technip Energies and Consolidated Contractors Company (CCC) joint venture’s landmark $10 billion engineering, procurement, construction and commissioning (EPCC) contract to build 16 million tons per year North Field South (NFS) LNG project in Qatar,” Pritam Kad, an Oil and Gas Analyst at GlobalData, said in the release.

The NFS project comprises two LNG mega trains with a combined capacity of 16 million tons per annum, QatarEnergy, which owns a 75 percent stake in the development, noted in a statement posted on its site back in May. Together with the NFE project, NFS will increase Qatar’s LNG production capacity from the current 77 MTPA to 126 MTPA, the company highlighted in the statement.

In its release, GlobalData outlined that, some notable contracts during the quarter, in addition to the NFS deal, included Hyundai E&C’s two lump-sum turn-key contracts. Combined, these are worth approximately $5 billion and cover the detailed design EPC for a mixed feed cracker (MFC), and utilities, flares, and interconnecting facilities at the Amiral petrochemicals facility expansion in Jubail Industrial City, Saudi Arabia, GlobalData highlighted in the release.

Maire Tecnimont subsidiaries also secured two lump-sum turn-key contracts worth around $2 billion for the EPC of derivatives units and high-density polyethylene (HDPE) units for the Amiral expansion, GlobalData pointed out in the release.

“The big boost on the value front is attributed to Technip Energies and Consolidated Contractors Company (CCC) joint venture’s landmark $10 billion engineering, procurement, construction and commissioning (EPCC) contract to build 16 million tons per year North Field South (NFS) LNG project in Qatar,” Pritam Kad, an Oil and Gas Analyst at GlobalData, said in the release.

The NFS project comprises two LNG mega trains with a combined capacity of 16 million tons per annum, QatarEnergy, which owns a 75 percent stake in the development, noted in a statement posted on its site back in May. Together with the NFE project, NFS will increase Qatar’s LNG production capacity from the current 77 MTPA to 126 MTPA, the company highlighted in the statement.

In its release, GlobalData outlined that, some notable contracts during the quarter, in addition to the NFS deal, included Hyundai E&C’s two lump-sum turn-key contracts. Combined, these are worth approximately $5 billion and cover the detailed design EPC for a mixed feed cracker (MFC), and utilities, flares, and interconnecting facilities at the Amiral petrochemicals facility expansion in Jubail Industrial City, Saudi Arabia, GlobalData highlighted in the release.

Maire Tecnimont subsidiaries also secured two lump-sum turn-key contracts worth around $2 billion for the EPC of derivatives units and high-density polyethylene (HDPE) units for the Amiral expansion, GlobalData pointed out in the release.

In a separate release sent to Rigzone back in May, GlobalData revealed that oil and gas industry overall contract value dropped by 48 percent in Q1.

“With rising inflation and an increasing capital cost borrowing environment posing challenges for upcoming oil and gas projects, the overall oil and gas industry’s disclosed contract value saw a significant quarter on quarter decrease of 48 percent in Q1 2023,” the company said in that release.

In the May release, Kad said, “it appears the contract value momentum has slowed down due to high interest rates and a rising inflationary environment in the major economies”.

“This could have potentially resulted in fewer high-value contracts during the quarter in the oil and gas space,” Kad added.

In a release posted on its site in August last year, GlobalData noted that the overall number of contracts in the oil and gas industry fell by 16 percent in the second quarter of 2022.

“The value of oil and gas industry contracts remained stable  $4.67 billion engineering, procurement and construction (EPC) contract for a deep conversion oil refinery in Pakistan’s Larkana Sindh province,” Kad said in that release.

“The oil and gas industry is largely unable to see a clear path forward in terms of new project implementation due to the geoplolitical crisis, energy demand, persistently high oil prices, and rising inflation fears,” Kad added in the release last year.

The Brent spot price averaged $100.94 per barrel in 2022, the U.S. Energy Information Administration (EIA) highlighted in its latest short term energy outlook, which was released this month. In that STEO, the EIA projected that the Brent spot price will average $82.62 per barrel this year.

“This could have potentially resulted in fewer high-value contracts during the quarter in the oil and gas space,” Kad added.