全球油氣交易活動(dòng)依然低迷

據(jù)油氣新聞3月21日消息稱(chēng)，根據(jù)全球領(lǐng)先的數(shù)據(jù)分析公司GlobalData的數(shù)據(jù)，2020年油氣合同活動(dòng)依然低迷，行業(yè)合同數(shù)量和披露的合同價(jià)值均出現(xiàn)下降。

GlobalData的最新報(bào)告《年度全球石油和天然氣行業(yè)合同審查》指出，油氣合同數(shù)量從2019年的6971份(價(jià)值1510.6億美元)下降到2020年的5014份(總價(jià)值942.9億美元)。

GlobalData的石油和天然氣分析師Pritam Kad表示：“合同和合同價(jià)值的顯著下降主要?dú)w因于原油價(jià)格急劇下跌后行業(yè)放緩，以及COVID-19大流行和2020年封鎖造成的影響。這進(jìn)一步降低了許多生產(chǎn)公司的資本支出，并增加了項(xiàng)目成本，導(dǎo)致工期推遲?！?/span>

從合同范圍來(lái)看，2020年總共有51%的合同是運(yùn)維(O&M)合同，其次是“采購(gòu)”合同，占17%。

大部分合同在2020年第一季度（COVID-19之前的季度）簽訂，共1441份，而2020年第二季度對(duì)披露價(jià)值的貢獻(xiàn)最大，達(dá)到340億美元。

Kad繼續(xù)說(shuō):“2020年最后一個(gè)季度的合同活動(dòng)相對(duì)穩(wěn)定，令市場(chǎng)松了一口氣，因?yàn)樵S多國(guó)家的封鎖已經(jīng)解除或緩解，企業(yè)試圖適應(yīng)新常態(tài)。大宗商品價(jià)格的邊際改善為上游行業(yè)的資本支出改善提供了空間，并著眼于有效的未來(lái)前景。”

曹海斌 摘譯自 油氣新聞

原文如下：

Global oil and gas contacts activity remains subdued: GlobalData

Oil and gas contract activity remained subdued in 2020, with the industry recording a decrease in the number of contracts and disclosed contract value, according to GlobalData, a leading data and analytics company.

The latest report by GlobalData, ‘Annual Global Oil & Gas Industry Contracts Review’, notes that the number of oil and gas contracts fell from 6,971 in 2019, with a value of $151.06bn, to 5,014 in 2020, totalling $94.29bn.

Pritam Kad, Oil & Gas Analyst at GlobalData, comments: “The significant drop in contracts and contract value was primarily attributed to industry slowdown following a steep decline in crude oil prices, as well as the effects of the COVID-19 pandemic and lockdowns in 2020. These further led to reduction in capital expenditure from many producing companies and increased project cost with deferred timelines.”

In terms of scope, a total 51% of those recorded in 2020 were operation and maintenance (O&M) contracts, followed by ‘procurement’ contracts, which accounted for 17%.

The majority of contracts were recorded during Q1 2020 (the pre-COVID-19 quarter), with 1,441, and Q2 2020 contributed the most on the disclosed value front with $34bn during the year.

Kad continued: “The last quarter of 2020 was a sigh of relief with relatively stable contract activity, as lockdowns were lifted or eased in many countries, and businesses tried to adapt to the new normal. The marginal improvement seen in commodity prices is giving space for Capex improvement in the upstream industry with an eye for effective future outlook”.