中国石化新闻网讯 据今日石油网2020年12月26日报道，尽管在全球和国内层面都面临挑战，圭亚那油气行业的投资近年来依然强劲。事实上，美国市场情报联合主任阿瑟·迪肯指出，2015年至2019年期间，国际油气公司先后向圭亚那海上勘探和开发活动投资了81亿美元。
迪肯表示，如此大规模的投资并不令人意外，因为行业巨头埃克森美孚公司继续重申，圭亚那和巴西是其投资组合中的关键资产。埃克森美孚公司也是圭亚那斯塔布鲁克区块的主要运营商。事实上，埃克森美孚公司及其合作伙伴赫斯公司一直高度赞扬圭亚那35美元的盈亏平衡成本和高质量低硫原油，由于原油价格暴跌和国际海事组织实施更严格的燃料排放政策，圭亚那的高质量低硫原油变得越来越有吸引力。
迪肯指出，由于投资者压力增加、大规模损失以及更严格的环保规定，石油巨头们在花钱方面变得更加挑剔，在保护环境方面也变得更加认真。但是为了在包括圭亚那人民和政治家在内的世界范围内建立良好的关系，迪肯认为国际石油公司应该在他们的碳捕获项目上加倍投资，并大量投资气候友好型企业。分析师认为，这将使国际石油公司在加速能源转型中步入他们的新角色。
迪肯说，按照实际情况来说，目前欧洲和美国的石油公司都处在一个十字路口，这将决定它们未来的成功。就这一点而言，迪肯表示，一条途径是在坚持核心资产的同时增加油气投资。他说的另一条途径——也是他推荐的一条途径——指向战略石油资产和专注于减排的可再生能源之间的优化平衡。
尽管这些途径会带来很大不同的结果，但迪肯坚信，共同的标准将是像圭亚那和苏里南这样的高质量资产组合。不过，他强调说，胜出的途径也可能包括大量的太阳能和风能项目，这将有助于推动这一新的能源转型。
李峻 编译自 今日石油网
原文如下：
Oil companies pumped US$8.1 billion into Guyana between 2015-2019
Despite challenges both at the global and domestic levels, investment in Guyana’s oil and gas sector has remained robust in recent years. In fact, Americas Market Intelligence Co-Director, Arthur Deakin has pointed out that between 2015 and 2019, oil and gas companies invested US$8.1 billion in exploration and development activities in Guyana’s offshore sector.
Deakin said that this massive scale of investment should come as no surprise since one industry giant, ExxonMobil, which is also the lead operator in Guyana’s Stabroek block, continues to reiterate that Guyana, along with Brazil, is a key asset in its portfolio. Indeed, Exxon and its partner, Hess Corporation, have always been in high praise of Guyana’s US$35 breakeven cost and high quality, sweet crude which have become more appealing as crude prices collapsed and the International Maritime Organization implemented stricter fuel emission policies.
Due to increased investor pressure, pandemic losses, and stricter environmental regulations, Deakin was keen to note that oil majors have become more selective about spending money and more serious about protecting the environment. But in order to build good-will across the world, including among Guyana’s people and politicians, Deakin posited that oil companies should double down on their carbon capture projects and invest heavily in climate-friendly ventures. The analyst holds the view that this will allow them to step into their new roles amidst this accelerating energy transition.
As it stands, Deakin said that both European and American oil companies are at a crossroads that will determine their future success. In this regard, he said that one path points to an increase in hydrocarbon investments while sticking to their core assets. The other path he said, and the recommended one at that, points to an optimal balance between strategic oil assets and renewable energies focused on cutting emissions.
Although the routes will lead to largely different outcomes, Deakin firmly believes that the common denominator will be a portfolio of high-quality assets such as Guyana and Suriname. He stressed however that the winning route is also likely to have a substantial mix of solar and wind projects that will help drive this new energy transition forward.
