據4月20日今日油價報道，IHS Markit周一在其最新的《海上海事月刊》分析報告中稱，隨著各公司重新評估鉆井計劃，取消或終止海上合同，海上鉆井市場將成為受油價暴跌和需求崩打擊最嚴重的市場之一。

IHS Markit高級海事分析師Richard Sanchez周一表示，大大小小的勘探和生產（E&P）公司紛紛削減資本支出，近海供應船(OSV)市場過剩產能將會增加，對日費用率構成下行壓力，預計未來幾個月對近海供應船(OSV)的需求將產生巨大影響。

據IHS Markit稱，由于全球石油供應過剩，未來幾個月將有更多的海上鉆探項目被推遲、停止，甚至取消。

韋斯特伍德全球能源集團（Westwood Global Energy Group）表示，未來海上鉆井市場將面臨艱難時期。一個月前，韋斯特伍德RigLogix海上鉆井平臺信息服務負責人Terry Childs表示：“假設油價和需求在未來幾個月持續走低，閑置鉆機的數量將是一個關鍵指標。未行使期權的合同、當前計劃項目的延遲、不可抗力聲明和其他合同終止都將導致鉆機閑置，未來閑置鉆井平臺的數量將在短期內大幅增加。。”

Rystad Energy此前表示，油價暴跌可能導致企業推遲價值高達1310億美元的石油和天然氣項目，這些項目計劃在2020年獲得批準。本月早些時候，Rystad Energy在一份影響分析報告中表示，今明兩年，海上鉆探商最多將有10%的合同被取消，這意味著他們的總收入將減少約30億美元。因此，即使是大型海上鉆探公司也可能面臨財務挑戰，可能需要重組。

洪偉立 摘譯自 今日油價

原文如下：

Offshore Sector Reeling After Historic 300% Oil Price Crash

The offshore drilling market is set to be one of the worst-hit in the oil price crash and demand collapse, as companies are reassessing drilling programs and canceling or halting offshore contracts, IHS Markit said in its latest Offshore Marine Monthly analysis on Monday.

Demand for offshore supply vessels (OSV) is expected to take a hit in the coming months, as exploration and production (E&P) companies, big and small, rushed to cut capital expenditures (capex) following the double whammy of the oil price crash and the coronavirus pandemic, Richard Sanchez, Senior Marine Analyst at IHS Markit, said on Monday.

“E&P companies operating in the US Gulf have been historically quick to respond to falling oil prices. As offshore drilling rigs are idled and contracts are terminated early, excess capacity in the OSV spot market will grow, which puts downward pressure on day rates,” Sanchez added.

According to IHS Markit, more offshore drilling programs will be deferred, halted, or even outright canceled in the coming months amid the unprecedented global oil glut.

Westwood Global Energy Group also believes that the offshore drilling market faces tough times ahead. A month ago, Terry Childs, Head of Westwood’s RigLogix offshore rig intelligence service, said that “the number of idle rigs will increase substantially in short order.”

“Assuming low oil prices and COVID-19 continue in the coming months, the number of rigs going idle will be a key metric. Contracts where options are not exercised, delays to currently planned programs, and Force Majeure declarations and other contract termination options will all result in idle rigs.”

The price crash could lead to companies deferring as much as $131 billion worth of oil and gas projects slated for approval in 2020, Rystad Energy said in March.

Earlier this month, Rystad Energy said in an impact analysis that offshore drillers would see up to 10 percent of their contract volumes canceled this year and next, representing a combined loss of revenue of about $3 billion. According to the independent energy research firm, even the big offshore drillers could face financial challenges and may need restructuring.