Odfjell scoops Petrobras drill deal
Petrobras has handed Odfjell Drilling and Greek shipowner Metrostar a contract worth over $500 million for a drillship newbuild.
Kesto 3 vuotta ja brutto-arvo $531 miljoonaa-> DR $485,000 sis. kapitalisoidun mobilisaatiokorvauksen.
Ocean Rig UDW announces award of drilling contract for two newbuild drillships
On May 11th 2011 the Company announced two drilling contracts with Petróleo Brasileiro S.A. ("Petrobras") for operation offshore Brazil for two of its new built drillships, the Ocean Rig Corcovado and the Ocean Rig Mykonos.
The term of the contracts are three years each with a total combined value of USD 1,1 billion.
Ehdot suurin piirtein samat kuin Odfjellin sopimuksessa.
Syy näille löytyi tästä:
Drillers keep eyes on Petrobras plans for new rigs
State-owned company Petrobras (PETR4.SA)(PBR.N) awarded a contract for the first seven of 28 planned deepwater rigs to a Brazilian shipyard in February.
But Noble Corp (NE.N), owner of the world's second-largest rig fleet, disclosed in a filing with U.S. financial regulators last week that Petrobras informed the company that it had canceled bids for the remaining 21 rigs.
Renato Duque, Petrobras director for services, said the company would open the bidding and that the construction would be in Brazil, but the timing remained unclear. "We will decide in May when the bid will begin," Duque told Reuters.
Noblen käyttämät sanat(10-Q:sta):
In addition, as a result of exploration discoveries offshore Brazil, Petrobras, the Brazilian national oil company, announced a plan to construct up to 28 deepwater rigs in Brazil and accepted bids in 2010 to construct these units from a number of shipyards and drilling contractors. A deepwater drilling rig construction industry does not currently exist in Brazil and Noble did not participate in these bids primarily because we viewed the capital risk associated with constructing a unit in Brazil as inappropriate. Petrobras has awarded the first tranche of seven drillships to a Brazilian shipyard for delivery beginning in 2015. Recently, Petrobras informed us that they have cancelled the bids for the remaining 21 newbuild units, leading us to believe that they will tender for needed units in the marketplace as opposed to building new units in Brazil. Nevertheless, the future of Petrobras' building program remains uncertain and the ultimate number of deepwater rigs to be built in Brazil is still unknown. While Petrobras is currently in the market tendering for existing deepwater drilling units, the potential increase in supply from the Petrobras newbuilds could also adversely impact overall industry dayrates and economics.
Onko lisää sopimuksia tarjolla? Jos PBR:n alustarve ei ole muuttunut niin on. Jos tarve olisi vähentynyt niin yhtiö olisi todennäköisesti laskenut tuotantoennusteitaan, mutta näin ei ilmeisesti ole ainakaan vielä käynyt. Mutta mitenkähän Brasilian hallitus suhtautuu tähän sillä sehän on jo sakottamassa yhtiötä siitä että sen käyttämien "kotimaisien" tuotteiden osuus kokonaisuudesta on jäänyt alle vaatimusten. Tuotantotavoitteita ja korkeaa "kotimaisuuden" astetta ei ilmeisesti voi saavuttaa samalla kertaa(kotimaisuus lainausmerkeissä, koska tuotteet olisi käytännössä vain koottu Brasialiassa).
Erittäin positiivista poraajille.
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