Jään murrosta bisnestä?

Shell-Led Arctic Push Finds U.S. Shy in Icebreakers: Energy Jos tuolta löytyisi runsaasti öljyä ja sen tuotttaminen/kehittäminen sallittaisiin niin varmastikkin. Jotain todella hyvää:

"Shell enters shale oil and gas project in Argentina"

Platts:

Shell has agreed to partner with Argentina's Medanito on a shale oil and natural gas project in southwestern Argentina, with plans to invest at least $200 million over the next five years, a person involved in the deal said Thursday.

"The investment could wind up being more, depending on the evolution of each exploration well," Medanito's director of corporate affairs, Andres Carosio, said in an interview.

The exploration and production activities will be carried out in the Aguila Mora and Sierras Blancas blocks in the Neuquen Basin for both conventional and unconventional oil and gas, he said...

Isohko Uutinen Exlploration-rintamalta

Zaedyus exploration well makes oil discovery offshore French Guiana'

9 September 2011 - Tullow Oil plc (Tullow) announces that the Zaedyus exploration well (GM-ES-1), offshore French Guiana, has made an oil discovery having encountered 72 metres of net oil pay in two turbidite fans. Results of drilling, wireline logs and samples of reservoir fluids show that the well has encountered good quality reservoir sands on prognosis. The objective of the Zaedyus well was to test whether the Jubilee-play, successfully established in West Africa, was mirrored on the other side of the Atlantic. This discovery therefore opens a new hydrocarbon basin within which several neighbouring prospects have been mapped. This result also reduces the exploration risk associated with Tullow's prospect inventory offshore French Guiana, Suriname and Guyana. An appraisal programme and extensive follow-up exploration activities will now be considered. The Zaedyus well is being drilled in the Guyane Maritime licence using the ENSCO 8503 deepwater semi submersible. The well was drilled in water depths of 2,048 metres and has been drilled to a depth of 5,711 metres. Drilling operations will now continue and the well will be deepened to over 6,000 metres to calibrate the deeper geology. The well will then likely be sidetracked to enable cores to be obtained over the reservoir sections. Tullow (27.5%) operates the Guyane Maritime license and is partnered by Shell (45%), Total (25%) and Northpet (2.5%), a company owned 50% by Northern Petroleum plc and 50% by Wessex Exploration plc.

70 metrin paksuinen pay zone on todennäköisesti hyvinkin kaupallinen. Pre-drill arvio prospektin koosta oli 700 miljoonaa tynnyriä bruttona.
Tullow:n frontier etsintäporaus on jotain aivan uskomatonta, kunyhtiö näyttää löytävän 100+ miljoonan tynnyrin kenttiä kaikkialta. Yhtiön elokuisessa H1-presentaatiossa(s.30) on yksityiskohtia yhtiön Etelä-Amerikan etsintäporausohjelmasta.

CGX Energy(OYL) repäisi sitten 64% ylös, vaikka sillä ei ole osuutta tässä löydössä, vain osuu useamman sadan kilometrin päässä olevassa blokissa, jota Tullow operoi. R-R-suhde OYL:ssä on tämän löydön ja kurssispurtin jälkeen kiintoisa.

Löytö on 2,000 metrin veden syvyydessä, joten tämä lienee pirunmoinen lisäpiriste syvänveden poraajille.

Neste palaamassa E&P:n?

Upstreamista:

Nupeng president, Achese Igwe, was quoted by Nigerian newspaper Vanguard as saying: “We condemn and frown at the sale of oil blocks by Shell Petroleum Development Company (SPDC) to the highest bidders, Neste oil, Con oil etc without following the due process.”

Ainoa viittaus tähän kauppaan löytyy täältä. Tässä lienee kysymys jonkinlaisesta väärinkäsityksestä. Tai sitten joku toinen taho käyttää Neste Oil-nimeäluvatta tai luvalla(ehkä kyseessä on norjalainen yhtiö Neste=seuraava)

Otsikkoeritelmä

BHP primes bit for Falkland debut

Kolmas konsortio mukaan porauskampanjaan.

Spud date looms for first Falkland probe

Argentina blockades Falklands ship

Shell ‘may spin off North Sea assets’

BP may acquire Calgary firm in $1.2-billion deal

Seadrill pays for better health

"Seadrill sends employees to Denmark to weight loss centers and pays for it"

Kyse ei vain (tai ehkä lainkaan) ole paremmasta terveydestä, vaan sitä että Norjan viranomaiset aikovat kieltää ylipainoisilta työn NCS:llä.

Saudi speeds up CO2 plans

"The kingdom plans to inject 40 million standard cubic feet per day of CO2 into the field, and has said this is part of the global push to trap emissions rather than because it needs to enhance oil recovery from the field"

Petrominerales Produces Candelilla-2 at Over 15,800 bopd and Cases Yenac-1 as Another Potential Oil Well

Yritän tässä muistella minkä vuoksi en omista PMG:tä. Siihen on syy ja se on varmasti erittäin hyvä...

Uutimia

Total Unlocks Hydrocarbons in Nigeria's Deep Waters

New Licensing Round For Jamaican Offshore Blocks

Azerbaijan boosts output

Shell Eyes Natural Gas Potential in Central South Africa

"The study will provide a better understanding of the area's geology and shale gas potential, establishing the scope to pursue natural gas exploration"

PGS warns of weaker 2010

Marine Subsea takes delivery of OCV

Viikon viimeiset UO

Shell, PetroChina to Develop Shale Gas in Sichuan

Successes mount in Eagle Ford shale play

Norgesrekord i mislighold
Vaan kelpaako Guinnesin kirjaan Larsenin Bergeleen ennätys, kun kyseessä on useampi yhtiö? Näin siinä käy kun yrittää kusettaa kaikkia samaan aikaan, kukaan ei luota enää ja pääomaa ei saa mistään.

Moves on more Falklands driling

Panostettavia suhteellisen korkean riskin kohteita siis:
Falkland Oil & Gas
Desire Petroleum
Rockhopper Exploration

U.S. Crude Oil Production Poised for Biggest Jump Since 1970

"Projections from the U.S. Minerals Management Service (MMS) indicate that the primary driver for this year's U.S. oil production resurgence is actually just getting started. That driver is the Gulf of Mexico, where operators have begun launching a group of new fields, fulfilling what has been a decade-long focus on unlocking the promise of deepwater exploration there"

"We see it above five million barrels per day for the next 10 years or so," Platts quoted Peter Jackson, senior director for IHS CERA, as saying"

"Besides growth in the Gulf, those other trends involve further development of the Bakken Shale oil play in North Dakota"

Uutisiin liittyviä otsikoita

Shell Adds Deepwater Acreage Offshore French Guiana

Brazil's Petrobras eyes Angola's deep water oil

OPEC: Pricey crude could erode 2010 demand

Oilsands revival is in the cards

Dragon investor to reject Enoc bid

Tarjouksen läpimenon edellytyksenä on 75% hyväksyntä, joten ENOC ei tarvitse kuin vajaa 25% omiensa lisäksi.

Statoil bags rig duo at 2006 rates

"The contract for Diamond Offshore’s Ocean Vanguard, for three years plus a one-year option, carries a price tag of $382 million.

This has equates to a dayrate of around $348, 859.

The deal for Saipem’s Scarabeo 5, also for three years with a one-year option, is valued at $437 million.

This equates to a dayrate of around $399,087."

Vanguard on Pohjanmeren midwater-semi ja Scarabeo deepwater-semi. Vanguardin uuden sopimuksen dr on 15% alle nykyisen joten ei tuo kovin suuri pudotus ole. Sopimukset ovat yllättävän pitkiä, sillä useimmat tämän vuoden sopimukset ovat yhden vuoden mittaisia. Statoil ei ilmeisesti odota Pohjanmeren dr:ien laskevan enää. Jos näin on niin olen todennäköisesti arvioinut Fred Olsenin Pohjanmeren semien tulevaisuuden tienestit pahasti alakanttiin. Norjan mannerlaatan viranomaismääräykset karsivat potentiaalisen tarjonnan selvästi pienemmäksi kuin muilla markkinoilla. Eräs viisas mies lausahti "It takes a big man to admit when he's wrong. I am not a big man". Tosin taisin tuossa yllä juuri myöntää jotain.

Otsikoituja uutisia

Why Oil Majors Are Coming Back to Iraq

IEA to forecast natural gas glut - FT

Petrobras makes 1Tcf gas find in Peru

Shell Successful in Offshore South African Bid

"The South African Petroleum Authorities today confirmed Royal Dutch Shell as the successful bidder for exploration rights in the Orange Basin deepwater area, off the country's west coast. Shell and the government will now negotiate the details of an exploration contract."

Nye problemer for Røkkes superrigger

"Etter gjentatte forsinkelser og oppstartsproblemer slutter ikke de to nye Aker-riggene Barents og Spitsbergen å skuffe.

- Aker Barents er tynget av havari på enkelte utstyrskomponenter, mens Aker Spitsbergen har blitt ytterligere forsinket grunnet generator-havari, sier konsernsjef Øyvind Eriksen i Aker..."

Frac for all

"Packers Plus opened Saskatchewan's tight oil plays - now Oilweek’s 2009 Supplier of the Year is introducing a new generation of down-hole innovations"

Bonuksena Haywood Securitiesin PetroBakken vs. Crescent Point vertailu (linkki IV:n kautta)

Otsikoit

Total Canada chief says oilsands need pricier oil

Pengrowth boosts Horn River stake

Supertankers May Halt Oil Trading, Frontline Says

STX Europe Awarded Contract on New Eco-friendly Design in Brazil

"STX Europe has been awarded a contract with Deep Sea Supply for design and building of a Platform Supply Vessel. The new PSV 09 CD design, optimized for eco-drive in all weather conditions, is designed by STX Europe in Ålesund, Norway. The vessel is scheduled for delivery in Q1 2012, and will be built at STX Europe in Brazil."

Yksi Fredriksenin yhtiö on siis lähtenyt mukaan Petrobrasin(Brasilian valtion) "Made in Brazil"-hankkeeseen.

Companies bet big on South Texas gas find

"...While the Eagle Ford is among the smallest of the group, with some 19 trillion cubic feet of natural gas remaining, the economics is among the best, the firm said.

Producers in the Eagle Ford can break even when natural gas is priced as low as $3.88 per million British thermal units, the firm said, versus break-even prices of $5.18 in the Barnett, $3.74 in the Marcellus and $4.49 in the Haynesville..."

Shell: North American Natural Gas Production Will Grow

"Though gas prices are now very low, Mr. Odum said in a Monday interview with The Wall Street Journal, Shell believes long-term prices will recover, justifying the company's interest."

News

FP: Ottawa gas station first to sell fuel made from straw

"OTTAWA - Royal Dutch Shell, Europe's largest oil company, says a gas station in Ottawa will be the first in the world to fill tanks with gasoline that contains an advanced biofuel made from wheat straw..."

Upstream: Cyprus pushes on despite Turkish upset

"Cyprus said today it would press on with offshore oil exploration, despite strong objections from Turkey, and would open new fields for hydrocarbon research by early next year."

"In 2007, Cyprus launched its first licensing round for hydrocarbons in 11 offshore blocks, most in deepwater locations, despite objections from Turkey, which invaded the north of Cyprus in 1974 after a brief Greek inspired coup"

Upstream: 'Biggest oil demand drop since 1982'

"Global oil consumption fell by 420,000 barrels per day in 2008, the biggest decline since 1982, BP said today in the latest edition of its annual Statistical Review of World Energy..."