海上石油钻机需求将于2022年恢复

据油价网8月6日报道，IHS Markit在周四的一份分析报告中表示，受全球新冠疫情和低油价的影响，今年海上钻机的需求将大幅下降，这迫使海上钻井运营商推迟钻井活动，但海上钻机行业将于2022年卷土重来。

IHS Markit资深海上钻井平台市场分析师Cinnamon Edralinis表示，由于新冠病毒前所未有的挑战和随之而来的石油需求崩溃，大多数预计将授予承包商海上作业的运营商已经将时间最早推迟到明年。

钻探市场预计2022年的需求将被抑制，需求将从今年的水平上升到2021年和2022年。 根据IHS Markit的预测，到2022年，全球对钻探船的需求为73台，而2021年为66台，今年为59台。

该咨询公司表示，大部分钻探船需求将集中在南美和西非。在南美洲，巴西将成为2022年钻井船需求的主要热点地区，此外还有圭亚那(埃克森美孚公司的重大发现)，以及苏里南(阿帕奇公司和道达尔公司刚刚在苏里南发现了一处重大油田)。

不过，IHS Markit表示，美国墨西哥湾的钻探船需求预计将从明年的17台下降到14台，因为一些运营商等待更长时间，等待市场形势稳定下来，然后才会提供新的作业。

在半成品市场，短期内预计不会出现复苏，因为半成品市场尚未从上次新冠疫情袭来时的崩溃中恢复过来。

郝芬 译自 油价网

原文如下：

Demand For Offshore Oil Rigs To Return In 2022

Demand for offshore rigs will slump this year as a result of the pandemic and the low oil prices that are forcing offshore operators to delay drilling activities, but the offshore rig industry is set for a comeback in 2022, IHS Markit said in an analysis on Thursday.

Due to the unprecedented challenges of COVID-19 and the subsequent crash in oil demand, most operators that were expected to award contractor work offshore have pushed the timelines to next year at the earliest, Cinnamon Edralinis, Senior Offshore Rig Market Analyst at IHS Markit, said.

The drillship market should expect pent-up demand in 2022, with demand rising from this year’s levels through 2021 and 2022. Global demand for drillships is forecast to average 73 units over 2022, up from 66 units for 2021 and 59 units through 2020, according to IHS Markit

Most of the drillship demand will be concentrated in South America and West Africa, the consultancy said. In South America, Brazil will be a major hotspot for drillship demand in 2022, alongside Guyana with ExxonMobil’s major discoveries, as well as Suriname, where Apache and Total have just made a new major oil discovery.

Drillship demand in the U.S. Gulf of Mexico, however, is expected to see demand next year down from 17 to 14 units, as some operators wait a bit longer for market conditions to stabilize before awarding new work, IHS Markit said.

In the semi segment, recovery is not expected to occur in the short term, because the semi market had not started to recover from the previous crash when the pandemic hit.

Most of the drillship demand will be concentrated in South America and West Africa, the consultancy said. In South America, Brazil will be a major hotspot for drillship demand in 2022, alongside Guyana with ExxonMobil’s major discoveries, as well as Suriname, where Apache and Total have just made a new major oil discovery.

Drillship demand in the U.S. Gulf of Mexico, however, is expected to see demand next year down from 17 to 14 units, as some operators wait a bit longer for market conditions to stabilize before awarding new work, IHS Markit said.

In the semi segment, recovery is not expected to occur in the short term, because the semi market had not started to recover from the previous crash when the pandemic hit.