UPSTREAM,TRADEWINDS,IRNA中英文新闻汇总及翻译

1、DRILLERS RUN RULE OVER CAIRN INDIAS JACK-UP TENDEROperator looking for unit to drill workovers and stimulate wells in Cambay basin off Indias west coast, and complete campaign before monsoon startsAt least four to five offshore drilling contractors are gearing up to submit bids this month to provide

2、 Cairn India with a jack-up drilling rig for work on Block CB-OS/2 in the Cambay basin off Indias west coast.Drilling sources said Cairn has revived the much-delayed tender, with bids likely to be submitted on 17 February.“We are preparing for bidsubmission and they (Cairn) appear to be quite keen t

3、o charter the drilling unit,” a source from one of the interested bidders told Upstream.Drilling players Greatship and Aban Offshore are expected to submit bids, said sources, while international companies Shelf Drilling and Chinas COSL are also likely to participate.Indias Dynamic Drilling has also

4、 been eyeing the tender but it is not yet clear whether it will participate, added sources.Industry sources have suggested Cairn wants to charter a jack-up for about four wells, with the contract period likely to run for at least 150 days.“Cairn plans to drill workovers and stimulate wells and compl

5、ete the drilling campaign before the onset of the monsoon,” said one source.Cairn initially floated expressions of interest last year for the jack-up, but the tender was delayed by more than three months, said sources. However, the operator then issued tender documents by December.Cairn India headed

6、 by chief executive Mayank Ashar wants to charter a jack-up capable of operating in 300 to 350 feet of water.Located off the countrys west coast, CB/OS-2 produces oil and gas from the Lakshmi and Gauri fields.Gas production began from Lakshmi in 2002, while oil output started from Gauri in 2005.The

7、shallow-water asset has produced about 22 million barrels of crude and more than 223 billion cubic feet of gas since 2002, according to Cairn India. Cairn holds a 43% operating stake in the Cambay basin block, with the balance held by partners Oil & Natural Gas Corporation and Tata Petrodyne.As

8、well as CB/OS-2, Cairn India also has exploration drilling plans for the KG-OSN-2009/3 and PR-OSN-2004/1 blocks off the countrys eastern coast, though little progress is expected on those amid todays low oil prices, despite an expression of interest floated last year.In Krishna Godavari basin offsho

9、re Block KG-OSN-2009/3, Cairn had intended to drill four exploration wells, while there were plans to drill three in PR-OSN-2004/1 in the Palar basin.Some drillers even remain cautious about Cairns Cambay basin plans, not taking anything for granted in the current market.“There is a lot of uncertain

10、ty in the market. We are not sure if Cairn would hire the rig for the western coast, if crude prices remain too low,” said one source.钻井承包商参与CAIRN INDIA公司钻机招标2月12日本月，Cairn India公司对印度西海岸Cambay盆地CB-OS/2区块的自升式钻机发起招标，至少有4到5家海上钻井承包商准备递交标书。业内消息人士称，此轮招标被数次推迟，现投标日期定于2月17日。一位十分感兴趣的竞标者告诉上游报：“我们正在准备提交标书，Cairn

11、India公司更倾向于租用钻机”。消息人士称，印度国内钻井承包商Greatship 和Aban将递交标书，国际石油公司阿联酋钻井承包商Shelf Drilling和中国中海油田服务股份有限公司也将参与竞标。印度Dynamic Drilling公司一直关注此轮招标，但现在并不清楚是否参加。消息人士称， Cairn希望租用一台自升式钻机为四口井服务，合同期限至少150天。公司计划在季风期来临前完成开展钻井维修和完井等作业。公司去年就表示有意物色合适的自升式钻机，但招标活动被推迟了3个多月。去年12月公布了招标文件。公司希望租用一台能在300350英尺水深海域作业的自升

12、式钻机。一些钻井商仍对公司在Cambay盆地的作业计划保持谨慎，一位消息人士称，“如果油价持续保持低位，我们不确定Cairn公司是否还会为西海岸项目租赁钻机。”JACCAR 证实在中国的首批 2 艘 VLEC 订单已生效2月 13日Jaccar Holdings集团旗下的一家公司证实，它出资6.5亿美元在大船海工订造5艘VLEC（超大乙烷运输船）的计划当中，首批2艘船的订单已经生效业界人士透露，计划中剩下的3艘8.5万立方米船将在本季度末生效。Jaccar负责这笔交易的官员表示，该项目正在“有效进行”当中，此外不愿透露更多细节。据悉，这批价值1.3亿美元的VLEC，是基于从中国LPG进口商东华

13、能源（Oriental Energy）获得的长期租约得以订造。这家在深交所上市的气体买家2015年时曾称，它将租入这5艘船10年，另附备选延长期，每艘船的年租金不超过2400万美元。去年，Jaccar Holdings金融及发展部执行副总裁Philippe Rochet（同时也是Greenship Holdings的首席执行官）曾解释这批规划中VLEC的所有权结构。Rochet称，Evergas的所有人Greenship Gas将与Jaccar Holdings旗下的子公司之一，共同拥有这5艘VLEC 100%的股权。接下来，Jaccar Holdings与德国Hartmann五五比例组建的合

14、资公司United Ethane Carriers (UEC)将光租租入这些船。该公司将负责它们的商业经营，Hartmann则担负技术管理以及新造船流程监督。去年12月，贸易风就曾报道大船海工（大连船舶重工集团海洋工程有限公司）斩获一份价值约达6.5亿美元的VLEC订单。船厂观察人士当时指出，这份交易对于大船海工意义非常，因为这批VLEC标志着该船厂“破天荒”首度承建商业船舶。目前该船厂正尝试多样发展，以进军商船建造领域。另据之前报道，中资船厂扬子江船业和江南船厂也曾参与这份合约的竞争。当时认为，Hartmann这份VLEC订单的生效比较复杂，因为前提是要获得政府批准建造一个乙烷裂解炉，以及货

15、方那边得到确认。此前，也仅有印度信诚工业集团(Reliance Industries)在2014年“首开先河”在三星重工（SHI）签下6艘VLEC的建造合同，造价为1.2亿美元。它们自2016年末起陆续交付后，将被租给商船三井（MOL）。然而期间，能源价格的大跌使得长途乙烷运输项目显得获利不丰，并造成项目的进一步推进遇到阻力。ENI CALLS FOR PRICE-COST EQUILIBRIUM'09 February 2016 15:26 GMTAs global investments have been cut down to “dangerous” levels, upstr

16、eam companies must work to "align costs with oil prices and find a much needed equilibrium or risk becoming an energy sector that is not capable of producing energy", Enis chief development, operations and technology officer, Roberto Casula said.During International Petroleum Week in Londo

17、n, Casula said that, although the Italian giant believes that the market will “eventually find an equilibrium”, the sector has to continue to work on cutting costs.However, he acknowledged that, to date, global upstream capital expenditure has already been extremely reduced, which could significantl

18、y influence production levels in the future.“Recently Opecs decision not to intervene and cut production has upset the usual equilibrium of the market and, until the market finds a new equilibrium, or rather in order to make sure this happens, as we wait for the price reactions to kick in, we have t

19、o cut our costs accordingly,” he said.“The industry has already reacted to the lower-for-longer oil price scenario, by cutting costs and by postponing the higher-cost projects until times are better. However, the overall effect of this is that global upstream capex has been reduced to dangerous leve

20、ls.”According to Casula, in 2015 global investments fell by 20% and this year they are expected to fall further, by approximately 15% to about $50 billion.“One might be able to justify shrinking capex due to the fact that there is lower demand. However, we have an anomaly here, as demand continues t

21、o grow. If this situation persists, we are going to have an energy sector that may not be capable of producing enough energy,” he said.Casula said that, while companies cannot control the short-term price volatility, they can work to address “the major distortions, like the lack of alignment between

22、 prices and costs”, as prices have decreased by 70% in the past year compared to costs that have only decreased by around 15% to 20%, which align them with an inconsistent $80 per barrel oil price.“If we are not able to better align costs and prices and maintain reasonable investments, we risk compr

23、omising the fabric of the industry. To ensure that a global energy production can be both sustainable and diversified, we simply must have an alignment of the two. The industry must work towards a solution that guarantees competitive production costs,” he said.“If we don't hear the warnings and

24、are not able to adapt and adjust, we are running the risk of no longer being able to sustain growth and demand, which will impact energy security.”全球石油勘探支出削减至危险的水平2月13日意大利石油巨头埃尼公司开发、运营和技术负责人Roberto Casula2月10日表示，全球油气勘探和开采支出正削减至危险的水平。Casula表示，为了应对低油价，石油公司已经大幅削减了资本预算，但是因为需求继续增长，这种策略将带来生产商或许没有能力生产足够的石油

25、来满足需求的风险。BOURBON将临时闲置最多20%海工船2月15日Bourbon预计未来海工船需求将持续下滑，对此，Bourbon将临时闲置最多20%的海工船。截止去年12月底，法国海工船东Bourbon已经闲置了44艘平台供应船（PSV）。自去年11月以来，Bourbon闲置了13艘PSV。Bourbon称，由于市场需求不断减少，为了应对目前的危机，Bourbon将闲置更多海工船，而这些闲置船舶在中期内很难找到工作机会2015年，Bourbon接收了16艘新船，未来还将有3艘PSV陆续交付。目前，Bourbon旗下船队共运营511艘海工船。2015年，这些海工船为Bourbon带来14.3

26、亿欧元（约合15.6亿美元）的收入，收入增长1.1%。其中，非洲地区收入持续回弹，北美地区收入则提高了近40%，亚洲地区收入减少19%。去年第四季度，Bourbon海工船队平均日租金下滑13.3%，降至10781美元。这反映出2015年海工船是场的持续衰退。同时，船队利用率也减少至72.1%，下滑9.6点。首席执行官Christian Lefevre表示，由于行业长期低迷，Bourbon将继续关注安全、积极控制成本、提高经营效率。TSC首座R-550D自升式钻井平台获印尼作业许可2月15日近日，TSC集团控股有限公司全资子公司Alliance Offshore Drilling （AOD）正式

27、宣布和印尼和谐钻井服务公司达成400英尺R-550D自升式钻井平台 “1+1“销售协议。目前头期款已收到。本合同取代于2013年12月6日和派特罗尔签署的协议。目前，第一座R-550D自升式钻井平台正在广州中船黄埔文冲船厂建造，预计今年二季度前将前往印尼现场作业。日前，该平台已通过印尼海上交通部及印尼船级社的审批和认可，并已在船上悬挂印尼国旗。这将有助于该平台未来在印尼的作业，与其他非印尼平台相比将享有更具竞争力的日费。通过与和谐钻井的通力合作，AOD有能力满足印尼油气权威机构对本地的硬性要求，也符合印尼当地政府对本地企业的支柱发展规划。R-550D是TSC、Zentech和黄埔造船厂三者联盟

28、建造的适用于400英尺水深的先进的、高规格的自升式钻井平台。该平台的先进技术为钻井公司和产量分成运营商节省大量运行损耗并保证更高效的平台运营。从长远来看，AOD在该平台上的项目管理经验也将为当地带来更多熟练的本地化人才，这都将为该平台未来在印尼参与其他更多钻井项目带来更强的竞争优势。伊朗央行称伊朗开始采用SWIFT系统转账2月16日 伊通社2月15日报道，周一伊朗央行外汇司副司长卡穆亚布（Gholamali Kamyab）告诉伊通社，昨日起伊朗已开始采用SWIFT代码用于银行转账。他表示，尽管两周前伊朗的银行就已接入SWIFT系统，但直到昨天才能真正使用该系统。他说，系统推迟是由于银行程序耗时

29、较长。卡穆亚布指出，银行推动SWIFT系统实施的努力主要集中在软件操作上。他还指出，信用证开立工作正在进行中，数额取决于银行间的关系。伊核协议达成，制裁解除，伊朗获得在海外冻结资产约1000亿欧元。从两周前起，伊朗的银行重回国际银行业，能够使用国际转账的SWIFT系统，该系统位于比利时，能够处理金融机构间的现金转账和信用证。伊朗商业、工矿业、农业商会主席贾拉普尔（Mohsen Jalalpour）说：“现在银行能够接入SWIFT系统，我们也应注意到，由于遭受金融制裁，我们的银行需要准备必要的基础设施，在他们努力下，今天成功接入了SWIFT系统。”重新接入SWIFT系统，与国际银行体系相连，对伊

30、朗的贸易至关重要，特别是原油贸易。伊朗政府发言人称，约1000亿欧元被冻结的资产将重返伊朗，剩余部分将用于购买进口商品。 一方面伊朗的银行将通过SWIFT系统与国际银行相连，另一方面伊朗也鼓励外国机构扩大在伊金融业务。伊朗商业咨询机构Arjan Capital的高级合伙人吉兰尼（Nicholas Gilani）称，多数情况下，外国银行在伊设立分支机构需要与当地实体合伙，除非他们在伊朗自贸区内设立分支机构。挪威国油撤销马士基自升式钻井平台租约2月17日上周，挪威国油撤销了马士基钻井一座自升式钻井平台“Maersk Gallant”号的租约。随后，马士基钻井与道达尔签署了该钻井平台的新租约。 据悉

31、，挪威国油取消“Maersk Gallant”号租约后，将按照合同要求向马士基钻井支付一定的撤销费用。马士基钻井公司在周三表示，接到挪威国油撤销租约的通知后，公司已经直接与道达尔签署了“Maersk Gallant”号的新租约。 自2014年8月起，“Maersk Gallant”号开始由挪威国油租赁，租期2年。2015年10月，“Maersk Gallant”号被分包给康菲石油公司。挪威国油表示，2016年2月14日至8月21日，“Maersk Gallant”号将由道达尔租赁。NET LOSS FOR BW OFFSHORE 12 February 2016 01:00 GMTF

32、loating production player BW Offshore booked impairments of $236 million in the fourth quarter as it does not expect the market to improve until mid-2017.While the companys 13 operating FPSOs are making good money at the moment, the oil-price drop means that BW Offshore faces increased risk of optio

33、ns not being exercised or customers defaulting on their obligations, the company said.The net loss for the quarter ended at $235 million because of the impairments.Revenues inceased 20% to $319 million in the quarter from a year earlier, while operating profit jumped 52% to $166 million.BW Offshore

34、said it has hired advisors to “evaluate strategic options.”BW OFFSHORE去年四季度净损失2.36亿美元2月12日浮式设备生产商BW Offshore公司公布，去年第四季度减值亏损2.36亿美元，公司预计市场状况要到2017年才能有所好转。公司称，虽然目前13个在运用的FPSO经营状况良好，但油价下跌意味着公司面临的风险增加，公司设备难以获得工作或已签约客户可能违约。公司去年四季度收入比前年增长20%至3.19亿美元，营业利润增长52%至1.66亿美元。BW Offshore透露，公司已经聘请顾问对其战略选择进行评估。 BW O

35、FFSHORE SET TO SACK 35% OF ONSHORE STAFFFPSO specialist says most redundancies set to be completed within first quarter of 2016.February 19th, 2016 07:36 GMT BW Offshore (BWO) is to sack around 35% of its onshore staff as part of an extensive cost reduction caused by the weak offshore sector.The Osl

36、o-listed FPSO specialist says the process is expected to be concluded within the first quarter 2016.BWO said the move, which is expected to reduce its annual cost base by around $30m, will affect onshore employees across all of its global locations.The Carl Arnet-led company said a provision will be

37、 booked in the first quarter of 2016 accounts to cover costs related to the reductions.“Macro conditions for the offshore industry have continued to deteriorate over the past months and BWO expects reduction in industry capital expenditure to continue,” it said.“The FPSO industry is equally affected

38、 and the the situation does not seem likely to change in the short term.”Last week BWO posted a net loss of $234.5m in the fourth quarter, compared to earnings of $12.7m at the same period of 2014. The full-year loss came to $214.6m against a profit of $187.2m in 2014.BW OFFSHORE 计划裁掉 35% 的在岸办公人员2月1

39、9日这家FPSO（浮式生产储卸油装置）专营商透露，大部分裁员行动将会在2016年1季度完成由于海工市场状态低迷，BW Offshore被迫采取大规模的降本措施，其中包括裁掉35%左右的陆地工作人员。这家奥斯陆上市公司表示，上述计划预计将在2016年1季度全部完成。BW称，上述举措将会影响全球各地办公处的在岸人员，预计每年可为公司节省3000万美元左右的开支。这家由Carl Arnet掌舵的公司透露，其会在2016年1季度计提一项准备金，备抵裁员行动的相关开支。“过去几月，海工业的大环境仍在每况愈下。BW预计，接下来业内还会继续减少资本开支。”“FPSO行业也同样受到影响，且看似短期之内形势难有

40、改观。”上周，BW报出4季度净亏2.345亿美元，而2014年同期为盈利1270万美元。其全年亏损达到2.146亿美元，而2014年为盈利1.872亿美元。IRAN EXPORTS FIRST CARGO OF CRUDE TO EUROPEOil minister says it has already reached agreement to export oil to France, Russia and Spain.February 15th, 2016 05:49 GMT by Dale WainwrightPublished in TANKERSIran is reported t

41、o have exported its first crude oil shipment to Europe since sanctions were lifted, the official IRNA news agency reported Sunday.IRNA quoted Deputy Oil Minister Rokneddin Javadi as saying the shipment was the first in five years and marked “a new chapter” in Irans oil industry.Javadi was quoted as

42、saying that Iran has already reached agreement to export oil to France, Russia and Spain.Separately, Mumbai-based Elektrans Shipping has confirmed that one of its suezmaxes had loaded 130,000t of Iranian crude for Litasco, the trading arm of Russias Lukoil.The Indian shipowner said the cargo was loa

43、ded aboard its Indian-flagged 150,000-dwt Distya Akula (built 1995).and is due to sail to Constantza in Romania.Iran says it has loaded 4m barrels of crude oil on tankers headed for European destinations, according to the state-run oil news agency Shana“About 2m barrels of the cargo has been purchas

44、ed by Frances Total and the rest is purchased by two companies from Russia and Spain,” said Javadi is quoted as saying.TradeWinds reported late last month that the French oil giant had fixed an Evangelos Marinakis-owned VLCC for the cargoThe 321,300-dwt Atlantas (built 2010) was scheduled to load th

45、e cargo on 16 to 17 February from Kharg Island for the UK-Continent region.The next suezmax loading out of Kharg Island is reported to be Ondimar Transportes Maritimos 150,000-dwt Monte Toledo (built 2004).Last year the tanker was put on a three-year charter to Spanish refiner Cepsa, after earlier a

46、ttempts to sell the ship fell through.伊朗“解禁”后向欧洲输出首批原油2月16日该国石油部长透露，伊朗已经和法国、俄罗斯及西班牙达成石油出口协议据伊朗通讯社(IRNA)报道，伊朗自经济制裁解除以来，已向欧洲输出首批原油货物。该社援引石油副部长Rokneddin Javadi的话称，这是五年来的第一次，也标志着伊朗石油业打开了“一个崭新的篇章”。Javadi在接受采访时还称，伊朗已和法国、俄罗斯及西班牙达成石油出口协议。与此同时，总部设于孟买的Elektrans Shipping证实确已为收购方俄罗斯卢克石油（Lukoil）的贸易分支Litasco，在伊朗装

47、载13万吨的原油货物。这家印度船东透露，载货船只是旗下挂印度旗的15万吨级苏伊士油轮Distya Akula轮（造于1995年），定于驶往罗马尼亚康斯坦萨港（Constantza）。 根据伊朗石油部新闻机构Shana的报道，伊朗方面称已通过油轮运输，向欧洲出口400万桶的原油货物。该机构援引Javadi的话称，“其中200万桶是被法国道达尔收购，其余则是被来自俄罗斯和西班牙的两家公司购走。”贸易风上月下旬就曾报道，这家法国石油巨头已租入1艘隶属于Evangelos Marinakis的VLCC（超大型油轮），用于运载伊朗原油。涉及船只为32.13万吨级的Atlantas轮（造于2010年），定

48、于在2月16至17日装货并从哈尔克岛（Kharg Island）驶往英国大陆地区。 据悉，下一艘驶出哈尔克岛的苏伊士油轮将是Ondimar Transportes Maritimos旗下的15万吨级Monte Toledo轮（造于2004年）。去年，该油轮在几度出售失败之后，被西班牙精炼商Cepsa租入3年。COSCO CORP POSTS $654M NET LOSS IN 2015Singapore-listed shipbuilder bleeds red ink amidst unfavourable conditions which are likely to worsen.Febr

49、uary 15th, 2016 11:45 GMT by Nick RoumpisPublished in FINANCEA very weak performance in the fourth quarter has dragged Cosco Corporation of Singapore to a big loss for the full year.The shipbuilder swung to a net deficit of SGD 914.8m ($654.3m) in 2015, compared to a SGD 26.3m profit in 2014.It came

50、 on revenue of SGD 3.52bn, which was lower by 17% compared to last year.Cosco Corps loss for the fourth quarter sat at SGD 756.9m against earnings of SGD 34.4m in the corresponding quarter of 2014.Wu Zi Heng, vice chairman and president of Cosco Corp, said: “The global offshore market continued to s

51、low down significantly with no signs of improvement.“Amidst persistent weakness in the state of the global economy and depressed crude oil prices, the group continues to face adverse unfavourable market conditions.”He also predicted that current conditions are likely to worsen in 2016.The shipbuilde

52、rs dry bulk shipping arm saw its turnover fall by 25% to SGD 39.4m in the full year.As of the end of 2015, the companys orderbook stood at $8bn with deliveries up to early 2018.But Cosco Corp warned of possible delays or cancellations in some projects, especially regarding drillship and FPSO contrac

53、ts for Brazilian customers.中远投资 2015 年净亏 6.54 亿美元2月16日面对市况不利及进一步下行的可能，这家新交所上市船厂去年报出巨额赤字中远投资（新加坡）受到4季度糟糕业绩的拖累，导致其在2015年报出巨额亏损。这家造船商去年跌入赤字，报出净亏损9.148亿新币（约合6.543亿美元），而2014年曾盈利2630万新币。该公司当年的营业收入为35.2亿新币，较上一年减少17%。 去年4季度，它录得亏损7.569亿新币，而2014年同期为获利3440万新币。中远投资副董事长兼总裁吴子恒表示，“全球海工市场的走势仍在大幅度减缓，且不见任何改善的征兆。” “鉴于

54、全球经济的持续疲软以及原油价格的低迷位置，接下来，集团还将继续经历市场逆风。”他预测称，2016年这样的市场状况还可能进一步恶化。另外，该船厂的干散运分支全年营业额也报跌25%，至3940万新币。截至2015年底，该集团的手持订单总额为80亿美元，交付期一直排到2018年初。但中远投资警告称，部分项目恐会出现推迟交付以及撤单可能，尤其是那些出自巴西客户的钻井船及FPSO（浮式生产储卸油装置）建造合同。SHIPPING FACES CREDIT VOID, STIFEL ANALYST SAYSOffshore distress makes present squeeze worse than

55、after financial crisis, analyst says.February 16th, 2016 10:36 GMT by Andy PiercePublished in FINANCEStifel has warned shipping faces a growing credit void given the challenges facing the capital markets and the industrys traditional banks.Analyst Ben Nolan says present credit issues are worse than

56、after the 2008 financial crisis given the state of the offshore market that accounts for a significant portion of banks portfolios.In a report, the analyst argues the capital markets for shipping and offshore have been closed for the past nine months.And while the robust tanker market is strengtheni

57、ng the hand of many owners with their bankers, deep depression and defaults in offshore present the largest challenge.“Thus in this cycle the magnitude of credit issues could be far worse,” Nolan said in a report yesterday.“As a result, we believe there is a strong chance the bank finance market cou

58、ld tighten sharply leaving a deep void of capital as 2016 progresses.”The analyst says the squeeze will lead to little newbuilding activity and limited second hand sales.His comments come in the days after it emerged Royal Bank of Scotland (RBS) is intensifying efforts to shed its shipping book.Last week Sky News reported Lazard had been drafted in to examine the state-backed banks options for its shipping loans.Today there was better news for shipowners, with Richard Jansen, Deutsche B