大型石油服務(wù)提供商貝克休斯(Baker Hughes)的高管7月21日表示，全球經(jīng)濟(jì)從疫情中持續(xù)復(fù)蘇的跡象，應(yīng)該會(huì)推動(dòng)石油和天然氣的需求進(jìn)一步增長(zhǎng)，不僅是在2021年下半年，2022年也是如此。

　　貝克休斯首席執(zhí)行官Lorenzo Simonelli在第二季度財(cái)報(bào)電話(huà)會(huì)議上表示，盡管疫情繼續(xù)對(duì)全球各地區(qū)造成不同的影響，但由于需求增加，運(yùn)營(yíng)商維持了近18個(gè)月的緊縮開(kāi)支，油價(jià)環(huán)境看起來(lái)仍具有積極意義。

　　與Halliburton首席執(zhí)行官Jeff Miller前一天在季度電話(huà)會(huì)議上的言論一致，Simonelli表示，他認(rèn)為2021年下半年全球鉆機(jī)數(shù)量將“穩(wěn)步上升”，而同期北美鉆機(jī)數(shù)量將繼續(xù)“略有上升”。

　　Simonelli表示:“根據(jù)與客戶(hù)的討論，我們預(yù)計(jì)國(guó)際鉆探活動(dòng)將在今年下半年獲得增長(zhǎng)勢(shì)頭，并為2022年的增長(zhǎng)奠定基礎(chǔ)。在北美，我們預(yù)計(jì)鉆機(jī)數(shù)量在今年下半年將繼續(xù)保持略微上升的趨勢(shì)。展望2022年，我們?cè)俅晤A(yù)測(cè)，油價(jià)將穩(wěn)定增長(zhǎng)，維持在目前的水平。”

　　天然氣、液化天然氣基本面強(qiáng)勁

　　Simonelli表示，由于亞洲、拉丁美洲和歐洲的供應(yīng)中斷和強(qiáng)勁需求，天然氣和液化天然氣的基本面與石油一樣強(qiáng)勁，甚至更好。這些需求將2021年第三季度的液化天然氣價(jià)格推高至2015年以來(lái)未見(jiàn)的水平。

　　他指出，歐洲和美國(guó)的炎熱天氣已導(dǎo)致需求改善和天然氣儲(chǔ)存水平下降，而亞洲的結(jié)構(gòu)性增長(zhǎng)繼續(xù)改善。

　　他補(bǔ)充道，除化石燃料外，清潔能源項(xiàng)目的勢(shì)頭繼續(xù)增加。風(fēng)能、太陽(yáng)能、綠色和藍(lán)氫的各種全球項(xiàng)目正在推進(jìn)，碳捕獲、利用和儲(chǔ)存(CCUS)項(xiàng)目也在推進(jìn)。

　　今年到目前為止，已經(jīng)宣布了21個(gè)CCUS項(xiàng)目處于早期開(kāi)發(fā)階段，要知道，2020年宣布的此類(lèi)項(xiàng)目只有19個(gè)。

　　環(huán)保項(xiàng)目進(jìn)展順利

　　在第二季度，貝克休斯繼續(xù)將自己定位于Simonelli所說(shuō)的“新能源前沿”地位，包括與清潔能源供應(yīng)商的伙伴關(guān)系和合作。包括最近與三星工程公司合作，利用氫和CCUS技術(shù)進(jìn)行零碳項(xiàng)目，以尋找聯(lián)合商業(yè)機(jī)會(huì)，減少韓國(guó)能源公司和全球工業(yè)客戶(hù)的排放；采用貝克休斯的壓縮和燃?xì)廨啓C(jī)技術(shù)，以及用于輸送氫氣的管道項(xiàng)目；在CCUS項(xiàng)目中，該公司將提供油藏研究、油井施工服務(wù)、柔性管道、狀態(tài)監(jiān)測(cè)解決方案以及二氧化碳?jí)嚎s和液化等相關(guān)服務(wù)；與挪威CCUS開(kāi)發(fā)商Borg CO2就碳捕獲和封存(CCS)項(xiàng)目進(jìn)行合作的諒解備忘錄，該項(xiàng)目將成為挪威維京地區(qū)工業(yè)基地脫碳的樞紐；與在天然氣和氫氣領(lǐng)域擁有固體氧化物燃料電池技術(shù)的全球領(lǐng)先的清潔能源公司Bloom Energy的合作，值得一提的是，該公司的電解槽業(yè)務(wù)在不斷增長(zhǎng)，此次合作將尋求綜合低碳發(fā)電和氫解決方案的商業(yè)化；擴(kuò)大公司的CCUS投資組合，包括電力到天然氣和能源存儲(chǔ)解決方案，該公司將其燃燒后碳捕獲技術(shù)與生物甲烷技術(shù)相結(jié)合，將二氧化碳排放轉(zhuǎn)化為合成天然氣，這是一種可用于多個(gè)行業(yè)的低碳燃料；與氫領(lǐng)域的領(lǐng)導(dǎo)者Air Products合作，開(kāi)發(fā)下一代氫壓縮技術(shù)，加速氫作為零碳燃料的應(yīng)用。

　　Simonelli表示，到2030年，貝克休斯的氫氣市場(chǎng)規(guī)模將達(dá)到250億至300億美元，CCUS市場(chǎng)規(guī)模將達(dá)到350億至400億美元。

　　貝克休斯首席財(cái)務(wù)官Brian Worrell表示，與2020年第四季度相比，過(guò)去6個(gè)月客戶(hù)對(duì)這些項(xiàng)目類(lèi)型的投標(biāo)活動(dòng)和咨詢(xún)?cè)黾恿藘杀叮A(yù)計(jì)這一數(shù)字將繼續(xù)上升。具體什么時(shí)候它們會(huì)變成訂單，現(xiàn)在還很難說(shuō)，但還有很多事情要做。

　　王佳晶 摘譯自 Oil Now

　　原文如下：

　　Oil price environment looks ‘constructive’, says Baker Hughes top executive

　　Continued signs of global economic recovery from the coronavirus pandemic should prompt further demand growth for oil and natural gas, not only for second-half 2021 but for 2022, big oil services provider Baker Hughes’ top executive said July 21.

　　While the pandemic continues to impact the world’s geographic areas unevenly, the oil price environment looks “constructive” as demand increases and operators maintain spending discipline they have developed through nearly 18 months of austerity, Baker Hughes CEO Lorenzo Simonelli said during a second-quarter earnings call.

　　Echoing comments by Halliburton CEO Jeff Miller a day earlier during that company’s quarterly call, Simonelli said he sees a “solid step-up” in international growth in H2 2021, while North American rig counts should continue to “trend a little higher” over the same period.

　　“based on discussions with our customers, we expect international activity to gain momentum over the second half of the year and lay the foundation for growth in 2022,” Simonelli said.

　　“In North America… we generally expect the rig count to continue to trend a little higher over the second half of the year.”

　　“When you look at 2022, again, we anticipate solid growth with the prices holding at the range they are now,” he said.

　　Gas, LNG fundamentals seen strong

　　For natural gas and LNG, fundamentals are equally as strong, if not better, than oil, from both outages and strong demand in Asia, Latin America and Europe which have pushed Q3 2021 LNG prices to levels not seen since 2015, said Simonelli.

　　He noted hot weather in Europe and the US has caused demand improvement and lower gas storage levels, while structural growth continues to improve in Asia.

　　based on a strong pace of current growth for natural gas and increased demand for cleaner energy sources, “we maintain our positive long-term outlook for natural gas and LNG,” Simonelli added.

　　Outside of fossil fuels, momentum for cleaner energy projects continues to increase, he noted. Various global projects for wind, solar and green and blue hydrogen are moving forward, as are carbon capture, utilization and storage (CCUS) projects.

　　So far this year, 21 CCUS projects have been announced and are in early-development stages, compared to 19 such projects announced in 2020, said Simonelli.

　　Progress on green projects

　　During Q2, Baker Hughes has continued to position itself for some of what Simonelli called “new energy frontiers” involving partnerships and collaborations with clean-energy providers. These include:

　　** Most recently, a collaboration with Samsung Engineering for low- to zero-carbon projects using hydrogen and CCUS technologies to identify joint business opportunities to reduce emissions of both Korean energy companies and global industrial customers.

　　** Deployment of Baker Hughes’ compression and gas turbine technology, as well as flexible pipes for transportation in hydrogen.

　　** In CCUS, the company will provide reservoir studies, well construction services, flexible pipes, condition monitoring solutions and related services such as carbon dioxide compression and liquefaction for industrial assets.

　　** A memorandum of understanding with Borg CO2, a Norwegian CCUS developer, to collaborate on a carbon capture/storage (CCS) project that would be a hub for decarbonization of industrial sites in the Viking region of Norway.

　　** A collaboration with Bloom Energy, a leading clean energy player with solid oxide fuel cell technology in natural gas and hydrogen, which also has a growing electrolyzer presence. The collaboration will seek commercialization of integrated low-carbon power generation and hydrogen solutions.

　　** Investment to expand Baker’s CCUS portfolio with power to gas and energy storage solutions. The company will combine its post-combustion carbon capture technology with biomethane technology to transform CO2 emissions into synthetic natural gas, a low-carbon fuel capable of being used across multiple industries.

　　** A collaboration with Air Products, a leader in hydrogen, to develop next-generation hydrogen compression and accelerate adoption of hydrogen as a zero-carbon fuel.

　　Simonelli has said the addressable market of hydrogen by 2030 is $25 billion-$30 billion and the CCUS market is $35 billion-$40 billion for Baker Hughes.

　　Bid activity and inquiries about those project types with customers in the last six months are up two-fold compared to Q4 2020, Baker Hughes Chief Financial Officer Brian Worrell said.

　　“Activity levels have definitely increased,” Worrell said. “I expect to continue to see that to increase. Exactly when they’ll turn into orders, it’s a bit tough to say right now, but there’s a lot going on.”

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