Ngubani ophumeleleyo? Umphanda we-oyile kunye nerhasi yehlabathi yexabiso leoli iPK!

Ingxelo yakutshanje yezemali ibonisa ukuba i-CNOOC inokulawulwa kakuhle kweendleko kwiikota ezintathu zokuqala, kunye ne-barrel yeendleko zeoli (ixabiso elipheleleyo le-oyile ye-oyile) ye-US $ 28.37, ukwehla konyaka-ngonyaka we-6.3%. Ngokusekelwe kwiziphumo zesiqingatha sokuqala sengxelo yemali yalo nyaka, iindleko zeoli yeoli yayiyi-US $ 28.17, abahlalutyi babonisa ukuba i-CNOOC kulindeleke ukuba ilawule iindleko zeoli yeoli ngaphantsi kwe-US $ 30 kwakhona ngo-2023.

Iindleko eziphantsi ziye zaba lukhuphiswano olungundoqo lweenkampani ze-oyile kunye nesitshixo sokuphucula ingeniso kunye nokulwa umngcipheko wokuguquguquka kwexabiso leoli. Ijongene nezinto ezininzi ezingazinzanga kwimarike yeoli ekrwada yangoku, iinkampani zeoyile zehlabathi zizama ukunciphisa iindleko kunye nokuphucula ukusebenza kakuhle, zama ukunciphisa inkcitho eyinkunzi engeyomfuneko kunye nokulawula ngokungqongqo iindleko zokusebenza - kuba le kuphela kwendlela yokuba iinkampani ziphile kwaye zilungiselele ngokupheleleyo. kuphuhliso lwexesha elizayo. Iimetriki.

Ixabiso lebhekile yeoli kwizigebenga zasemzini

Kwisiqingatha sesibini sonyaka, amaxabiso e-oyile kumazwe ngamazwe ehle ukusuka phezulu, kwaye inzuzo eshiyekileyo yezigebenga ezintathu ze-oyile kunye negesi zamazwe ngamazwe ziphelele, i-Chevron, kunye ne-Exxon Mobil ngokubanzi zehla kwikota yesithathu, zirekhoda iingeniso ezilungelelanisiweyo ze-US $ 6.45 yezigidigidi, I-US $ 5.72 yezigidigidi, kunye ne-US $ 9.07 yebhiliyoni ngokulandelelanayo. Xa kuthelekiswa nexesha elifanayo kunyaka ophelileyo, behle nge-35%, 47% kunye ne-54% ngokulandelelanayo.

Imeko iyaxinzelela, kwaye ixabiso le-barrel yeoli luphawu lophuhliso olungunaphakade kwiinkampani ezinkulu zeoli zamazwe ngamazwe.

Kwiminyaka yakutshanje, iTotal iqhubekile nokuqinisa ukulawulwa kweendleko, kwaye i-break-even point iye yehla ukusuka kwi-US $ 100 / umgqomo kwi-2014 ukuya kwi-US $ 25 / ibharrel yangoku; Iindleko zomndilili wemveliso ye-BP kuLwandle lwaseMantla nazo ziye zehla ukusuka kwincopho engaphezulu kwe-US$30 ngomphanda ngo-2014. ukuya ngaphantsi kwe-12 yeedola ngomphanda.

Nangona kunjalo, izigebenga ze-oyile ezifana neTotal kunye neBP zinoluhlu olubanzi lotyalo-mali lwehlabathi, kwaye umsantsa weendleko phakathi kwe-offshore, onshore kunye ne-shale mkhulu. I-ExxonMobil ithe iya kunciphisa iindleko zokutsalwa kweoli kwiPermian ukuya kwi-15 yeedola ngomphanda, inqanaba elifumaneka kuphela kwiindawo zeoli ezinkulu kuMbindi Mpuma, kodwa ezinye iinkampani ezizimeleyo ze-shale ePermian azinayo idatha enjalo. .

Ngokwengxelo ye-Rystad Energy, ziinkampani ezili-16 kuphela ze-oyile yase-US ezinexabiso eliphakathi lamaqula amatsha kwi-Permian Basin engaphantsi kwe-35 yeedola ngomphanda; I-Exxon Mobil ijolise ekunyuseni imveliso kwingingqi ngokuphindwe kahlanu ngo-2024. Ukufikelela malunga ne-1 yezigidi zemibhobho ngosuku, inkampani inokufumana inzuzo ye-26.90 yeedola apho.

Ngokwengxelo yesiqingatha sonyaka ka-2023, ixabiso lebhekile yeoli yeprojekthi ye-oyile yase-Occidental Petroleum yase-US imalunga ne-US$35. I-Reuters ibike ukuba njengoko ubunzulu bokomba be-US Gulf yaseMexico bufuduka ukusuka kwidiving ukuya kumanzi anzulu, ixabiso lebhekile yeoli kulo mmandla liya kunyuka ukusuka malunga ne-US $ 18 ukuya malunga ne-US $ 23 ukusuka ngo-2019 ukuya ku-2022. I-arhente yamaxabiso egunyazisiweyo yaseRashiya, ixabiso lomphanda we-oyile ekrwada yase-Urals ethunyelwe ngenqanawa isuka kumazibuko akuLwandle lweBaltic malunga ne-US$48.

Ukuthelekisa iindleko zemiphanda yeoli phakathi kweenkampani ezinkulu, i-CNOOC isenayo inzuzo yexabiso kwiinkampani zeoli zamazwe ngamazwe ezifana neTotal, Exxon Mobil, kunye ne-BP.

Ixabiso eliphantsi lolona khuphiswano lungundoqo

Xa kuthelekiswa neengxelo zemali ze "Imigqomo emithathu ye-Oli" kwiminyaka emibini edlulileyo, i-gross profit margin ye-CNOOC iphezulu ngaphezu kwe-50%.

Ngomda wenzuzo eyi-35%, inzuzo ekhethekileyo kunye neendleko eziphantsi, ibe lukhuphiswano olungundoqo lwe-CNOOC.

Iingxelo zemali zeminyaka emine edlulileyo zibonisa ukuba kwi-2019, i-CNOOC ilawule ngempumelelo iindleko zeoli yeoli ngaphantsi kwe-US $ 30 (US $ 29.78 / barrel). Kwi-2020, yabetha i-low low kule minyaka ilishumi idlulileyo, yawela kwi-US $ 26.34 / umgqomo, ngakumbi kwi-2020. Kwisiqingatha sokuqala sonyaka, ixabiso leoli ye-CNOOC yafikelela kwi-US $ 25.72 / umgqomo omangalisayo, kwaye iya kuba yi-US $ 29.49 / umgqomo kunye ne-US $ 30.39 / umgqomo kwi-2021 kunye ne-2022 ngokulandelanayo. Oku akubandakanyi iimarike zangaphandle. Kuya kufuneka wazi ukuba ixabiso lomphanda weoyile evela e-CNOOC's Guyana kunye neendawo zeoyile zaseBrazil zisezantsi nangakumbi, malunga ne-US$21 kuphela.