據(jù)今日石油2021年5月16日?qǐng)?bào)道，美國(guó)著名綜合性石油公司赫斯公司（Hess Corp.）最引人注目的資產(chǎn)仍然是其在圭亞那近海斯塔布魯克區(qū)塊的30%股份，自2015年以來，斯塔布魯克區(qū)塊已發(fā)現(xiàn)超過90億桶油當(dāng)量的油氣資源。
到2025年前，圭亞那前4個(gè)開發(fā)項(xiàng)目——麗莎大油田1期、麗莎大油田2期、帕拉亞油田和耶洛泰爾油田——的石油日產(chǎn)量將超過80萬桶。每隔一兩年再開發(fā)一次，赫斯公司的石油產(chǎn)量就會(huì)繼續(xù)增長(zhǎng)。
赫斯公司說，圭亞那的石油日產(chǎn)量可能在2030年前達(dá)到150萬桶。
The Value Portfolio估計(jì):：“到2025年前，赫斯公司30%的股份將轉(zhuǎn)化為24萬桶/天的產(chǎn)量，股東的利潤(rùn)為37美元/桶。”“這意味著到2025年，赫斯公司將從其資產(chǎn)股權(quán)中每年賺取32億美元的自由現(xiàn)金流，到2030年前，赫斯公司的自由現(xiàn)金流有很大潛力翻一番，并繼續(xù)增長(zhǎng)。“對(duì)于一家市值近250億美元的公司來說，這是一個(gè)巨大的數(shù)字，并將帶來豐厚的股東回報(bào)。”
目前，赫斯公司擁有近19億美元的現(xiàn)金和55億美元的總流動(dòng)資金。赫斯公司在布倫特原油60美元/桶的價(jià)格上對(duì)沖了15萬桶/天的原油，盡管最近的價(jià)格比這要高。根據(jù)The Value Portfolio，赫斯公司還擁有19億美元的資本支出預(yù)算，大部分用于長(zhǎng)期高增長(zhǎng)業(yè)務(wù)。
赫斯公司說，該公司日前在圭亞那Uaru井發(fā)現(xiàn)了高質(zhì)量的石油，這個(gè)發(fā)現(xiàn)具有巨大的儲(chǔ)油層潛力。
The Value Portfolio 說，“赫斯公司是一家有價(jià)值的公司，擁有引人注目的資產(chǎn)組合。”“該公司擁有墨西哥灣和JDA/馬來盆地的資產(chǎn)，提供了合理的價(jià)值和偶爾的資產(chǎn)出售機(jī)會(huì)。與此同時(shí)，赫斯公司在美國(guó)巴肯頁巖盆地和圭亞那的斯塔布魯克區(qū)塊資產(chǎn)是其主要的長(zhǎng)期增長(zhǎng)機(jī)會(huì)。”
赫斯公司迄今在圭亞那海上業(yè)務(wù)上投入了超過25億美元。赫斯公司上月報(bào)告稱，2021年第一季度凈收入為2.52億美元。赫斯公司首席執(zhí)行官約翰·赫斯表示：“我們將繼續(xù)成功地執(zhí)行我們的戰(zhàn)略，以擴(kuò)大我們的資源基礎(chǔ)，擁有較低的供應(yīng)成本，并維持現(xiàn)金流增長(zhǎng)。”
李峻 編譯自 今日石油
原文如下：
Hess Corporation’s most impressive asset is in Guyana
Hess Corporation’s most impressive asset remains the 30% stake it has in the Stabroek Block offshore Guyana where over 9 billion barrels of oil equivalent resources have been found since 2015.
The first 4 developments – Liza Phase 1, 2, Payara and Yellowtail – will be producing over 800,000 barrels of oil per day by 2025. Going forward another development every year or two will allow the company’s production to continue growing.
Hess says Guyana production could hit 1.5 million bpd before 2030
“The company’s 30% stake will turn into 240 thousand barrels/day in production by 2025 at a $37/barrel margin for shareholders,” The Value Portfolio estimates. “That means in 2025, the company will be earning $3.2 billion in annual FCF [free cash flow] from its asset stake, with significant potential to double by 2030 and keep growing by then. That’s massive for an almost $25 billion company and will enable strong shareholder returns.”
At present Hess has almost $1.9 billion in cash and $5.5 billion in total liquidity. The company has 150 thousand barrels/day hedged at $60/barrel Brent, although prices have been stronger than that recently. According to The Value Portfolio, the company also has as long-term high growth businesses.
Hess says high quality oil found at Uaru with potential for massive reservoir
“Hess Corporation is a valuable company with an impressive portfolio of assets,” The Value Portfolio said. “The company has Gulf of Mexico and JDA/Malay Basin assets that provide reasonable value and occasional asset sale opportunities. At the same time, the company’s Bakken Shale and Guyana assets represent major long-term growth opportunities.”
Hess plugs over three-quarter billion dollars more into Guyana offshore operations
The company reported last month a net income of US$252 million for the first quarter of 2021. “Our company continues to successfully execute our strategy to grow our resource base, have a low cost of supply and sustain cash flow growth,” CEO John Hess said at the time.
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