大型石油服務提供商貝克休斯(Baker Hughes)的高管7月21日表示，全球經(jīng)濟從疫情中持續(xù)復蘇的跡象，應該會推動石油和天然氣的需求進一步增長，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在第二季度財報電話會議上表示，盡管疫情繼續(xù)對全球各地區(qū)造成不同的影響，但由于需求增加，運營商維持了近18個月的緊縮開支，油價環(huán)境看起來仍具有積極意義。

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

　　Simonelli表示:“根據(jù)與客戶的討論，我們預計國際鉆探活動將在今年下半年獲得增長勢頭，并為2022年的增長奠定基礎。在北美，我們預計鉆機數(shù)量在今年下半年將繼續(xù)保持略微上升的趨勢。展望2022年，我們再次預測，油價將穩(wěn)定增長，維持在目前的水平?！?/p>

　　天然氣、液化天然氣基本面強勁

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

　　他指出，歐洲和美國的炎熱天氣已導致需求改善和天然氣儲存水平下降，而亞洲的結構性增長繼續(xù)改善。

　　他補充道，除化石燃料外，清潔能源項目的勢頭繼續(xù)增加。風能、太陽能、綠色和藍氫的各種全球項目正在推進，碳捕獲、利用和儲存(CCUS)項目也在推進。

　　今年到目前為止，已經(jīng)宣布了21個CCUS項目處于早期開發(fā)階段，要知道，2020年宣布的此類項目只有19個。

　　環(huán)保項目進展順利

　　在第二季度，貝克休斯繼續(xù)將自己定位于Simonelli所說的“新能源前沿”地位，包括與清潔能源供應商的伙伴關系和合作。包括最近與三星工程公司合作，利用氫和CCUS技術進行零碳項目，以尋找聯(lián)合商業(yè)機會，減少韓國能源公司和全球工業(yè)客戶的排放；采用貝克休斯的壓縮和燃氣輪機技術，以及用于輸送氫氣的管道項目；在CCUS項目中，該公司將提供油藏研究、油井施工服務、柔性管道、狀態(tài)監(jiān)測解決方案以及二氧化碳壓縮和液化等相關服務；與挪威CCUS開發(fā)商Borg CO2就碳捕獲和封存(CCS)項目進行合作的諒解備忘錄，該項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域擁有固體氧化物燃料電池技術的全球領先的清潔能源公司Bloom Energy的合作，值得一提的是，該公司的電解槽業(yè)務在不斷增長，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；擴大公司的CCUS投資組合，包括電力到天然氣和能源存儲解決方案，該公司將其燃燒后碳捕獲技術與生物甲烷技術相結合，將二氧化碳排放轉化為合成天然氣，這是一種可用于多個行業(yè)的低碳燃料；與氫領域的領導者Air Products合作，開發(fā)下一代氫壓縮技術，加速氫作為零碳燃料的應用。

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

　　貝克休斯首席財務官Brian Worrell表示，與2020年第四季度相比，過去6個月客戶對這些項目類型的投標活動和咨詢增加了兩倍，預計這一數(shù)字將繼續(xù)上升。具體什么時候它們會變成訂單，現(xiàn)在還很難說，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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