terça-feira, março 27, 2012

OSX precisa de mais US$ 200 milhões para 3ª plataforma

Entrega da FPSO OSX-3 está prevista para o terceiro trimestre de 2013 e terá capacidade para produzir 100 mil barris por dia

Depois de levantar US$ 500 milhões em linha de títulos no exterior (bonds), a OSX, empresa de construção naval do grupo EBX, vai precisar de mais US$ 200 milhões para a construção de sua terceira plataforma de petróleo (FPSO OSX-3).

A informação foi dada por Roberto Monteiro, diretor financeiro e de relações com investidores da OSX, em teleconferência com analistas.

"Os US$ 500 milhões estão previstos para os primeiros 15 meses a partir de hoje. Precisaremos financiar outros US$ 200 milhões para o projeto", afirmou Monteiro.

Ele reitera ainda que pode usar a opção de financiamento de US$ 1 bilhão, posta pelo grupo controlador EBX.

Na semana passada, o megaempresário e acionista majoritário do EBX, Eike Batista, comunicou que recebeu propostas de financiamento de dois anos no valor de R$ 1,8 bilhão do Banco Bradesco e do Itaú BBA.

A entrega da FPSO OSX-3 está prevista para o terceiro trimestre de 2013 e terá uma capacidade para produzir 100 mil barris de petróleo por dia e armazenar 1,3 milhão de barris. A OGX é a contratante da plataforma e o fretamento será de vinte anos.

Fonte:Brasil Econômico

Drilling contractors ready fleet for upcoming activity

A year can make quite a bit of difference in terms of the number of offshore mobile drilling units (MODU) in the fleet, the number of rigs working, plus rigs under construction. Several acquisitions made a difference in the 2012 list of the top 10 offshore drilling contractors compared with year-earlier figures, which was a top 15 compilation (see February 2011 Offshore, page 42). Comparing the top 10 companies to the year earlier shows the significant advances the offshore contract drilling industry has made in terms of drilling activity.

Noble Drilling's newest drillship is the Noble Bully I, which features a compact box-type drilling tower instead of a conventional derrick, which allows for a significantly smaller vessel compared with other deepwater drillships.

Both tables were compiled in January of their respective years. There are some striking differences. For example, even with five fewer companies in the 2012 table, there is only a 27 rig difference in the total number of rigs, 581 in 2012 compared with 608 in 2011. The 581 rigs in the 2012 survey represent 70% of the worldwide offshore rig fleet of approximately 830 units. The close figures for total rigs owned by the top 10 companies compared with the top 15 is partly the result of a couple acquisitions among the top 15 contractors. For example, during 2011, Ensco acquired Pride International, increasing its number of rigs from 48 in 2011 to 76 in 2012.

It is important to note that while each company's rig total includes those under construction, these rigs are not included in the regional figures. For example, while Rowan has 34 total rigs, that figure also includes three drillships under construction; so its fleet of operational units totals 31.

The impact of acquisitions
Hercules Offshore purchased Seahawk's 20 rigs, increasing its fleet from 34 to 51 in 2012. The increase doesn't total 20 rigs due to Hercules selling or otherwise removing several rigs from its fleet during 2011. Noble Corp. saw its fleet increase by a net of 10 units, partly a result of acquiring Frontier Drilling, which had several units under construction. Three of those rigs, drillships Bully I, Bully II, and Globetrotter I, were delivered recently. All of the rigs are contracted.

Ensco purchased Pride International, increasing its offshore fleet from 48 rigs in January 2011 to 76 rigs this year. The company also has seven rigs under construction, including two drillships and two semisubmersibles. Also, Transocean purchased Aker Drilling, which added two sixth- generation ultra-deepwater semisubmersibles to its fleet; as well as two ultra-deepwater drillships under construction – in addition to four rigs Transocean ordered on its own.

Construction activity doubles
In addition to the several acquisitions among the top 15 companies, numerous contractors also turned to the newbuild market, ordering mainly deepwater and ultra-deepwater drillships, along with a few semisubmersibles and a handful of large jackups. In total, among the top 10 companies this year, 49 rigs were under construction. This compares with 25 rigs under construction among the top 15 companies in January 2011. Companies with the most new rigs under construction this year are Noble and Seadrill, both with 11 rigs being built at the beginning of 2012.

Noble still has one drillship under construction from the Frontier Drilling purchase which is set for delivery in 2013. Additionally, the company has two drillships set for delivery in 2013 and two more in 2014. The company also has four newbuild jackups with deliveries ranging between 2012 and 2014.

The unique Noble Bully drillships were jointly designed by Shell and Noble, and can be equipped to drill in up to 10,000 ft of water, although they presently are equipped to drill in up to 8,250 ft of water. The rigs feature a compact box-type drilling tower known as a multi-purpose tower, instead of a conventional derrick. The aim is to maximize productivity and safety and allow for a significantly smaller vessel when compared to other deepwater drillships of similar capacity. The Noble Bully I and Noble Bully II feature ice-class hulls and increased automated technology for enhanced personnel safety. The Noble Bully I is operating in the Gulf of Mexico and will first drill on Shell's Mars B Olympus development; while the Noble Bully II will begin operations in Brazil, also for Shell, in early 2012.

Seadrill's 11 rigs under construction includes three ultra-deepwater drillships set for delivery during 2013, five jackups scheduled to be delivered in 2012 and 2013, and three barge-mounted tender-assisted units with delivery set for 2013. Ensco has four rigs under construction, two ultra-deepwater drillships and two semisubmersibles in their 8500 Class series, scheduled for delivery during 2012 and 2013. Three rigs under construction for Diamond Offshore are all ultra-deepwater drillships being built by Hyundai Heavy Industries and set to be delivered during 2012. Rowan Companies, traditionally a jackup rig operator, entered the floater market with its order in 2011 of three ultra-deepwater drillships for delivery during 2013 and 2014.

E&P activity increases
One telling figure that illustrates an improved business climate in most regions of the world is the number of rigs working in the 2012 table compared with the 2011 table. The 400 working rigs in January 2012 is a 19% improvement over the 336 rigs working in January 2011 with five fewer companies, making the increased number of rigs working even more significant.

Transocean's sixth-generation drillship Discoverer Luanda is an enhanced enterprise-class, double-hulled vessel equipped with the company's dual-activity drilling technology. The rig is rated to drill in up to 12,000 ft of water.

The top 10 contractors this year had 107 rigs stationed in the U.S. Gulf of Mexico compared with 126 a year earlier. The figure reflects the number rigs exiting the region for better markets elsewhere due to the effects of the deepwater drilling moratorium and the slow pace of permitting that followed. Numerous premium jackups also mobilized for better contract terms and higher dayrates to other areas, including the Middle East and Mexico.

Of the semisubmersibles that relocated from the Gulf, a couple returned to the region during 2011. As more drilling permits are granted, it's expected that more deepwater rigs will return to the region. Also, several of the deepwater and ultra-deepwater rigs under construction are contracted to work initially in the U.S. Gulf of Mexico and are scheduled for delivery during the next few years.

The 98 rigs in Latin America operated by the top 10 offshore contractors in January 2012 is only slightly less than the 105 units tallied in the 2011 table. Although technically in North America, rigs operating offshore Mexico are included in this figure. The number of rigs operating offshore Mexico is expected to increase this year as Pemex tenders for additional jackups. The number of semisubmersibles could also increase slightly as the company looks toward exploring for and developing its potential deepwater and ultra-deepwater reserves.

Petrobras is continuing its plans to charter and/or own a couple dozen deepwater and ultra-deepwater rigs during the next few years. The Brazilian state oil company has been planning this scenario for several years, tendering for deepwater rigs for long-term contract. The company wants to build the rigs with as much local content as possible, a potential issue because there presently isn't enough shipyard capacity in Brazil to build as many rigs as it requires in the timeframe it specified. Still, Petrobras continues to move forward with the program, so expect a significant increase in deepwater exploration and development activity in the next few years and beyond.

The number of rigs in the North Sea and Northwest Europe increased slightly to 65 compared with 62 in January 2011, which is expected to continue increasing as more new harsh-environment jackups are delivered. For example, Noble took the Friede & Goldman JU-2000 design jackup, enhanced their capability and designated them the JU-3000 Class. Noble ordered four of these rigs in late 2010 and early 2011 at Jurong Shipyard in Singapore with deliveries set to begin early this year. The rigs will have a 75--ft cantilever reach, 2.5 -million-lb hookload capacity, a high-capacity mud circulating system and a 15,000 psi BOP. They will be capable of off-line pipe handling and provide accommodations for up to 150 people. They can operate in up to 400 ft of water and drill to 35,000 ft.

Gusto MSC's jackups continue to grow in number as well as size, being designed now with the capability of operating in the harsh North Sea environment in up to 175 m (575 ft) with its recently introduced CJ80 iteration. Maersk Drilling bought two of the slightly smaller variation, ordering two CJ70-X150-A rigs at Keppel FELS in Singapore for a whopping $1.2 billion. Maersk's CJ70 rigs are rated to operate in up to 500 ft of water (450 ft in North Sea conditions) and drill to 35,000 ft.

The number of offshore rigs in West Africa owned and operated by the top 10 offshore contractors is exactly the same as a year ago, at 54 units. However, there were some changes in individual company activity this year compared with January 2011. For example, two companies in the top 15 in January 2011 are not among the 10 largest, including Saipem, which operated five rigs in the region in January 2011. Pride International accounts for most of the rigs that Ensco is operating in the region in January 2012.

Middle East figures are down from 78 rigs in January 2011 compared to 60 rigs in January 2012, primarily due to several of the top 15 contractors in 2011 not making the top 10 list. These companies include Aban Offshore with six rigs in January 2011, which is not in the top 10 this year; Nabors, which also operated six rigs last year is not in the top 10; and Saipem, which operated five rigs in the region, is not in the top 10 either. On the other hand, Ensco operated eight rigs in January 2011 but increased that figure to 11 partly as a result of the Pride International acquisition.

The number of rigs operated in the Asia/Pacific region by the top 10 offshore drilling contractors this year is down significantly from the top 15 companies a year ago. Among those companies absent from the arena are Aban Offshore and Saipem. Additionally, Seadrill had 36 rigs in the Asia/Pacific region last year but 23 in January 2012.

Fonte: http://www.offshore-mag.com/

Petróleo pode ser sustentável, diz especialista

Doutor em oceanografia diz que indústria do petróleo pode ser sustentável, desde que invista pesado em energias alternativas

Rio de Janeiro (RJ) - Em entrevista à Macaé Offshore, o especialista em questões ambientais, ntônio Libório Philomena declarou acreditar no desenvolvimento sustentável para o petróleo, mas criticou a maneira como os conceitos são propagados no Brasil. "Acredito na sustentabilidade, mas o jeito como ela é propagada não é bom. Falta uma palavra antes desta, deveria ser autossustentabilidade. Houve uma distorção do conceito no País", afirmou.

Philomena disse ainda, com base em dados estatísticos, que existe uma maioria esmagadora da população brasileira que não tem nenhum viés ambiental ou sustentável em suas rotinas, mostrando que a difusão da sustentabilidade no país é feita de maneira errônea, não só para o petróleo, mas também em diversas outras áreas.

"Pesquisa do IBGE diz que 94% da população não tem nenhum viés ambiental ou sustentável. No Brasil, quando se fala em sustentabilidade, é a sustentabilidade econômica, financeira", criticou.

Em relação às empresas de petróleo, Philomena diz que, para serem sustentáveis, elas devem investir pesadamente em outras fontes de energia. "Uma empresa de petróleo pode ser sustentável, sim, desde que destine 50% do seu lucro líquido para o investimento em energias renováveis/sustentáveis", disse.

Conteúdo local é questão de sustentabilidade

Sob o ponto de vista de Philomena, a política de conteúdo local seguida por muitas empresas, inclusive pela Petrobras, ou seja, o estímulo à produção local dos componentes dos produtos industriais é também uma questão de sustentabilidade.

"A partir do momento em que passamos a fazer em casa algo que comprávamos mais caro lá fora, já estamos sendo sustentáveis. A produção total brasileira deveria ser local, mas isso seria um sonho", completou.

Fonte: http://www.macaeoffshore.com.br/