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海洋石油行业复苏可能早于预期

中国石化新闻网讯 据道琼斯2月24日消息,尽管石油行业中的大部分看到了复苏迹象,但海洋石油行业是个例外,一些分析师表示,海洋石油行业在2018年或2019年前都不会开始改善。但在海洋石油行业巨头Transocean公布了乐观的第四财季业绩后,Evercore公司分析师表示,海洋石油钻探行业可能比预期更早触底。该公司表示,海洋钻井平台的计日费率似乎将在现金收支平衡水平上方见底,投标活动也有所改善。但是,数据表明行业持续疲软。贝克休斯最新的钻井数据显示,美国目前只有18个活跃海洋钻井平台,不到2014年9月活跃钻井平台数(66个)的三分之一。
庞晓华摘译自道琼斯
 
原文如下:
Offshore Oil May Recover Sooner Than Thought
While much of the oil industry is seeing green shoots of recovery, the offshore sector’s been the exception, with some analysts saying offshore won’t start improving until 2018 or 2019. But after an upbeat 4Q reported by offshore leader Transocean (RIG), analysts at Evercore say the “offshore drilling trough may be closer than it appears.” Day-rates for offshore rigs appear to be bottoming above cash break-even, it says, adding tendering activity is also improving. Still, hard data points to continued weakness. The latest Baker Hughes rig count shows just 18 active US offshore rigs, less than a third the 66 active rigs in September 2014.

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