作者STAV72 (刁民党党务主委)
看板Stock
标题[新闻] TAG Oil Ltd挖到未开发的埃及油田
时间Sun Oct 1 00:28:15 2023
原文标题:
Oil Co. Starts Drilling Horizontal Leg Of Well In Egypt
石油公司开始在埃及钻探水平井
※请勿删减原文标题
原文连结:
https://reurl.cc/l7vXN6
※网址超过一行过长请用缩网址工具
发布时间:
※请以原文网页/报纸之发布时间为准
2023 年 9 月 29 日 2:41:24PM
记者署名:
※原文无记载者得留空
原文内容:
Oil Co. Starts Drilling Horizontal Leg Of Well In Egypt
石油公司开始在埃及钻探水平井
9/29/2023 2:41:24 PM
(MENAFN- Investor Ideas) TAG Oil Ltd. has started drilling the horizontal
portion of its first horizontal well in the Badr Oil Field in the Western
Desert of Egypt. Find out why one oil executive said horizontal drilling
"changed it all."
TAG 石油有限公司已开始在埃及西部沙漠的巴德尔油田钻探第一口水平井的水平探掘部分
。了解为什麽一位石油高层表示水平钻探「改变了这一切」。
TAG Oil Ltd. (TAO:TSX.V; TAOIF:OTCQX) announced it has started drilling the
horizontal portion of its first horizontal well in the Badr Oil Field in the
Western Desert of Egypt.
TAG Oil Ltd.(TAO:TSX.V;TAOIF:OTCQX)宣布,已开始在埃及西部沙漠巴德尔油田钻
探第一口水平井的水平部分。
The company successfully drilled the vertical pilot hole to a depth of 3,290
meters and performed open-hole logging, formation imaging, and pressure
measurement, followed by cement plugback of the lower vertical pilot hole. It
then proceeded into whip-stock drilling of build and lateral horizontal
sections in the Abu Roash F (ARF) reservoir.
该公司成功钻探了垂直先导孔深度3290公尺,并进行了裸眼测井、地层成像和压力测量,
随後对下部垂直先导孔进行了水泥封塞。然後,它继续在 Abu Roash F (ARF) 油库的
建造和横向水平部分进行造斜器钻井。
The horizontal part of the well will target oil in the ARF's unconventional
tight, carbonate reservoir. The lateral section of the horizontal well is
expected to take three weeks and will extend more than 1,000 meters, the
company said.
该井的水平部分将瞄准ARF非常规致密碳酸盐岩储层中的石油。该公司表示,水平井侧段
预计需要三周时间,延伸长度将超过1000公尺。
"The Company expects the well will be completed by calendar Q4/23," Research
Capital Corp. analyst Bill Newman wrote in an updated research note on the
company on August 30. "Based upon an independent resource report, a
successful well is expected to initially produce in the 1,000 to 1,500 bbl/d
(barrels a day) range. The results of the T100 well will be used to design a
follow-up drilling program expected to commence in calendar Q1/24."
esearch Capital Corp. 分析师 Bill Newman 在 8 月 30 日发布的关於该公司的最新研
究报告中写道:「公司预计该井将於 2023 年第四季度完工。」最初产量在1,000 至
1,500 bbl/d (每天桶)范围内。T100 井的结果将用於设计後续钻探计划,预计将於
2024 年第一季开始。
Newman rated the stock a Speculative Buy with a price target of CA$1.25 per
share.
The T100 drilling program is an important step forward for TAG. The design is
made up of a vertical pilot assessment well for potential coring, open hole
logging, formation imaging, pressure measurement, and fluid sampling.
TAG said it plans to start flowback testing of the well in November.
Newman 将该股评级为投机性买入,目标价为每股 1.25 加元。
T100钻井计划是TAG向前迈出的重要一步。该设计由一个垂直先导评估井组成,用於潜在
取芯、裸眼测井、地层成像、压力测量和流体采样。
TAG 表示计划於 11 月开始对该井进行返排测试。
Harold Hamm, a pioneer in horizontal drilling, is currently the 89th richest
person the planet and worth US$25.2 billion, according to Forbes .
Hamm recently compared the advent of horizontal drilling to the advent of
FedEx, the Norman Transcript in Norman, Okla., reported .
"Horizontal drilling changed it all," said Hamm, who wrote a book called
"Game Changer" that came out in August. "It gave us access to all of the
reservoirs that contained oil that was too tight to produce."
哈罗德·哈姆 (Harold Hamm) 是水平钻井领域的先驱,据《福布斯》报道,他目前在全
球最富有的人中排名第 89 位,身价 252 亿美元。
根据俄克拉荷马州诺曼的 Norman Transcript 报导,哈姆最近将水平钻井的出现与联邦
快递的出现进行了比较。
「水平钻井改变了这一切,」哈姆说,他写了一本名为《游戏规则改变者》的书,於八月
出版。“它使我们能够进入所有含有因岩层过硬而无法生产的石油的油库。”
The Catalyst: Egypt Could Be Major Oil Producer
催化剂:埃及可能成为主要石油生产国
Information obtained during the drilling of the T100 well, including mud
logging and drill cuttings to assess the reservoir quality across the lateral
section, will be used along with geochemical data and 3D seismic
interpretation to design the well completion and fracture stimulation program.
"Performance from the T100 well will be used for planning and executing
future drilling plans," TAG said in a release.
The ARF section was about 50 meters thick and very close to the structural
elevation anticipated, the company said.
"We're very excited about the scope and scale of the Abu Roash F and the fact
that it's a 'new play,'" TAG Chief Executive Officer Toby Pierce noted on the
company's website. "There are potentially more than
500 million barrels of
oil in place, and to date,
the zone has never been developed in Egypt."
T100井钻探过程中获得的信息,包括用於评估横向剖面储层品质的录井和钻屑,将与地球
化学数据和3D地震解释一起用於设计完井和压裂改造方案。
TAG 在新闻稿中表示:“T100 井的性能将用於规划和执行未来的钻井计划。”
该公司表示,ARF 部分厚约 50 公尺,非常接近预期的结构高度。
TAG 执行长 Toby Pierce 在公司网站上指出:“我们对 Abu Roash F 的范围和规模以及
这是一项‘新赛局’感到非常兴奋。
“潜在储量超过 5 亿桶石油,而迄今为止,埃及
从未开发过该区域。”
Chen Lin, author of What is Chen Buying? What is Chen Selling? is bullish on
TAG Oil. "[TAG's success] would change politics forever," he noted while
making it one of his picks for the third quarter of 2023. "Egypt would become
a major oil producer."
Newman of Research Capital Corp. is also bullish, predicting a
possible 125
return for investors with his price target of CA$1.25 per share and Thursday
afternoon's share price of CA$0.56.
TAG also recently released financial results for the period ending on June
30. According to TAG, the company had acquired CA$15.5 million in cash and
CA$17.9 million in working capital by March 31 and has no debt. It recently
finished a public offering worth CA$11.7 million.
“[TAG 的成功]将永远改变政治,”他在将其作为 2023 年第三季度的选择之一时指出。
“埃及将成为主要的石油生产国。”
Research Capital Corp.的Newman也持乐观态度,预期投资人可能会获得125%的回报,
目标价为每股1.25加元,周四下午的股价为0.56加元。
TAG 最近也发布了截至 6 月 30 日的财务业绩。据 TAG 称,截至 3 月 31 日,该公司
已获得 1,550 万加元现金和 1,790 万加元营运资金,并且没有债务。该公司最近完成了
价值 1,170 万加元的公开发行。
Oil Prices Up, Demand Rising
油价上涨,需求增加
Oil prices rose to their highest point in 11 months this week, driven up by
Saudi Arabian production cuts and the war in Ukraine.
The international benchmark of Brent Crude Oil climbed to just under US$95
per barrel on Wednesday, its highest price since Oct. 27, 2022, Forbes
reported . The West Texas Intermediate, a U.S. national benchmark, went up to
just under US$93 on the same day, its highest point since last summer.
受沙乌地阿拉伯减产和乌克兰战争的推动,本周油价升至 11 个月来的最高点。
根据《富比士》报道,布兰特原油国际基准周三攀升至每桶略低於 95 美元,为 2022
年 10 月 27 日以来的最高价格。美国国家基准西德州中质原油当天上涨至略低於 93 美
元,为去年夏天以来的最高点。
According to the International Energy Agency's September Oil Market Report ,
world oil demand is on track to grow by 2.2 million barrels per day (MMbbl/d)
this year to 101.8 MMbbl/d, led by Chinese consumption.
"Russia's invasion of Ukraine in February 2022 upended oil and gas markets,
creating the first truly global energy crisis amid the uneven economic
recovery from the Covid-19 pandemic," the report said.
Global oil demand is expected to eclipse supply by 1.24 MMbbl/d in the second
half of the year.[OWNERSHIP_CHART-1151]
根据国际能源总署 9 月石油市场报告,在中国消费的带动下,今年世界石油需求预计将
增加 220 万桶/日,达到 101.8 MMbbl/日。
报告指出:“俄罗斯於 2022 年 2 月入侵乌克兰,颠覆了石油和天然气市场,在
Covid-19 大流行的经济复苏不平衡的情况下,造成了第一次真正的全球能源危机。”
预计今年下半年全球石油需求将超过供应 1.24 MMbbl/d。
"Refiners are struggling to meet increased demand, especially for
distillates," the IEA noted. "Surging product cracks and refinery margins
near all-time highs have failed to spur a meaningful increase in throughputs.
Sub-optimal crude allocations following embargoes on Russian crude and
products and OPEC+ oil supply cuts have kept European, and OECD Asian
refinery runs well below year-earlier levels."
国际能源总署指出:“炼油厂正在努力满足不断增长的需求,尤其是馏分油。” 「产品
裂缝激增和接近历史高点的炼油厂利润未能刺激吞吐量大幅增长。对俄罗斯原油和产品禁
运以及OPEC+石油供应削减後,原油分配不理想,导致欧洲和经合组织亚洲炼油厂的运
行状况远低於预期。”较去年同期水平。”
Ownership and Share Structure
股权及股权结构
Management and insiders own 27.14% of the company. Askar Alshinbayev owns
18.78% with 29.99 million shares, Abdel Fattah Z Badwi owns 3.36% with 5.38
million shares, Shawn Reynolds owns 1.49% with 2.38 million shares, Suneel
Gupta owns 0.99% with 1.59 million shares, Toby Robert Pierce owns 0.95% with
1.51 million shares, Barry MacNeil owns 0.85% with 1.36 million shares, and
Gavin Hugh Lothian Wilson owns 0.72% with 1.15 million shares.
管理阶层和内部人士拥有该公司27.14%的股份。阿斯卡·阿尔辛巴耶夫(Askar
Alshinbayev) 持有18.78%,持有2,999 万股;阿卜杜勒·法塔赫·巴德维(Abdel
Fattah Z Badwi) 持有3.36%,持有538万股;肖恩·雷诺兹(Shawn Reynolds) 持有1.49%
,持有238 万股;苏尼尔·古普塔(Suneel Gupta) 持有0.99%,持有159 万股;托比·罗
伯特·皮尔斯(Toby Robert Pierce) 持有0.95%,持有1.51 股。其中,巴里·麦克尼尔
(Barry MacNeil) 持有136 万股,占0.85%;加文·休·洛锡安·威尔逊(Gavin Hugh
Lothian Wilson) 持有115 万股,占0.72%。
Institutions own 10.93% of the company. YF Finance, Ltd. owns 8.14% with
13.01 million shares, Purpose Investments Inc. owns 2.15% with 3.44 million
shares, and Novum Asset Management AG owns 0.64% with 1.02 million shares.
There are 159.74 million shares outstanding, and 102.77 million free-float
traded shares. The company has a market cap of CA$100.88 million. It trades
in a 52-week range of CA$0.39 and CA$0.79.
机构持股10.93%。YF Finance, Ltd. 持有 8.14% 股份,持有 1,301 万股;Purpose
Investments Inc. 持有 2.15% 股份,持有 344 万股;Novum Asset Management AG 持
有 0.64% 股份,持有 102 万股。
已发行股票 15,974 万股,自由流通股 10,277 万股。该公司市值为一亿零88万加元。
其 52 周交易价格区间为 0.39 加币和 0.79 加币。
心得/评论:
※必需填写满30正体中文字,无意义者板规处分
水平井钻探适用於油脉深度平均、面积开阔或有多个垂直油脉并列的油田。
https://imgur.com/ROfyo5i
埃及目前以494,325(桶/日)屈居产油国第29名,初期开采量足以击败阿根廷上升
两个名次。
石油公司就是三年不开张,开张吃三年的产业。
--
※ 发信站: 批踢踢实业坊(ptt.cc), 来自: 1.34.235.7 (台湾)
※ 文章网址: https://webptt.com/cn.aspx?n=bbs/Stock/M.1696091298.A.190.html
1F:推 Moneytaker : 油价降,通膨降,股市喷。台湾上看两万点 10/01 00:31
2F:推 pkro12345 : 空军鬼故事 10/01 00:36
3F:推 Transposon : 坏消息,埃及算是阿拉伯世界的一员 10/01 00:39
4F:推 good5755 : 到底哪个王八蛋说石油50年後会用完 10/01 00:42
5F:→ STAV72 : 不过这也算新技术 一些岩层过硬的油田也可以开采了 10/01 00:43
6F:→ STAV72 : 原本就调查过的硬质岩盘 现在也可以绕过去采含油层 10/01 00:44
7F:→ icelaw : 以现在电动车技术进步的速度 20年内应该就可以大幅 10/01 00:46
8F:→ icelaw : 取代油车 到时候全球用油需求大幅下降 那石油可使用 10/01 00:47
9F:→ icelaw : 的年限还可以更久 10/01 00:47
10F:推 hedgehogs : 要政治稳定才有用,看看委内瑞拉 10/01 00:49
11F:→ STAV72 : 放心,埃及跟缅甸一样军政府 稳的,不会再革命一次 10/01 00:51
12F:推 rayisgreat : 听说石油50年内会用完 10/01 00:52
13F:推 icelaw : 委内瑞拉问题不是政治不稳,是把政府自己作死 违法 10/01 00:55
14F:→ icelaw : 强制没收那些外资石油商的公司 在委内瑞拉所有的资 10/01 00:55
15F:→ icelaw : 产跟设备 , 10/01 00:55
16F:→ icelaw : 搞得所有石油外资全部撤资 不敢再投资委内瑞拉, 10/01 00:55
17F:→ icelaw : 但委内瑞拉本身也没开采技术,委内瑞拉就变成石油 10/01 00:55
18F:→ icelaw : 上的乞丐,看得到吃不到,变成中南美州的难民输出 10/01 00:55
19F:→ icelaw : 国 10/01 00:55
20F:→ icelaw : 不然委内瑞拉石油蕴藏量 可以匹敌整个OECD, 10/01 00:57
21F:→ icelaw : 如果世界的石油有加入委内瑞拉的产量, 现在俄爹 10/01 00:57
22F:→ icelaw : 跟整个OECD根本不敢拿翘 10/01 00:57
23F:推 rebel : 蛤 石油需求会因为电车大幅下降?交通需求占原油用 10/01 00:57
24F:→ rebel : 量几成?车辆又占其中多少 10/01 00:57
25F:推 deepelves : 真·是挖到石油了吗.jpg 10/01 00:58
26F:→ rebel : 冰绿大你要确定捏 不然又被打脸 10/01 00:58
28F:推 aegis43210 : 储量只有5亿桶很少的,对油价没什麽影响 10/01 01:13
29F:推 holysong : 我记得几年前听说高雄也探勘到石油 10/01 01:14
30F:→ aegis43210 : 加拿大油砂储量都一千亿桶了,但开采成本高,现在每 10/01 01:14
31F:→ aegis43210 : 日才一百多万桶 10/01 01:14
32F:→ aloness : 把"电车"换成"减碳"会比较贴切一些,欧洲早有车厂 10/01 01:16
33F:→ aloness : 十年内要停售油车 10/01 01:16
34F:→ aegis43210 : 如果油价涨到110美元,那石油开采潮就会引爆,使油 10/01 01:16
35F:→ aegis43210 : 价很难高於120美元 10/01 01:16
36F:→ oldmove : 台湾海底不是一堆可燃冰 到底何时开始开发 10/01 01:40
37F:推 aegis43210 : LNG涨到常态100美元,肯定就会开始开发 10/01 01:54
38F:→ twinmick : 50年只会越挖越多,因为暖化,原本无法挖的地方应该 10/01 01:56
39F:→ twinmick : 都会可以开机械进去探勘了,很难变少.. 10/01 01:59
41F:→ cccict : 石油六成还是作为燃料油使用,美国的汽油成长已经 10/01 02:00
42F:→ cccict : 见顶了 10/01 02:00
43F:推 mynumber55 : 才五亿,比印尼少 10/01 02:05
44F:推 JKjohnwick : 到处都有石油啊 10/01 02:10
45F:→ JKjohnwick : 照这样看来缺电还比没石油严重吧 10/01 02:11
46F:推 abc12812 : 只剩台湾还挖不出石油了吗? 10/01 02:17
47F:推 aoog5858 : 五亿桶没几天就用完了吧 10/01 02:24
48F:推 a112112g : 放出降通膨的消息 10/01 02:27
49F:推 hedgehogs : 好吧,说错了,应该说政府脑袋要正常 10/01 03:01
50F:→ PeikangShin : 原油棒空不就是这样 一下就又要回到6字头 10/01 04:38
51F:→ tedcat : 呃...电车增加,电厂发电量要增加,请问用来发电的 10/01 04:52
52F:→ tedcat : 原料是什麽 烧石油/煤炭吧,为什麽觉得石油需求会 10/01 04:52
53F:→ tedcat : 大幅下降 10/01 04:52
54F:推 Bifrost : 完蛋 埃及要被外送民主了 10/01 06:55
55F:推 audic : 我二十年前就知道石油五十年用完 10/01 07:42
56F:→ ookimoo : 恩 套牢多蛙想的都很美 10/01 08:21
57F:推 Syd : 这三十年挖掘技术进步也有找到新油田 应该这世纪没 10/01 08:59
58F:→ Syd : 用完的状况.. 10/01 08:59
59F:推 post91 : 冰律该不会以为只有油车用得到石油吧…. 10/01 09:22
60F:→ bnn : 不缺石油 缺的是便宜的石油 这你早就懂了吧 10/01 09:49
61F:→ bnn : 就像页岩油绝对还没用完 只是你到时候要付多少钱 10/01 09:50
62F:推 joy2105feh : 到底什麽时候石油会用完 10/01 10:13
63F:→ hicoy : 20年前都在吵石油要用完了 现在都没人再说了XD 10/01 10:23
64F:推 yfguk6685 : 发现金字塔秘密 10/01 10:32
65F:→ js70864444 : 晚了就不要了 10/01 10:39
66F:推 imba789 : 石油会挖完,结果是看不到底 10/01 11:03
67F:→ Casper50 : 笑死 课本一直被打脸… 10/01 11:57
68F:→ JKjohnwick : 石油就根本用不完阿 10/01 12:04
69F:推 Tsukasa0320 : 埃及似乎有点不太民主... 10/01 13:01
70F:→ a0921830077 : 美国又发现埃及有恐怖分子了吗XD 10/01 13:20
71F:推 alexxlee : 1970科学家:油50年後用完 10/01 13:50
72F:推 koae50 : 课本:......... 10/01 14:35
73F:→ qmaper : 石油根本用不完 10/01 16:28
74F:推 sakula0616 : 未来搞不好靠核融合发电 电动车 电动飞机等 10/01 16:41
75F:→ sakula0616 : 石油真的不用担心用完 10/01 16:42
76F:→ asas123sdsa : 已经2023了石油还在井喷? 10/01 16:45
77F:→ asas123sdsa : 看样子可以用到2100了 10/01 16:45
78F:推 wei9898 : 电动车才是未来 10/01 19:44
79F:→ soleaching : 电车配套还是要绝缘材,石化产品还是有需求 10/01 20:13
80F:推 execute : 民主外送中 10/02 00:29