FINWIRES · TerminalLIVE
FINWIRES

伍德麥肯茲表示,多個國家有意開發頁岩資源,但需要龐大資金。

-- 伍德麥肯茲公司週四發布的一份報告指出,包括阿爾及利亞、阿聯酋、墨西哥、澳洲、土耳其和印尼在內的少數國家正尋求開發頁岩能源資源以增強其能源安全。 該研究機構表示,對這些國家有利的一點是,擁有開發頁岩能源資源專業技術的世界石油巨頭,在美國週邊沒有其他規模與二疊紀盆地相當的資源可供開發,因此無法獲得所需的資金。 阿爾及利亞擁有豐富的頁岩儲量,其下志留統頁岩具有透過管道出口的潛力,而歐洲由於地理位置接近,成為其主要市場。埃克森美孚(XOM)和雪佛龍(CVX)在該國進行勘探合作,但油田服務瓶頸是該國開發頁岩能源的一大障礙。 伍德麥肯茲公司表示,阿聯酋阿布達比國家石油公司即將就非常規天然氣計畫做出最終投資決定,這將有助於該國實現2030年能源自給自足的目標。報告指出,鑽井作業每年可能超過300口井。 在墨西哥,由於與美國的貿易緊張局勢,墨西哥國家石油公司(Pemex)設定了2030年頁岩氣和緻密油產量目標。 同時,澳洲正在開發北領地比塔盧(Beetaloo)項目,該項目旨在補充液化天然氣(LNG)產能,並為該國東海岸供氣。 伍德麥肯茲公司表示,在土耳其,大陸集團正在迪亞巴克爾盆地和色雷斯盆地開發項目,並且進展相對迅速。 在印度尼西亞,監管機構正在尋求美國參與開發其蘇門答臘盆地的緻密油。該盆地的緻密油以湖相沉積物為特徵,此前人們認為這種沉積物不具備開採潛力,直到後來美國尤因塔盆地成功開採出此類油氣。 地下資源和監管方面的挑戰共同減緩了2010年代國際頁岩油開發的步伐。 2012年至2025年間,各大石油公司共斥資2,300億美元收購開發美國二疊紀盆地的資產,累積了豐富的經驗,如今正尋求將其應用於其他地區的資產開發。 目前,各公司正在關注約20個“高品位油氣藏”,而此前十年評估的油氣藏超過100個。 大陸資源公司透過多項交易進入阿根廷的瓦卡穆爾塔油田,並與土耳其國家石油公司成立了一家合資企業。伍德麥肯茲公司表示,EOG公司已在巴林和阿聯酋的非常規資源領域站穩腳跟,這些資源先前已接受評估。 報告指出,瓦卡穆爾塔油田和沙烏地阿拉伯的賈富拉油田均被認為是北美以外地區可開發的優質油氣藏,投資約2,500億美元後,日產量可望超過250萬桶油當量。

Related Articles

Research

Research Alert: CFRA Keeps Hold Opinion On Shares Of Otis Worldwide Corporation

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We cut our 12-month target to $90 from $100 following Q1 earnings, valuing OTIS shares at 19.6x our 2027 EPS outlook of $4.58 (down from $4.70; 2026 EPS view updated to $4.18 from $4.25), a modest discount to industrial machinery peers' and OTIS's five-year forward multiple average given unclear timing of ongoing margin headwinds. Service margins were disappointing in Q1 (contracting 160 bps to 23%) amid higher labor and material costs that came in above pricing. Weakness in China has yet to stabilize, though as noted in the past, this represents a shrinking area of OTIS's portfolio and will have a more limited effect going forward. Overall, the latest quarter was more of the same (China weakness/New Equipment decline), though with the added concern of margin quality being pressured within Service - the core profit driver for OTIS overall. While efforts to shore up profitability are underway, we see timing of recovery being uncertain.

$OTIS
Asia Markets

Saudi Shares Start Week Higher; US-Iran Peace Talks Canceled

The Tadawul All Share Index closed Sunday 0.11% higher as investors assessed the latest updates regarding the conflict in the Middle East.US President Donald Trump said on his Truth Social account that the Pakistani trip for his envoys, Steve Witkoff and Jared Kushner, was canceled. The announcement dimmed the hopes for peace talks between Iran and the US to happen any time soon.Further to this, Israel launched an attack in Lebanon on April 25. The strikes, which targeted Hezbollah, resulted in four casualties and facility damage in Southern Lebanon.Back at home, Rabigh Refining and Petrochemical (SASE:2380), d/b/a Petro Rabigh, and Thob Al Aseel (SASE:4012) posted their financial results for the three months ended March 31. Petro Rabigh emerged from a loss in the first quarter, while Thob Al Aseel logged a higher net profit and revenue."The reason for net profit reported during the current quarter compared to a net loss recorded in the same quarter of last year was primarily attributable to improved product margins resulting from stronger refined product pricing and higher sales volumes," Petro Rabigh said in its report.Petro Rabigh rose 10% at closing, while Thob Al Aseel ticked down 1.59%.Meanwhile, the local calendar will be mostly empty except for the kingdom's preliminary figures for its GDP growth rate for the first quarter and the M3 money supply and private bank lending data for March on Thursday.

$^TASI$SASE:2380$SASE:4012
Research

Research Alert: CFRA Maintains Hold Rating On Shares Of United Rentals Inc.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our 12-month target price to $1,100 from $950 following a strong first quarter, valuing shares at 20.5x our 2027 EPS outlook of $54.28 (in line with previous estimate; 2026 EPS also in line). We believe a higher multiple is justified given URI's firming market leadership within an expanding rental equipment industry. A robust Q1 beat enabled URI to raise its full-year revenue guidance to $16.9B-$17.4B and adjusted EBITDA to $7.625B-$7.875B, citing momentum heading into a busy season. With leverage well below historical levels, we believe accretive M&A deals could serve as a potential catalyst for additional guidance increases. Margin compression has been a sticky issue for URI, but Q1 indicated that pricing may have turned around and that headwinds are starting to ease as quarterly results begin to lap when tariff-related inflation began to pick-up. We remain cautious on margins, though are encouraged by signs of stabilization. New project activity is likely supporting pricing trends, in our view.

$URI