The threat of Tropical Storm Alex has shut 25% of oil prodn and 9.4% of natural gas output in the Gulf of Mexico. There are currently 634 prodn platforms and 51 drilling rigs in the US Gulf, which accounts for 1.6m bpd and this will add further strain on the excess rig capacity in the region. According to latest reports, the final round of Petrobras 28-rig tender has attracted 5 bids offering to supply 12 deepwater rigs. This is lower than Petrobras original plan to charter up to 19 units.
What is noteworthy is that 6 (4 drillships & 2 sem-subs) of the rigs will be built at Keppel BraFels yard with none for SembMarine. The tender process will still have to go for a commercial proposal stage before being awarded. Short term technical configuration has broken down with near term support at $8.35.
No comments:
Post a Comment