20 ноября, 15:42

Statoil (STO) Plans to Boost Exploration Activities in NCS

Statoil (STO) intends to drill 25-30 wells in the NCS in 2018, up from 16-18 planned to drill off Norway in 2017.

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03 ноября, 15:37

Are Options Traders Betting on a Big Move in SeaDrill (SDRL) Stock?

Options traders are betting on a big move in SeaDrill (SDRL) Stock on the back of its high level of implied volatility.

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01 ноября, 02:55

Is It Time To Buy SeaDrill Limited (SDRL)?

SeaDrill Limited (NYSE:SDRL), an energy company based in Bermuda, led the NYSE gainers with a relatively large price hike in the past couple of weeks. As a stock with highRead More...

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11 октября, 13:07

Is Seadrill LTD a Buy?

Seadrill stock might look cheap today, but there's one simple reason why investors should hold off for now.

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29 сентября, 15:00

Кэш-машину танкерного магната ждет сбой до конца десятилетия (1)

(Bloomberg) -- Во время нефтяного бума Seadrill Ltd. не скупилась на выплаты, в том числе обеспечив около $2 миллиардов своему основателю Джону Фредриксену. Теперь специализирующаяся на морском бурении компания проходит реорганизацию в рамках процедуры банкротства и несколько лет не сможет быть столь же щедрой.Пострадавшая от обвала цен на нефть...

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29 сентября, 08:05

Кэш-машину танкерного магната ждет пауза до конца десятилетия

(Bloomberg) -- Во время нефтяного бума Seadrill Ltd. не скупилась на выплаты, в том числе обеспечив около $2 миллиардов своему основателю Джону Фредриксену. Теперь специализирующаяся на морском бурении компания проходит реорганизацию в рамках процедуры банкротства и несколько лет не сможет быть столь же щедрой.Пострадавшая от обвала цен на нефть...

27 сентября, 16:42

Transocean to Retire Six Deepwater Floaters from its Fleet

Transocean (RIG) is making way for new high-specification rigs by retiring its deepwater floaters.

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20 сентября, 12:25

The Zacks Analyst Blog Highlights: BP, SeaDrill, Resolute Energy and Oasis Petroleum

The Zacks Analyst Blog Highlights: BP, SeaDrill, Resolute Energy and Oasis Petroleum

19 сентября, 21:47

Oil & Gas Stock Roundup: BP's Contract Renewal, SDRL's Bankruptcy, REN's Asset Sale

It was a week where oil prices briefly crossed the key mark of $50. Natural gas futures rallied too as warmer forecasts continue raising expectations for demand.

15 сентября, 15:33

Implied Volatility Surging for SeaDrill Limited (SDRL) Stock Options

Investors in SeaDrill Limited (SDRL) need to pay close attention to the stock based on moves in the options market lately.

14 сентября, 17:37

Company News For Sep 14, 2017

Companies in the news are: CNC,JWN,WDC,SDRL

14 сентября, 16:27

SeaDrill (SDRL) Files for Bankruptcy Protection, Shares Up

SeaDrill (SDRL) enters into a restructuring agreement which will provide the company with $1.06 billion capital.

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14 сентября, 09:26

Фондовые индексы США слабо выросли в среду, Dow Jones и S&P 500 обновили рекорды

Американские фондовые индексы завершили слабым повышением торги накануне, при этом два из трех основных индексов обновили исторические максимумы.

13 сентября, 22:05

Seadrill Files For Bankruptcy In Bid To Secure New Funding

Seadrill Limited filed for bankruptcy protection on Wednesday after the company’s senior officials figured out a strategy to inject the company with $1 billion in new funds, according to a new report by Bloomberg. Billionaire John Fredriksen controls the company, but the venture is deeply in debt—debt which will now not mature until 2020. If lower-ranking lenders join in, it could raise $2.3 billion in unsecured bonds, which could convert to a maximum of a 15 percent equity stake in the offshore driller. “The deal gives us a great…

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01 сентября 2016, 08:01

bloomberg.com: Впервые с 1947 года. Разведка новых месторождений на минимуме

В 2015 году открыто новых месторождений в 10 раз меньше, чем в среднем в 60-е годы прошлого столетия, сообщает агентство Bloomberg. Вполне вероятно, что в этом году их будет еще меньше.Источник: Bloomberg.comНа фоне двукратного падения цен на нефть, компании в целях выживания сокращали расходы на разведку новых месторождений. Как результат в 2015 году было обнаружено 2,7 млрд. баррелей новых запасов, что является наименьшим показателем с 1947 года, согласно данным консалтинговой фирмы Wood Mackenzie Ltd. По данным на конец прошлого месяца в этом году было найдено только 736 млн. баррелей нефти.Общемировые расходы на разведку новых месторождений сократились со 100 млрд. долларов в 2014 году до 40 млрд. долларов в текущем, сообщает вице-президент Wood Mackenzie Ltd. Эндрю Латам. Забегая вперед, по его мнению, компании не увеличат данные затраты аж до конца 2018 года.За август текущего года было пробурено только 209 новых скважин, в 2015 году – 680, в 2014 году – 1167.Источник: Bloomberg.comДля обеспечения спроса нефтяным компаниям необходимо ежегодно инвестировать до 1 трлн. долларов, заявил CEO Royal Dutch Shell Plc. По его ожиданиям мировой спрос будет ежегодно увеличиваться на 1-1,5 млн. баррелей в сутки, в то время как предложение снижаться на 5%.Таким образом, мир в ближайшие несколько лет может столкнуться с существенным дефицитом нефти.http://investbrothers.ru/2016/08/30/oil_exploration/Другая статистика:Общемировое количество буровых вышек http://investbrothers.ru/world_rig_countДобыча сланцевой нефти http://investbrothers.ru/shale_oil/Баланс спроса и предложения на рынке нефти http://investbrothers.ru/баланс-спроса-и-предложения-на-рынке-н/ August 30, 2016 Oil Discoveries at 70-Year Low Signal Supply Shortfall Ahead http://www.bloomberg.com/news/articles/2016-08-29/oil-discoveries-at-a-70-year-low-signal-a-supply-shortfall-aheadExplorers in 2015 discovered only about a tenth as much oil as they have annually on average since 1960. This year, they’ll probably find even less, spurring new fears about their ability to meet future demand.With oil prices down by more than half since the price collapse two years ago, drillers have cut their exploration budgets to the bone. The result: Just 2.7 billion barrels of new supply was discovered in 2015, the smallest amount since 1947, according to figures from Edinburgh-based consulting firm Wood Mackenzie Ltd. This year, drillers found just 736 million barrels of conventional crude as of the end of last month.That’s a concern for the industry at a time when the U.S. Energy Information Administration estimates that global oil demand will grow from 94.8 million barrels a day this year to 105.3 million barrels in 2026. While the U.S. shale boom could potentially make up the difference, prices locked in below $50 a barrel have undercut any substantial growth there.New discoveries from conventional drilling, meanwhile, are “at rock bottom,” said Nils-Henrik Bjurstroem, a senior project manager at Oslo-based consultants Rystad Energy AS. “There will definitely be a strong impact on oil and gas supply, and especially oil.”Global inventories have been buoyed by full-throttle output from Russia and OPEC, which have flooded the world with oil despite depressed prices as they defend market share. But years of under-investment will be felt as soon as 2025, Bjurstroem said. Producers will replace little more than one in 20 of the barrels consumed this year, he said.Global spending on exploration, from seismic studies to actual drilling, has been cut to $40 billion this year from about $100 billion in 2014, said Andrew Latham, Wood Mackenzie’s vice president for global exploration. Moving ahead, spending is likely to remain at the same level through 2018, he said.Exploration is easier to scratch than development investments because of shorter supplier-contract commitments. This year, it will make up about 13 percent of the industry’s spending, down from as much as 18 percent historically, Latham said.The result is less drilling, even as the market downturn has driven down the cost of operations. There were 209 wells drilled through August this year, down from 680 in 2015 and 1,167 in 2014, according to Wood Mackenzie. That compares with an annual average of 1,500 in data going back to 1960.10-Year EffectTen years down the line, when the low exploration data being seen now begins to hinder production, it will have a “significant potential to push oil prices up," Bjurstroem said.“Exploration activity is among the easiest things to regulate, to take up and down," Statoil ASA Chief Executive Officer Eldar Saetre said Monday in an interview at the ONS Conference in Stavanger, Norway. “It’s not necessarily the right way to think. We need to keep a long-term perspective and maintain exploration activity through downturns as well, and Statoil has."The Norwegian company will drill “a significant number” of wells in the Barents Sea over the next two to three years, exploration head Tim Dodson said Tuesday at the same conference. Given current levels of investment across the industry and decline rates at existing fields, a “significant” supply gap may open up by 2040, he said.Oil prices at about $50 a barrel remain at less than half their 2014 peak, as a glut caused by the U.S. shale boom sent prices crashing. When the Organization of Petroleum Exporting Countries decided to continue pumping without limits in a Saudi-led strategy designed to increase its share of the market, U.S. production retreated to a two-year low.Global benchmark Brent advanced 0.6 percent to $49.57 a barrel at 2:12 p.m. in London on Tuesday.Price Spike“Considering the reduction in the prices, you have to be looking to every dollar you are spending,” Pedro Parente, CEO of Petroleo Brasileiro SA, said Tuesday in an interview outside Stavanger. "It can’t continue forever, because then what we’ll see is a spike in prices in the future.”Kristin Faeroevik, managing director for the Norwegian unit of Lundin Petroleum AB, a Stockholm-based driller that’s active in Norway, said it will take "five to eight years probably before we see the impact" on production from the current cutbacks. In the meantime, he said, "that creates opportunities for some.”Oil companies will need to invest about $1 trillion a year to continue to meet demand, said Ben Van Beurden, the CEO of Royal Dutch Shell Plc, during a panel discussion at the Norway meeting. He sees demand rising by 1 million to 1.5 million barrels a day, with about 5 percent of supply lost to natural declines every year.Less RiskPersistently low prices mean that even when explorers invest in finding new resources, they are taking less risk, Bjurstroem said. They are focusing on appraisal wells on already-discovered fields and less on frontier areas such as the Arctic, where drilling and developing any discovery is more expensive. Shell and Statoil, among the world’s biggest oil companies, abandoned exploration in Alaska last year.“Traditionally, it’s the big companies that have had the means to gamble, and they might be the ones that have cut the most,” Bjurstroem said.Overall, the proportion of new oil that the industry has added to offset the amount it pumps has dropped from 30 percent in 2013 to a reserve-replacement ratio of just 6 percent this year in terms of conventional resources, which excludes shale oil and gas, Bjurstroem predicted. Exxon Mobil Corp. said in February that it failed to replace at least 100 percent of its production by adding resources with new finds or acquisitions for the first time in 22 years.“That’s a scary thing because, seriously, there is no exploration going on today,” Per Wullf, CEO of offshore drilling company Seadrill Ltd., said by phone.