據今日石油2021年5月16日報道，美國著名綜合性石油公司赫斯公司（Hess Corp.）最引人注目的資產仍然是其在圭亞那近海斯塔布魯克區塊的30%股份，自2015年以來，斯塔布魯克區塊已發現超過90億桶油當量的油氣資源。
到2025年前，圭亞那前4個開發項目——麗莎大油田1期、麗莎大油田2期、帕拉亞油田和耶洛泰爾油田——的石油日產量將超過80萬桶。每隔一兩年再開發一次，赫斯公司的石油產量就會繼續增長。
赫斯公司說，圭亞那的石油日產量可能在2030年前達到150萬桶。
The Value Portfolio估計:：“到2025年前，赫斯公司30%的股份將轉化為24萬桶/天的產量，股東的利潤為37美元/桶。”“這意味著到2025年，赫斯公司將從其資產股權中每年賺取32億美元的自由現金流，到2030年前，赫斯公司的自由現金流有很大潛力翻一番，并繼續增長。“對于一家市值近250億美元的公司來說，這是一個巨大的數字，并將帶來豐厚的股東回報。”
目前，赫斯公司擁有近19億美元的現金和55億美元的總流動資金。赫斯公司在布倫特原油60美元/桶的價格上對沖了15萬桶/天的原油，盡管最近的價格比這要高。根據The Value Portfolio，赫斯公司還擁有19億美元的資本支出預算，大部分用于長期高增長業務。
赫斯公司說，該公司日前在圭亞那Uaru井發現了高質量的石油，這個發現具有巨大的儲油層潛力。
The Value Portfolio 說，“赫斯公司是一家有價值的公司，擁有引人注目的資產組合。”“該公司擁有墨西哥灣和JDA/馬來盆地的資產，提供了合理的價值和偶爾的資產出售機會。與此同時，赫斯公司在美國巴肯頁巖盆地和圭亞那的斯塔布魯克區塊資產是其主要的長期增長機會。”
赫斯公司迄今在圭亞那海上業務上投入了超過25億美元。赫斯公司上月報告稱，2021年第一季度凈收入為2.52億美元。赫斯公司首席執行官約翰·赫斯表示：“我們將繼續成功地執行我們的戰略，以擴大我們的資源基礎，擁有較低的供應成本，并維持現金流增長。”
李峻 編譯自 今日石油
原文如下：
Hess Corporation’s most impressive asset is in Guyana
Hess Corporation’s most impressive asset remains the 30% stake it has in the Stabroek Block offshore Guyana where over 9 billion barrels of oil equivalent resources have been found since 2015.
The first 4 developments – Liza Phase 1, 2, Payara and Yellowtail – will be producing over 800,000 barrels of oil per day by 2025. Going forward another development every year or two will allow the company’s production to continue growing.
Hess says Guyana production could hit 1.5 million bpd before 2030
“The company’s 30% stake will turn into 240 thousand barrels/day in production by 2025 at a $37/barrel margin for shareholders,” The Value Portfolio estimates. “That means in 2025, the company will be earning $3.2 billion in annual FCF [free cash flow] from its asset stake, with significant potential to double by 2030 and keep growing by then. That’s massive for an almost $25 billion company and will enable strong shareholder returns.”
At present Hess has almost $1.9 billion in cash and $5.5 billion in total liquidity. The company has 150 thousand barrels/day hedged at $60/barrel Brent, although prices have been stronger than that recently. According to The Value Portfolio, the company also has as long-term high growth businesses.
Hess says high quality oil found at Uaru with potential for massive reservoir
“Hess Corporation is a valuable company with an impressive portfolio of assets,” The Value Portfolio said. “The company has Gulf of Mexico and JDA/Malay Basin assets that provide reasonable value and occasional asset sale opportunities. At the same time, the company’s Bakken Shale and Guyana assets represent major long-term growth opportunities.”
Hess plugs over three-quarter billion dollars more into Guyana offshore operations
The company reported last month a net income of US$252 million for the first quarter of 2021. “Our company continues to successfully execute our strategy to grow our resource base, have a low cost of supply and sustain cash flow growth,” CEO John Hess said at the time.
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