伊拉克北部石油生产商准备恢复采油

投资观察
Apr 08

周三凌晨,在伊斯坦布尔的Bijan Mossavar-Rahmani致电伊拉克库尔德斯坦的团队,要求他们重返工作岗位。破晓后不久,工人便出现在公司油田,为恢复原油开采做准备。

作为挪威石油生产商DNO的董事长,Mossavar-Rahmani管理的油田位于伊拉克北部半自治的库尔德地区。该公司是美以袭击伊朗后中东首个停产的石油生产商,如今有望成为最早恢复开采的企业。

DNO首先需与伊拉克国家石油营销公司解决销售物流问题。Mossavar-Rahmani预计数日内即可重启开采。此前工人正在检修现有油井并钻探新井,以便停火协议持续时能最大化产油量。公司已筑起混凝土墙防护油田——去年该地区曾遭无人机袭击。

"这些陆上油田能在短期内实现高效开采",Mossavar-Rahmani将之比喻为"双脚分别控制油门和刹车的法拉利"。即便停火破裂,当前能源价格高企使得短期开采仍有利可图——周三市场抛售背景下,十天产量足以创造可观收益。

DNO日均原油产量达8.5万桶,部分本地销售,其余经土耳其管道输往地中海。油田停运期间积聚的压力可能使复产初期的出油量超常。但与滞留在霍尔木兹海峡的原油总量相比,这不过是涓涓细流。

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