據(jù)鉆機(jī)地帶3月22日?qǐng)?bào)道，圖洛石油公司（Tullow Oil ）已經(jīng)完成了原本將西方石油公司在加納Jubilee和TEN油田的權(quán)益出售給科斯莫斯（Kosmos）能源公司的優(yōu)先購(gòu)買權(quán)。

交易完成時(shí)支付的現(xiàn)金對(duì)價(jià)為1.18億美元，反映了結(jié)算調(diào)整，資金來(lái)自資產(chǎn)負(fù)債表上的現(xiàn)金。

此次交易將圖洛在Jubilee油田和TEN油田的股權(quán)比例分別提高到38.9%和54.8%，并增加了約5000桶未對(duì)沖日產(chǎn)量。這相當(dāng)于每年4000桶/天。

這將該公司2022年的日產(chǎn)量預(yù)測(cè)提高到5.9萬(wàn)-6.5萬(wàn)桶油當(dāng)量，其中，Jubilee油田的日產(chǎn)量為3萬(wàn)-3.2萬(wàn)桶，TEN油田的日產(chǎn)量為1.3萬(wàn)-1.4萬(wàn)桶。剩余的1.6萬(wàn)-1.9萬(wàn)桶屬于圖洛投資組合的非運(yùn)營(yíng)部分，保持不變。

這一額外權(quán)益將圖洛2022年的資本支出預(yù)測(cè)增加3000萬(wàn)美元至3.8億美元，預(yù)計(jì)在2022年至2026年間按每桶75美元的價(jià)格計(jì)算產(chǎn)生約3億美元的增量自由現(xiàn)金流。

截至2021年12月31日，該交易使圖洛的凈儲(chǔ)量增加9%，相當(dāng)于2100萬(wàn)桶油當(dāng)量，按每桶75美元計(jì)算，預(yù)計(jì)稅后NPV 10估值為3.55億美元。

圖洛石油首席執(zhí)行官Rahul Dhir表示，我很高興這項(xiàng)重要交易已經(jīng)完成，我也很感謝加納政府，尤其是尊敬的能源部長(zhǎng)的持續(xù)支持，他在完成這項(xiàng)交易中發(fā)揮了至關(guān)重要的領(lǐng)導(dǎo)作用。這項(xiàng)交易突顯了我們對(duì)資產(chǎn)的信心，并實(shí)現(xiàn)了我們?cè)鲋岛透軛U率的目標(biāo)。

2021年10月中旬，西方石油公司宣布將以7.5億美元的價(jià)格將Jubilee和TEN股權(quán)出售給科斯莫斯能源公司和加納國(guó)家石油公司(GNPC)。

與科斯莫斯的交易價(jià)值5.5億美元，合同簽署后即完成，與GNPC的交易于原本預(yù)測(cè)2021年第四季度完成。

但事實(shí)并非如此，因?yàn)閳D洛在隨后一個(gè)月將西方石油公司在這兩個(gè)油田的權(quán)益出售給科斯莫斯能源時(shí)行使了優(yōu)先購(gòu)買權(quán)。

科斯莫斯還收到通知稱，PetroSA打算行使優(yōu)先購(gòu)買權(quán)。但這一進(jìn)程仍在繼續(xù)。

Jubilee油田橫跨加納近海Tano盆地的West Cape Three Points和深水Tano (DWT)區(qū)塊。Jubilee油田于2010年底首次投產(chǎn)，Tweneboa、Enyenra和Ntomme (TEN)油田于2016年投產(chǎn)。

郝芬 譯自 鉆機(jī)地帶

原文如下：

Tullow Increases Stakes In Ghana Offshore Fields

Tullow Oil has completed the pre-emption related to the sale of Occidental Petroleum’s interests in the Jubilee and TEN fields offshore Ghana to Kosmos Energy.

The cash consideration paid on completion was $118 million reflecting closing adjustments and was funded from cash on the balance sheet.

This transaction increases Tullow’s equity interests to 38.9 percent in the Jubilee field and 54.8 percent in the TEN fields and adds around 5,000 bopd of unhedged daily production. This equates to some 4,000 bopd on an annualized basis.

This increases the company’s 2022 production guidance to 59,000-65,000 bopd – of that, 30,000-32,000 is produced at bopd at Jubilee while 13,000-14,000 bopd is produced at TEN. The remaining 16,000-19,000 bopd belongs to the non-operated part of Tullow’s portfolio which remains unchanged.

This additional equity increases Tullow’s 2022 capital expenditure forecast by $30 million to $380 million and is expected to generate around $300 million incremental free cash flow at $75 per barrel between 2022 and 2026.

As of 31 December 2021, the transaction increases Tullow’s net 2P reserves by 9 percent which equates to around 21 mmboe, and has an estimated post-tax NPV 10 valuation of $355 million at $75 per barrel.

“I am delighted that this important transaction was completed, and I am grateful for the continued support of the Government of Ghana and, in particular, the Honourable Minister of Energy whose leadership has been paramount in getting to completion. This transaction underscores our confidence in the assets and meets our objectives of value accretion and deleveraging,” Rahul Dhir, CEO of Tullow Oil, said.

In mid-October 2021, Occidental announced it would be selling its interests Jubilee and TEN for $750 million to Kosmos Energy and the Ghana National Petroleum Corporation (GNPC).

The sale to Kosmos worth $550 million, closed upon signing and the sale to GNPC, was expected to close in the fourth quarter of 2021.

But it wasn’t to be as Tullow exercised its right of pre-emption regarding the sale of Occidental’s interests in the two fields to Kosmos Energy the following month.

Kosmos also received notice that PetroSA intends to exercise pre-emption rights for the sale. But that process is still ongoing.

The Jubilee field straddles both the West Cape Three Points and Deepwater Tano (DWT) blocks in the Tano Basin offshore Ghana. The first production from the Jubilee field came in late 2010 and from Tweneboa, Enyenra, and Ntomme (TEN) field in 2016.