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Jama'a barkanmu da warhaka, barkanmu da warhaka zuwa ga Kamfanin Murphy Oil Corporation na Quarter Hudu na 2019.[Umarori Mai Aiki]
Ina so in mayar da taron ga Kelly Whitley, Mataimakin Shugaban kasa, Harkokin Masu zuba jari da Sadarwa.Da fatan za a ci gaba.
Barkanmu da warhaka, kuma muna godiya ga kowa da kowa da kuka zo da mu a wayar mu ta rubu'in samun riba a yau.Tare da ni Roger Jenkins, Shugaba da Babban Jami'in Gudanarwa;David Looney, Mataimakin Shugaban Kasa da Babban Jami'in Kuɗi;Mike McFadyen, Mataimakin Shugaban Kasa, Offshore;da Eric Hambly, Mataimakin Shugaban Kasa, Onshore.
Da fatan za a koma ga nunin faifai na bayanai da muka sanya a sashin Hulɗar masu zuba jari na gidan yanar gizon mu yayin da kuke bi tare da gidan yanar gizon mu a yau.A cikin lambobin samar da kiran na yau, tanadi da adadin kuɗi ana daidaita su don keɓance sha'awar da ba ta da iko a cikin Tekun Mexico.
Slide 1, don Allah a tuna cewa wasu daga cikin maganganun da aka yi yayin wannan kiran za a yi la'akari da kalamai masu zuwa kamar yadda aka ayyana a cikin Dokar Gyara Shari'a ta Masu Zaman Kansu na 1995. Don haka, ba za a iya ba da tabbacin cewa waɗannan abubuwan zasu faru ko kuma hakan zai faru. za a kai ga hasashe.Abubuwa iri-iri suna wanzu waɗanda zasu iya haifar da sakamako na gaske ya bambanta.Don ƙarin tattaunawa game da abubuwan haɗari, duba Rahoton Shekara-shekara na Murphy na 2018 akan Form 10-K akan fayil tare da SEC.Murphy ba shi da alhakin sabunta ko sake duba duk wasu kalamai masu zuwa.
Na gode, Kelly.Barka da safiya, kowa da kowa, da godiya da sauraron kiran da muka yi a yau.A kan Slide 2 a duk tsawon lokacin '19 mun sami nasarar aiwatar da shirin haɗin gwiwarmu na samar da kaddarorin masu nauyin mai don haɓakar adadin mu a cikin tsabar kuɗi, samar da mafi girman fahimtar dawowa da canza kamfani don ƙimar dogon lokaci yayin da muke ci gaba da dawo da jari zuwa masu hannun jari.
Jimillar babban jarin mu don -- jimlar yawan samar da mu na shekara ya kai ganga 173,000 daidai kowace rana tare da mai 60%, mun ga karuwar yawan samarwa daga kadararmu ta Eagle Ford Shale da kadarorin Gulf of Mexico kuma muna alfaharin kasancewa manyan kasashen Gulf guda biyar. Ma'aikacin Mexico.A zahiri, ana ci gaba da sayar da duk albarkatun man da muke hakowa a kan farashi mai daraja ga WTI, West Texas Intermediate, kuma a sakamakon haka, mun samar da dala miliyan 145 na tsabar kuɗi kyauta a cikin 2019. Muna amfani da waɗannan kudade ban da kuɗin da aka samu daga siyar da Malaysia ɗinmu. kadarorin da za su mayar da fiye da dala miliyan 660 ga masu hannun jari ta hanyar ci gaba da rabon kwata-kwata da gagarumin shirin siyan hannun jari.Mun yi imani Murphy a matsayin kamfani da aka canza tare da babbar dama a gaba yayin da muke ci gaba da haɓaka kadarorinmu na Eagle Ford Shale, Kanada da Gulf of Mexico tare da ƙwarin gwiwa daga shirye-shiryen bincikenmu a Gulf of Mexico, Brazil da Mexico.
Mafi mahimmanci, mun sanar a yau mun aiwatar da yarjejeniyar fahimtar juna tare da ArcLight Capital Partners, game da ikonmu na 50% a cikin tsarin samar da ruwa na King's Quay kuma muna aiki tabbataccen yarjejeniyoyin da suka shafi tarihi da babban birnin gaba don aikin, gami da maido da kusan $125. miliyan da aka kashe a cikin 2019. Don tattaunawa dalla dalla dalla dalla dalla dalla dalla dalla dalla dalla-dalla na 2020 babban shirin mu bayan nazarin kwata na hudu da cikakken sakamakon shekara.
Slide 3. Samar da kwata na huɗu ya kai kimanin ganga 194,000 a kowace rana tare da ƙarar ruwa 67%, tasirin samarwa ya haɗa da raguwar lokacin da ba a yi aiki da shi ba na ganga 1,900 daidai kowace rana a cikin Gulf da kuma daidai ganga 1,000 kowace rana a Terra Nova a cikin tekun Kanada, da kuma gudanar da raguwar lokaci mara shiri na ganga 1,500 kwatankwacin sabili da rashin aiki na kayan aikin karkashin ruwa a filinmu na Neidermeyer da ke Tekun Mexico.Wannan ya haifar da tasiri na kwanaki biyar a filin rijiyoyin guda uku kuma rijiyar daya ta rage har sai an kammala gyara zuwa kwata na biyu na 2020.
Game da Terra Nova, mun yi hasashen filin zai kasance ƙasa a cikin 2020 don magance sabuntawar kayan aikin aminci da kammala aikin bushewar da aka sanar a baya.Wannan yana haifar da kusan tasirin ganga 2,000 a cikin keɓaɓɓiyar samar da kayayyaki na Kanada zuwa Murphy na duk na 2020 da fiye da kwatankwacin 3,000 a kowace rana don kwata na farko na 2020.
Eagle Ford Shale, samar da aka mummunan tasiri da ganga 3,600 daidai kowace rana a cikin kwata na huɗu, saboda aiki mai kyau - da kyau workovers a kan high rate rijiyoyin da Catarina, kazalika da Sabuwar Gabas Tilden rijiyoyin yin kasa da tarihi Tilden rijiyoyin, amma samar da. kasa da hasashen da muka yi amfani da shi a cikin kwata.Gabaɗaya, samar da cikakken shekara na 2019 ya kai 173,000 daidai a rana ya ƙunshi ruwa mai kashi 67%, musamman adadin mai ya karu da kashi 14% daga cikakken shekara '18 zuwa fiye da kwatankwacin 103,000 kowace rana, saboda wani ɓangare na siyar da kadarorin Malaysian gassier. Bugu da kari na mai nauyi a cikin Gulf of Mexico samar.
Slide 4, tushen ajiyar mu ya kasance mai girma a cikin 2019 tare da siyan kadarori na Gulf of Mexico a wani bangare na kashe-kashe sayar da kadarorin Malaysia a tsakiyar shekara.Jimillar ajiyar mu da aka tabbatar a ƙarshen shekara ta 2019 sun kasance daidai da miliyan 800 a kowace rana tare da ruwa 57%.Kuma muna kiyaye rayuwar ajiyar kusan shekaru 12.Bugu da ƙari, mun haɓaka rarrabuwar ci gaban mu zuwa kashi 57% na jimlar ajiyar kuɗi daga 50% a cikin 2018. Gabaɗaya, adadin musanya ma'ajin mu na shekara guda shine 172%, yayin da farashin F&D na shekaru uku ke ƙasa da $13 a kowace BOE.
Na gode, Roger, da kowa da kowa barka da safiya.A cikin kwata na huɗu sakamakon Murphy ya sami tasiri sosai ta hanyar babban asarar dala miliyan 133 ba tsabar kuɗi zuwa kasuwa ba a kan shingen mai namu, wanda ya kai $56.42 akan ganga 45,000 a rana a wannan shekara.A zahiri, raguwar farashin mai a cikin kwanaki 30 da suka gabata ya kawar da wannan asarar gaba ɗaya, kuma a zahiri za mu sami kyakkyawan matsayi na kasuwa a ƙarshen kasuwanci a jiya kusan dala miliyan 56;akasari a sakamakon wannan asarar, mun sami asarar dala miliyan 72 a cikin kwata na huɗu ko kuma $0.46 mara kyau a kowane rabo.
Koyaya, lokacin da kuka daidaita don wannan asarar alamar-zuwa-kasuwa a cikin wasu ƴan abubuwa, mun sami dala miliyan 25 a cikin ingantaccen albashi ko $0.16 a kowace rabon da aka raba.Matsalolin da aka daidaita ba wai kawai asarar alamar zuwa kasuwa da aka ambata a sama ba, har ma da karuwar rashin kuɗi a cikin ƙimar la'akari da asarar da aka yi a farkon kashe bashi, duka ukun sun kai kimanin dala miliyan 138. bayan haraji.
Slide 6, babban ɓangaren dabarun Murphy shine yin aiki a cikin tsabar kuɗi tare da tsabar kuɗi da aka mayar wa masu hannun jari ta hanyar rabonmu na kwata.Kamar yadda kuke gani akan nunin faifan, mun sake samun ingantaccen tsabar kuɗi don cikar shekara ta 2019 har ma da manyan ma'amaloli da aka kammala a farkon shekarar.A cikin kwata na huɗu tsabar kuɗi daga ayyuka sun kai dala miliyan 336, yayin da ƙarin kadarori da farashin busassun ramuka suka zo a kan dala miliyan 335 wanda ya haifar da dala miliyan 1 cikin ingantaccen tsabar kuɗi kyauta.Zan lura cewa wannan ya biyo bayan la'akari da canjin babban aiki wanda ya haifar da tsabar kuɗi daga ayyukan da aka rage da dala miliyan 57.
A cikin kasafin kudi na shekarar 2019 a kan duka dala biliyan 1.5 na tsabar kudi daga ayyukan da aka ba da gudummawar dala biliyan 1.3 na ƙarin kadarori, ta yadda aka cimma kusan dala miliyan 145 na jimlar tsabar kuɗi kyauta na tsawon watanni 12.Kamar yadda aka sanar akan kiran mu na kwata na uku, mun kammala shirin dawo da hannun jari na dala miliyan 500 a watan Oktoba na 2019. Hakanan a cikin kwata, mun tsawaita bayanin balaga bashin mu tare da bayar da $550 miliyan na 5.875% manyan bayanan kula saboda 2027, kuma mun yi amfani da kudaden don ba da tallafi. da kuma sake siyan jimillar dala miliyan 521 na manyan bayanan kula a shekarar 2022. Ƙarfin kuɗin mu da kwanciyar hankali na ma'auni an ƙara misalta su ta hanyar lamunin net ɗin mu zuwa daidaitaccen rabon EBITDAX na shekara-shekara na sau 1.5 a ƙarshen kwata na huɗu.
Slide 7, dabarun Murphy na mai da hankali kan kadarori masu nauyi mai girma na ci gaba da biya shine kashi 95% na adadin man mu an sake siyar da su akan farashi mai ƙima ga WTI na kwata, har ma tare da ƙarfafa bambance-bambance a kasuwannin Gulf Coast.Babban mu na Eagle Ford Shale da kadarorin teku na Arewacin Amurka suna ci gaba da samar da sakamako mai ƙarfi tare da matakin filin EBITDA a kowace BOE na $31 da $30 kowace ganga a cikin kwata, bi da bi.Waɗannan manyan kadarori ne a bayyane kuma suna ci gaba da fitar da ƙaƙƙarfan tsabar kuɗin mu kowace shekara zuwa shekara.
Slide 8, mabuɗin dabarun Murphy shine ci gaba da dawo da kuɗi ga masu hannun jari ta hanyar tsayayyen rabonmu na kwata-kwata, tare da shirye-shiryen sayan hannun jari mai dabaru kamar shirin $500 miliyan da aka aiwatar a bara.Ana iya cimma wannan ta hanyar samar da tsabar kuɗi kyauta, wanda muka yi kowace shekara.A cikin dukkan Murphy ya mayar da kusan dala biliyan 4 na tsabar kudi ga masu hannun jari tun daga 2012 ta hanyar rabon riba da raba sake siyayya ba tare da fitar da daidaito ba.
Na gode David.Slide 9 yayin da muka fara shekara ta 70 a matsayin haɗin gwiwa muna matukar alfahari da tsauraran tsarin mulkin cikin gida, wanda ke tallafawa ayyukanmu cikin kwanciyar hankali na kuɗi gabaɗaya.Membobin Hukumarmu suna da gogewa sosai a cikin masana'antu, musamman tare da ayyuka a cikin HSE kuma tare da jagorar su da goyan bayan Murphy suna ci gaba da yin sana'a da martani ga al'amuran kare muhalli, wato kafa a cikin Kwamitin HSE har zuwa 1994, ƙirƙirar ƙwaƙƙwaran shirin biyan kuɗi na shekara-shekara dangane da muhalli da muhalli. aikin aminci shekaru da yawa da suka gabata, da bayar da rahoton dorewarmu na farko a cikin 2019. Murphy an gane ta ISS yana ɗaya daga cikin mafi girman maki na gwamnati kuma yana matsayi na 75% sama da matsakaicin takwarorinmu.
A kan Slide 10, Hukumar Gudanarwar mu a cikin Kwamitin HSE tare da jagorancin kamfanin sun kasance suna mai da hankali kan sauyin yanayi, aminci da sauran tasirin aiki akan muhalli, memba ne mai girman kai na haɗin gwiwar muhalli Murphy yana sa ido da kuma bin diddigin adadin zubewar gaggawa tare da hari na cikin gida, wasu daga cikinsu suna da alaƙa da diyya.Ana ƙarfafa ƙungiyoyi su yi tunani fiye da yiwuwar ba da shawarwarin yarjejeniyar mu don ayyuka masu dorewa kamar sake yin amfani da 100% na ruwan da aka samar a kadararmu ta Tupper Montney, gwada ƙarfin rage yawan iskar gas mai ƙarfi, na dogon lokaci tare da iskar gas ɗin da ke rura wutar famfo a duk faɗin mu. portfolio na bakin teku.Tare da sabon fayil ɗin mu, muna tsammanin raguwar 50% na hayaki daga 2018 zuwa 2020.
Yanzu matsawa zuwa Slide 12, Eagle Ford Shale.Tare da ƙarin rijiyoyi 18 da suka zo kan layi a farkon kwata na huɗu samar da matsakaicin ganga 50,000 daidai da mai 77%, wannan matakin samarwa yana wakiltar karuwar sama da 23% daga rubu'i na huɗu na '18.Duk da haka ganin cewa babu wani aiki da ya faru a cikin watanni biyun da suka gabata na shekara ana tsammanin raguwa a cikin kwata na farko, saboda ba za a sanya sabbin rijiyoyin yanar gizo sama da kwanaki 100 ba.Shirin 2019 na rijiyoyi 91 yana ba ƙungiyarmu ta bakin teku wadataccen titin jirgin sama don fitar da aikin hakowa da aikin gamawa, wuraren tace rijiyar, lokacin rigima da daidaita hanyoyin kammalawa.Sakamakon haka, matsakaicin kuɗin mu ya ƙaru zuwa ƙasa da dala miliyan 6 kowace rijiya.Tare da wannan matsakaicin aikin mu na EUR mai kyau yana ci gaba da haɓaka ban da gabaɗayan kewayon tsaka-tsakin tsaka-tsaki yana ƙarfafa sosai tun 2016.
Slide 13, tun lokacin da muka sami Kaybob Duvernay acreage a cikin '16, yanzu muna da rijiyoyi sama da 80 akan aiki a duk faɗin kadarar, samarwa ya kasance da gaske a cikin kwata na huɗu a daidai 9,000 a kowace rana tare da mai 55%.A cikin shekarar aikin rijiyar ya zarce yadda ake tsammani kusan kashi 20%, mun sami nasarori da dama na gudanar da aiki a yankin, tare da hakowa tare da kammala mafi ƙarancin tsadar mu a ƙasa da dala miliyan 6.3, haƙa rijiyar mafi sauri zuwa yau a cikin kwanaki 12 da hako rijiyoyin. mafi tsayi a gefe zuwa yau sama da ƙafa 13,600.A matsayin wani ɓangare na ci gaba da aiwatar da ci gaban mu Murphy ya fara amfani da bi-fuel don rage yawan hayakin iskar gas da farashin dizal a cikin Kaybob Duvernay, an riga an cimma wannan raguwar kashi 30% na hayakin wannan yanki.
Slide 14, kadararmu ta Tupper Montney ta samar da cubic ƙafa miliyan 260 a kowace rana a cikin kwata.Muna farin ciki game da sakamakonmu na 2019 mai kyau yayin da suke ci gaba da daidaitawa tare da nau'in nau'in nau'in 24 Bcf, karuwa daga yanayin da ya gabata na 18 Bcf a cikin 2018. Gabaɗaya, mun samar da ingantaccen tsabar kuɗi kyauta a cikin 2019 tare da matsakaicin farashin da aka gane. CAD 2.15 a kowace Mcf.
Slide 16 a cikin kasuwancin mu na Gulf of Mexico Murphy yanzu yana kan wannan sabon fa'idodin Fannin Fasha na Mexiko na tsawon watanni shida kuma a cikin kwata na huɗu wannan kasuwancin ya samar da kwatankwacin 82,000 a kowace rana akan ruwa 85%.A cikin kwata-kwata, mun kawo rijiyoyi guda uku a kan layi bayan kammala ayyukan haɗin gwiwa da aiki.Bugu da ƙari, kamar yadda na ambata a baya, mun aiwatar da yarjejeniyar fahimtarmu game da tsarin samar da ruwa na King Quay.
Slide 17, ayyukanmu suna tafiya kamar yadda aka tsara a cikin Tekun Fasha, a halin yanzu muna da wani dandamali na aikin hako rijiyoyin rijiyoyin guda uku a Front Runner da kuma wani jirgin ruwa mai aikin motsa jiki wanda ke gudanar da ayyukan aikin teku biyu na baya-baya, a farkon. nau'in 2020. Kamar yadda za mu yi dalla-dalla waɗannan ayyukan tare da wasu da aka jera a cikin faifan bidiyo suna kawo ƙarin kundin kan layi don dorewar ƙimar samar da mu na dogon lokaci kamar yadda aka bayyana a baya.Manyan ayyukan mu na dogon lokaci a Khalesi / Mormont da Samurai suna ci gaba da kyau tare da aikin injiniya na karkashin teku da kwangilar gini da aka bayar kwanan nan a ƙarƙashin kasafin kuɗi.
Slide 19, na farkon kwata na 2020, muna tsammanin samar da kwatankwacin 181,000 zuwa 193,000 a kowace rana don ƙididdige raguwar yanayi da kuma lokacin da aka tsara, gami da fiye da kwatankwacin 3,000 a kowace rana dangane da sauran Terra Nova a layi.Hasashen 190,000 zuwa 202,000 a kashi 60% na mai ana hasashen cikar shekarar 2020 bisa babban shirin na dala biliyan 1.4 zuwa dala biliyan 1.5.Daga cikin wannan adadin, an ware kusan dala biliyan 1.2 na kasafin kuɗin mu ga kadarorinmu da ke cikin Eagle Ford Shale da kuma teku.
Da kuma hada shirinmu na shekara-shekara, babban abin da muka fi mayar da hankali a kai shi ne samar da tsabar kudi da ya wuce kima don biyan rabonmu yayin da muka sami sabbin kadarori a cikin Tekun Fasha a shekarar 2019 akwai aiki guda daya zuwa magudanar ruwan St. Malo, babban jarin da ake bukata nan gaba kadan ana sa ran samar da haɓaka a cikin shekaru uku.Wannan aikin ya yi tasiri ga rabon jarin mu na 2020 yayin da sadaukarwar da muka yi don daidaita tsarin tafiyar da kuɗaɗen ya sa mu daidaita shirin mu don tabbatar da kare kwararar kuɗi.Wannan yana ba mu damar ci gaba da rabonmu na dogon lokaci kuma mu kula da kusan sau 1.5 bashi zuwa ƙimar EBITDA.
Slide 20, kamar yadda muka tattauna a cikin kwata-kwata da suka gabata shirin mu na shekaru biyar, Tekun Mexico yana samun matsakaicin samar da kusan 85,000 daidai.A cikin 2020, jimillar kuɗin mu na dala miliyan 440 yana samar da matsakaicin samar da cikakken shekara na 86,000 kwatankwacin kowace rana tare da rijiyoyi guda shida da ba sa aiki da su suna zuwa kan layi a duk shekara.Shirin aikin na 2020 shine haɗe-haɗe na rigingimun dandamali, abubuwan aiki da haɗin kai kamar yadda aka yi dalla-dalla a cikin faifan farko.Gabaɗaya, za su samar da kusan dala biliyan 1 na tafiyar da kuɗin aiki a wannan shekara.
Slide 21, dangane da tsakiyar jagorar mu na capex, ana sa ran kasafin mu na bakin teku zai zama dala miliyan 855 tare da kusan kashi 80% ana kasaftawa ga Eagle Ford Shale.Mun yi farin cikin ci gaba da ingantaccen shirinmu a cikin 2020 bayan mun rage yawan kashe kuɗi a cikin ƴan shekarun da suka gabata yayin da muke kula da tsarinmu na ladabtarwa don rabon jari.Rijiyoyin da aka sarrafa guda 97 da ke zuwa kan layi a wannan shekara an fi mayar da hankali ne a yankunan Karnes da Catarina.Bugu da kari, muna da matsakaita 24% sha'awar aiki da manyan rijiyoyi 59 da ba a sarrafa su da aka tsara za su zo kan layi har tsawon shekara, da farko a gundumar Karnes.
A cikin shekarar 2020, samar da Eagle Ford Shale ɗinmu yana ƙaruwa akai-akai kamar yadda aka tsara, ya kai matsakaicin kwata na huɗu na sama da 60,000 kwatankwacin kowace rana.Wannan haɓaka mai ma'ana mai ma'ana yana dawo da mu zuwa matakin da ba mu taɓa samu ba cikin shekaru da yawa.A Kaybob Duvernay, mun shirya kashe dala miliyan 125 don kawo rijiyoyi 16 da ake sarrafawa ta yanar gizo yayin da muke cika aikin hako ma'adinai a farkon shekara.Kaybob Duvernay yana aiki sosai a duk faɗin hukumar tare da sakamako na musamman a aikin hakowa da kammala aikin da aka samu.
A cikin babbar kasuwarmu ta Tupper Montney, muna ware dala miliyan 35 don kawo rijiyoyi biyar kan layi a wannan matakin na kashe rijiyoyin suna samar da tsabar kuɗi kyauta akan kusan CAD1.60 AECO farashin.Iyakantaccen kashe kuɗi a cikin kuɗin kuɗi kyauta a cikin wannan babban albarkatu an sanya shi da kyau a cikin fayil ɗin mu a matsayin wani ɓangare na buƙatun duniya don iskar gas a matsayin maye gurbin kwal na dogon lokaci da ƙarancin carbon nan gaba.
Slide 22, shirin mu na 2020 ya yi daidai da manufofin bincikenmu na dogon lokaci, muna shirin kashe kusan dala miliyan 100 da hako rijiyoyi hudu, wanda zai ba mu damar yin sama da dala miliyan 500 na ganga kwatankwacin albarkatun.A gefen Amurka na Tekun Fasha, muna riƙe da kashi 12% na sha'awar aiki mara amfani a rijiyar Dutsen Ouray.Ana sa ran wannan haƙiƙa za ta yi girma a ƙarshen kwata na biyu.Mun yi farin ciki sosai game da shirinmu na rijiyoyin biyu a Mexico;na farko, mun yi shirin spud Cholula Appraisal da kyau biye da sabon fatan da aka yi niyya ga rijiyar gishiri ta farko a Mexico da ake kira Batopilas.Duk rijiyoyin biyu suna da dabara a cikin shirye-shiryenmu na gaba da kuma Mexico mai nisa.A Brazil muna ci gaba da balaga da dama da dama, da kuma shuka - kuma tsarawa yana gudana.Abokin aikinmu yana tsammanin za a yi rijiyar farko a farkon 2021.
Slide 23, yayin da kuke duba shirye-shiryenmu a cikin 'yan shekaru masu zuwa, na yi imani za mu iya samar da kusan dala biliyan 1.4 na tsabar kuɗi kyauta bayan rabon mu, yayin da muke isar da kusan kashi 5% na CAGAR, duk yayin da muke kiyaye nauyin 60% na mai.Za mu cimma wannan ta hanyar ware kusan dala biliyan 1.3 na babban birnin kowace shekara tare da wannan 1.4% zuwa 1.5% kasancewa shirin a cikin 2020, ana tsammanin zai zama mafi girman shekarar kashe kuɗi.A cikin shekaru biyar masu zuwa, kadarar mu ta Gulf of Mexico za ta kula da matsakaicin samarwa na shekara-shekara na kusan 85,000 kwatankwacin kowace rana, kuma Eagle Ford Shale a halin yanzu ana hasashen samun 10% zuwa 12% samar da CAGAR.Kamar yadda muka tsara kashe dala miliyan 100 na jari da bincike a duk shekara, wanda ya ba mu damar hako rijiyoyi uku zuwa biyar a kowace shekara.Na tabbata za ku yarda wannan shiri ne mai ma'ana na shekaru da yawa.
Slide 24, yayin da muka shiga shekara ta 70 a matsayin kamfani Murphy Oil yana da matsayi mai kyau na gaba bayan ya fito da wani shekara na babban jimlar yawan masu hannun jarin dawowar masu hannun jari, idan aka kwatanta da takwarorinmu mun sami matsayi na kashi 95 cikin 100 na yawan masu hannun jari. a cikin shekaru uku da suka gabata.Sabuwar fayil ɗin mu da aka canza tare da bincike sama da sama yana da ci gaba da ikon isar da tsabar kuɗi kyauta sama da ƙimar rabon mu.
A cikin rufewa, Ina jin mun sami nasarar yin babban canji yayin da muke canza Murphy zuwa kamfani mai mayar da hankali kan Yankin Yammacin Duniya.Wannan ya sanya mu don ƙirƙirar ƙima na dogon lokaci.Ina alfahari da kasancewa ɗaya daga cikin zaɓaɓɓun kamfanoni don samar da tsabar kuɗi kyauta da kuma dawo da rabon rabon-- gagarumin rabo ga masu hannun jarinmu a yau.Kuma muna da keɓantaccen iyawa don ƙirƙirar juzu'i ga masu hannun jarinmu tare da ci gaba da shirye-shiryen bincike dabaru.Muna ba da jari ga manyan kadarori masu nauyi na mai don samar da ci gaba mai riba, muna yin duk wannan tare da sanya ido kan hanyoyin ci gaba da aiki mai dorewa a nan gaba.
Na gode.'Yan uwa, yanzu za mu fara zaman tambaya da amsa.[Umaroriyar Mai Gudanarwa] Tambaya ta farko ta fito ne daga Brian Singer daga Goldman Sachs.Da fatan za a ci gaba.
Tambayata ta farko ita ce a kan Eagle Ford Shale, ka haskaka a daya daga cikin nunin faifai, Slide 12, kuna tsammanin - ko kuma kun ga mafi girma EURs daga rijiyoyin da aka haƙa a 2019. Kuma na yi mamakin ko za ku iya magana da abin da kuka yi. tsammanin yana cikin 2020 da 2019 daga jimlar a hangen EUR mai.Abin da kuke gani a matsayin juzu'i tare da kasada na kasada don cimma hanyar ci gaba wanda zai tura samarwa zuwa 60,000 BOE a rana a cikin kwata na hudu?
To Brian, za mu ga ci gabanmu na hakan ban tabbata ba akan yanayin da muka samu a baya, muna ganin wannan yana ɗan ingantawa tare da fasahar frac da manyan ci gaba da ƙungiyarmu ta yi.Hakanan wannan shekara shine kawai shirin daban-daban fiye da na bara mafi nauyi a Karnes da Catarina kuma ƙasa da yankin Tilden inda muka sami wasu matsaloli a cikin kwata na huɗu.Amma yankin Tilden ba komai bane a tare da shi kwata-kwata, ra'ayin cewa waɗannan rijiyoyin Tilden suna aiki sosai sama da Yuro da muke da su a cikin wuraren ajiyar mu da ba a haɓaka ba sannan kuma shirinmu na dogon lokaci, kuma muna kiyaye wannan matakin sannan ya tafi. komawa zuwa matakin da za mu samu a cikin shirin dogon lokaci a kan iyakataccen adadin rijiyoyi a cikin kwata na hudu.
Batun rabon jari shine sabon babban abokin tarayya na BPX, wanda ke aikin hakowa sosai bayan siyan BHP a yankin Karnes tare da wasu kyawawan abubuwa - ƙananan rijiyoyin Eagle Ford Shale da wasu rijiyoyin Austin Chalk masu kyau.Don haka suna maye gurbin babban rabonmu na yau da kullun zuwa Tilden da kuma cewa muna hakowa mafi mahimmanci a wannan shekara da bayanin haɗarin gaba ɗaya fiye da shekarun da suka gabata a Tilden inda ba mu hakowa shekaru da yawa ba.Don haka muna da kwarin gwiwa wajen ganin mun cimma hakan saboda muhimmancin shirinmu na rashin aiki da kuma wani babban shiri wanda ba ya aiki a cikin kwata na hudu wanda a bana muka yi takaitaccen kashe kudade a cikin watanni biyu da suka wuce har zuwa yau a Eagle Ford. , Brian.
Mai girma.Na gode.Sannan na biyu tambayoyi biyu ne a bakin teku.Za ku iya magana da yanayin da kuke gani a gefen farashi da juye-juye tare da kasada a can?Sannan daban-daban gane lokacin raguwa da rashin daidaituwa shine al'ada na yau da kullun na aiki a ko'ina, musamman a cikin teku, amma shin za ku iya magana game da yadda kuke yin ƙasa da ƙasa a cikin jagorar 2020 da aka ba wasu abubuwan da muka gani anan kwanan nan?
To, a cikin hoton cikin gari akwai nau'ikan raguwar lokaci guda biyu a cikin yanayin teku, akwai raguwar lokaci da ke da alaƙa da ci gaban da ba a tsara ba wanda ke faruwa da ku lokaci zuwa lokaci.Muna da yawanci kuma muna da wannan shekara na izni na 5% a cikin hanyoyin samar da mu don raguwar lokacin da ba a shirya ba ko kuma jimlar lokacin raguwar kasuwancinmu.A zahiri a cikin 2020 muna da ƙarancin shirye-shiryen raguwa da mafi girman alawus, idan aka kwatanta da shekarun baya na lokacin da ba a shirya ba.To, yana da wuya a iya hango ko hasashen a wani lokaci, Brian su ne inji yanayi da cewa faruwa a kan da kyau kamar subsea malfunction na wadannan sababbin kadarorin, kamar yadda na ce a baya a yau mun mallaki wadannan kadarorin na tsawon watanni shida da na'ura ya karye, idan ka so ko wani Ikon cibiya da na'ura mai aiki da karfin ruwa layukan kuma dole ne mu karkatar da wancan kuma mu gyara shi, wadanda ke da wahalar sanyawa cikin wannan matakin kuma abu ne da ba kasafai ke faruwa ba.
Amma daga hangen nesanmu na cikin gari gabaɗaya muna da wannan maƙasudi kuma wannan shine abin da muka saba yi da abin da muka saba gani a wajen abubuwan da suka faru na lokaci ɗaya.Kuma yayin da muka fahimci tsarin karkashin teku da kyau, mun yi imani muna da hakan a wannan lokacin kuma muna da wannan annabta da gaba gaɗi.Hakanan a cikin wannan lokacin 5% yana da kyau ga shekara ta, Brian sama da kwanaki 365 an haɗa da -- uzuri na samar da sifili na kwana bakwai a cikin Gulf don guguwa yawanci ganga a cikin Gulf ba su taɓa kashe gaba ɗaya ba, Ba zan iya tunawa da lokacin da aka daina keɓance yankin Gulf gaba ɗaya ba, saboda muna da tsarin bututun mai daban-daban a fannoni daban-daban na aiki.Kuma ina jin cewa yana da haɗari daidai.
Kuma sauran hadarin da muka sanya a cikin wannan, cewa mahimmancin kamar ma'aunin ganga ɗin ku shine kadarar Terra Nova yakamata a samar har zuwa Mayu kuma ku shiga cikin busasshen ruwa na wata shida kuma ku dawo cikin Oktoba kuma saboda yanayin da ba a sani ba a can. ya ci gaba ya sanya hakan a matsayin sifili.Don haka da hakan zai canza tattaunawarmu ta farko game da samarwa, a matsayin sabon bayani, idan wannan ya faru ne kawai a ranar 19 ga Disamba.Don haka ina tsammanin muna da wannan da kyau, zaku iya rage sifili, Brian.Sa'an nan kuma mun sanya wannan a ciki kuma muna da ikon sarrafa lokacinmu tare da bayanai masu yawa a cikin Gulf da dogon gogewa kuma yanzu watanni shida na koyon sababbin tsarin tekun da muka saya kuma muna jin dadi da abin da muke da shi.
A matsayin halin kaka, Brian.Za a sami karuwar farashin rana a cikin dogon lokaci.Muna da wannan siffa a cikin tsare-tsaren mu.A gaskiya ba na son in tattauna farashin da muke da shi akan rigs daban-daban.Amma ba shakka wannan zai ƙara da cewa, za mu buƙaci ƙarawa Ina tsammanin ga masu samar da wannan sabis ɗin, muna ganin ƙasa da kasafin kuɗi akan kayan aikin teku da shigarwa na teku, wanda ke shawo kan mafi yawan hakan kuma muna ci gaba da samun ingantaccen aiki a kan. manyan jiragen ruwa na haƙora waɗanda ke wucewa a cikin kowane lamari na gaske game da ƙimar rana ɗaya yana ƙaruwa yayin da yake kusan kwanaki akan wurin a ƙarshen rana, kuma nau'in aikin da muke da shi a Khaleesi / Mormont an saita shi ne kawai don waɗannan rigs na ayyuka biyu da suka haɗa da. , kammalawa da hakowa lokaci guda - ayyuka na lokaci guda, kuma ban damu da tsadar kayayyaki a cikin kasuwancinmu ba a wannan lokacin.Kamar yadda na ga yadda ya dace yana cin haɓakar ƙimar rana kuma ni a halin yanzu, lokacin da muke yin tayin wasu kayan aiki, yana raguwa a kasuwancinmu na teku.
Da, Roger.Ina mamakin ko za ka iya -- eh, barka da safiya, yallabai.Ina mamakin ko za ku iya yin karin haske kan faffadan tsarin sa hannun jari na King's Quay.Jama'a kuna da ma'auni mai ƙarfi mai ƙarfi sosai.Ina mamakin dalilin da yasa wannan muhimmin manufa ce mai mahimmanci don aiwatarwa.Kuma watakila taimaka mana da yadda sharuɗɗan zasu iya kama?
Zan yi la'akari da mafi ƙaƙƙarfan yanayin dabarun mu da muka yi shi ne kawai iyawa, ka sani, an mai da hankali kan daidaiton tsabar kuɗi.Abu daya da za a sani game da irin waɗannan yanayi na tsakiyar rafi duk Malaysia an yi su ta wannan hanya.Duk kayan aikin Thunder Hawk a cikin Gulf an yi su ta wannan hanya.Dukkan kasuwancinmu ana yin su ne ta hanyar babban rafi na tsakiya wanda wani ya mallaka.Mun gudanar da wannan hanya na dogon lokaci kuma wannan ci gaba ne na wannan shirin.
Ba za mu iya bayyana adadin kuɗin da muke biya a duk faɗin wannan wurin ba, zan yi la'akari da mafi kyawun matsakaicin matsakaicin rafi, idan kuna so, daidaita abin da takardar ma'auni ɗin mu yayin da kuka kawo hakan ya rage ƙimar, saboda mun bambanta. Haɗarin bashi da sauran jama'a na iya shiga cikin wannan kasuwancin, ya zama batun ambaliyar ruwa ta St. Malo ta shigo cikin rabon babban birnin mu, wanda muhimmin aiki ne na dogon lokaci, yana aiki sosai.Kuma me za mu yi a cikin shekaru uku masu zuwa tare da wannan dala miliyan 300 na jari da kuma kula da CAGAR da ci gaban da muke da shi kuma mun nemi kuɗi har yanzu - taimakon kuɗi akan wannan ɓangaren na aikin.
Project har yanzu wani gagarumin adadin babban birnin kasar a gare mu da kuma cewa mun yanke shawarar daukar mu mallaki a cikin wannan da kuma kudi form cewa fita, idan ka so, kuma ina matukar farin ciki da hakkin da muke da shi ta halitta, Ba zan iya bayyana cewa kamar yadda. zai faɗi abin da zan biya don tsakiyar rafi nan gaba ko abokin tarayya yana son hakan.Amma gabaɗayan opex ɗinmu na kamfaninmu idan wannan ya zo kan layi, za mu kasance ɗan wasa tara ko ƙasa da tara kuma ina ji daga mahangar gabaɗaya, ba za a ga wannan a cikin kuɗin kuɗi ba.Sannan kuma zan kara da cewa kudaden da ke cikin wannan rafi na shirin namu mai nisa ya zarce adadin da muke da shi.Don haka naji dadin wannan duka, Arun.
Lafiya.Kuma bibiyata, Roger, yana kan ƙirar, Ina mamakin, idan za ku iya taimaka mana yin tunani game da yadda mafi girman ayyukan aiki a cikin Tekun Mexico da yuwuwar Eagle Ford zai yi tasiri ga jagorar LOE na 2020?Ina mamakin ko za ku iya ambaton tunanin ku game da karya farashin mai a cikin '20 don rufe capex da kuma rabon?
Lafiya.Daga hangen nesa, Ina tsammanin opex ɗinmu zai kasance kusan daidai wannan shekara kamar yadda muka sami aiki.Opex din mu a cikin kwata na hudu ya kusan dala $3 sakamakon wani aiki guda daya da muka gudanar ta hanyar kashe kudi a rijiyar mu ta Chinook, ba shakka ana samun rijiyoyin ta yanar gizo akan ganga 13,000 kwatankwacin kowace rana, kusan dukkan mai.Kuma ina tsammanin aikin da muke da shi a nan, muna da ƙananan sha'awar aiki a ɗaya daga cikin ayyukan aiki, kuma ban ga cewa kasancewa babban direba ba ne don bambanta jimlar opx na shekara, amma za ku iya samun karuwar kwata kamar yadda waɗannan rijiyoyin. yawanci ana yin su a cikin kusan wata ɗaya ko biyu na aiki kwanaki 45 na yau da kullun.Don haka hakan na iya zama billa a cikin kwata, amma gabaɗaya opex ɗinmu na shekara a matsayin jimlar kamfani da kasuwancin mu na Gulf of Mexico yakamata a dore.
Daga hangen nesa, kuna ɗaukar tsakiyar jagora a cikin capex ɗinmu, wanda tabbas shine burinmu.Har ila yau, a bara, mun ci wannan burin kuma muna ƙarƙashin wannan burin daga kashe kuɗi na tsabar kudi a kan bayanin tsabar kuɗi, kuma zan kawai - muna kan wannan burin bisa ga ƙima, wanda ba haka ba ne. tsabar kudi a wannan lokacin, ba shakka, ba burinmu ba ne don amfani da sama cewa muna da kewayon abubuwan da za su iya faruwa, kuma yanzu wannan farashin mai a fili ba zai iya wuce tsakiyar tsakiya ba.Idan muka kalli tsiri a yau tare da tasirin ƙwayoyin cuta na baya-bayan nan akan farashin mai, tabbas za mu buƙaci $ 55 babu matsala, amma idan kun kalli tsiri na yanzu, tabbas za mu shiga cikin ƙaramin ƙarshen jagorar capex na mu. Dala biliyan 1.4 zuwa $1.45 na tsakiya kuma ku shiga tsakiyar hakan don cimma nasarar rufe rabon.
Kuma idan muka yi haka muna da wasu damammaki waɗanda bai kamata su yi tasiri ga samarwa ba dangane da wasu lokuta a sassa daban-daban na kamfanin waɗanda suka fi son bayyanawa a wani lokaci.Amma burinmu shi ne mu rufe shi;Manufarmu ita ce mu yanke shi idan muna bukata, kuma mu tuna da wannan, ba shakka, shingenmu kamar yadda Dauda ya ambata a baya yana taimaka mana a wannan batun kuma yana cikin abin da na faɗa.Don haka matsakaicin $ 55 WTI na shekara, wanda har yanzu ina tsammanin ana iya samun nasara sosai.Ba matsala ko kadan.Kuma a cikin duniya 53, kuna magana ne kawai game da dala miliyan 20, dala miliyan 30 na capex don magance wannan, Arun.
Kai, barka da safiya.Ina so in bi-bi kadan a kan Eagle Ford a nan, tabbas kun lura cewa kuna da ɗan gajeren lokaci a cikin kwata na huɗu, kawai kallon jagorancin kwata na Eagle Ford na farko, yana kama da ƙasa da kusan 15% da 4Q.Na san kun yi magana da yawa game da lokaci mai kyau.Kawai son irin samun fahimtar ko akwai kuma ci gaba workovers a farkon kwata na '20, irin, tasiri cewa samar da sa'an nan watakila za ka iya kawai magana kadan game da wannan samar, irin, cadence ko'ina. shekara.Na san kun ambaci 60,000 a cikin kwata na huɗu, shin ya kamata mu ga kyakkyawan tsayin daka a cikin 2Q da 3Q, don haka watakila kawai ku taimaka mini kaɗan akan wasu jagororin kan Eagle Ford anan?
Godiya.Leo.Don haka a cikin kwata na huɗu, mun sami ɗan tasiri daga ƙarin aiki mai kyau akan rijiyoyin mafi girma fiye da na yau da kullun lokacin da muke da irin aikin gyaran ɗagawa na wucin gadi na yau da kullun a fadin Eagle Ford, mun ga irin wannan matakin na aiki, amma mun sami ƙarin raguwa. dangane da rijiyoyin da suka fi girma fiye da ganga 300 zuwa 400 a rana, maimakon rijiyoyin 40, 50, 60 a rana.Don haka wannan ya kasance wani ɗan ƙaramin abu.Mun yi da wasu sababbin rijiyoyin zo online a watan Satumba a Catarina cewa yana da adalci bit of downtime da muka fita da kuma aikata wasu yashi tsabta fitar da aiki a kan wadanda, wadanda rijiyoyin da yanzu duk amma game da daya ya koma al'ada samar rates.Don haka daga wannan aikin da ake yi a Catarina, wataƙila muna ganin kusan ganga 500 ko 600 a rana na tasirin tasirin hakan yayin da muke kan tafiya cikin Janairu.Sauran filin yana cikin layi kamar na al'ada.
A cikin rijiyoyin Gabas Tilden, wanda Roger ya yi hasashe bai cika hasashen hasashen mu ba, amma ya zarce tsammanin da ake tsammani daga rijiyoyin daga 2015 da baya.Waɗannan rijiyoyin sun yi tasiri ga kwatanmu da ɗan ganga sama da 700 a kowace rana.Tasirin hakan a farkon shekarar 2020 kusan ganga 1,000 ne a rana, kuma tasirin zai ragu cikin shekara.Don haka muna ganin an ɗan wuce gona da iri a farkon shekarar.Muna sa ran samun raguwar dabi'a a cikin Eagle Ford tare da cikar rijiyar mu, galibi a cikin Satumba da Oktoba na shekarar da ta gabata, sabon isar da rijiyar mu ta kan layi a bana, aiwatar da aikin hakowa da kammala aikinmu yana tafiya sosai.Muna da shirin rijiyoyin da ke zuwa kan layi wanda a cikin rubu'in farko ya yi kama da yadda yake a farkon kwata na 2019. Sannan kuma a ɗan jira kaɗan a ƙarshen kashi na biyu na rijiyoyin Karnes da ke aiki a kan layi.Don haka yana dan kadan daga baya ramp-up na sababbin rijiyoyi a cikin kwata na biyu sannan ka ga a cikin 2019. Amma sai wani karfi mai karfi na sauran shekara tare da karin rijiyoyin IP mafi girma a Catarina da Karnes suna ba da gudummawa a ƙarshen kwata na biyu da kwata na uku da kuma babban tura rijiyoyin Karnes marasa aiki a cikin kwata na huɗu na 2020.
Lafiya.Launi mai taimako sosai.Don haka tabbas yana jin kamar yana da kyau baya rabin nauyi akan haɓakar Eagle Ford a cikin '20 anan.
Zai kasance haka koyaushe, Leo.Lokacin da kuka daina kashewa a ƙarshen shekara zuwa babban babban lodi na gaba, wanda zai zama abin gama gari a Shale.Mu ba Murphy kawai ba ne.Yana da wuya a yi shi haka.
Shirin mu a cikin 2020 yana da rijiyoyi 14 da ke zuwa kan layi a ƙarshen ƙarshen shekara a Karnes.Don haka muna da ingantaccen isar da rijiyar a cikin 2020, idan aka kwatanta da 2019. Don haka ya kamata mu fita daga shekara a kan babban maimakon a kan yanayin ƙasa tare da raguwar yanayi.Dan haka kallo kadan na bana na shirin mu.
To, wannan yana da kyau launi don tabbatar.. Kuma ina tsammanin, kawai ya so ya bi-bi kadan a kan irin nau'in shekaru biyu masu zuwa dangane da yadda kuke tunani game da hangen nesa.Na san kun ce 2020 shine mafi girma ga capex, Ina nufin, yana kama da irin wannan ya sauko a nan, kun sani, cikin '21.Na san ku mutane sun yi magana game da BOE 85,000 kowace rana a cikin Gulf of Mexico.Amma kamar yadda na kalli nunin faifan ku kuma na ga wasu jaddawalin ƙulla-ƙulla.Kawai son samun ma'ana, ya yi kama da babu rijiyoyi da yawa a cikin Gulf da ke zuwa har zuwa ƙarshen shekara a cikin '21.Don haka ya kamata mu sa ran samar da Gulf zai ragu kadan a cikin '21 sannan ya haura da yawa a cikin' 22 Khalesi da Mormont sun zo kan wani abu da za ku iya faɗi game da hakan?
A wannan shekara, zai zama babban alamar samar da ruwa a cikin shekaru biyu masu zuwa a cikin Tekun Fasha, amma ba a kusan samun raguwa sosai ba, daga cikin rijiyoyin rijiyoyin kyawawan rijiyoyin rijiyoyin ne idan kun gan su akan wannan ginshiƙi kuma ba a bayyana su anan ba.Rijiyoyin da ba na op ba, don haka Kodiak ne kawai wanda muke jin daɗin babban sha'awar aiki a can, ɗayan mafi fa'idodin fa'idodinmu tare da kyawawan kyaututtuka masu ban mamaki.Ƙarfin gwiwa sosai a matsakaicin wannan, zan ce babban birnin da za a isar da wannan tabbas yana ƙarƙashin jagorar da ta gabata.Kuma muna da manyan rijiyoyi masu zuwa a nan a cikin wannan jeri da kuma a cikin waɗanda ba a yi ba a St. Malo da Kodiak da kamar -- da Lucius ma.Don haka ba a bayyana abin da ba na op ba a nan, amma yana da kwarin gwiwa game da bayanan samar da mu na dogon lokaci na wannan burin 85 da ƙasan capex zuwa ƙarshen lokacin tsarawa.
Na samu, Ok.Don haka, a, yana jin kamar akwai adadin wasu rijiyoyin kawai a cikin nunin faifai waɗanda za su taimaka wajen cika wasu daga ciki.To wannan yana da ma'ana.
Kuma waɗannan rijiyoyin suna da haɓaka sosai, Leo, tare da sha'awar aiki iri-iri, amma waɗannan rijiyoyi ne masu tsada waɗanda muke hulɗa da su anan.
Lafiya.A'a, hakan yana taimakawa.Kuma ina tsammanin watakila kawai a ƙarshe akan binciken.A kan Slide 22 ɗinku, kawai kuna son ganin ko mun sami ɗan ƙara launi kan wasu abubuwan da za su taso daga baya a cikin shekara dangane da abin da kuke tunanin zai iya kasancewa a Batopilas ko rijiyar da za ku zama Ni Gwajin gwaji a farkon '21 a Brazil, kawai ƙoƙarin fahimtar wane irin babban makasudin murmurewa ne a cikin rijiyoyin?
Da kyau, ina nufin mu - don bayyana irin waɗannan batutuwa na buƙatar yarda da yawa, da yawa abokan tarayya don haka ba mu da a nan.Ina nufin, yawanci a cikin Gulf of Mexico, za ku yi tsammanin a cikin binciken da kyau ya zama ganga miliyan 75 da dama iri, waɗancan sune abin da koyaushe muke niyya a can.A yankinmu na Cholula a Mexico, mun sami wani bincike a can a bara an bayyana shi, kuma wannan matsayi ne mai kyau tare da mai mai kyau wanda yake - yana da fa'ida idan kuna so, kuma muna buƙatar cire wannan tsarin zuwa cikin tafki mai kauri a daya daga cikin rijiyoyin, wanda ba shi da matakin ruwa a shiyyar, da kuma cewa mun yi ayyukan girgizar kasa da yawa a can da kuma wata dama ta kusa tare da kyakkyawar amsa girgizar kasa ga dukkan tsarin rijiyar Cholula. .Kuma a cikin irin wannan yanki daga rijiyar da kuma damar da ke kusa da ita, zurfin shekaru iri ɗaya na gaba, idan kuna so, waɗannan nau'ikan nau'ikan ganga miliyan 100 ne waɗanda muke ɓata a cikin wannan kyakkyawan yanki.
Don haka muna da kasuwanci guda biyu a Mexico a yanzu, ɗayan shine tsakiyar Miocene ƙaramin yanki na ƙulla ganga miliyan 100 a arewa maso gabas na binciken Talos wanda zamu iya ƙarawa cikin sauƙi da ƙari ga kamanceceniya da abin da muke yi a cikin Tekun Fasha.Kuma akwai rijiyar Batopilas wata babbar rijiya ce wacce ta haura dala miliyan 160 kwatankwacin girmanta kuma babban tsarin Miocene ne a karkashin gishiri.Sabili da haka waɗanda damar, kuma ba shakka, mu Sergipe-Alagoas kwandon shara, muna ba bayyana girman wadanda damar, wanda za ka iya tsammani wani abu kamar cewa tare da abokin tarayya cewa dole ne mu zama quite manyan.Kuma da fatan waɗanda suka kasance manya kuma a can za ku tafi tare da sama da 500 kuma wannan shine abin da za mu iya faɗi game da shi.Har ila yau, wata rijiya mai kyau a cikin Gulf 75, muna taɓa ɗanɗano kaɗan, kusa da 100 da ƙari a cikin Tekun Fasha - a cikin yankin Mexico tare da irin wannan nau'in tsadar rijiyoyi [Ba a iya tantancewa], bi da rijiyoyi, a zahiri.Sannan babbar dama a nan gaba a gare mu a Brazil wacce muke matukar farin ciki da ita.Amma suna da iyakancewar bayyanawa a wannan lokacin.
Tambayoyi biyu, Ina tsammanin kasuwa ba ta cika godiya ga fa'idar St. Malo da gaske ta buga '24 timeframe.Shin za ku iya kawai, irin, magana game da yadda samarwa ke kama da zarar ya zo kan layi a cikin '23 sannan kuma ta yaya wannan ke gaba da tsawon lokacin - tsawon waɗannan kundin a cikin tsarin?
Barka da safiya, Gail.St. Malo ya zo a ƙarshen '23 farkon' 24 nau'in kololuwa, yana ƙara sama da ganga 5,000 a kowace rana zuwa tashar yanar gizon mu ta teku kuma yana ƙara kusan ganga miliyan 32 na hannun jarinmu da babban NPV, NPV a cikin $ 150 miliyan zuwa $ 160 miliyan. tare da kusan kashi 18% zuwa 20% na dawowar man fetur dala 55.Don haka yana da mahimmanci kuma yana zuwa a lokaci mai kyau don fayil ɗin mu na teku.
Mai girma.Kuma a kan 2019 Gulf of Mexico yana da wasu bambance-bambancen lafiya.Shin za ku iya samar da wasu launi kan yadda kuke kallon bambancin GOM a cikin 2020?
Ee, Ina tsammanin cewa bambancin hoto a cikin Gulf ya kasance mafi kyau fiye da yadda aka yi hasashe daga hangen nesa na IMO 2020 wanda da gaske bai kasance babban tasiri ba.Bambance-bambancen sun yi ƙasa da yadda suke a sassan '19.A yau, a cikin kasuwancinmu na Mars inda muke alamar Mars a cikin Tekun Mexico, waɗannan zasu zama duk kadarorin da muka saya daga Petrobras, da kuma tsofaffin Medusa da na gaba-gaba.Kusan kashi 36 cikin 100 na samar da mu, waɗannan bambance-bambancen sun wuce $1 shekara zuwa yau, bambancin Fabrairu kuma wannan shine $1.40 tabbatacce, wasu CHOPS sun yi hasashen za su kasance ƙasa da dala mara kyau, a zahiri.Kuma muna ganin wannan ya fi yadda tunanin farko.
A cikin HLS a cikin Tekun Fasha, kusan kashi 21%, wannan wani ɗanyen mai ne, mai girman gaske a kusa da rijiyar mu ta Kodiak da duk kasuwancin mu na LLOG da muka siya da filin dalmatian da muke da shi kuma muna aiki nan da nan kwata huɗu, a can. ya kasance tabbataccen $4 kuma yanzu muna a fili a cikin kewayon tabbatacce na 350 a can, kuma ina jin daɗin hakan.Wani yanayi mai kyau a gare mu shine Magellan East Houston, MEH wanda ke wakiltar kashi 33% na tsoffin ruwayen da ke fitowa, kasuwancin Eric a Eagle Ford.Kuma waɗannan biyun sun kasance kusan $ 3.40 ko $ 3.40 tabbatacce ga tushen WTI wanda muke yiwa ma'aikatan jirgin alama.Don haka gabaɗaya, har yanzu muna da matsayi kuma na yi imani lokacin da kuka kalli sufuri da ingantaccen farashin kamfaninmu, da kuma inda gangunanmu suke.Za mu kasance koyaushe tabbatacce ga kusan kowane takwarorina, saboda yanayin musamman na inda muke siyar da waɗannan ganga kuma muna farin ciki sosai game da ma'amalar da muke da ita, muna tsammanin fa'ida ce mai fa'ida Kuma don haka me yasa muka ƙara kasuwancinmu na Gulf kuma muka ware ƙarin jari. zuwa kasuwancin mu na Eagle Ford.Idan kuna da farashi mafi girma, koyaushe zaku sami fa'ida.
Na gode.[Umarori na Aiki] Kuma tambaya ta gaba daga Paul Cheng daga Bankin Scotia.Da fatan za a ci gaba.
Idan dole ne ku daidaita capex ya kamata mu ɗauka yana cikin Eagle Ford ne kawai ko kuma zaku daidaita a wasu yankuna?
A'a, kamar yadda kuma na fi son kada in bayyana wannan a wannan lokacin.Muna da wasu biyan kuɗaɗen amincewa da tsarin ci gaban filin a Vietnam waɗanda ke cikin shirinmu, waɗanda idan kun yi wannan matakin da za a iya jinkirtawa, kuma muna ganin wasu farashi daban-daban da wasu bincike a ƙarshen shekara.Muna ƙoƙarin yin waɗancan ragi a zahiri inda ba mu daidaita babban rabon kuɗin dawo da mu ga ayyukan aiki da ƙulla baya a cikin Gulf, kuma ba mu canza jadawalin rig ɗin mu a Eagle Ford a wannan lokacin.Ina jin dadi za mu iya yin hakan kuma za mu yi, idan muna bukatar yin shi za mu yi.
niceKuma a Brazil kun riga kun gano ko menene rijiyar da za ku haƙa a shekara mai zuwa - farkon shekara mai zuwa?
Muna da kyakkyawan ra'ayi - muna da kyakkyawan ra'ayi game da shi ba shakka, amma muna hulɗa da babban abokin tarayya a can.Kuma ina tsammanin za ku iya komawa don saka idanu akan bayyanar su akan wani babban babban aiki a can cikin lokaci, kuma zaku yi tsammanin bayyanar irin wannan a nan ma.
Lafiya.Don haka ba za ku iya ba mu wata-watakila maƙasudin rawar gani ko wani abu mai alaƙa a wannan lokacin ba?
Lafiya.Kuma idan kun ce farkon shekara mai zuwa.Shin muna magana ne game da farkon farkon kwata?Me...
Ee.Tsarin rig ɗin akwai ya haɗa da izini da jadawalin abokan aikinmu, wanda ya haɗa da wasu tubalan da suke da su.Kuma ina tsammanin zai kasance da wuri a cikin '21 a wannan lokacin.E, yallabai.
Lafiya.Kuma wannan yana iya zama na rasa shi.Abin mamaki lokacin da kuke cewa ba za ku sami wata rijiya mai zuwa a cikin kogin Eagle Ford na kwanaki 100 masu zuwa ba?
A'a, a'a, a'a, tun daga lokacin da muka kafa rijiya a farkon Oktoba kuma za mu sami wasu rijiyoyi suna gudana a ranar Asabar.Don haka an dade.
Wannan babban rabo na shirinmu na gaba da aka ɗora lodin Shale yana tasiri kuma mun wuce gona da iri sama da EUR ɗin mu na yau da kullun, mun ƙone don hakan a cikin kwata na huɗu.Yanzu muna da wannan batu a saman aikin da aka ɗora na dogon lokaci na gaba-gaba.Mun kasance muna hakowa tare da rigs uku a can farawa daidai a ƙarshen shekara.Kuma muna kawo mahimmin kushin rijiyar guda 10 a nan mai saurin gaske kuma muna jin daɗin jagorarmu da abin da muke yi a can.
Mu ne, Bulus.Za mu fara wannan - za mu fara da safiyar Asabar.An daɗe, abin da nake ƙoƙarin faɗi shi ne yana da wahala a wasan Shale kuma za ku ga cewa ba kasafai ake saka rijiya cikin kwana 100 ba amma mun dawo muna danna muna ƙara rijiyoyi a cikin kwata. kuma muna da gagarumin aikin gina rijiyoyi, kamar yadda Erik ya bayyana a baya a cikin kiran.
To, kuma na ƙarshe daga gare ni, za ku iya ba mu wasu - menene Gabas Tilden, kyakkyawan aikin a cikin kwata na huɗu da kuke magana akai?Kuma menene hasashen kamfani da kuke amfani da shi?Kuma kun riga kun daidaita wannan hasashen ko kuna tsammanin Gabas Tilden da kyau a cikin kwata na huɗu ya kasance abin ban mamaki kuma hasashen ku na capex yana nan, Ok.
Hakika, Paul.Don haka rijiyoyin Gabas Tilden, mun kawo waɗancan rijiyoyin akan layi IP30s ɗinsu ya yi daidai da hasashenmu.Ba su ne ainihin adadin ba, amma wani wuri a kusa da BOE 800 a kowace rana don rijiyoyin takwas.Don haka sun yi kyau sosai na kusan kwanaki 30 bayan haka mun fara ganin raguwar raguwa.Don haka -- kamar yadda na ambata, zuwa cikin watan Janairu tazarar da ke tsakanin hasashen da muka yi a baya da kuma aikin samar da jimillar rijiyoyin takwas ya kai kusan 1,000 BOE a kowace rana, kuma muna sa ran cewa tazarar za ta kasance a can, amma zai ragu ta hanyar. shekara kamar yadda ake tsammani a baya ya ragu kamar rijiyoyi koyaushe.
Godiya da ɗaukar tambayar.Ɗaya daga cikin abin da kuka yi a cikin gabatarwar ku, nau'in, shine kun sake fasalin tushen kadari don zama kyakkyawan wasan Yammacin Duniya.Amma har yanzu kuna da binciken Vietnam kuma yana jin kamar ɗan ƙaramin tunani ne a wannan lokacin.Don haka ina sha'awar menene dabaru don riƙe waɗannan kadarorin?
Akwai gagarumin juye a cikin waɗannan kadarorin.Muna da wani gagarumin bincike a can cewa za mu kawo kan layi, a halin yanzu muna yin abinci, kuma za mu sami amincewar shirin raya filin a can ta hanyar gwamnati - gwamnati ta yi tafiyar hawainiya.Kuma mu - tare da rabon jarin mu ba mu yi gaggawar yin su ba idan kuna so.Wani yanayi ne na musamman.Mun kawai ƙara wani toshe tare da alƙawarin rijiyar guda ɗaya, muna da jerin abubuwan da suke da ƙarancin haɗari da jack-ups suka fashe kuma suna ba mu damar kowane nau'in juyewa, amma a wannan lokacin musamman tare da rabon babban birnin na samun iyakacin CAGAR da kyauta. tsabar kudi da gina kasuwanci tare da gagarumin tsabar kuɗi kyauta.An rage shi a cikin shekaru biyu na farko don kasuwancinmu, amma tabbas za mu yi hakowa a can shekara mai zuwa, kuma wannan shine mai barci a gare mu wanda ke da mahimmanci kuma yana ba mu damar kowane nau'in sassauci wanda ya shafi sassa daban-daban na kasuwancinmu gaba.
Don haka kamar Vietnam, suna da matsayi na musamman, wurin shiga mai rahusa, kyakkyawan ganowa a can, za a yi -- ana sanya shi cikin dogon zangon shirinmu yana cikin abin da muka bayyana a nan kuma muna jin daɗinsa sosai.Kawai ba kasancewa babban jari a wannan shekara ba saboda duk waɗannan dalilan da muke karantawa kowace rana.
To, wata tambaya ta bincike, idan na tuna, ina tsammanin shekaru biyar ko shida da suka gabata kun yi ƙoƙarin yin wani aikin hakowa a Suriname, ɗaya daga cikin na farko, ina tsammanin, E&Ps na duniya don yin hakan.Kuma wannan nau'in ya rikice hanyar yanzu, ba shakka, muna ganin kanun labaran Suriname a kullum.Ina sha'awar, idan kuna da sha'awar sake ziyartar dama a cikin wannan labarin kasa mai tasowa?
Muna sha'awar duk damammaki a cikin Hemisphere wanda muke mai da hankali a ciki, wanda shine Kudancin Amurka, Gulf of Mexico daidai da bakin tekun Mexico inda muke da babban shinge kuma kwanan nan mun ƙara a Brazil wani yanki a Portiguar Basin.Waɗancan rijiyoyin da muke haƙa shekaru da yawa da suka wuce, wasanmu ya bambanta, lokaci daban.Mu -- kamar yadda kuka sani, mun kasance bincike na duniya, amma muna ƙoƙarin mayar da hankali kan samun ƙarin bayani da kuma mai da hankali kan bayanai da kawai wuraren da muke aiki a ciki.Don kawai ba mu shiga ba, ba yana nufin ba mu duba wurin ba kuma farashin poker ya fi abin da muke so mu yi.Haka kuma a wani lokaci a cikin ƙasa irin wannan yana da sauƙi, amma idan kun ga yarjejeniyoyin daban-daban waɗanda kuka amince da su, duban ranar wani zai kasance yana iyakance ku a cikin yanayin ci gaban kasuwanci da ke gaba.Kuma a wasu wuraren ba za mu iya yin yarjejeniya da za mu fi son yin aiki a ciki ba, don haka muka duba a wannan yanki, ba mu adawa da aiki a can ba, amma ba mu sami damar da za mu so mu shiga ba. kuma inda za mu iya ƙara ƙimar masu hannun jari mai mahimmanci.
Lafiya.Ba mu da ƙarin tambayoyi a yau kuma hakan zai kawo ƙarshen kiran mu a yau.Muna godiya ga kowa da kowa da ya saurare shi, kuma za mu gan ku a sakamakonmu na kwata na gaba.Na gode sosai.
Hannun jari 10 da muke so fiye da Murphy OilLokacin saka hannun jari David da Tom Gardner suna da haja, yana iya biya don saurare.Bayan haka, wasiƙar da suka yi aiki sama da shekaru goma, Motley Fool Stock Advisor, ya ninka kasuwa sau uku.
David da Tom kawai sun bayyana abin da suka yi imani sune mafi kyawun hannun jari guda goma don masu saka hannun jari don siyan a yanzu… kuma Murphy Oil ba ɗaya daga cikinsu bane!Wannan daidai ne - suna tsammanin waɗannan hannun jari 10 sun fi siyayya.
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An kafa shi a cikin 1993 a Alexandria, VA., Ta 'yan'uwa David da Tom Gardner, The Motley Fool kamfani ne na sabis na kuɗi na multimedia wanda aka sadaukar don gina babbar al'ummar saka hannun jari a duniya.Isar da miliyoyin mutane kowane wata ta hanyar gidan yanar gizon sa, litattafai, ginshiƙi na jarida, nunin rediyo, bayyanuwa ta talabijin, da sabis na wasiƙar biyan kuɗi, Motley Fool zakaran darajar masu hannun jari da bayar da shawarwari ga mai saka jari.An ciro sunan kamfanin ne daga Shakespeare, wanda wawayensa masu wa'azi da kuma sha'awa, kuma suna iya faɗar gaskiya ga sarki - ba tare da an cire kawunansu ba.
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Ee!Ina so in karɓi sadarwar Nasdaq masu alaƙa da Kayayyaki, Labaran Masana'antu da Abubuwan da ke faruwa. Kuna iya koyaushe canza abubuwan da kuke so ko cire rajista kuma bayanan tuntuɓar ku yana rufe ta Hanyar Sirrin mu.
Lokacin aikawa: Fabrairu-24-2020