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Mwaramutse, banyarwandakazi, banyakubahwa, kandi murakaza neza kuri Murphy Oil Corporation Corporation Igihembwe cya Kane cya 2019 Amafaranga yinjiza.[Amabwiriza ya Operator]
Ubu ndashaka guha iyi nama Kelly Whitley, Visi Perezida, Umubano n'Abashoramari.Nyamuneka komeza.
Mwaramutse, kandi ndashimira mwese kuba twifatanije natwe mugihembwe cya kane twinjiza guhamagara uyu munsi.Ndi kumwe na Roger Jenkins, Perezida akaba n'Umuyobozi mukuru;David Looney, Visi Perezida Nshingwabikorwa akaba n'Umuyobozi mukuru ushinzwe imari;Mike McFadyen, Visi Perezida Nshingwabikorwa, Offshore;na Eric Hambly, Visi Perezida Nshingwabikorwa, Onshore.
Nyamuneka reba amashusho yamakuru twashyize kumurongo wumubano wabashoramari kurubuga rwacu nkuko ukurikira hamwe nurubuga rwacu uyu munsi.Muri iki gihe cyose hamagara nimero yumusaruro, ububiko n’amafaranga byahinduwe kugirango hirindwe inyungu zitagenzura mu kigobe cya Mexico.
Igice cya 1, nyamuneka uzirikane ko bimwe mubitekerezo byatanzwe mugihe cyo guhamagarwa bizafatwa nkibisobanuro bireba imbere nkuko byasobanuwe mu itegeko ryo kuvugurura imanza z’abikorera ku giti cyabo ryo mu 1995. Kubera iyo mpamvu, nta cyizere gishobora gutangwa ko ibyo bintu bizabaho cyangwa ko ibiteganijwe bizagerwaho.Ibintu bitandukanye birahari bishobora gutera ibisubizo nyabyo gutandukana.Ushaka kumenya ibindi bintu bishobora guteza ingaruka, reba Raporo Yumwaka wa Murphy ya 2018 ku Ifishi 10-K iri muri dosiye hamwe na SEC.Murphy nta nshingano yo kuvugurura kumugaragaro cyangwa kuvugurura ibyatangajwe imbere.
Urakoze, Kelly.Mwaramutse, mwese, kandi urakoze kumva umuhamagaro wacu uyu munsi.Kuri slide 2 mugihe cyumwaka wa 19 twasohoje neza gahunda yacu yibikorwa byo kubyara umutungo uremereye wa peteroli kubwinshi bwiyongera mubyinjira mumafaranga, tubyara inyungu nyinshi kandi duhindura isosiyete agaciro kigihe kirekire mugihe dukomeje gusubiza igishoro kuri abanyamigabane.
Igishoro cyacu cyose - umusaruro wose wumwaka wagereranije 173.000 barrele ihwanye kumunsi hamwe na peteroli 60%, twabonye ubwiyongere bukabije bwumusaruro uva mumitungo yacu ya Eagle Ford Shale n'umutungo wikigobe cya Mexico kandi twishimiye kuba Ikigobe cya gatanu cyambere Ukoresha Mexico.Mubyukuri umusaruro wibikomoka kuri peteroli ukomeje kugurishwa cyane kuri WTI, West Texas Intermediate, kandi kubwibyo, twinjije miliyoni 145 zamadorali y’amafaranga yinjira mu buntu muri 2019. Dukoresha aya mafaranga hiyongereyeho amafaranga yavuye mu kugurisha Maleziya yacu umutungo wo gusubiza amadolari arenga miliyoni 660 kubanyamigabane binyuze muri buri gihembwe cyinyungu hamwe na gahunda yo kugura imigabane ikomeye.Twizera ko Murphy nk'isosiyete yahinduwe ifite amahirwe menshi imbere mu gihe dukomeje guteza imbere umutungo wa Eagle Ford Shale, Kanada n'Ikigobe cya Mexico dufite ibyiringiro byinshi muri gahunda zacu z'ubushakashatsi mu kigobe cya Mexico, Burezili na Mexico.
Icy'ingenzi cyane, twatangaje uyu munsi ko twashyize mu bikorwa amasezerano y’ubwumvikane n’abafatanyabikorwa ba ArcLight, ku bijyanye na 50% nyir'ubwite muri sisitemu y’umusaruro ureremba wa King's Quay kandi dukora amasezerano yuzuye yerekeye imari n’amateka n’ejo hazaza muri uyu mushinga, harimo no kwishyura amadorari agera kuri 125 miliyoni yakoreshejwe muri 2019. Kugirango tuganire birambuye gahunda yacu yuzuye ya 2020 nyuma yo gusuzuma igihembwe cya kane nibisubizo byumwaka wose.
Igicapo 3. Igihembwe cya kane umusaruro wagereranije ingana na 194.000 zingana na buri munsi hamwe na 67% byamazi y’amazi, ingaruka z’umusaruro zirimo igihe kidateganijwe kidakorwa cyateganijwe cyo kugabanuka ku gipimo cya 1.900 gihwanye n’umunsi mu Kigobe hamwe n’ibihumbi 1.000 ku munsi kuri Terra Nova ku nkombe za Kanada, nkuko kimwe no gukora amasaha atateganijwe ya barrale 1.500 ahwanye nubushobozi buke bwibikoresho byo mumazi mumirima yacu ya Neidermeyer mukigobe cya Mexico.Ibi byavuyemo ingaruka ziminsi 5 kumurima wamariba atatu kandi iriba rimwe riguma hasi kugeza igihe gusana birangiye mugihembwe cya kabiri 2020.
Kubijyanye na Terra Nova, twahanuye ko umurima uzakomeza kumanuka muri 2020 kugirango dukemure ibikoresho bishya byumutekano kandi turangize imirimo yumye yatangajwe mbere.Ibi bivamo ingaruka zingana na 2000 kuri barrile yo hanze ya Kanada umusaruro wa Murphy muri 2020 yose hamwe nibirenga 3.000 bihwanye kumunsi mugihembwe cya mbere cya 2020.
Eagle Ford Shale, umusaruro wagize ingaruka mbi kuri barrel 3,600 ihwanye kumunsi mugihembwe cya kane, kubera akazi keza - gukora neza kumariba yo hejuru hamwe na Catarina, hamwe n’iriba rya New East Tilden rikora munsi y’iriba rya Tilden, ariko ritanga umusaruro munsi y'iteganyagihe twakoresheje mu gihembwe.Muri rusange, umwaka wose wa 2019 umusaruro wagereranije 173.000 bihwanye kumunsi byari bigizwe na 67% byamazi, cyane cyane ingano ya peteroli yazamutseho 14% kuva mumwaka wose wa 18 igera ku 103.000 bihwanye kumunsi, bitewe no kugurisha imitungo ya gaze ya Maleziya, hiyongereyeho amavuta aremereye Ikigobe cya Mexico.
Igice cya 4, ububiko bwacu bukomeza kuba bunini muri 2019 hamwe no kugura umutungo wikigobe cya Mexico igice kimwe - guhagarika kugurisha imitungo ya Maleziya hagati yumwaka.Ibigega byacu byose byagaragaye mu mpera zumwaka wa 2019 byari miliyoni 800 zingana kumunsi hamwe na 57% byamazi.Kandi dukomeza ubuzima bwimyaka hafi 12.Twongeyeho, twongereye ibyiciro byiterambere byiterambere kugera kuri 57% byububiko bwose kuva kuri 50% muri 2018. Muri rusange, igipimo cyumwaka umwe cyo gusimbuza ibinyabuzima kama cyari 172%, mugihe ibiciro byimyaka itatu F&D biri munsi y $ 13 kuri BOE.
Urakoze, Roger, kandi mwaramutse mwese.Ku gihembwe cya kane ibisubizo bya Murphy byagize ingaruka zikomeye ku gihombo kinini cya miliyoni 133 z'amadolari y’Amerika ku gihombo cy’amavuta ku isoko ryacu, wagereranije $ 56.42 kuri barrale 45.000 ku munsi uyu mwaka.Mubisanzwe, igabanuka rya vuba ryibiciro bya peteroli muminsi 30 ishize byahanaguyeho iki gihombo, kandi mubyukuri twaba dufite umwanya mwiza-ku isoko mugihe cyo guhagarika ubucuruzi ejo hashize hafi miliyoni 56;ahanini bitewe niki gihombo, twanditse igihombo cya miliyoni 72 zamadorali mugihembwe cya kane cyangwa $ 0.46 kumugabane.
Ariko, mugihe uhinduye iki gihombo-ku isoko mubindi bintu bike, twinjije miliyoni 25 zamadorali yinjiza yagenwe cyangwa $ 0.16 kumugabane ugabanijwe.Inyungu zahinduwe ntizisubiza inyuma igihombo ku isoko gusa twavuze haruguru, ariko kandi no kutongera amafaranga mu gaciro ko gutekereza ku gihombo ndetse n’igihombo bitewe no kuzimya hakiri kare imyenda, yose uko ari itatu yose hamwe yari hafi miliyoni 138 z'amadolari. nyuma y'umusoro.
Igice cya 6, igice cyingenzi cyingamba za Murphy nugukora muburyo bwo kwinjiza amafaranga hamwe namafaranga arenze asubizwa abanyamigabane binyuze mugihembo cyigihembwe.Nkuko mubibona kurupapuro, twongeye kubona amafaranga meza yumwaka wose wa 2019 ndetse nibikorwa byingenzi byarangiye mbere yumwaka.Ku gihembwe cya kane amafaranga yavuye mu bikorwa yose hamwe angana na miliyoni 336 z'amadolari, mu gihe iyongerwaho ry'umutungo hamwe n'ibiciro byumye byinjije miliyoni 335 z'amadolari bigatuma miliyoni imwe y'amadorari yinjira mu buntu.Nzomenya ko ibi ari nyuma yo gusuzuma ihinduka ry’imari shoramari ryatumye amafaranga ava mubikorwa aba munsi ya miliyoni 57.
Mu mwaka w’ingengo y’imari wa 2019 kuri miliyari 1.5 zose z’amafaranga yavuye mu bikorwa yatewe inkunga ingana na miliyari 1,3 y’inyongera ku mutungo, bityo agera kuri miliyoni 145 z’amadolari y’amafaranga yinjira mu buntu mu gihe cy’amezi 12.Nkuko twabitangarijwe mu gihembwe cya gatatu cyo guhamagara, twasoje gahunda yo kugura imigabane ingana na miliyoni 500 z’amadolari mu Kwakira 2019. Nanone muri iki gihembwe, twongereye umwirondoro w’igihe cyo kwishyura imyenda dutanga miliyoni 550 z'amadolari ya inoti nkuru 5.875% kubera 2027, kandi twakoresheje amafaranga yatanzwe mu isoko no kugura igiteranyo cya miliyoni 521 z'amadolari y'inoti nkuru igomba gutangwa mu 2022. Imbaraga zacu z'amafaranga hamwe n'impapuro ziringaniye zirashimangirwa kandi n'umwenda dufite ku nguzanyo ya EBITDAX yahinduwe buri mwaka inshuro 1.5 mu mpera z'igihembwe cya kane.
Igice cya 7, Murphy ingamba zo kwibanda ku mutungo uremereye wa peteroli ukomeje kwishyura ni 95% by’ibicuruzwa byacu bya peteroli byongeye kugurishwa ku giciro cya WTI mu gihembwe, ndetse no gutandukanya itandukaniro ku masoko y’Ikigobe.Intego yacu ya Eagle Ford Shale hamwe n’umutungo wo muri Amerika y'Amajyaruguru ukomeje gutanga umusaruro ushimishije hamwe n’urwego EBITDA kuri BOE ya $ 31 na $ 30 kuri barrale mu gihembwe.Ibi biragaragara ko ari umutungo wo hejuru kandi ukomeza gutwara amafaranga yacu akomeye umwaka-mwaka.
Igice cya 8, ingingo nyamukuru yingamba za Murphy ni ugusubiza amafaranga kubanyamigabane binyuze mu nyungu zacu zimaze igihembwe, hamwe na gahunda yo kugura imigabane nka gahunda ya miliyoni 500 z'amadolari yakozwe mu mwaka ushize.Ibi birashobora kugerwaho gusa binyuze mumashanyarazi yubusa, ibyo twabikoze umwaka-ku-mwaka.Muri Murphy yose yasubije abanyamigabane bayo hafi miliyari 4 z'amadorari kuva mu mwaka wa 2012 binyuze mu nyungu no kugura imigabane nta gutanga imigabane.
Urakoze, David.Igice cya 9 mugihe dutangiye umwaka wa 70 nkurwego rwashizwemo twishimiye cyane imiyoborere yimbere yimbere, ifasha ibikorwa byacu mubukungu muri rusange.Abagize Inama y'Ubutegetsi bacu bafite uburambe buhebuje mu nganda, cyane cyane mu bikorwa muri HSE kandi babayoboye kandi bashyigikira Murphy guhora akora ibisubizo ku bibazo by’umutekano w’ibidukikije, nko gushinga muri Komite ya HSE guhera mu 1994, gushyiraho intego z’indishyi za buri mwaka zishingiye ku bidukikije kandi imikorere yumutekano mu myaka mike ishize, no gutanga raporo yacu yambere irambye muri 2019. Murphy izwi na ISS nimwe mumanota menshi ya leta kandi iri hejuru ya 75% hejuru yurungano rwacu.
Ku gicapo cya 10, Inama y'Ubuyobozi yacu muri Komite ya HSE hamwe n'ubuyobozi bw'isosiyete ikomeje kwibanda ku mihindagurikire y’ikirere, umutekano ndetse n’ingaruka zikorwa ku bidukikije, ni umunyamuryango w’ishema ry’ubufatanye bw’ibidukikije Murphy akurikirana kandi akurikirana ibipimo bitandukanye by’isuka ako kanya hamwe intego zimbere, zimwe murizo zifitanye isano nindishyi.Amakipe arashishikarizwa gutekereza birenze ibishoboka kugirango dusabe amasezerano yacu kubikorwa birambye nko gutunganya 100% byamazi yatunganijwe mumitungo yacu ya Tupper Montney, kugerageza ubunini bwo kugabanya cyane ibyuka bihumanya ikirere, igihe kirekire hamwe na pompe ya frac yama pompe hirya no hino onshore portfolio.Hamwe na portfolio yacu nshya, turateganya kugabanuka kwa 50% kuva muri 2018 kugeza 2020.
Noneho kwimukira kuri slide 12, Eagle Ford Shale.Hiyongereyeho amariba 18 azaza kumurongo hakiri kare mu gihembwe cya kane umusaruro wagereranije 50.000 barreri ihwanye na peteroli 77%, urwego rw’umusaruro rugaragaza kwiyongera kurenga 23% kuva mu gihembwe cya kane cya 18.Icyakora urebye ko nta gikorwa cyabaye mu mezi abiri ashize yumwaka umusaruro uteganijwe kugabanuka mu gihembwe cya mbere, kuko amariba mashya atazashyirwa kumurongo ubu muminsi irenga 100.Gahunda ya 2019 y'amariba 91 itanga itsinda ryacu ryo ku nkombe inzira ihagije yo gutwara imyanda no kurangiza neza, aho iriba ritunganyirizwa, igihe cyagenwe no guhindura uburyo bwo kurangiza.Kubera iyo mpamvu, igiciro cyacu cyagereranijwe cyateye imbere kugera kuri miliyoni 6 z'amadolari kuri buri riba.Hamwe nibyo, imikorere yacu ya EUR iringaniye ikomeje gutera imbere hiyongereyeho intera hagati ya quartile igenda ikomera cyane kuva 2016.
Igice cya 13, kuva twabonye ubuso bwa Kaybob Duvernay muri 16, ubu dufite amariba arenga 80 akorera mumitungo yose, umusaruro wakomeje kuba mwiza mugihembwe cya kane kuri 9,000 bihwanye kumunsi hamwe namavuta 55%.Umwaka imikorere myiza yarenze ibyateganijwe hafi 20%, twagize ibikorwa byinshi mubikorwa muri kariya gace, hamwe no gucukura no kuzuza igiciro cyacu gito cyane munsi ya miliyoni 6.3 z'amadolari, gucukura iriba ryihuta cyane kugeza ubu muminsi 12 no gucukura maremare maremare kugeza ubu kuri metero zirenga 13,600.Mu rwego rwo gukomeza kunoza imikorere yacu Murphy yatangiye gukoresha lisansi kugirango igabanye ibyuka bihumanya ikirere hamwe n’ibiciro bya mazutu muri Kaybob Duvernay, ibi bimaze kugerwaho 30% by’ibyuka bihumanya muri kariya gace.
Igice cya 14, umutungo wa Tupper Montney watanze metero kibe miliyoni 260 kumunsi mugihembwe.Twishimiye ibisubizo byacu byiza bya 2019 kuko byagiye bihinduka kandi bigahuza umurongo wa 24 Bcf wo mu bwoko bwa Bcf, ibyo bikaba byiyongereye kuva ku cyerekezo cya mbere cya 18 Bcf muri 2018. Muri rusange, twinjije amafaranga meza ku buntu muri 2019 hamwe n’igiciro cyagereranijwe. ya CAD2.15 kuri Mcf.
Igice cya 16 mu bucuruzi bwacu bwo mu kigobe cya Mexico Murphy ubu ari kuri iki kiguzi gishya cyaguwe mu kigobe cya Mexico mu gihe cy'amezi atandatu kandi mu gihembwe cya kane ubwo bucuruzi bwinjije ibingana na 82.000 ku munsi ku mazi 85%.Mu gihembwe cyose, twazanye amariba atatu kumurongo nyuma yo kurangiza ibikorwa byo guhuza no gukora.Byongeye kandi, nkuko nabivuze kare, twashyize mu bikorwa amasezerano yo gusobanukirwa kubyerekeye sisitemu yo kureremba ya King's Quay.
Igice cya 17, imishinga yacu iragenda nkuko byateganijwe mukigobe, kuri ubu dufite urubuga rwa platifomu rucukura gahunda yamariba atatu kuri Front Runner kimwe nubwato bwimyitozo ikora imyitozo ibiri yinyuma yinyuma, mubwa mbere ubwoko bwa 2020. Nkuko tuzabisobanura birambuye kuriyi mishinga hamwe nabandi banditse kumurongo bazana izindi mbuga kumurongo kugirango dukomeze igipimo cyigihe kirekire cyumusaruro nkuko byavuzwe mbere.Imishinga yacu miremire miremire muri Khaleesi / Mormont na Samurai iratera imbere neza kimwe namasezerano yubwubatsi nubwubatsi bwamasezerano aherutse gutangwa mu ngengo yimari.
Igice cya 19, mu gihembwe cya mbere 2020, turateganya ko umusaruro uzaba uhwanye na 181.000 kugeza 193.000 bihwanye na buri munsi bingana no kugabanuka kw’ibihe ndetse n’igihe cyo guteganya igihe, harimo n’ibihumbi birenga 3.000 ku munsi bijyana na Terra Nova bisigaye kuri interineti.Umusaruro wa 190.000 kugeza 202.000 kuri 60% bya peteroli biteganijwe ko umwaka wose wa 2020 ushingiye kuri gahunda shingiro ya miliyari 1.4 kugeza kuri miliyari 1.5.Muri ayo mafaranga, hafi miliyari 1,2 z'amadolari y'ingengo y'imari yacu yagenewe umutungo wacu muri Eagle Ford Shale no hanze.
Dushyize hamwe gahunda yacu yumwaka, intego yacu yibanze nukubyara amafaranga arenze kugirango twishyure inyungu zacu kuko twabonye umutungo mushya mukigobe muri 2019 hariho umushinga umwe wamazi y’amazi ya Mutagatifu Malo, umurwa mukuru usabwa mugihe cya vuba hamwe na kuzamura umusaruro biteganijwe mu myaka itatu.Uyu mushinga wagize ingaruka ku igenamigambi ryacu muri 2020 kuko ubwitange bwacu bwo kugereranya amafaranga capex parite byatumye duhindura gahunda yacu kugirango amafaranga arindwe.Ibi bidushoboza gukomeza inyungu zacu kuva kera no kugumana inshuro zigera kuri 1.5 umwenda uteganijwe kuri EBITDA.
Igice cya 20, nkuko twabiganiriyeho mu gihembwe gishize gahunda yacu yimyaka itanu Ikigobe cya Mexico kigera ku musaruro ugereranije hafi 85.000 bihwanye.Muri 2020, capex yacu yose hamwe ingana na miliyoni 440 z'amadolari yinjiza umwaka wose ugereranije umusaruro wa 86,000 uhwanye kumunsi hamwe namariba atandatu akoreshwa nandi atanu adakoreshwa azaza kumurongo umwaka wose.Gahunda yumushinga wa 2020 ni ihuriro ryibikoresho bya platifomu, akazi gakorwa hamwe na tiebacks nkuko bisobanurwa mugice cyambere.Muri rusange, bazinjiza hafi miliyari imwe y'amadolari yo gukoresha amafaranga muri uyu mwaka.
Igice cya 21, gishingiye ku cyerekezo cyo kuyobora capex, ingengo yimari yacu ku butaka iteganijwe kuba miliyoni 855 z'amadolari hamwe hafi 80% yagenewe Eagle Ford Shale.Twishimiye gukomeza gahunda yacu ikomeye muri 2020 nyuma yo kugabanya cyane amafaranga yakoreshejwe mumyaka mike ishize mugihe dukomeje imyitwarire yacu yo kugabana imari.Amariba 97 yakoraga aje kumurongo uyumwaka yibanze cyane mubice bya Karnes na Catarina.Twongeyeho, dufite impuzandengo ya 24% yinyungu zakazi hamwe namariba 59 adakoreshwa ateganijwe kuza kumurongo umwaka wose, cyane cyane muntara ya Karnes.
Mu gihe cya 2020, umusaruro wa Eagle Ford Shale umusaruro wiyongereye uko byateganijwe, ugera ku gihembwe cya kane impuzandengo irenga 60.000 bihwanye kumunsi.Iri terambere rifite amavuta aremereye riratugarura kurwego tutigeze tubona mumyaka myinshi.Muri Kaybob Duvernay, turateganya gukoresha miliyoni 125 z'amadolari yo kuzana amariba 16 akoreshwa kumurongo mugihe dusohoza ibyo dukora mu ntangiriro z'umwaka.Kaybob Duvernay ikora neza bidasanzwe kuruhande rwose hamwe nibisubizo bidasanzwe mubucukuzi no kurangiza byagezweho.
Muri Tupper Montney yacu itanga umusaruro, turimo gutanga miliyoni 35 zamadorali yo kuzana kumurongo amariba atanu kururu rwego rwimari shingiro gukoresha ayo mariba yinjiza amafaranga yubusa kubiciro bya CAD1.60 AECO.Amafaranga akoreshwa mumafaranga atembera muri uyu mutungo munini ashyirwa neza mu nshingano zacu mu rwego rwo gukenera isi yose gaze gasanzwe nk'isimburwa ry'amakara igihe kirekire ndetse na karuboni yo hasi.
Igice cya 22, gahunda yacu ya 2020 ihuye neza nintego zacu z'igihe kirekire zo gukora ubushakashatsi, turateganya gukoresha hafi miliyoni 100 z'amadolari no gucukura amariba ane, bidushoboza guhitamo miliyoni zirenga 500 z'amadorari ahwanye n'umutungo.Kuruhande rwamerika yikigobe, dufite inyungu za 12% zidakorwa muri Mt. Ouray neza.Ibi byiringiro biteganijwe ko bizatinda mu gihembwe cya kabiri.Twishimiye cyane gahunda zacu ebyiri muri Mexico;icyambere, turateganya gusuzumisha neza Cholula Isuzumabumenyi ikurikirwa nicyizere gishya cyibasiye iriba ryambere ryumunyu muri Mexico ryitwa Batopilas.Amariba yombi afite ingamba muri gahunda zacu z'ejo hazaza ndetse no muri Mexico.Muri Berezile dukomeje gukura mubyifuzo byinshi, kimwe nibimera - nkuko igenamigambi rirakomeje.Mugenzi wacu yiteze gusohora iriba ryambere muntangiriro ya 2021.
Igice cya 23, iyo urebye gahunda zacu mumyaka mike iri imbere, ndizera ko tuzashobora kwinjiza hafi miliyari 1.4 z'amadolari yubusa nyuma yinyungu zacu, mugihe tuzatanga umusaruro wa CAGAR hafi 5%, byose mugihe tugumana uburemere bwa 60%.Ibyo tuzabigeraho dutanga impuzandengo ya miliyari 1,3 z'amadolari y'amanyamerika buri mwaka hamwe niyi 1.4% kugeza 1.5% ari gahunda muri 2020, dutegereze kuba umwaka munini wo gukoresha imari.Mu myaka itanu iri imbere, umutungo wacu wo mu kigobe cya Mexico uzakomeza umusaruro ugereranyije buri mwaka ugereranije n’ibihumbi 85.000 bihwanye ku munsi, kandi Eagle Ford Shale kuri ubu biteganijwe ko izatanga umusaruro wa CAGAR 10% kugeza 12%.Nkuko twateganyaga gukoresha buri mwaka miliyoni 100 z'amadolari y'ishoramari n'ubushakashatsi, bidufasha gucukura amariba atatu kugeza kuri atanu ku mwaka.Nzi neza ko uzemera ko iyi ari gahunda yimyaka myinshi.
Igice cya 24, mugihe twinjiye mumyaka 70 nkisosiyete Murphy Oil ihagaze neza mugihe kizaza nyuma yo kuva muyindi mwaka ya quartile yambere yimigabane yose yagaruye abanyamigabane, ugereranije nitsinda ryurungano rwacu twageze kumurongo wa 95% mugusubiza abanyamigabane bose mu myaka itatu ishize.Ibikorwa byacu bishya byahinduwe hamwe nubushakashatsi hejuru bifite ubushobozi bwo gukomeza gutanga amafaranga yubusa hejuru yumusaruro winyungu.
Mugusoza, ndumva twaratsinze byimazeyo mugihe duhinduye Murphy mumasosiyete yibanda kuri peteroli yiburengerazuba.Iyi myanya idushiraho igihe kirekire cyo kurema agaciro.Nishimiye cyane kuba umwe mubisosiyete byatoranijwe kubyara amafaranga yubusa no kugarura inyungu - inyungu zikomeye kubanyamigabane bacu uyumunsi.Dufite ubushobozi budasanzwe bwo gushiraho impinduka kubanyamigabane bacu hamwe na gahunda yo gukomeza gushakisha ingamba.Turimo gutanga igishoro mumitungo yacu minini yamavuta aremereye kugirango tubyare inyungu zibyara inyungu, ibi byose turabikora mugihe dukomeje gushishoza muburyo bwo gukomeza gukora neza mugihe kizaza.
Murakoze.Banyarwandakazi, ubu tuzatangira ikibazo-n'ibisubizo.[Amabwiriza ya Operator] Ikibazo cya mbere ni icya Brian Singer wo muri Goldman Sachs.Nyamuneka komeza.
Ikibazo cyanjye cya mbere kiri kuri Eagle Ford Shale, wagaragaje muri imwe muri slide, Igice cya 12, urateganya - cyangwa ko wabonye EUR zisumba ayandi ku mariba yacukuwe muri 2019. Kandi nibajije niba ushobora kuvugana nibyo byawe ibiteganijwe biri muri 2020 na 2019 duhereye kuri peteroli yose EUR.Niki mubona nkicyiza ningaruka mbi zo kugera munzira yo gukura yatuma umusaruro ugera kuri 60.000 BOE kumunsi mugihembwe cya kane?
Nibyiza Brian, tuzareba gukomeza ibyo ntago nzi neza ko inzira imwe twagize kera, turabona ko bigenda bitera imbere gato hamwe na tekinoroji ya frac hamwe niterambere ryinshi ikipe yacu imaze gutera.Uyu mwaka kandi ni gahunda itandukanye rwose numwaka ushize iremereye muri Karnes na Catarina ndetse no mukarere ka Tilden aho twagize ibibazo mugihembwe cya kane.Ariko agace ka Tilden ntakintu kibi kirimo rwose, byari igitekerezo cyaya mariba ya Tilden yakoraga neza hejuru ya EUR dufite mubigega byacu byagaragaye ko bidateye imbere hanyuma gahunda yacu y'igihe kirekire, kandi tugakomeza urwo rwego hanyuma bikagenda subira kumurongo twaba dufite muri gahunda ndende hejuru yumubare muto cyane wamariba mugihembwe cya kane.
Ikibazo cyo kugabana igishoro ni umufatanyabikorwa mushya cyane BPX, irimo gucukura cyane nyuma yo kugura BHP mu gace ka Karnes hamwe nibyiza cyane - amariba ya Eagle Ford Shale yo hepfo hamwe n’iriba ryiza cyane rya Austin Chalk.Basimbuye rero igishoro cyacu gisanzwe muri Tilden kandi ko turimo gucukumbura intangiriro yibyingenzi muri uyumwaka hamwe nubushakashatsi butandukanye butandukanye nubwa mbere muri Tilden aho tutari tumaze imyaka myinshi ducukura.Dufite icyizere cyo kubigeraho kubera akamaro ka gahunda yacu idakorwa na gahunda nini cyane idakoreshwa mugihembwe cya kane aho uyu mwaka twari dufite amafaranga make cyane mumezi abiri ashize kandi dufite uyumunsi muri Eagle Ford , Brian.
Birakomeye.Murakoze.Hanyuma icya kabiri ni ibibazo bibiri kuri offshore.Urashobora kuvugana nicyerekezo ubona kuruhande rwibiciro no hejuru hamwe ningaruka mbi zihari?Noneho menya ukundi kumenya igihe cyo guhindagurika no guhindagurika nigice gisanzwe cyo gukorera ahantu hose, cyane cyane muma offshore, ariko urashobora kuvuga uburyo ushobora guhura nigihe cyo gutinda muri 2020 ubuyobozi ukurikije bimwe mubyo twabonye hano vuba aha?
Nibyiza, kumashusho yo mumujyi hari ubwoko bubiri bwigihe cyo gutembera mubidukikije byo hanze, harigihe cyo gutaha kijyanye na avance idateganijwe yakubayeho burigihe.Dufite ubusanzwe kandi dufite uyumwaka amafaranga 5% mumasoko yumusaruro mugihe cyo guteganya igihe cyangwa igihe cyose cyo gucuruza mubucuruzi bwacu.Mubyukuri muri 2020 dufite gahunda yo guteganya igihe gito hamwe n’amafaranga menshi, ugereranije nimyaka yashize yigihe cyo guteganya.Nibyiza, biragoye guhanura mugihe runaka, Brian nibintu byubukanishi bibaho neza nko gukora nabi munsi yinyanja yumutungo mushya, nkuko nabivuze kare uyumunsi dufite imitungo mumezi atandatu kandi ibikoresho byacitse, niba ubishaka cyangwa an imbaraga z'umutwe hamwe na hydraulic itwara umurongo kandi twagombaga gusenya ibyo hejuru no kubisana, ibyo biragoye kubishyira mururwo rwego kandi ni gake cyane mubibaho.
Ariko duhereye muri rusange mumujyi rwagati dufite ibipimo ngenderwaho kandi nibyo dusanzwe dukora nibyo dusanzwe tubona hanze y'ibyabaye rimwe.Kandi nkuko dusobanukiwe neza sisitemu yo munsi yinyanja, twizera ko dufite ibyo muri iki gihe kandi dufite ibyo twahanuye twizeye.Imbere muri kiriya gihe cyo kumanura 5% nibyiza kumwaka wa, Brian mugihe cyiminsi 365 yashizwemo a - mumbabarire umusaruro wiminsi irindwi zeru mukigobe cyumuyaga mubisanzwe barrale zacu mukigobe ntizigera zirangira burundu, Sinshobora kwibuka igihe Ikigobe cyose kidahagaritse umusaruro, kuko dufite sisitemu y'imiyoboro itandukanye mubice bitandukanye bikoreramo.Kandi ndumva ko ari akaga gakwiye.
Kandi izindi ngaruka twashyizemo, zifite akamaro nkaho konte yawe ya barriel ari umutungo wa Terra Nova wagombaga gutanga kugeza muri Gicurasi hanyuma ukinjira mumezi atandatu yumye hanyuma ukagaruka mu Kwakira kandi kubera ibintu bitazwi aho ngaho yagiye imbere ashyira ibyo nka zeru.Ibyo rero byari guhindura ibiganiro byacu byambere kubyerekeye umusaruro, nkamakuru mashya, niba ibi byabaye gusa ku ya 19 Ukuboza.Ndatekereza rero ko dufite ibyo byiza, urashobora kujya kumanura zeru, Brian.Noneho dushyiramo ibyo kandi dufite igihe cyigihe cyo gucunga hamwe namakuru menshi yo mu kigobe hamwe nuburambe burambuye none amezi atandatu yo kwiga sisitemu nshya yo mu nyanja twaguze kandi twumva tumerewe neza nibyo dufite.
Nkikibazo, Brian.Hagiye kwiyongera mubiciro byumunsi mugihe kirekire.Dufite ibyo byagaragaye muri gahunda zacu.Ntabwo rwose nkunda kuganira kubiciro dufite kuri rigs zitandukanye.Ariko byumvikane ko ibyo biziyongera, tuzakenera kwiyongera Ndatekereza ko kubatanga iyo serivisi, turabona munsi yingengo yimari kubikoresho byo munsi yinyanja hamwe nogushiraho munsi yinyanja, ibyo bikaba byatsinze byinshi muribyo kandi dukomeje kugira imikorere idasanzwe kuri amato manini ya myitozo arengana mubibazo byose bifatika nko kwiyongera k'umunsi kuko ni nk'iminsi iherereye umunsi urangiye, kandi ubwoko bw'akazi dufite kuri Khaleesi / Mormont bwashyizweho gusa kuri ibyo bikoresho byombi birimo , kurangiza no gucukura icyarimwe - ibikorwa icyarimwe, kandi ntabwo mpangayikishijwe nibiciro muri kimwe mubikorwa byacu muriki gihe.Nkuko mbona gukora neza kurya kwiyongera k'umunsi kandi nanjye ubu, iyo dusabye ibindi bikoresho, biba bike mubucuruzi bwacu bwo hanze.
Nibyo, Roger.Nibazaga niba ubishoboye - yego, mwaramutse, nyakubahwa.Nibazaga niba ushobora gusobanura neza imiterere yagutse ya monetisation ya King's Quay.Mwa basore mugira impapuro nziza cyane.Nibazaga impamvu iyi yari intego yingenzi yo gukora.Kandi birashoboka ko wadufasha muburyo amagambo ashobora kuba asa?
Nakagombye gutekereza kubibazo bikomeye byingenzi twakoze byari ubushobozi gusa, urabizi, intego yibanze kumafaranga ya capex parity.Ikintu kimwe cyo kumenya kuri ubu bwoko bwimiterere yo hagati ya Maleziya yose yakozwe murubu buryo.Ibikoresho byose bya Thunder Hawk mu kigobe byakozwe gutya.Ibikorwa byacu byose bikorwa numuyoboro munini wo hagati ufitwe nundi muntu.Twakoze ubu buryo igihe kinini cyane kandi ni ugukomeza iyo gahunda.
Ntidushobora gutangaza ibiciro twishyura muri iki kigo, natekereza ko ari igipimo cyiza cyane cyo hagati, niba ubishaka, kuringaniza urupapuro rwerekana uko wazanye rutuma igipimo kiri hasi, kuko dufite itandukaniro Inguzanyo zinguzanyo nabandi baturage bashobora kwitabira ubu bucuruzi, byabaye ikibazo cyamazi yacu ya Mutagatifu Malo yinjira mumigabane yacu, kikaba ari umushinga wigihe kirekire, ukora neza cyane.Kandi twokora iki mumyaka itatu iri imbere hamwe na miliyoni 300 z'amadolari y'ishoramari kandi tugakomeza CAGAR n'iterambere twari dufite kandi twashatse gushakisha amafaranga - ubufasha bwamafaranga kuri kiriya gice cyumushinga.
Umushinga uracyari umubare munini w'igishoro kuri twe kandi ko twafashe icyemezo cyo gufata ibyacu muri ubwo buryo no mubukungu, niba ubishaka, kandi nishimiye cyane uburenganzira dufite muburyo busanzwe, sinshobora kubitangaza nkuko byavuga icyo nzishyura kuri mid-stream mugihe kizaza cyangwa umufatanyabikorwa abishaka.Ariko muri rusange opex ya societe yacu mugihe ibi biza kumurongo, tuzakomeza kuba umukinnyi icyenda cyangwa sub-icyenda kandi ndumva nkurikije rusange, ibi ntibizagaragara mubukungu.Kandi nagira ngo mvuge kandi ko amafaranga atemba muriyi nzira ya gahunda yacu ndende birashoboka ko arenze igipimo dufite.Nishimiye rero ibyo byose, Arun.
Nibyo.Kandi gukurikirana kwanjye, Roger, kurugero, naribazaga, niba wadufasha gutekereza uburyo ibikorwa byo hejuru byakazi mukigobe cya Mexico kandi birashoboka ko Eagle Ford izagira ingaruka kubuyobozi bwa LOE muri 2020?Nibazaga niba ushobora no kuvuga ibitekerezo byawe kubiciro bya peteroli yamenetse muri 20 kugirango utwikire capex kimwe ninyungu?
Nibyo.Nkurikije opex, ndateganya ko opex yacu izamera nkuyu mwaka nkuko twakoraga akazi.Opex yacu mugihembwe cya kane yibasiwe n $ 3 byatewe numurimo umwe twakoze muburyo bwo gukoresha amafaranga ku iriba ryacu rya Chinook, birumvikana ko amariba yazaga kumurongo kuri barrile 13,000 ihwanye kumunsi, hafi ya peteroli yose.Kandi nateganya akazi dufite hano, dufite inyungu nke zakazi muri imwe mukazi, kandi simbona ko kuba umushoferi ukomeye mugutandukanya opx yacu yose yumwaka, ariko ushobora kwiyongera buri gihembwe nkaya mariba mubisanzwe bikorwa mugihe cyukwezi cyangwa bibiri byakazi iminsi 45 irasanzwe.Ibyo rero birashobora kuba impfabusa mugihembwe, ariko muri rusange opex yacu yumwaka nkisosiyete yose hamwe nubucuruzi bwacu bwikigobe cya Mexico bigomba gukomeza.
Urebye, ufata inzira yo kuyobora muri capex yacu, birumvikana ko intego yacu.Kandi umwaka ushize, twatsinze iyo ntego kandi turi munsi yiyo ntego duhereye kumafaranga yatanzwe kumafaranga yatanzwe, kandi nzabikora gusa - turi kuri iyo ntego hashingiwe ku kumenyekanisha, ntabwo arinzira zose. amafaranga muri iki gihe, byanze bikunze, ntabwo intego yacu yo gukoresha hejuru ko dufite urutonde rwibintu bishobora kubaho, kandi ubu igiciro cyibikomoka kuri peteroli ntigishobora kujya hejuru.Niba turebye kumurongo uyumunsi hamwe ningaruka za virusi ziherutse kugiciro cyibiciro bya peteroli, birashoboka ko twakenera amadorari 55 ntakibazo, ariko iyo urebye umurongo uriho, birashoboka ko tugomba kujya mumpera yanyuma yubuyobozi bwa capex ya Miliyari 1.4 z'amadolari kugeza hagati ya $ 1.45 hanyuma ugere hagati yibyo kugirango ugere ku nyungu.
Kandi iyo dukora ibyo dufite amahirwe amwe aboneka atagomba guhindura umusaruro nkigihe runaka mubice bitandukanye byisosiyete yahisemo gutangaza mugihe cyakera.Ariko intego yacu ni ukuyitwikira;intego yacu nukuyigabanya niba tubikeneye, kandi tukazirikana ibi, byanze bikunze, uruzitiro rwacu nkuko David yabivuze kare ruradufasha hariya muri urwo rwego kandi rurimo mubyo navuze.Ikigereranyo cyamadorari 55 WTI yumwaka, ndacyeka ko bishoboka.Ntabwo ari ikibazo na gato.Kandi kwisi 53, uravuga gusa miliyoni 20 z'amadolari, miliyoni 30 za capex kugirango ukemure ibyo, Arun.
Muraho, mwaramutse.Nifuzaga gukurikirana gato kuri Eagle Ford hano, rwose nabonye ko mwebwe mwagize igihe gito cyo gukora mu gihembwe cya kane, gusa urebye igihembwe cyawe cya mbere ubuyobozi bwa Eagle Ford buyobora, birasa nkaho biri munsi ya 15% na 4Q.Nzi ko wavuze byinshi kubyerekeye igihe cyiza.Gusa nashakaga kumenya uburyo bwo kumenya niba hari imirimo ikomeje gukorwa mugihembwe cya mbere cya 20, ubwoko, bugira ingaruka kumusaruro hanyuma birashoboka ko ushobora kuvuga bike kuriyi musaruro, ubwoko, cadence muri rusange umwaka.Ndabizi ko wavuze 60.000 mugihembwe cya kane, dukwiye kubona igitereko cyiza gihamye muri 2Q na 3Q, gusa birashoboka ko mumfasha gato kuri bimwe mubyerekezo kuri Eagle Ford hano?
Murakoze.Ingwe.Mu gihembwe cya kane rero, twagize ingaruka zituruka kumirimo myinshi iriba kumariba yo hejuru kurenza uko bisanzwe mugihe dufite ibikorwa bisanzwe byo gusana ibyuma bya artile byambukiranya Eagle Ford, twabonye urwego rusa rwibikorwa, ariko tuba dufite igihe kinini cyo gutinda bijyanye n'amariba maremare arenga 300 kuri 400 barrele kumunsi, aho kuba 40, 50, 60 kuri buri munsi.Ibyo rero byari bimwe mubintu bidasanzwe.Twagize amariba mashya aje kumurongo muri Nzeri muri Catarina yari afite umwanya muto wo gutaha twasohotse tugakora imirimo yo gusukura umucanga kuri ayo, ayo mariba ubu yose ariko hafi imwe yasubiye mubiciro bisanzwe.Duhereye rero kuri kiriya gikorwa cyo gukora muri Catarina, birashoboka ko tubona hafi ya barrale 500 cyangwa 600 kumunsi yingaruka zidindiza kuva ubwo twerekeza muri Mutarama.Ahasigaye umurima ni ubwoko bwumurongo nkibisanzwe.
Mu mariba ya Tilden y'Iburasirazuba, Roger yagaragaje ntiyubahirije ibyo twateganyaga, ariko arenga ku byari byateganijwe kuva ku mariba kuva mu 2015 na mbere yaho.Ayo mariba yagize ingaruka kuri kimwe cya kane cyarenze gato 700 barrele kumunsi.Ingaruka zibyo mugice cyambere cya 2020 ni nka barrale 1.000 kumunsi, kandi izo ngaruka zizagabanuka mumwaka.Turimo kubona rero impinduka nkeya mugice cyambere cyumwaka.Twari twiteze ko igabanuka risanzwe muri Eagle Ford hamwe na cadence yacu irangiye, cyane cyane muri Nzeri no mu Kwakira k'umwaka ushize, uburyo bushya bwo gutanga amariba kuri uyu mwaka, ishyirwa mu bikorwa rya gahunda yacu yo gucukura no kurangiza ryagenze neza cyane.Dufite gahunda y'amariba aje kumurongo ko mugihembwe cya mbere gisa nuko cyasaga mugihembwe cya mbere cya 2019. Hanyuma hanyuma gato dutegereje mugice cyanyuma cyigihembwe cya kabiri kumariba yacu ya Karnes akorera aje kumurongo.Biratinze rero nyuma yo kuzamura amariba mashya mugihembwe cya kabiri noneho wabonye muri 2019. Ariko rero gusunika gukomeye mugihe gisigaye cyumwaka hamwe nandi mariba menshi ya IP muri Catarina na Karnes atanga umusanzu utinze mugihembwe cya kabiri nigihembwe cya gatatu na a gusunika cyane amariba ya Karnes adakoreshwa mugihembwe cya kane 2020.
Nibyo.Ibara rifasha cyane.Rwose birasa nkaho ari inyuma yinyuma iremereye gukura kwa Eagle Ford muri 20 hano.
Bizahora gutya, Leo.Iyo uhagaritse gukoresha impera zumwaka kugeza imbere-imizigo yimbere, igiye kuba ikintu rusange muri Shale.Ntabwo turi Murphy gusa.Biragoye kubikora gutya.
Gahunda yacu muri 2020 ifite amariba 14 azaza kumurongo bitinze umwaka urangiye muri Karnes.Dufite rero itangwa ryiza rihamye muri 2020, ugereranije na 2019. Tugomba rero gusohoka umwaka hejuru aho kuba kumanuka ugabanuka no kugabanuka kwa kamere.Noneho gato gato reba uyumwaka wa gahunda yacu.
Sawa, iryo ni ibara ryiza rwose .. Kandi ndakeka, gusa nashakaga gukurikirana gato gato kubwoko bwimyaka ibiri iri imbere ukurikije uko musore mutekereza kubitekerezo.Nzi ko wavuze ko 2020 ari hejuru kuri capex, ndavuga, bisa nkaho ubwoko nk'ubwo bwamanutse hano, urabizi, muri 21.Ndabizi ko basore mwavuze kuri 85.000 BOE kumunsi mukigobe cya Mexico.Ariko nkuko meze nkareba amashusho yawe nkabona bimwe mubihuza.Gusa nashakaga kubyumva, byasaga nkaho nta mariba menshi yari mu kigobe kiza kugeza mu mpera zumwaka wa 21.Noneho twakagombye kwitega ko umusaruro wikigobe uzamanuka gato muri 21 hanyuma ukazamuka cyane muri 22 ni Khaleesi na Mormont baza kubintu byose ushobora kubivuga?
Uyu mwaka, byaba amazi maremare yumusaruro mumyaka ibiri iri imbere mukigobe, ariko ntigabanuka cyane hafi, muririba ni amariba maremare cyane iyo ubabonye kuriyi mbonerahamwe nayo ntagaragajwe hano.Iriba ridafite op, nuko rero ni Kodiak aho twishimira inyungu nyinshi zakazi ngaho, imwe murwego rwunguka cyane hamwe nimpano nziza zidasanzwe.Nizeye cyane kugereranya ibi, navuga ko umurwa mukuru wo gutanga ibi birashoboka munsi yubuyobozi bwambere.Dufite amariba akomeye aje hano kururu rutonde kandi no muri non-op haba kuri Mutagatifu Malo na Kodiak ndetse na - na Lucius.Non-op rero ntabwo igaragara hano, ariko yizeye cyane kubyerekeye umusaruro wigihe kirekire wumusaruro wiyi ntego 85 hamwe na capex nkeya mugihe cyo kurangiza igihe cyo gutegura.
Kubona, Nibyo.Nibyo, yego, birasa nkaho hari umubare wandi mariba gusa kumurongo ugiye gufasha gusubiza inyuma kuzuza bimwe muribyo.Nibyo birumvikana.
Kandi aya mariba ni umusaruro mwinshi cyane, Leo, hamwe ninyungu zitandukanye zakazi, ariko aya ni amariba yo murwego rwo hejuru dukorana hano.
Nibyo.Oya, ibyo birafasha.Kandi ndakeka wenda byanyuma kubushakashatsi.Kuri Slide yawe 22, gusa nashakaga kureba niba tubona ibara rito kuri bimwe muribi byifuzo bizaza nyuma yumwaka ukurikije ibyo watekerezaga ko bishoboka kuri Batopilas cyangwa iriba ugiye kuba I tekereza kugerageza mu ntangiriro za 21 muri Berezile, gusa ugerageza kumva ubwoko bwintego zishobora kugarurwa muri ayo mariba?
Nibyiza, ndashaka kuvuga ko - gutangaza ubwoko bwibibazo bisaba benshi, benshi mubafatanyabikorwa bityo ntitubifite hano.Ndashaka kuvuga, mubisanzwe mukigobe cya Mexico, wagira ngo mubushakashatsi neza ko hazaba miliyoni 75 barrele wongeyeho amahirwe yubwoko, ibyo nibyo duhora twibasiyeyo.Mu gace kacu ka Cholula muri Mexico, twabonye ikintu cyavumbuwe umwaka ushize cyashyizwe ahagaragara, kandi uwo wari umwanya wingenzi hamwe namavuta meza ari - yari afite ibibanza binini niba ubishaka, kandi dukeneye kuva muri iyo nyubako mo a ikigega kinini cyane muri rimwe mu mariba, akaba adafite urwego rw’amazi muri zone, kandi ko twahakoreye imirimo myinshi y’imitingito kandi nanone amahirwe ari hafi cyane hamwe n’ibisubizo byiza by’ibiza ku miterere yose y’iriba rya Cholula .Kandi muri kariya gace kavuye kuri iryo riba hamwe n'amahirwe yegeranye asa nayo, uburebure bwimyaka iruhande, niba ubishaka, ibi ni miriyoni 100 yubwoko bwibintu dusuzugura muri ako gace kanini cyane.
Dufite imishinga ibiri muri Mexico muri iki gihe, imwe ni agace gato ka Miocene gaciriritse kari hagati ya miriyoni 100 za barrile Amajyaruguru yuburasirazuba bwa Talos yavumbuwe dushobora kongeramo byoroshye no kongeramo ibintu bisa cyane nibyo dukora mukigobe.Hano hari iriba rya Batopila ni iriba rinini hejuru ya miliyoni 160 z'amadolari ahwanye n'ubunini kandi ni inyubako nini cyane ya Miocene munsi yumunyu.Kandi rero ayo mahirwe, kandi byanze bikunze, ikibaya cyacu cya Sergipe-Alagoas, ntabwo turimo gutangaza ingano yaya mahirwe, ushobora gutegereza ikintu nkicyo hamwe numufatanyabikorwa tugomba kuba munini cyane.Kandi twizere ko ari binini kandi ngaho ujyane na 500 yavuzwe haruguru kandi nibyo dushobora kubivugaho.Na none iriba risanzwe mu kigobe cya 75, turimo gukora ku kintu cyiza, hafi 100 ndetse no hanze yacyo mu Kigobe - mu karere ka Mexico hamwe n'ubwoko bw'amafaranga menshi [Indecipherable] y'amariba, kuvura amariba, mubyukuri.Noneho amahirwe akomeye kuri twe muri Berezile twishimiye cyane.Ariko ufite amakuru make muri iki gihe.
Ibibazo bibiri, ngira ngo isoko ntishima byimazeyo inyungu za Mutagatifu Malo rwose ushireho igihe 24.Urashobora gusa, ubwoko, kuvuga kubyerekeranye nuburyo umusaruro umeze iyo ugeze kumurongo muri 23 hanyuma noneho uko urwo rwego rugana imbere nigihe kingana iki - kuramba kwiyo mibumbe muri sisitemu?
Mwaramutse, Gail.Mutagatifu Malo aje mu mpera za '23 kare '24 ubwoko bwimpinga, yongeraho barrele zirenga 5.000 kumunsi umusaruro wumusaruro kuri portfolio yacu yo hanze kandi ikongeramo hafi miliyoni 32 za barrique yibigega byacu hamwe na NPV ikomeye, NPV muri miliyoni 150 kugeza kuri miliyoni 160 $ hamwe na 18% kugeza kuri 20% igipimo cyo kugaruka kumavuta 55 $.Nibyiza rero kandi biza mugihe cyiza kuri portfolio yacu yo hanze.
Birakomeye.Noneho muri 2019 Ikigobe cya Mexico cyari gifite itandukaniro ryiza cyane.Mwebwe basore murashobora gutanga ibara gusa kuburyo abasore mubona itandukaniro rya GOM muri 2020?
Nibyo, ndatekereza ko ishusho itandukanye mu Kigobe yabaye nziza cyane kuruta uko byari byavuzwe uhereye kuri IMO 2020 mubyukuri ntabwo byari ingaruka zikomeye.Itandukaniro riri hasi kurenza uko byari bimeze muri 19.Uyu munsi, mubucuruzi bwacu bwa Mars aho twerekeje kuri Mars mukigobe cya Mexico, iyi yaba umutungo wose twaguze muri Petrobras, ndetse na Medusa mukuru wacu ndetse nabambere imbere bumva.Ni hafi 36% yumusaruro wacu, ibyo bitandukanya biragaragara ko arenga $ 1 umwaka-kugeza ubu, itandukaniro rya Gashyantare kandi ayo ni $ 1.40 meza, CHOPS zimwe zahanuye ko ziri munsi y amadolari mabi, mubyukuri.Kandi ko tubona ibi ari byiza cyane kuruta uko twabitekerezaga.
Muri HLS mu Kigobe, hafi 21%, iyi ni marge cyane, cyane cyane marge hafi ya Kodiak itari op hamwe nubucuruzi bwacu bwose bwa LLOG twaguze hamwe numurima wa dalmatian dufite kandi dukora mugihe gito cya kane, ngaho yari $ 4 nziza kandi ubu biragaragara ko turi murwego 350 rwiza, kandi ndumva ari byiza kubyo.Ikindi kintu cyiza kuri twe ni Magellan East Houston, MEH ihagarariye 33% byamazi yacu ashaje asohoka, ubucuruzi bwa Eric muri Eagle Ford.Kandi ibi byombi byabaye hafi $ 3.40 cyangwa $ 3.40 byiza kuri WTI aho dushyira abakozi.Muri rusange rero, turacyari kumwanya kandi ndizera ko iyo urebye ubwikorezi nigiciro cyagaragaye cyikigo cyacu, hamwe na barrele yacu iherereye.Tuzahora tunezeza hafi y'urungano rwose, kubera ko imiterere yihariye yaho tugurisha izi barrale kandi twishimiye cyane amasezerano dufite, twibwira ko aribyiza byo guhatana Kandi rero kuki twongeyeho ubucuruzi bwacu bwikigobe tugatanga igishoro kinini ku bucuruzi bwacu bwa Eagle Ford.Niba ufite ibiciro biri hejuru, uzahorana inyungu.
Murakoze.[Amabwiriza ya Operator] Kandi ikibazo gikurikira ni Paul Cheng wo muri Banki ya Scotia.Nyamuneka komeza.
Niba ugomba guhindura capex twakagombye gutekereza ko ari muri Eagle Ford gusa cyangwa ko uzahindura no mubindi bice?
Oya, nkuko na none nahitamo kutabitangaza muri iki gihe.Dufite gahunda yo gutezimbere gahunda yo gutezimbere muri Vietnam biri muri gahunda yacu, iyo uramutse ukoze iyo ntambwe ishobora gutinda, kandi turabona ibiciro bitandukanye hamwe nubushakashatsi mu mpera zumwaka.Turimo kugerageza gukora ibyo kugabanuka muburyo budasanzwe aho tudahindura amafaranga menshi yo kugaruka kwishoramari kumurimo wakazi hamwe na karuvati-mugongo mu kigobe, cyangwa ngo duhindure gahunda yacu muri Eagle Ford muri iki gihe.Ndumva merewe neza dushobora gukora ibyo kandi tuzabikora, niba dukeneye kubikora tuzabikora.
Nibyiza.Kandi muri Berezile ufite abasore mumaze kumenya iriba ugiye gucukura umwaka utaha - mu ntangiriro z'umwaka utaha?
Dufite igitekerezo cyiza - dufite igitekerezo cyiza kuri byo birumvikana, ariko turimo gukorana numufatanyabikorwa munini ahari.Kandi ndatekereza ko ushobora gusubira inyuma ukareba ibyatangajwe kurundi mushinga munini uhari mugihe, kandi ushobora guteganya ibisa nkibi hano.
Nibyo.Ntabwo rero washoboye kuduha a - ahari intego yo gutoza impinga cyangwa ikindi kintu cyose kijyanye niki gihe?
Nibyo.Kandi iyo ubivuze kare umwaka utaha.Turimo tuvuga intangiriro yigihembwe cya mbere?Niki ...
Yego.Gahunda ya rig ihari irimo impushya na gahunda yabafatanyabikorwa bacu, harimo nibindi bice bafite.Kandi ndateganya ko hakiri kare muri 21 muri iki gihe.Yego nyagasani.
Nibyo.Kandi ibyo birashoboka ko nabuze.Wibaze mugihe uvuga ko utazagira iriba ryiza riza muri Eagle Ford muminsi 100 iri imbere?
Oya, oya, oya, nibyo kuva igihe dushyira iriba mu ntangiriro z'Ukwakira kandi tuzagira amariba atemba kuwa gatandatu.Habaye igihe kirekire.
Igabanywa ryishoramari ryimbere-yanyuma yuzuye gahunda ya Shale kandi twagereranije umusaruro hejuru ya EUR isanzwe, twatwitse kubwigihembwe cya kane.Ubu dufite icyo kibazo hejuru yigihe kirekire giteganijwe imbere-impera yuzuye umushinga.Twagiye ducukura hamwe nibikoresho bitatu ngaho dutangira neza umwaka urangiye.Kandi turazana padi 10 nziza-nziza hano byihuse kandi twumva neza ubuyobozi bwacu nibyo dukora hano.
Turi Pawulo.Dutangiye ibi - turatangira kuwa gatandatu mugitondo.Haraheze igihe, icyo ngerageza kuvuga biragoye mumikino ya Shale kandi uzasanga ibyo bidasanzwe kudashyira iriba muminsi 100 kandi ariko twagarutse gukanda no kongeramo amariba mugihembwe cyose kandi dufite cadence ikomeye yo kubaka amariba, nkuko Erik yabisobanuye mbere mu guhamagarwa.
Nibyiza, kandi byanyuma kuri njye, ushobora kuduha bimwe - East Tilden niyihe, imikorere myiza mugihembwe cya kane uvuga?Kandi ni ubuhe buryo bwo guhanura ibigo musore mukoresha?Kandi wigeze uhindura ibyo iteganya cyangwa utekereza ko East Tilden neza mugihembwe cya kane byari ibintu bidasanzwe kandi capex yawe iracyariho, OK.
Nibyo, Pawulo.Iriba rero rya East Tilden, twazanye ayo mariba kumurongo IP30 zabo ahanini byari bihuye nibyo twateganije.Ntabwo ari umubare nyawo, ariko ahantu hafi 800 BOE kumunsi ugereranije kumariba umunani.Barasa neza rwose muminsi igera kuri 30 nyuma yibyo twatangiye kubona kugabanuka gukabije.Nkuko rero - nkuko nabivuze, kwerekeza muri Mutarama itandukaniro riri hagati yibyo twateganije mbere n’imikorere y’umusaruro rusange ku mariba umunani yari hafi 1.000 BOE ku munsi, kandi turateganya ko icyuho kizaba gihari, ariko kizagabanuka binyuze umwaka nkuko ibiteganijwe mbere bigabanuka nkiriba burigihe.
Urakoze gufata ikibazo.Imwe mu ngingo watanze muburyo bwawe, ubwoko, intro ni uko wahinduye umutungo shingiro kugirango ube umukino wuzuye wiburengerazuba.Ariko uracyafite ubushakashatsi bwa Vietnam kandi birasa nkaho ari bike mubitekerezo nyuma yiki gihe.Noneho mfite amatsiko logique yo kugumana iyo mitungo?
Hano hari ibyiza bigaragara muri iyo mitungo.Dufite ikintu gikomeye twavumbuye ko tuzazana kumurongo, kuri ubu dukora ibiryo, kandi tuzaba twemerewe gahunda yo guteza imbere umurima binyuze muri guverinoma - guverinoma yari itinze cyane.Natwe - hamwe nigishoro cyacu ntitwigeze tubihutisha niba ubishaka.Ni ibintu bidasanzwe.Twongeyeho ikindi gice dufite intego imwe, dufite urukurikirane rw'ibyiringiro bishobora kuba bike byacukuwe na jack-ups kandi bikatwemerera ubwoko bwose bwo kuzamuka, ariko muriki gihe cyihariye hamwe nigishoro cyagenewe kugira CAGAR ntarengwa kandi kubuntu amafaranga yinjira no kubaka umushinga ufite amafaranga menshi yubusa.Byadindijwe mumyaka ibiri yambere kubucuruzi bwacu, ariko rwose tuzahita ducukurayo umwaka utaha, kandi iyi ni ibitotsi kuri twe bifite akamaro kandi itwemerera ubwoko bwubwoko bwose bujyanye nibice bitandukanye byubucuruzi bwacu imbere.
Kimwe na Vietnam rero, gira umwanya wihariye, umwanya winjira uhendutse cyane, kuvumburwa kwiza cyane, hazabaho - gushyirwa muri gahunda yacu ndende biri imbere mubyo twatangaje hano kandi turabyishimiye cyane.Gusa kutaba umurwa mukuru munini hano uyumwaka kubera izo mpamvu zose dusoma buri munsi.
Nibyiza, ikindi kibazo kimwe cyubushakashatsi, niba nibutse, ngira ngo hashize imyaka itanu cyangwa itandatu mwashyizeho umwete wo gukora imyitozo muri Suriname, kimwe mubambere, ngira ngo, mpuzamahanga E & Ps kubikora.Noneho ubwo bwoko bwazungurutse inzira ubungubu, birumvikana ko tubona imitwe ya Suriname kumunsi usa nkumunsi.Mfite amatsiko, niba ufite inyungu zo gusubiramo amahirwe muri iyo geografiya igaragara?
Dushishikajwe n'amahirwe yose yo mu gice cy'isi twibandaho, ari yo Amerika y'Epfo, Ikigobe cya Mexico gikwiye na Mexico ku nkombe z'inyanja aho dufite aho duhurira kandi duherutse kongera muri Berezile ikindi gice mu kibaya cya Portiguar.Ayo mariba twacukuraga imyaka myinshi ishize, turatandukanye rwose gukina, ibihe bitandukanye rwose.Twe - nkuko mubizi, twabaye ubushakashatsi ku isi yose, ariko turagerageza kwibanda ku kugira amakuru menshi kandi twibanze cyane ku makuru ndetse n'ibibaya dukoreramo.Gusa kuba tutaritabira, ntibisobanuye ko tutigeze tureba hariya kandi igiciro cya poker cyari hejuru yibyo twifuzaga gukora.Kandi nanone rimwe na rimwe mu gihugu nkicyo bisa nkaho byoroshye, ariko iyo ubonye amasezerano atandukanye wemeye, kureba umunsi wumuntu bizakubuza cyane muburyo bwo guteza imbere ubucuruzi imbere.Kandi hamwe na hamwe muri ibyo bibanza ntidushobora kugirana amasezerano twifuza gukoreramo. Turareba rero muri kano karere, ntabwo turwanya kuhakorera, ariko ntitwabonye amahirwe twifuza kwitabira. kandi aho dushobora kongeramo agaciro k'abanyamigabane.
Nibyo.Ntakibazo dufite uyu munsi kandi kizarangiza umuhamagaro wacu uyu munsi.Turashimira abantu bose kubyumva, kandi tuzakubona kubisubizo byigihembwe gitaha.Urakoze cyane.
Imigabane 10 dukunda kurusha Murphy Amavuta Iyo gushora abanyabwenge David na Tom Gardner bafite inama yimigabane, irashobora kwishyura kugirango wumve.N'ubundi kandi, akanyamakuru bamaze imyaka irenga icumi bakora, Umujyanama wa Motley Fool Stock, yikubye gatatu isoko. *
David na Tom bahishuye gusa ibyo bizera ko aribintu icumi byiza byabashoramari kugura nonaha ... kandi Amavuta ya Murphy ntabwo yari umwe muribo!Nibyo - batekereza ko ibyo bigega 10 aribyo byiza kugura.
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Igihe cyo kohereza: Gashyantare-24-2020