Sete Brasil破產計劃遭股東投票否決
2月26日，Sete Brasil的股東舉行會議，投票否決了Sete Brasil的破產保護提案。
由于未能獲得長期貸款，且巴油不愿按此前簽訂的合同支付遠高于目前市場價的日費率，Sete Brasil生存的希望已變得非常渺茫。
巴油于上月提議將Sete Brasil原先的28個鉆井平臺項目保留10個，租期縮減為5年，可續租5年。巴油還向Sete Brasil施壓，要求將平臺日費率降至目前的國際市場價格。
巴油的提案使一些Sete Brasil的股東對公司重組失去了信心。BTG Pactual，Valia，EIG，Lakeshore Parters和Venture投票支持Sete Brasil破產。但Previ, Funcef, Petros, Bradesco, Santander依然投票反對Sete Brasil破產。
Sete Brasil的股東計劃于3月中旬再次舉行會晤，商議Sete Brasil的破產保護事宜。
Clutch of equity partners block bankruptcy filing at beleaguered Brazilian rig builderThe future of bankruptcy-threatened Brazilian rig-builder Sete Brasil remains highly uncertain after five equity partners voted to block a proposed filing for bankruptcy protection, according to sources involved.Failure to secure long-term financing and the reluctance of state-controlled Petrobras to commit to charters that presented construction risks and paid above today’s market rates, have brought Sete Brasil to its knees.Petrobras has proposed reducing the number of rigs to be chartered to just 10 – down from 28 under the original agreement – and cutting the charter period to just five years, renewable for five more.Petrobras has also been pressing for dayrates to be re-set in line with the much lower market rates of today.These offers have convinced some of Sete Brasil’s shareholders and lenders that there is no longer any possibility of covering the costs of the rig-building project, which has been virtually on hold since October 2014.Some equity partners, such as investment bank BTG Pactual, came out openly in favour of entering bankruptcy protection and facing up to the huge write-offs.One shareholder, the Petrobras pension fund Petros, has held out against opening judicial proceedings.Spain’s Banco Santander has also resisted this move – the bank is a shareholder but is also among the lenders that kept Sete Brasil alive with bridging loans, with more to lose in the case of a bankruptcy.Lenders have since tapped a government-sponsored shipyard guarantee fund to mitigate their losses, but the latest crisis meeting, held last Friday, resulted in resistance to bankruptcy protection actually growing, participants have stated.Two institutional pension funds, Previ (Banco do Brasil) and Funcef (Caixa Economica Federal) joined Petros, while Bradesco bank joined Santander in voting against the judicially administered proceedings.BTG Pactual, Vale pension fund Valia, plus EIG, Lakeshore Partners and Luce Venture voted in favour of bankruptcy protection, with one abstention.The 11 equity partners instead decided to schedule another meeting for the second week in March, sources said.Sete Brasil has hired consultancy firm Alvarez & Marsal to study possible restructuring or mitigation strategies, but faces growing risk of collapse under the weight of debts and liabilities already standing at an estimated $17 billion.Some sources involved in the long-running talks said some partners are talking openly about the danger of the company being forced into administration, without the cash even to withstand bankruptcy protection proceedings.The Petrobras strategy, arguably sealing the fate of Sete Brasil, is not without risks.One of the Sete Brasil investors, US energy investment giant EIG Management, has filed a lawsuit against the oil company, seeking damages of $221 million on behalf of its own clients.The lawsuit alleges that Petrobras undermined the viability of the project, making the fund’s investment “worthless” and claims that the real reasons for its failure were related to the massive corruption scheme unearthed by the Car Wash probe.
巴油或將取消Libra項目采油樹招標計劃
據消息稱，巴西國家石油公司（Petrobras）正在考慮通過此前和FMC Technologies以及Aker Solutions簽訂的框架協議為Libra鹽下層油田的開發提供采油樹。
去年十月份，巴油曾透露將邀請Aker, FMC, One-Subsea, GE Oil & Gas等公司，對用于Libra油田開發的23個水下采油樹進行招標。然而，由于巴油的投資計劃被大幅削減，為了減少支出，巴油正在極力說服其在Libra油田的合作伙伴使用此前和FMC以及Aker Solutions簽訂的框架協議來提供這批采油樹。
巴油和FMC于2012年3月簽訂了價值15億美元的框架協議，FMC將為巴油提供多達130個用于鹽下層油田開發的各類采油樹。隨后，巴油還于2013年和Aker Solutions簽訂了類似的協議，Aker Solutions將為巴油提供60個用于鹽下層油田開發的采油樹。由于巴西鹽下層油田的開發進程比原計劃要慢，因此這兩項協議還有很多采油樹存量可供巴油使用。
Brazil’s Petrobras is understood to be considering using subsea equipment to be supplied via existing frame agreements with FMC Technologies and Aker Solutions to serve the giant Libra pre-salt development in the Santos basin instead of issuing a fresh tender to the market, writes Fabio Palmigiani.Petrobras initially signalled that it would invite contractors including Aker Solutions and FMC, plus the likes of rivals OneSubsea and GE Oil & Gas to bid for a multi-million dollar contract covering the manufacture and supply of up to 23 highly-specialised subsea trees for Libra.However, in a sign that Petrobras is further slashing investments, sources told Upstream that the company has opted to squash the proposed tender, and instead will try to convince its partners in Libra to use subsea trees contracted through existing separate frame agreements with FMC and Aker.“That is the talk on the market right now,” said one source, though he added that it was not yet clear if Libra partners such as European majors Shell and Total would support the plan and that they might instead prefer a fresh tender.“Nothing has been set in stone at this point,” this source said.Petrobras and FMC signed a frame agreement in March 2012 worth $1.5 billion that calls for the delivery of up to 130 subsea trees for a wide range of pre-salt projects.One year later, Petrobras signed a similar deal with Aker Solutions for the deployment of as many as 60 subsea trees in the pre-salt.Petrobras still has many subsea trees to receive under these two frame agreements as its pre-salt expansion plans move slower than originally expected, hence the apparent desire to use such equipment at Libra.Another source said PPSA, the pre-salt company responsible for overseeing the Libra production sharing contract, would also look closely at such a Petrobras move, as the state-run entity is committed to have the lowest oil cost for Libra so it can secure a higher share of the profit oil for the federal government.The PSC rules give PPSA the power to veto any strategies it may consider inadequate for the Libra development.There is also the case of the field specifics. It is said that Petrobras will require subsea trees capable of handling pressures up to 10,000 pounds per square inch for Libra.Petrobras will need 27 subsea trees in all for the Libra first-phase development, including 10 for the series of extended well tests to be carried out by the Pioneiro de Libra floating production, storage and offloading vessel starting in early 2017, and another 17 for the Libra pilot project, expected on stream in 2020.However, Petrobras has already selected four such subsea trees from FMC, to be used in the extended well tests, leaving an additional 23 units to be contracted.
UP Offshore領跑巴油PSV招標
據悉，在近期進行的巴西國家石油公司（Petrobras）的PSV招標中，UP Offshore公司的四艘PSV以最低的日費率領跑。
本次招標的為4500噸級PSV，計劃于2016年中旬交付使用，巴油承諾給予其兩年的租約，并可續租兩年。
UP Offshore的UP Esmeralda PSV以20800美元的日費率奪得頭名。此外，其UP Amber, UP Pearl，和UP Jasper PSV也以21500美元的日費率力壓競爭對手。而就在半年前，巴油剛剛依據巴西籍海上支持船優先政策終止了UP Offshore公司的UP Esmeralda, UP Pearl和UP Amber PSV的租約。
Contractor submits lowest bids in re-tender for large vessels, just six months after Brazilian giant terminated contracts for three of its unitsUP Offshore has submitted the lowest bids and emerged as the frontrunner to secure as many as four long-term contracts with Petrobras for the charter of large platform supply vessels to operate off Brazil.Petrobras asked offshore shipping companies to submit proposals for 4500-deadweight tonne PSVs for delivery in mid-2016, offering contracts for a two-year period, renewable for an additional two years.Petrobras issued the re-tender in late 2015 after a failed attempt to charter such vessels earlier in the same year, blaming high prices.Bahamas-registered UP Offshore beat the competition after offering the UP Esmeralda vessel for a dayrate of $20,800.It also bid the UP Amber, UP Pearl and UP Jasper vessels for dayrates of $21,500 each. The possibility of signing new charters comes less than six months afterPetrobras terminated contracts of the Panama-flagged PSVs UP Esmeralda, UP Pearl and UP Amber to prioritise domestic tonnage.Siem Offshore finished a close second with the Siem Supplier vessel for $22,274, followed by Norskan Offshore with the Skandi Caledonia vessel for $22,768, Deep Sea Supply with the Sea Spider vessel for $23,500 and Olympic Maritima with the Olympic Princess vessel for $23,655.Farstad Shipping bid the Far Service vessel for $23,950, Mare Alta proposed the Monty Orr Tide vessel for $24,007 and Maersk Supply Service offered the Maersk Vega vessel for $24,375.Bram Offshore offered nine vessels — Bram Buzios, Bram Belem, Kudu, Oryx, Sable, Santos Sailor, Santos Scout, Santos Service and Santos Solution — for dayrates of $24,422 each.Maersk also proposed the Maersk Ventura vessel for $24,475, followed by UP Offshore with the UP Agate vessel for $25,000, Starnav with the Starnav Aquarius vessel for $25,793 and Mare Alta with the Saavedra Tide vessel for $26,093.Petrobras only disqualified two commercial bids, claiming prices came too high — Deep Sea Supply with the Sea Brasil vessel for $31,750 and Asgaard Navegacao with the GSP Altair vessel for $32,000.One source said he expects Petrobras to charter up to 10 PSVs through this tender process.“Petrobras is presently analysing all the documentation so it can begin negotiations with contractors,” said the source.Petrobras currently has a fleet of less than 300 offshore support vessels operating in the country, according to Brazilian association Abeam, of which 120 are PSVs of different classes.
Fugro Aquarius ROV支持船獲巴油租約
巴西國家石油公司（Petrobras）近日和Fugro船舶公司簽署了Fugro Aquarius號ROV支持船一年的租賃合同，期滿可續租一年。巴油并未透露該船的日費率。
Fugro Aquarius船長83米，將于今年四月份開始為巴油提供水下機器人作業服務。
Brazil’s state-run Petrobras has taken Fugro’s newbuild inspection, maintenance and repair vessel Fugro Aquarius on a contract for work off the country.The 83-metre vessel will provide remote-operated vehicle support for the operator under the one-year charter, with an optional one-year extension.Operations will start in April under the deal, for which a value was not disclosed.
WWS公司的兩艘PSV租約或將被提前終止
挪威船舶公司WWS近日在一份聲明中稱，由于巴西籍海上支持船享有優先權，其為巴油作業的World Emerald和World Sapphire PSV年度資質審核未獲巴西當局的批準。這兩艘PSV的資質將分別于6月21日和10月10日到期。這意味著WWS公司在巴西的六艘PSV將全部處于閑置狀態。
World Wide Supply (WWS) is facing termination of another two vessel charters off Brazil after failing to gain renewal of operating certificates with state-run client Petrobras.The Oslo-listed shipowner said in a statement its application to renew the annual certificates for its platform supply vessels World Emerald and World Sapphire had been blocked by local rules giving priority to Brazilian-flagged tonnage.The vessels’ current certificates are due to expire on 21 June and 10 August, respectively.“The company and its agents will negotiate with Petrobras to see if this issue can be resolved. If not the charter of these vessels can be terminated from the day the certificate expires,” WWS stated.The impending terminations of the company’s remaining charters with Petrobras would mean the owner would have all of its six PSVs laid up unless it can find alternative employment, which is unlikely in a lacklustre market.Another pair were laid up in December after having their deals terminated with Petrobras, adding two existing units that were idled last September.The exodus of foreign-flagged vessels off Brazil is set to exacerbate an oversupply situation in the depressed North Sea market where dayrates have plunged on drastically lower utilisation due to cutbacks by oil companies.WWS recorded average utilisation last year of only 33.2% and an average dayrate of just $73,000.
未經允許，不得轉載本站任何文章：
-
- 李曉天
-
石油圈認證作者
- 畢業于上海交大，后遠赴巴西攻讀海洋工程博士學位。長期從事巴西海洋油氣市場的研究，并創辦有《巴西海洋工程資訊》及SinoBrazilOffshore微信公眾號。
石油圈