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Aandeel SBM Offshore AEX:SBMO.NL, NL0000360618

  • 14,100 25 apr 2024 17:35
  • -0,180 (-1,26%) Dagrange 14,060 - 14,360
  • 379.487 Gem. (3M) 543,4K

SBM Offshore -december 2013- off topic draadje

14 Posts
| Omlaag ↓
  1. [verwijderd] 6 december 2013 07:23
    OSX to 'sell stake in FPSO JV'

    www.upstreamonline.com/epaper/article...

    Kathrine Schmidt 05 December 2013 20:05 GMT
    Bankrupt Brazil vessel company OSX expects to announce within weeks the sale of its 49% stake in a joint venture contracted to integrate and build topsides for a pair of Petrobras floating production, storage and offloading units.
  2. forum rang 7 ff_relativeren 16 december 2013 23:52
    Op 11 december -inmiddels een kleine week geleden- werd meer bekend over de geleidelijke verschuiving in de strategie van ENCANA. De inkomsten van Encana komen voor 90% uit 'natural gas' en voor 10% uit overige.

    Encana wil de focus en opbrengsten geleidelijk verschuiven door meer in te zetten op o.a. olie. Door de olie-opbrengsten in 2014 met 30% te laten groeien, wordt de overall verhouding 80-20. In de jaren erna moet er een nog betere balans komen.

    Lees er over in : www.theglobeandmail.com/report-on-bus...

    Voor de beleggers gaat de verschuiving langzamer dan wat zij gehoopt hadden. De beurskoers is sinds enkele dagen aan het dalen van CAD (canadese dollar) 20,55 naar vandaag CAD 19,00.

    Wie overigens een echte contraire belegging zoekt, heeft in papieren van Encana een boeiende uitdaging. Zie de 5-jaars grafiek van de beurskoers ;

    ca.finance.yahoo.com/q/bc?s=ECA.TO&am...

    Een onderneming in transformatie en interne ombouw. De vraag lijkt, waar de beurskoers van Encana gaat uitbodemen ...

    Greetzzz
  3. [verwijderd] 18 december 2013 06:58

    SAO PAULO--Petroleo Brasileiro SA or Petrobras, said Tuesday it found the first oil in the deep water of the Potiguar basin off the coast of the Brazilian state of Rio Grande do Norte.
    The oil was found in the 1-BRS-A-1205-RNS (1-RNS-158) well, also known as Pitu, under 1.1 miles of water 34.2 miles off the coast, the company said in an note to Brazil's financial markets regulator.
    Write to Jeffrey T. Lewis at Jeffrey.lewis@wsj.com
    Subscribe to WSJ: online.wsj.com?mod=djnwires
    (END) Dow Jones Newswires
    December 17, 2013 17:08 ET (22:08 GMT)
    © 2013 Dow Jones & Company, Inc.
  4. menko 19 december 2013 12:47
    MODEC, Mitsui & Co, Mitsui O.S.K. Lines and Marubeni Corporation have agreed that Mitsui, MOL and Marubeni will invest in a 20-year charter providing an FPSO for use in the Carioca area of a pre-salt oil field off the coast of Brazil.

    The FPSO will be named FPSO Cidade de Caraguatatuba MV27 and will be deployed to the Carioca area of the BM-S-9 block off the coast of Brazil in the third quarter of 2016. The area is part of a deepwater oil field located approximately 300 km south of Rio de Janeiro, Brazil. The oil is contained in the pre-salt layer approximately 5,000 m beneath the seabed.

    The charter is with BM-S-9 Consortium – Petrobras (45%), BG Group (30%) and Repsol Sinopec Brasil (25%). The FPSO will be chartered for 20 years. The project is the third time the companies have collaborated to operate FPSOs for pre-salt oil fields.

    The FPSO has an oil processing capacity of 100,000 barrels per day, gas processing capacity 177 million cubic feet per day and oil storage capacity 1,600,000 barrels.
  5. [verwijderd] 22 december 2013 18:41
    Voor wie mocht denken dat de VS door de exploitatie van recent ontdekte energievoorraden (schaliegas) inmiddels olie zou exporteren:
    "America still imports 7.9 million barrels a day".

    The when, where and how much of oil prices
    December 14, 2013 - 12:00pm source: THE ECONOMIST

    It is a common misconception that one barrel of oil is much like another.

    Crude varies by viscosity from watery to almost solid, by color from fawn to deepest black and by sulfurousness from negligible to devilish. Around 100 benchmark grades are traded around the world, though a couple garner the most attention.

    Patriotic Americans focus on West Texas Intermediate or W.T.I. Most of the rest of the world uses Brent from the North Sea as a reference. When the two, differing slightly in quality, cost the same, the distinction made little difference. In recent years, however, the extraordinary flow of oil from American shale beds has led to a parting of the spigots.

    A barrel of Brent currently changes hands for $109, while W.T.I. fetches only $98. The spread first opened in 2011 as new supplies of shale oil from North Dakota and Texas supplemented the barrels already arriving at Cushing, Okla. This small town, set amid a vast expanse of storage tanks, is a pipeline hub where contracts for W.T.I. are settled. It turned out, however, that there were more pipelines leading to it than away from it.

    As shale oil boomed, more crude got stuck in Cushing’s ever-expanding field of storage tanks, and the W.T.I. price sank. However, the price of oil entering the big refineries on the Gulf Coast, only 800 kilometres away, stayed tethered to Brent. To take advantage of the discrepancy in prices, which at its peak hit $29, barges, trains and even trucks were pressed into service to supplement the bursting pipelines leading from Cushing to the coast.

    The construction of new pipelines and a reversal of the flow in others gradually has undone the bottleneck in Cushing. The Seaway pipeline, for instance, once took oil from Freeport, Texas, to Oklahoma. Since January it has plied the opposite route and will soon double in capacity to 850,000 barrels a day. In July the spread between W.T.I. and Louisiana Light Sweet, the benchmark feedstock for Gulf refiners, almost disappeared. However, the clearing of the bottleneck in Cushing has released a surge of light crude to the Gulf Coast, creating a new blockage, according to Michele Della Vigna of Goldman Sachs.

    Gulf refineries are using as much light and sweet American crude as they can, but most are designed to process heavier, more sulfurous grades from Aroca and the Middle East. Indeed, America still imports 7.9 million barrels a day.

    Refineries in California or on the East Coast could take more home-drilled oil, but the infrastructure to get it to them is lacking and the Jones Act, which bans foreign vessels from domestic trade, means that ships are in short supply. Light sweet crude can be mixed with gunkier oil from Canada’s oilsands to make a more suitable brew for Gulf refineries, but that takes time and requires regulatory approval.

    Selling the excess oil abroad would uncork the blockage, but American law prohibits most exports of crude. Gulf refiners are turning it into gasoline, diesel and other products, which can be exported, as fast as they can. But, according to Amrita Sen of Energy Aspects, a consultancy, they are running at full capacity.

    As oil begins to pool in the Gulf, a gap has opened between the prices of L.L.S. and Brent, even as L.L.S. and W.T.I. have moved into alignment. The discrepancy in prices between the middle of America and the East and West coasts will persist until someone works out a way to move the stuff around in greater quantities.

    Even if that happens, though, in a couple of years the whole country will have more light, sweet crude than it needs. If the oil continues to back up, prices will fall further compared with global markets, threatening production from high-cost shale beds and perhaps even smothering America’s resuscitation as an oil power.

    About the Author

    THE ECONOMIST

  6. forum rang 7 ff_relativeren 27 december 2013 12:52
    Upstreamonline.com heeft een artikel geplaatst over OSX (waar SBM de FPSO OSX-2 aan verkocht heeft). OSX heeft verschillende kredieten ontvangen, waaronder een krediet van US $ 557,3 miljoen voor de contract-afwikkeling van FPSO OSX-2.

    bron : www.upstreamonline.com/live/article13...

    Dit deed mijn wenkbrauwen even fronsen, omdat ik meende dat FPSO OSX-2 als reserve in een haven ter anker lag, en de verkoop door SBM Offshore als een Turnkey project in de boeken stond, die volledig betaald was.

    Blijkbaar had OSX dan zelf toch al een inzet-contract voor de FPSO OSX-2, die ze nu willen stoppen. (en moeten afkopen) Mogelijk om de FPSO te kunnen verkopen. Wie weet, kan SBM binnenkort de door hen gebouwde FPSO met een leuke faillissementskorting terug kopen ...

    Greetzzz
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