Aandeel SBM Offshore AEX:SBMO.NL, NL0000360618

quote:

Pjotrrrr schreef op 19 juni 2015 11:58:

Vandaag in Upstream:

Libra to lead way for FPSO charters
Chartering activity in Brazil’s critical floating production, storage and offloading vessel market is set to resume with a tender to contract a pilot unit for the giant Libra field.As head of the Libra consortium, Petrobras is expected to go to the market in July, seeking an FPSO able to handle up to...field. Odebrecht Oil & Gas and Teekay Offshore will supply a dynamically positioned FPSO with capacity for 50,000 bpd of oil, with the remit of carrying ....

Petrobras embarks on long haul back to the top
With a new chief executive, some major policy shifts and a looming licensing round, the state giant hopes it will soon turn a corner.

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quote:

boedeba schreef op 20 juni 2015 11:30:

[...]

als we geen business-plan krijgen komt dit er goed dichtbij. :-)
Met shell 20% en de china's samen ook 20% kunnen die laatsten de schepen lassen en SBM de bemanning en ontwerp en controle doen voor super-FPSO's.
Genoeg uitdagingen om specialisten te moeten contracteren. :-)

Kan nog oppassen worden dat China mogelijk ind FPSO-biz wil, zeker met standaardisatie, Mr Chabas.

quote:

Sjonnie2 schreef op 20 juni 2015 10:42:

Bedreiging of kans voor SBM ?

www.upstreamonline.com/live/1403735/l...

quote:

Kopermans schreef op 23 juni 2015 06:47:

Shell gaat voor Brazilië.

Enkele fragmenten uit een lang interview met CEO Van Beurden in Engelse uitgave van Valor:

"Protagonist of the biggest oil industry deal in the past decade, Royal Dutch Shell CEO Ben van Beurden does not rule out increasing the company’s exposure in Brazil, raising the already billion-dollar investment program that will be put in place following the merger with BG. After the $70 billion deal is completed, which is expected in early 2016 after regulatory approvals in several countries, Brazil will have the highest share of Shell's production portfolio. With its partner Petrobras involved in a corruption scandal, the Dutch executive said he’s following the developments closely but is confident in the technical expertise of the state-owned company.

Mr. van Beurden estimates that Brazil will account for 20% of the global production when the projects under development by the two companies start operating, including Libra, in which Shell has 20%, and the giant pre-salt fields where BG is partner, such as Lula and Sapinhoá. The executive points out, however, that Shell has appetite for more and it’s willing to increase its presence here. He did not rule out the company’s participation in the 13th Bidding Round of the National Petroleum Agency (ANP).

(...) An evidence of Anglo-Dutch group’s appetite for Brazil is that the country is likely to stay out of the $30 billion divestment program that will be put in place between 2016 and 2018.

(...) Regarding the Shell’s asset sales program, he said that two main segments, which justified the merger with BG, would be left out: exploration and production in deep waters and integrated gas business, or liquefied natural gas (LNG), that will make it biggest player in the industry."

www.valor.com.br/international/news/4...

quote:

gpjf schreef op 23 juni 2015 10:33:

Misschien een stomme vraag maar is er tegen deze achtergrond misschien een overname mogelijkheid van SBM door Shell of zal Shell toch de voorkeur geven aan een samenwerkingsmodel met SBM want dat er dan enige verbondenheid gaat komen. verwacht ik eerlijk gezegd wel.

quote:

Chela schreef op 23 juni 2015 10:49:

[...]
In de olie- en gaswereld zie je niet gauw een overname naar boven of beneden in de keten, is toch een heel andere tak van sport. Als er gefuseerd wordt dan is het meestal soort zoekt soort, bv Shell en BG.
De verbondenheid is er overigens al - zie Shell Prelude FLNG project.