据油田技术11月6日报道， GlobalData表示，过去4年来，设得兰群岛西部的石油和天然气产量有所上升，这对仍活跃在英国大陆架(UKCS)的石油公司来说意义重大。

该公司的最新研究显示，设得兰西部(WoS)地区仍然吸引着该地区主要勘探和生产(E&P)公司的注意力。然而，基础设施的限制可能会阻碍该盆地未来的增长潜力。

尽管雪佛龙(Chevron)和康菲石油(ConocoPhillips)等总部位于美国的勘探开发公司最近基本上都在剥离英国的勘探开发业务，但它们的欧洲同行却并未效仿。在2017成功举办的第三十届英国离岸许可证交易中，约75%的WOS区块授权有欧洲的参与。此外，在该地区计划和宣布的项目中，欧洲石油公司拥有80%的股份，而他们在北海只有大约40%的股份。

GlobalData上游油气分析师丹尼尔·罗杰斯（Daniel Rogers）表示，2018年壳牌和英国石油公司（BP）的油气产量加起来占WoS地区总产量的一半以上。近年来，这两家公司都发现，北海产量在其英国投资组合中失去了主导地位。其结果是，到2020年，WoS将取代北海，成为壳牌在英国的主要产油盆地，而BP在2018年就实现了这一战略转移。

该地区即将进行的油气田开发主要以石油为主，因为Sullom Voe终端的石油处理能力目前仅使用了一半，预计短期内将出现产能过剩。然而，该地区收集、加工和出口天然气的设得兰天然气厂(SGP)，其闲置产能不足25%，而该盆地新发现的天然气量可能会将基础设施的利用率推向极限。

罗杰斯继续道:“道达尔最近发现的Glendronach凝析气田预计将在SGP的峰值时期增加2亿立方英尺/天的天然气供应，并可能最早在2021年投产。除此之外，坎博和罗斯班克油田开发项目的天然气产量可能会进一步加大现有基础设施的压力。到本世纪20年代中期，希望在WoS开发新气田的运营商可能会受到地区产能限制的挑战。设施扩建所需的投资可能影响项目回报，并迫使运营商放弃边际天然气开发。”

邹勤 摘译自 油田技术

原文如下：

West of Shetland production to overtake North Sea for Shell and BP’s UK portfolios by 2020, says GlobalData

Over the last four years oil and gas production in the West of Shetlands has risen and with that, a growing relevance for the biggest players still active in the UK continental shelf (UKCS), says GlobalData, a leading data and analytics company.

The company’s latest research reveals that the West of Shetland (WoS) area retains the attention of major exploration and production (E&P) players in the region; however infrastructure restraints could hinder future growth potential in the basin.

Despite the US based E&P majors, such as Chevron and ConocoPhillips largely divesting out of the UK’s E&P sector of late, their European peers have not followed suit. Of the highly successful 30th UK Offshore Licensing Round held in 2017, approximately 75% of the licensed WoS blocks had European major* participation. Moreover, European majors have stakes in 80% of the Planned and Announced projects in the area compared to approximately 40% in the North Sea.

Daniel Rogers, Upstream Oil and Gas Analyst at GlobalData, commented: “In 2018, Royal Dutch Shell (Shell) and BP Plc (BP)’s hydrocarbon production combined accounted for over half of the WoS total volume. Over recent years both companies have seen North Sea production volumes lose dominance in relation to their UK portfolios. As a result, the WoS is set to overtake the North Sea as Shell’s major producing basin in the UK by 2020, whereas this occurred for BP in 2018”.

The majority of upcoming field developments in the area are oil focused as oil processing capacity at the Sullom Voe terminal is currently around half utilised with expected excess capacity available over the near term. However, the Shetland Gas Plant (SGP), where the areas gas is collected, processed and exported, is currently running at less than 25% spare capacity and newly discovered gas volumes in the basin could push the infrastructure to its limits.

Rogers continued: “Total’s recently discovered Glendronach gas-condensate field is expected to add over 200 million ft3/d of gas supply to the SGP at its peak and could commence production as early as 2021. This, in addition to gas volumes coming from the Cambo and Rosebank oil field developments could further strain the existing infrastructure.

“Operators looking to develop new gas fields in the WoS through the mid-2020s could be challenged by the areas capacity restraints. The investments required for facility expansions may impact project returns and force operators away from marginal gas developments.”