智通财经APP获悉，英国石油(BP.US)正在推进一项耗资 50 亿美元的美国墨西哥湾海上钻探项目。该公 司已就Tiber-Guadalupe项目做出了最终投资决定，批准了其第二个新的生产平台，该平台的日原油产量 可达 8 万桶。该项目包括Tiber油田的六口油井以及从Guadalupe油田延伸出的两口连接井。 Tiber浮式生产平台在设计上约 85%基于Kaskida的设计，计划于 2030 年开始投产。其开发成本预计比 Kaskida低约每桶 3 美元，得益于设计上的协同效应。 英国石油正在墨西哥湾推进新的深水项目Tiber-Guadalupe和Kaskida，并将它们与现有的五个平台一起 定位为公司的主要增长动力。预计到 2030 年，这些资产将使该公司的美国海上石油产量能力提升至每 天超过 40 万桶油当量。 Tiber和Guadalupe油田预计在初始阶段可开采的石油资源量约为 3.5 亿桶油当量。未来阶段可能会进一 步钻探更多油井，具体事宜需视后续评估结果而定。 ...

Core Viewpoint - BP Plc has approved a $5 billion oil and gas project in the Gulf of America, emphasizing its commitment to offshore growth and energy security for the future [1][3]. Group 1: Project Details - The Tiber-Guadalupe development is set to begin production in 2030, with a capacity of 80,000 barrels of crude oil per day [1]. - This project will be BP's seventh operated hub in the Gulf and combines six wells from the Tiber field with two tiebacks from the Guadalupe field [2]. - The first phase of the development is projected to recover approximately 350 million barrels of oil equivalent, with potential for further drilling [3]. Group 2: Strategic Importance - The new hub is expected to increase Gulf output to over 400,000 barrels of oil equivalent per day by 2030, building on BP's operational experience [4]. - The project utilizes advanced technology designed to safely manage extreme pressures of up to 20,000 pounds per square inch [4]. Group 3: Financial Outlook - BP plans to launch eight to ten major projects globally between 2028 and 2030, with an investment of about $10 billion to unlock Paleogene resources in the Gulf [5]. - The company is balancing growth with shareholder returns, having raised its dividend and announced a $750 million share buyback in August [5].

Core Insights - BP has made a final investment decision on the Tiber-Guadalupe project, estimated at $5 billion, as part of its strategy to increase upstream production and achieve over 1 million barrels of oil equivalent per day in the U.S. by 2030 [1][5]. Project Overview - Tiber-Guadalupe will be BP's seventh operated oil and gas production hub in the Gulf of Mexico, featuring a floating production platform with a capacity of 80,000 barrels of crude oil per day, with production expected to commence in 2030 [2]. - The project is part of BP's plan to initiate 8-10 major projects globally between 2028 and 2030 [2]. Strategic Focus - The Tiber-Guadalupe project aligns with BP's revised strategy to focus on upstream oil and gas production, reducing investments in renewables [3]. - BP aims to launch 10 new major upstream projects by the end of 2027 and an additional 8-10 projects by the end of 2030, targeting a production increase to 2.3-2.5 million barrels of oil equivalent per day by 2030 [4]. Investment and Capacity Goals - Together with the Kaskida project, Tiber-Guadalupe is expected to enhance BP's production capacity to over 400,000 barrels of oil equivalent per day from the U.S. offshore region by 2030 [5]. - BP plans to invest approximately $10 billion in its Gulf of America Paleogene projects, including Tiber-Guadalupe and Kaskida [4]. Market Outlook - BP's senior vice president highlighted the importance of Tiber-Guadalupe and Kaskida in meeting global energy demands, which are projected to rise through 2030 [6]. - BP has revised its outlook on global oil demand, indicating it will continue to grow amid weaker-than-expected efficiency gains [6].

Core Viewpoint - BP has announced a $5 billion offshore drilling project in the US Gulf of Mexico, demonstrating its commitment to rebuilding and expanding its operations in the energy sector [1] Company Summary - The $5 billion investment signifies BP's strategic focus on offshore drilling as a key area for growth [1] - This project is part of BP's broader strategy to enhance its energy production capabilities and respond to market demands [1] Industry Summary - The decision to invest in offshore drilling reflects a trend in the energy industry towards increasing production capacity in response to rising energy needs [1] - The Gulf of Mexico remains a critical region for oil and gas exploration, attracting significant investments from major energy companies [1]

British energy major BP (NYSE:BP) is moving forward with a $5 billion offshore drilling project in the U.S. Gulf of Mexico. The company reached a final investment decision on the Tiber-Guadalupe project, approving its second new production platform with the capacity ...

BP reached a final investment decision on the $5 billion Tiber-Guadalupe project off the US Gulf coast https://t.co/GJF6p1gtbi ...

BP Approves Tiber-Guadalupe Project in Gulf of Mexico https://t.co/LFhtstjJz1 ...

Group 1 - BP is advancing with a $5 billion offshore drilling project in the U.S. Gulf of Mexico named Tiber-Guadalupe [1] - This project represents a significant step in BP's strategic shift towards offshore exploration and production [1] - The investment aligns with BP's broader goals to enhance its operational capabilities in the energy sector [1]

今天分享的是：bp：世界能源展望报告（2025版） 报告共计：56页 2025版世界能源展望报告总结 bp发布的《世界能源展望报告（2025版）》通过"当前路径"和"低于2℃"两种情景，探索能源转型的可能走向，并非预测未来， 而是基于现有技术分析不同假设下的能源系统演变，涵盖至2050年的关键趋势与不确定性。 两大情景展现差异化路径。"当前路径"基于现有气候与能源政策及近期趋势，碳排放在本十年保持平稳后逐步下降，2050年较 2023年降幅约四分之一，累计排放远超IPCC 2℃碳预算。"低于2℃"情景假设气候政策收紧与社会行为转变，2050年碳排放较 2023年下降约90%，累计排放符合IPCC 2℃控温目标。 能源需求与结构呈现共性与差异。共性方面，新兴经济体（不含中国）是能源需求增长核心，电力需求在两种情景下均翻倍， 太阳能与风能快速增长成为主导电源，煤炭消费因发电领域需求下降而减少，石油需求虽下降但未来10-15年仍具重要作用。差 异体现在天然气需求："当前路径"中2050年需求较2023年增长20%，"低于2℃"情景下则下降55%。 关键影响因素备受关注。地缘政治碎片化可能推动国家转向能源自给，影响能 ...

Core Viewpoint - BP Group's "Energy Outlook 2025" report highlights that geopolitical tensions, slowing energy efficiency improvements, and delayed transitions pose significant risks to global energy transformation, warning that without decisive action, the world may face a "disordered transition" in the next decade [1][3]. Global Energy Demand Shift - Future global energy demand growth will be primarily driven by emerging economies (excluding China), with primary energy demand in these regions expected to increase by nearly 50% by 2050 under the "current trajectory" scenario [5]. - Emerging economies in Asia (excluding China) are projected to see a 70% increase, Africa 60%, and South America 30% by 2050, driven by ongoing economic development and population growth [6]. - In contrast, China's primary energy demand is expected to decline by over 10% by 2050 under the "current trajectory" scenario, and by more than one-third under the "below 2 degrees" scenario [6]. - The rapid development of digital technologies is creating new growth points for energy demand, with data centers accounting for about 10% of global electricity growth, and as high as 40% in the U.S. [6]. Renewable Energy Cost Reduction - Global oil demand is expected to peak by the late 2020s and decline by approximately 15% by 2050 under the "current trajectory" scenario, with a 70% decline under the "below 2 degrees" scenario [8]. - The report indicates a significant shift in oil demand from fuel applications to raw material applications, with petrochemical feedstocks becoming the most resilient part of oil demand, expected to rise from about 15% to nearly 30% by 2050 [8]. - Renewable energy is projected to be the fastest-growing energy source, with supply expected to increase more than two and a half times by 2050 under the "current trajectory" scenario, and three and a half times under the "below 2 degrees" scenario [8]. - The substantial decrease in renewable energy costs is enhancing its competitiveness, with renewables expected to account for 25% of global primary energy supply by 2050 under the "current trajectory" scenario [8]. Natural Gas Outlook - The outlook for natural gas is uncertain, with a projected 20% increase in global demand by 2035 under the "current trajectory" scenario, but a potential 50% decline by 2050 under the "below 2 degrees" scenario [9]. Challenges in Energy Transition - The report warns of multiple risks to global energy transition, particularly from geopolitical tensions and delayed actions [11]. - Increased geopolitical tensions may alter energy development paths, potentially leading to a focus on energy self-sufficiency that could suppress renewable energy shares [11]. - A continued slowdown in energy efficiency improvements could result in a 5% higher global energy demand by 2035 compared to the "current trajectory" scenario, primarily met by fossil fuels [11]. - The most severe risk arises from delayed transitions, with estimates indicating that the remaining carbon budget to limit global warming to 2 degrees Celsius could be exhausted by the early 2040s under the "current trajectory" scenario [11]. Opportunities Amid Challenges - Despite the challenges, the report emphasizes that declining renewable energy costs and technological advancements provide opportunities for accelerating the global energy system transition, particularly in solar, wind, and electric vehicle sectors [12].