美国深水油气产量或创历史新高

Core Insights - The Gulf of Mexico oil and gas projects are expected to perform well in 2025, with three new floating production units (FPU) projected to come online by the end of the year, leading to a historical peak production of nearly 2.2 million barrels of oil equivalent per day in 2026 [1][2] Group 1: Floating Production Units - Shell's Whale FPU commenced production in January, achieving a peak output of 100,000 barrels per day [1] - Beacon Offshore Energy's Shenandoah project started in July, contributing to the overall production increase [1] - The Salamanca FPU, developed by LLOG, Repsol, and O.G. Oil & Gas, is expected to begin production soon, adding to the total processing capacity of nearly 350,000 barrels of oil equivalent per day from new FPUs, the highest increment since 2015 [1] Group 2: Subsea Projects - In addition to FPUs, four subsea oil and gas tieback projects are set to launch in 2025, laying the groundwork for production growth in 2026 [1] - Chevron's Ballymore project is noted as the largest tieback project [1] - Shell's Dover field will provide approximately 20,000 barrels of oil equivalent per day to the Appomattox FPU, while BP's Argos southwest expansion project is expected to achieve peak production of 20,000 barrels per day ahead of schedule [1] Group 3: Overall Production Contribution - The projects starting in 2025 are anticipated to contribute 350,000 barrels of oil equivalent per day in 2026-2027, with 70% of this coming from the new floating production units [2] - These projects are expected to account for 15% to 18% of total U.S. deepwater production [2]