北达科他州监管机构预计石油和天然气钻机数量将减少约5台，压裂队伍将减少约2支。 ...

Core Viewpoint - DNO ASA reported strong operational performance in Q1 2025, highlighted by a significant acquisition and increased production levels, indicating a positive outlook for the company moving forward [2][6]. Financial Performance - The company achieved an operating profit of USD 28 million and revenues of USD 188 million in Q1 2025, both reflecting quarter-on-quarter increases [1]. - Net profit for the quarter was reported at a loss of USD 4 million, an improvement from a loss of USD 98 million in Q4 2024 [9]. - Free cash flow was negative at USD 19 million, compared to a negative USD 5 million in the previous quarter [10]. Production and Operations - DNO's net production rose by 8% to 84,200 barrels of oil equivalent per day (boepd), with contributions from Kurdistan (61,600 boepd), North Sea (19,300 boepd), and West Africa (3,400 boepd) [2]. - In the Kurdistan Tawke license, production increased by 11% quarter-on-quarter, demonstrating effective management despite challenges [3]. - The company maintained production levels with minimal investment, showcasing operational efficiency [5]. Acquisition Impact - DNO announced a transformative USD 1.6 billion acquisition of Sval Energi Group AS, expected to close around midyear 2025 [2][6]. - Post-acquisition, DNO's North Sea proven and probable reserves will quadruple to 189 million barrels of oil equivalent (MMboe), and production will also quadruple to 80,000 boepd [6]. Exploration Activities - The company continued its exploration efforts offshore Norway, achieving two discoveries that added recoverable resources of 26 million barrels of oil equivalent net to DNO [5]. Financial Strategy - Following the Sval acquisition announcement, DNO completed a USD 600 million bond placement, enhancing its financial position with cash deposits of USD 1,473 million at the end of the quarter [7]. - The Board of Directors authorized a dividend payment of NOK 0.3125 per share, reflecting confidence in the company's financial health [8].

白宫发言人：叙利亚总统告诉美国总统特朗普，他邀请美国公司投资叙利亚的石油和天然气行业。 ...

金十数据整理：每日全球大宗商品市场要闻速递（5月14日） 能源： 1. 俄罗斯总统普京：俄罗斯仍向美国供应核燃料。 2. 埃及在西部沙漠和苏伊士湾发现三处石油和天然气，西部沙漠发现的气井预计日产3000万立方英尺天 然气。 3. 高盛：鉴于近期贸易缓和，预计布伦特/WTI原油价格在2025年剩余时间内有大约3到4美元/桶的上行 风险，预测为60/56美元。 4. 高盛：通过对特朗普近900条有关油价的推文进行分析，其倾向于将油价维持在40-50美元/桶区间。 贵金属和矿业： 1. 美银调查：5月黄金高估程度创纪录最高。 其他： 1. 欧盟准备在几周内对乌克兰进口商品征收更高的关税。 2. 英国建议对钢铁进口设定国别配额上限。 3. 刚果民主共和国部长：正在审查为期四个月的钴出口禁令。 4. 哈萨克斯坦4月份黄金和外汇净储备为505.67亿美元，环比增长5.3%。 ...

Company Overview - Petrobras held its Q1 2025 Earnings Conference Call on May 13, 2025, featuring key executives including CEO Magda Chambriard and CFO Fernando Melgarejo [1][3]. Participants - The conference call included participants from major financial institutions such as Goldman Sachs, Bank of America, JPMorgan, and Morgan Stanley, among others [2]. Executive Team - The executive team present during the call included various directors responsible for different sectors such as Exploration and Production, Logistics, and Energy Transition [3].

法国总统马克龙：对俄罗斯的制裁可能涉及金融服务以及石油和天然气领域。 ...

埃及石油部发表声明称，在西部沙漠和苏伊士湾发现了三处石油和天然气。 ...

挪威石油工人达成工资协议 金十数据5月13日讯，行业和工会官员表示，挪威石油公司和两个工会之间的工资谈判于周二达成协 议。行业组织Offshore Norway表示，Lederne和Styrke工会都与公司达成了协议，而第三个工会Safe将被 纳入和解协议，从而避免了今年晚些时候一些工人罢工的风险。工会表示，新合同将石油和天然气工人 的年薪提高至少3.5万挪威克朗（合3353美元）。 ...

Financial Data and Key Metrics Changes - Berry Corporation reported first quarter oil and gas sales of $148 million, with a realized oil price at 93% of Brent [19] - Adjusted EBITDA for the first quarter was $68 million, and operating cash flow was $46 million [19] - The company generated $7 million in free cash flow after working capital changes [19] - Total debt at the end of the quarter was $439 million, with a leverage ratio improved to 1.37 times [21] - Liquidity increased to $120 million, and the company paid down $11 million of debt during the quarter [21] Business Line Data and Key Metrics Changes - In California, production averaged 24,700 barrels per day, slightly below the prior quarter due to planned downtime [9] - The company drilled twice as many wells in Q1 compared to Q4 of the previous year [9] - The thermal diatomite program is expected to generate rates of return exceeding 100% [10][40] Market Data and Key Metrics Changes - Approximately 73% of oil production is hedged at $75 per barrel for the remainder of the year [7] - The average floor price for hedged production was raised by $6 per barrel on 2,300 barrels per day for 2026 and 2027 [19] Company Strategy and Development Direction - Berry Corporation aims to generate sustainable free cash flow, reduce debt, and invest in high-return development projects [12][23] - The company is focused on executing its 2025 development projects and building inventory for 2026 [7][16] - The management emphasizes the importance of navigating the regulatory environment in California as a competitive advantage [15][40] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in navigating current market volatility and reaffirmed full-year guidance [6][23] - The company highlighted its strong hedge position as a protective measure for cash flow [7] - Management noted a constructive shift in California's regulatory environment, which could facilitate increased in-state production [15] Other Important Information - Berry Corporation returned $2 million in cash to shareholders during the quarter [8] - The company had zero recordable incidents and zero lost time incidents in its operations during Q1 [14] Q&A Session Summary Question: Scalability of the thermal diatomite program - Management indicated significant running room in the thermal diatomite program, with about 25 categorized as PUDs and additional future locations available [29][30] Question: Initial production potential in Uinta - Management confirmed that the four well pad in Uinta was drilled ahead of schedule, with fracking operations expected to commence in June and initial production anticipated in August [34][43] Question: Success in California production growth - Management attributed success to the quality of their teams and innovative strategies, particularly in sidetrack drilling, which has allowed for growth in a challenging regulatory environment [38][40]

Core Insights - Brazil's National Agency of Petroleum, Natural Gas and Biofuels (ANP) reported that the pre-SALT oil and gas production in March reached a historic high [1] Group 1 - The pre-SALT production in Brazil has set a new record in March, indicating significant growth in the sector [1]