本报11月16日讯(大众新闻记者顾松通讯员游少雄付文登)近日，由胜利石油工程公司塔里木分公司承钻 的SHBP5X井"三开"完钻，在215.9毫米井眼中施工井段5025米—7373米，平均机械钻速12.83米/小时， 钻井周期15.54天，较设计周期节约4.46天、节约率22.3%，创顺北一区1号条带215.9毫米井眼机械钻速 最高、周期最短两项钻井纪录。 据了解，SHBP5X井是西北油田在顺北区块部署的一口油藏评价井，设计井深9002米，设计周期125 天。三开施工中，面对东河塘与柯坪塔格组石英砂岩强研磨性地层、钻头易磨损等施工难题，项目团队 采用超大扭矩螺杆、等应力螺杆配合异型齿PDC，利用钻头钻具研选平台3.0进行MSE(机械比能)、钻头 切削性能与螺杆压差监测，管柱摩阻、ECD(当量循环密度)、钻进参数与ROP(机械钻速)敏感性分析， 实时优化钻井参数，强化钻井风险管控，两趟钻完成2348米进尺，平均机械钻速12.83米/小时，较邻井 SHBL2-1井提速19.91%。 ...

Group 1 - The Trump administration is preparing to announce a plan to allow oil drilling off the California coast, which is expected to escalate political tensions with California's Democratic Governor Gavin Newsom [1] - The plan to restart drilling is a core component of Trump's energy policy, reversing the Biden administration's offshore drilling ban in certain federal waters [2] - A federal judge in Louisiana ruled that the Biden administration's drilling ban was "illegal," providing a policy basis for the Trump administration to push for offshore drilling [2] Group 2 - Trump claims he can reduce U.S. energy costs by 50% or more through increased oil and gas production, aiming to appease voters dissatisfied with inflation [2] - Industry insiders express skepticism about Trump's goals, noting that many drilling companies prefer returning profits to shareholders rather than investing in new, high-risk offshore projects [2] - The International Energy Agency (IEA) has lowered its growth forecast for U.S. renewable energy capacity this decade due to the Trump administration's cancellation of federal tax incentives and regulatory changes [2] Group 3 - The U.S. Interior Secretary has instructed the department to develop a new offshore oil and gas leasing schedule, emphasizing responsible energy development and job creation [3] - California strongly opposes the drilling plan, with Governor Newsom stating it will fail and highlighting the risks to communities [4] - California's resistance to offshore drilling is rooted in historical events, such as the 1969 Santa Barbara oil spill, which catalyzed the modern environmental movement [4] Group 4 - Despite California's push for clean energy, the state faces pressures from high oil prices and rising living costs, with its oil production declining over 50% in the past two decades [4] - The American Petroleum Institute (API) has urged the Trump administration to reassess the oil and gas potential along the Pacific coast, citing significant reserves that could be easily extracted [4] - Newsom is viewed as a potential Democratic presidential candidate for 2028, with his stance on energy and climate issues reflecting California's policy direction and potentially influencing national political divides [5]

华尔街日报：特朗普政府准备公布一项计划，数十年来首次开放加州海岸进行石油钻探租赁销售，此举可能会进一步激化特朗普与该州民主党州长加文·纽森之间的政治争斗。消息人士称，相关公告可能于本周晚些时候发布，预计其中还将包括在阿拉斯加和墨西哥湾东部附近进行钻探的提议。 https://t.co/j4enmIHcdy ...

这一系列举措，标志着该公司在国际化人才队伍建设上进入了协同推进、双向赋能的新阶段。中外联合 培训促进了知识与文化在总部的融合发酵，而海外雇员的国内培训与返岗转化则确保了先进理念与标准 在项目一线的落地生根。下步，该公司将持续深化这一模式，推动中外员工将培训收获转化为扎实的工 作成效，为打造"渤钻固井"国际品牌、推动海外市场持续发展提供强大的人才支撑。（中国化工报曲照 贵 通讯员王森 曹瑞） 这次培训，在学员沟通层面实现了从"勉强应对"到"自然切换"的升华，中方员工主动简化技术术语 的"翻译式沟通"，以及休息期间围绕饮食、节日展开的文化分享，潜移默化地构建了"文化同理心"与坚 实的合作信任。 哈法亚项目三名外籍雇员卡拉、阿里和穆罕穆德在返回基地后的经验分享会上，详细介绍了在华学习单 级固井、双级固井、尾管固井等专业技术，以及掌握水泥头、旋塞阀等关键工具维护和API Q2质量管 理体系核心理念的收获。他们对中国培训基地高度标准化、专业化的施工环境与管理模式印象深刻。分 享会现场气氛热烈，三位雇员表示将立即组织内部培训，将所学所感传递给更多当地同事，实现"走出 去学、带回来教"的闭环，共同提升项目整体的标准化作业水 ...

中标后，工程项目随即进入紧张有序的准备阶段。为确保服务万无一失，中心全面统筹人员、物资、装 备等关键要素，构建起高效协同的筹备体系。在人员调配方面，中心精选具备丰富控压钻井经验的技术 骨干组建项目服务团队，并针对海洋作业特殊要求，专门组织开展海上作业资质专项培训及取证工作， 确保所有出海人员均持证上岗，具备应对海洋复杂作业环境的专业能力。在物资与装备保障上，中心建 立专项调度机制，对BH-MPD精细控压系统等核心装备进行全面检修、调试与标定，配套物资按清单逐 一核查、足额储备，坚决杜绝装备故障及物资短缺等问题。同时，中心多次组织专题协调会，细化作业 流程、明确岗位职责、梳理风险点并制定应对措施，以"零疏漏"标准筑牢前期准备防线。 10月28日，从中国石油渤海钻探管具井控公司获悉，近日，渤海钻探管具井控公司控压钻井中心在新市 场拓展进程中迎来关键节点——中海油振海平台某井精细控压钻井服务项目正式启动。 据介绍，该项目作为中心深耕海洋控压钻井市场的重要突破，全程采用该公司自主研发的BH-MPD精细 控压系统提供核心技术支撑，标志着中心在海洋高端控压服务领域迈出了实质性步伐。 自项目启动以来，该公司始终将其视为拓展 ...

Core Viewpoint - The Trump administration is preparing a proposal to open nearly all U.S. coastal waters for new offshore oil drilling, despite opposition from several state governors and contradicting Trump's previous actions to close certain areas [1][3]. Group 1: Proposal Details - The proposal, drafted by the U.S. Department of the Interior, includes plans for offshore waters in the southeastern U.S. [3]. - Five years ago, Trump attempted to close this area to appease Republican allies concerned about oil spills affecting beaches and local tourism [3]. - It remains unclear if the draft has been submitted for Trump's approval, and the content may change before formal announcement [3]. Group 2: Government Position - A spokesperson for the Department of the Interior stated that all options are being considered to address the energy emergency and compete with China in artificial intelligence [3]. - The initial draft indicates a significant expansion of areas available for oil and gas leasing, including regions deemed ecologically sensitive by environmentalists [3]. Group 3: Policy Changes - In February, Trump announced the lifting of a ban on offshore drilling covering 6.25 million acres that was imposed during the Biden administration [3]. - The Biden administration had previously argued that the environmental and economic risks of drilling in these areas outweighed the limited potential for fossil fuel resources [3].

Core Viewpoint - The successful drilling of Kuwait's first offshore Jurassic "wildcat well" by CNOOC Services using the "Oriental Dragon" platform marks a significant technical achievement and strengthens the company's reputation in the Middle East market [1][4]. Group 1: Technical Achievements - The "Oriental Dragon" platform successfully penetrated the challenging "Gothnia" formation, which is characterized by irregular distributions of hard gypsum and salt rocks, requiring high technical safety standards for oil and gas exploration [4]. - The team developed seven special operational guidelines and documents to ensure precise planning and monitoring of various aspects such as blowout preventers, drilling mud, and well control [4]. - The drilling operation was completed in ten days, establishing a foundation for future deep-sea oil and gas resource development in Kuwait [4]. Group 2: Industry Impact - The successful completion of the wildcat well drilling task is seen as a key breakthrough for CNOOC Services in the Kuwaiti drilling market, contributing to the accumulation of "Chinese experience" in complex well construction globally [5]. - The Kuwait National Petroleum Company expressed gratitude in a letter, highlighting the technical breakthroughs achieved and the importance of teamwork and collaboration in completing this historically significant task [4].

Core Viewpoint - The company is driving cost reduction and efficiency improvement through technological innovation and green transformation, focusing on sustainable practices and advanced equipment to enhance operational effectiveness [1][2][3]. Group 1: Technological Innovation - The company has successfully implemented rainwater harvesting techniques to reduce water sourcing costs, showcasing a commitment to cost-saving measures [1]. - A new "transformable" camp facility has been introduced, reducing transportation costs by over 1 million yuan for international projects due to its compact design [1]. - The installation of an "electronic wireless intelligent display device" in drilling operations has significantly improved data collection efficiency, enhancing operational precision [2]. - The development of a "mechanical turntable oscillation function" has increased drilling efficiency by over 10% by allowing for more precise directional drilling [2]. Group 2: Green Transformation - The company has established a solar power station generating approximately 500,000 kWh annually, contributing to its green energy initiatives [3]. - The implementation of "electricity instead of oil" technology has led to a cumulative electricity usage of 59.35 million kWh this year, resulting in a reduction of 13,100 tons of CO2 emissions [3]. - The company emphasizes the importance of employee-driven innovation, fostering a culture that encourages practical solutions to enhance efficiency and reduce costs [3]. Group 3: Winter Production Preparedness - The company has proactively planned for winter production by implementing insulation measures for equipment to ensure stable operation in low temperatures [4][5]. - A comprehensive winter prevention strategy has been established, focusing on early implementation and precise execution to avoid last-minute actions [4]. - Daily inspections are conducted to ensure the effectiveness of insulation measures, maintaining a 100% equipment integrity rate during winter operations [5]. Group 4: Cost Management in Mud Company - The mud company is focusing on "four precisions, four stricts, and two enhancements" to optimize material cost management and ensure high-quality supply [6]. - A detailed procurement plan has been developed to shift from a product-oriented to a technology-oriented approach, reducing secondary costs [6]. - Strict quality control measures are in place to prevent cost overruns, including rigorous supplier evaluations and environmental compliance checks [7].

Economic Outlook - There is a disconnect between oil prices and future growth expectations of the U.S. economy, especially with the Federal Reserve cutting interest rates in September 2025 [1] - Lower interest rates are expected to boost business activity and earnings potential, which could lead to increased demand for oil [2] Oil Demand and Stock Opportunities - Historically, increased business activity leads to higher oil demand, and current low inventories could result in a price spike if demand rises [2] - Companies like First Solar Inc. (FSLR), Southwest Airlines Co. (LUV), and Transocean Ltd. (RIG) are positioned to benefit from potential increases in oil prices [2] First Solar Inc. (FSLR) - First Solar's stock is currently priced at $219.20, with a P/E ratio of 18.75 and a price target of $228.80, indicating potential for growth [3] - EPS is expected to rise from $3.18 to $5.79 by Q4 2025, representing an 82% increase [5] - The PEG ratio suggests that 60% of First Solar's EPS growth has yet to be priced in, with analysts projecting a target of $262, implying a 23% upside [6][7] Southwest Airlines Co. (LUV) - Southwest Airlines is noted for its effective fuel cost hedging, which may provide a competitive advantage if oil prices rise [8] - The stock trades at a P/E ratio of 48.91, significantly higher than the transportation sector average of 13.9, reflecting market confidence in its performance [9] - Insider buying activity, such as the purchase of 3,345 shares by a company director, indicates positive sentiment ahead of potential oil price increases [10] Transocean Ltd. (RIG) - Transocean's stock is currently priced at $3.40, with a price target of $4.26, suggesting room for growth [13] - The company is expected to benefit from increased drilling activity as oil demand rises, which could lead to significant EPS growth [14] - Institutional investors have increased their holdings in Transocean, reflecting confidence in its potential upside as oil demand rebounds [14][15]

Core Insights - The company achieved a significant milestone by successfully drilling the Shanxi Anping 10 well to a depth of 2,278 meters, marking the first time a 40-type drilling team surpassed 20,000 meters in annual cumulative drilling [1] - The success is attributed to systematic production organization, refined technical management, and highly coordinated team operations, emphasizing the philosophy that "time equals footage, efficiency equals benefits" [1][2] - The team has maintained a 100% success rate in well quality and cementing quality, as well as a 100% success rate in electrical measurement on the first attempt [1] Production Optimization - The team holds daily "geological engineering integration" meetings to enhance communication with relevant parties, anticipate potential risks, and develop detailed construction plans [2] - Emphasis is placed on benchmark management, with scientific planning for each well's operational schedule and careful personnel allocation to ensure smooth transitions between construction phases [2] - Team leaders are on-site 24/7 to address any factors that may hinder drilling progress, while technical experts oversee critical positions to ensure strict technical control [2] Technical Advancements - The team has intensified technical research efforts, analyzing neighboring well data and summarizing construction experiences to identify bottlenecks and challenges for each well [3] - Customized technical measures and risk prevention strategies are developed for different well sections and geological conditions, implementing a dynamic management approach that allows for real-time adjustments [3] - Team collaboration is emphasized, with technicians actively involved in equipment maintenance and mud management to prevent downhole accidents and optimize drilling performance [3]