每日更新 - 墨西哥石油公司 中海油 石油 墨西哥 The Daily Update - CNOOC Oil Mexico

作为开放能源产业的持续政策,墨西哥昨天成功拍卖了墨西哥湾的八个深水石油和天然气区块,这对墨西哥来说是一个好消息。中国海洋石油总公司(CNOOC),澳大利亚必和必拓,法国托塔尔,挪威国家石油公司,马来西亚国家石油公司,英国石油公司和一些美国公司等公司都是成功的投标人,并成立了多家合资企业。

墨西哥能源部长佩德罗·杰奎因·科德韦尔(Pedro Joaquin Coldwell)如释重负,说,“这强调了墨西哥在石油和天然气行业非常具有竞争力。”补充道“在当前行政两年内结束之前,墨西哥将可能再举行三次浅水和深水,以及陆上区域石油拍卖”。据报道,政府的期望是,只要有四个地区被拍卖,就知足了,所以8个成功的结果明显激动人心。据认为,在未来十年中,昨天拍卖的油田每天将为墨西哥产量增加约90万桶,而已拍卖油田估计含有约84亿桶石油。

中国巨头中海油很容易赢得了他们看好的两个区块,该区块位于佩尔迪多折叠带,据认为拥有大约12亿桶最有价值的轻和超轻原油,这标志着中国公司在墨西哥的最大的投资。我们在中海油2022/23年到期债券中拥有一些头寸,预期回报率和收益率超过7%(以美元计),不逊于AA3的准主权债券,比美国国库券价差高出+140个基点,这等于超过3级信用等级保护。

我们还在墨西哥石油公司中拥有头寸,我们最乐意持有的墨西哥石油公司2044年6月到期利率5.5%,为期12年的债券,超出Baa1评级实体的收益率7.3%,比美国国债价差高出439个基点,折让公允价值为4.6级信用等级。如果这种债券达到公允价值,这相当于37%的惊人回报率和收益率,当然是我们最倾心的...

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