Podcasts about fpso

欢迎收听雪球出品的财经有深度，雪球，国内领先的集投资交流交易一体的综合财富管理平台，聪明的投资者都在这里。今天分享的内容叫投资中海油必须注意的11大风险！（上），来自Student黎大卫。距离上次写中海油的风险有两三个月，一方面又收集了一些新的风险点，另外一方面是对之前的风险点又加深了认知。下面我们来谈一下这些风险。第一个是长期低油价的风险。重点关注就三个数字，石油价格、成本以及产量。因为非常多的投资者认为国际石油价格是不可捉摸的，认为油价是无法预知的风险，虽然石油价格波动是真的，但仍然可以做很多定性的分析。首先我们来讲一下成本底。成本底就是油价有底。我认为“油价有底”最重要的逻辑是商业的底层逻辑——赚取利润/现金流，没有企业是能经得住长期亏损的。国际油价在60美元的时候，大多数国际巨头已经挺难受了，小油企已经亏损严重，我认为企业是无法长期亏损而生存的，他们退出产能就是下一轮繁荣的基础。有投资者认为油价是复杂的，主要受诸多因素影响，受供求关系影响，个人认为商业的目的就是要盈利，再谈政治，再有供求关系的制约，最终会通过油价影响供给，最终反作用于油价本身。企业是无法长期亏损的，我认为成本就是油价的本质，油价从全局的角度看建立在成本的基础上。这就是我说的石油的第一重底——成本底。成本可以影响产量，最终还是体现在供求关系的定价中。供求关系毫无疑问就是石油定价的最终决定因素。供求关系变量太多，不是我这种凡人能预料到的，所以供求这件事只能做到有限的认知。从供应角度来说，在过去的20年里，其实全球石油开发除了页岩气以外，可以说并没有什么突破性进展，即便包含了页岩油气开发，全球石油复合增长也才1%左右。我们去探寻增量占了全球80%的美国页岩油生产，它在2008年页岩油技术革命以后成为了世界石油增长的最大的一极，但目前看来，这股石油新势力已经疲态尽显。未来石油投资并不需要太忌惮这条20年来最大的石油鲶鱼。除此以外，我们做石油投资还忌惮全球的短期衰退，在2009年的金融风暴以及2020年的新冠危机中，我们发现石油输出国组织以大史证明过了，让石油投资免于担惊受怕于“未来哪一天”又出现负油价的噩梦之中，使得过去20年国际平均70美元的逻辑变得更有依据。再从需求方面来看，需求方面其实变量也很多，总体的需求逻辑是：虽然新能源依旧蓬勃发展，但国内燃油车存量还在增加，石油消耗量还在持续增加。火电的占比虽然在缓慢下降，但绝对量还是继续上升，可能需要十年，火电的绝对量才会缓慢下降。结论是，如果国内经济还能保持中高速增长，燃油车存量还在增加，新能源替代汽油至少在未来5年里不需要担忧。国外的能源替代，虽然欧盟方面一直在积极发展新能源，以逐步取代高能耗高污染的石油燃料，但实际上进度缓慢。欧洲一直强调大力发展电车，但因为电力以及充电桩等基础设施建设延误，欧美电动车销售仅占全部汽车的25%和10%，新能源发展远远跟不上中国，所以在OEDC里面，电动车替代汽油车的过程将非常漫长。另外一方面，以印度为代表的第三世界其实还在走我们过去的老路，他们的人口在增加，经济也有可观的发展，但污染也在增加，电力基础设施滞后，他们根本没有能力大力发展电动汽车的配套基建，所以第三世界的石油需求仍然会持续增长。石油化工的需求使得全球原油需求增加280万桶/天，但那这个量的需求增长并不能被一句带过。说完供需角度，在谈论一下OPEC底，OPEC全球成本最低的石油出口区域，如果石油价格跌到他们无法承受的程度，他们有足够的动力和能力通过减产去抬起油价。从俄乌冲突，从以色列和伊朗的冲突，或者过往经验来看，国际原油供应每天减少200万桶完全可以影响国际油价飙升20%+，所以OPEC调节作用是很惊人的。再看看油价历史综合表现,当然，历史只代表过去，不代表未来，但也会有参考意义的，供需两端的复杂因素在过去20年的时间里已经体现得淋漓尽致，多次战争、经济危机、疫情、页岩油爆发、沙特石油贸易战等等，结论是，过去20年国际长期平均油价在74美元。关于成本底，我们可以对关于国际油价的整体认识做个总结，我认为平均油价在60美元以上已经给出了安全边际，且并不是随口说的。一个是成本底，一个是OPEC底，最后一个是历史的实际反映，我认为已经有足够坚实的基础让我充分相信国际油价不会长期低于60美元的水平。说完成本底，我们再来聊一下第二个风险——新能源替代。这是投资海油不可能回避的问题，面对着目前多路新能源推进的局面，未来有多少新能源能取代石油的份额确实没有办法有个准确的结论，这件事只能见一步走一步。所以中海油看五年可以，看十年可能也可以，但十年以后的新能源取代要十年后再说。从国内来说，新能源替代不影响国内满产满销。无论新能源如何发展，按照目前70%的对外依存度，一直看到2050年我们也无法完全实现对外0依赖，当然，对外依存度不是越低越好，50%可以认为是进入一个相对安全的区域，但是石油本身是标准商品，所以优先采购央企产品逻辑上并没有太大问题。因为经济增长仍然维持在5%以上，能源需求的增加，我们可以看到，汽油车的存量还在增加，石油使用量还在增长，石油使用量的绝对下降在5年内看不到。再从国外来说，新能源替代需求看全球的新能源替代，而不是中国。当看见路上有一半车都是新能源的时候会担忧石油的需求，或者看到国内光伏、风电的大发展，甚至看到第四代核电站开建，核聚变不断取得突破就会担忧石油的需求。但是石油价格的定价权并不在中国，而在全球市场。全球市场来看，中国其实是工业发展的一支独苗，大多数发达国家，新能源替代传统能源需要的时间远远要落后于中国，所以，未来5年还看不出新能源发展对石油替代的质的变化，暂时还没有到值得担忧的程度。并且，新能源替代是一个漫长的过程。芒格在2023年提到，新能源替代传统能源需要数十年，石油的刚需属性在可预见的未来不会改变，全球能源转型的复杂性远超预期。任何技术的发展都不是一蹴而就的，我们有足够多的时间去观察新能源的发展。新能源替代真正的攻坚战在于：把实验室成果变成流水线产品、撬动巨额资本、重构电网体系、批量培育专业人才——这些环节吞噬了90%的资源。在很长一段时间里，离开政府输血，新能源企业就难以为继，本质上仍是传统能源在“反哺”这个新能源行业。再一个难点就是，新能源替代不了航空、化工等需求。有投资者可能会认为电力发展到一定程度大货车和飞机都能被新能源车替代，燃油的能量密度远高于锂电池，巴菲特问盖茨为什么飞机要用化石燃料不用电，盖茨说如果用电，那飞机要比现在重15倍，这是其一。货车改用电货车同样面对锂电池重量问题，在行驶过程中需要面临更多恶劣环境条件的制约，有高昂初始购置成本和回收周期的问题，货车使用电动驱动有着比家用车更复杂的现实问题需要解决，这是其二。所有的前沿技术都首先在国内这里先落地。新能源车的替代，先看中国能不能搞定，真搞定了再开始担忧世界的需求。第三个风险，中海油的国际开发风险。中海油的海外资产足够分散，减少对单一国家依赖。中海油的海外开发是从经济效益的角度来衡量，国际开发成本更低，效益更好，即使我们海外开发经济效益不好，中海油完全可以收缩回来，我们还有大片海域可以开发。但是这个解释是有点不负责任的，并不是一句海外资产足够分散就能掩盖所有的海外开发风险，且海外开发确实也有轻重之分，比如重中之重的圭亚那的江湖地位就跟乌干达的地位截然不同。因为圭亚那的开发因为成本低，潜力大，从年报获取的数据，目前圭亚那的产量已经占中海油产量的10.2%，这种比例已经不是一句“充分分散”就能轻描淡写的风险。如果哪一天圭亚那或者加拿大发生政治风险，那对中海油着实能产生不小影响。所以圭亚那的国际合作对中海油有重要影响。雪佛龙成功收购赫斯，取代其成为圭亚那Stabroek油田新股东。虽然，中海油没有获得优先购买权，我个人并不认为这是坏事，背靠埃克森美孚+雪佛龙两大漂亮国巨头，其实技术实力、政治稳定性都显著增强。除了圭亚那和加拿大对于中海油国际开发的影响较为明显之外，其他地区影响不大。即便去除圭亚那10%产量以外，中海油依然是一台足够强劲的印钞机。第四国内的开发风险。我们对渤海区域和南海区域这两个重要国内区域做个比较。在开发成本方面，渤海区域优势显著。其开发历史悠久，基础设施完善，依托环渤海经济圈，物流、人力及供应链成本较低；采用成熟的固定式导管架平台，单平台成本可控，钻井周期短，且受极端海洋环境影响小，作业风险低，净权益桶油成本约 24.5 美元。而南海区域因水深差异大、储层复杂，开发依赖高端设备如 FPSO 和水下生产系统，单套投资超 15 亿美元；运营中需远程供应及应对台风等风险，日费高达 100 万美元，环保成本也因深海溢油风险居高不下，整体开发成本远高于渤海。经济效益与优势层面，两者各有侧重。渤海探明储量高，产量占中海油国内产量约 40%，以中重质油为主，就近供应华北炼厂，运输成本低，短期现金流稳定。南海则资源潜力巨大，多为亿吨级油田及大型气田，原油以轻质油为主具溢价优势，天然气采收率高、开采周期长，贴近华南市场且部分出口东南亚，价格弹性高，还享有 15% 所得税减免等政策优惠，战略上支撑粤港澳大湾区发展并维护国家主权。综合来看，两者内在价值相近，中海油采取 “稳渤海、进南海” 策略，以渤海现金流支撑南海深水开发，兼顾短期效益与长期布局。然而有些投资者担忧渤海资源一样面临陆上中石油中石化的资源禀赋退化的问题。第五渤海油田的退化风险先说结论，渤海现在还是壮年早期。这主要体现在三方面，一是证实储量年限达 10.8 年，显著高于欧洲北海布伦特、墨西哥坎塔雷尔等国际油田及国内中石油、中石化；二是产量持续增长，2025 年目标产量较 2022 年增长 33%，2020-2023 年均增长 7.2%，远未到衰退阶段；三是 2023 年探明率约 26%，远低于全球主要成熟含油气盆地 50%-70% 的水平，勘探空间巨大。作为中海油浅海易开发、低成本的代表，其壮年期属性有效缓解了投资者对未来 5-10 年前景的疑虑。第六，未来成本会不会越来越高的风险。成本看三个因素，一是资源禀赋，二是技术优势，三看企业文化。资源禀赋已经分析过了，海油大型资本支出其实从2019年才开始，目前还处于非常早期的阶段，现在的渤海还处于一边增产，一边证实储量增加的年轻态，圭亚那就更不用说了，资源禀赋的问题我认为可以十年后再看。技术优势海上平台高度工程化、自动化，建成后以机器主导开采，人力干预极少；单座大型平台首轮投入超百亿，投运后仅需少量工程师值班，依托远程监控、自动注水与数字化井控，日常运转无需大量工人。尽管技术细节未详细展开，但凭借其制造能力，未来有望通过技术改造持续保持优势并进一步降低成本。企业文化方面，中海油有“成本至上文化”和“有效投资”的企业文化，加上多年以来中海油的发展和经营历史，我相信未来继续降低成本是中海油的最重要追求之一。

Back Home, One week later.By FinalStand. Listen to the Podcast at Explicit Novels.There is something worse than waking up and not knowing where you are: you could wake up and not know who you are.Note: World Events Stuff ~ aka Why things are happening in Cáel's lifeThe phone was from Iskender. His boss, Oyuun Tömörbaatar (OT), the former UN ambassador from Kazakhstan and now the informal and unrecognized UN representative and chief diplomat of the Khanate to the same august body, wanted to talk with me, immediately. OT wasn't being diplomatic at the moment, that would come later.{Now this is going to get convoluted}Any inquiries to the Khanate that didn't also include immediate official recognition of the Khanate currently were being steered my (and Hana's) way. For all the behind closed doors crap, he had me, his loyal ass-monkey mutton-head. I held faint hope that this latest meeting would work out to my benefit. For the meeting, I traveled light, only Naomi (the Amazon) and Chaz (British SRR) watched over me.Now fathers who know me, hide their daughters. I'd earned my 'scoundrel' reputation. T. Sarangerel, OT's daughter, was in the room when Iskender ushered me in. She gave me an uncertain look, I shrugged and she smiled. It took me 3 nano seconds to figure that out, OT was scoping me out as a potential son-in-law. I was in Temujin's Inner Circle and a man who he trusted (a rarity). Any union with me would strengthen OT's clan's standing in the new regime.The genetic footprint Temujin, and his immediate family collectively, had put down in the 13th and 14th centuries CE today was vast. He needed that to make his plans for the internal reorganization of the Khanate work. The old republics would go away, to be replaced by a system akin to the Byzantine 'themes, the re-organization of regions based on the recruitment of the Tumens.The Khanate was aiming for an 'Autocratic Republic' ~ a term invented in the 19th century. My use of this terminology was based on my gut instinct, Alal's host of memories involving every form of governance, and my experience with human nature. That clued me in to what Temujin was up to, his Greater Plan. He wasn't going to form a false-front government. He was going to retain the decision-making powers and do so openly, thus 'Autocratic'.He also planned to have a bicameral legislative branch. The Upper House would be based in Tumens and bureaucratic leadership, intellectual standing, religious sects, and tribal entities. This body would be based on merit, not primogeniture. The Lower, main chamber, would be a democratically-elected assembly (aka a democratic republic) that advised him on policy matters, thus 'Republic'.All the power would remain in the Great Khan's hands and would be exercised by his genetic descendants (which some geneticists estimated as being as high as 25% of the Central Asian population.) Marrying into that extended family would be easy, the 'family' itself would have a vested interesting in supporting a state that benefited them.Men and women could exercise power in the government through marriage alliances, identical to the manner Hana was working through me. Being surrounded by very populous countries in various states of belligerence, empowering women wouldn't be an issue since every willing mind and pair of hands mattered. Outsiders who shone through could be offered a spouse and brought into the ruling elite since polygamy was permissible.In the Khanate there would be universal compulsive suffrage (everyone 18+ was legally required to vote) to decide on the representatives in the new legislative body. Everyone was expected to fight, so everyone voted. It would be modeled on the Duma of early 20th century Imperial Russia. Unlike the ill-fated Tsar Nicholas II, Temujin would be much more attentive to the voice of the people, in the Information Age, he had to.Or so I hoped. I spewed forth my ideas to OT who didn't agree, or disagree with my vision. Perhaps Temujin and I did share a bond that went beyond obligation. OT then pulled a 'Pamela'."He told me he knew immediately you were his brother when you and I shared that vision," he commented out of nowhere."His words: You (Earth and Sky) are the old. He (meaning me) is the new. He (me again) will show us the way." My, that was nice, obtuse and not at all helpful. What did OT want? My good buddy, the Great Khan, wanted to cash in on Hana's and my sudden popularity. His most pressing need remained 'time'. He needed to have a cease-fire in the wings when his offensive resumed the next day.The Earth and Sky had moved, well, the Heaven and Earth to get the Tumens and their accompanying national armies up and running after only a two day respite. Thanks to me, Manchuria was a mess. The Russians had carried out my 'Operation: Funhouse' with mixed, mostly positive results.Dozens of smaller Chinese military police units along the border went, 'inactive' was the term most often used in the media. They didn't disarm, yet they didn't fight the Russians either. They sat back and let events unfold. The issue wasn't the Chinese's willingness to fight and die for their country. It was the schizophrenic government in Beijing.The PRC didn't want to wage a war with the Russian Federation at that moment. The Khanate was the priority. There were two fundamentally incompatible courses of action favored for dealing with the Russians:One large group advocated a passive Option A: let the Russians step in and shield the three remaining provinces making up Manchuria that were still in Chinese possession. Later, China would use military, economic and political means to edge the Russians out, once the Khanate was dealt with.A sizable faction favored a more aggressive Option B: play a game of chicken with Vladimir Putin. Tell the Bear not to come across the border while threatening him with a bloody and pointless (for him) guerilla war if he did intervene. Events on the ground were not providing a lot of support for that school of thought,However, this split at the highest levels of leadership left the local and regional commanders to try and muddle through as best they could. To the local commanders defending the Amur River side of the Chinese-Russian border, common sense dictated that they not oppose the Russian crossings, because the Russian 35th Army would kill them.All their military units had gone west to the Nen River line. With no heavy weapons and little air support, the People's Armed Police (PAP) (paramilitary) and the Public Security Bureau (regular police) units would be wiped out for little gain.Russia's GRU (Military Intelligence) sweetened the pot by allowing the police units to remain armed and in formation. It could be argued that they weren't even committing treason. At any time, they could throw themselves into the battle, or form the core of a resistance movement. 'Conserving your strength' had been a hallmark of the Communist Chinese struggle against the Imperial Japanese and Nationalists forces from the 1920's until 1945 and it had served them well.For the party officials, civil authorities and the People's Liberation Army (PLA), Army Air Force (PLAAF), and Army Navy (PLAN) who had gone with Option B, things weren't working out. In the north of Heilongjiang province at Morin Dawa/the Nen River line, the regional commander of the ad hoc forces facing the Khanate decided to duke it out with the Russian 36th Army as well. He was boned from the get-go.The PLAAF's overall command and control had been badly disrupted in the first few hours of The Unification War and had never fully recovered. Of the 22 air regiments that the PLAAF had started the war with in the Shenyang Military District (NE China), only 5 remained as effective formations flying, on average, a meager 20% of their original complement of advanced Shenyang J-16's, J-11's, Chengdu J-10's and Xian JH-7's aircraft.Replacing their aircraft losses meant sending up aged Shenyang J-8's (rolled out in 1980) and Nanchang Q-5's (in 1970) to fly and die in droves fighting their technologically superior Khanate foes. To add insult to injury, China's fleet of 97 Su-30MKK/MK2's (built in Russia) had suffered numerous suspicious mechanical and electronic failures, rendering them either flying coffins, or space holders in bomb-proof shelters.Furthermore, of the forces arrayed in the far north, only two of the five air regiments were responding. Two of the other three had begun displacing south into the Beijing Military District and preparing to defend the capital city. The fifth formation had another problem, North Korea (, more on that later.)In opposition to those two Chinese air regiments (roughly 60 aircraft of mixed types) stood seven complete and fresh Russian air regiments (over 400 front-line aircraft) and that didn't include the regiment and elements of the Far East Naval Aviation which was ALSO watching North Korea (, again more on that later.) The latter was of small comfort to the forces trying to hold the already compromised Nen River line.Behind those valiant troops, along the much more defensible Amur River line, the commander of the key city of Heihe sided with the Option A group and let the Russian 35th Army cross the river unopposed. By the time the PLA commanding general of the 'Nen Force' (the 69th Motorized Division and the subordinate 7th Reserve Division) figured that out, he was already in a shooting war with the Russians. So his supply lines weren't in danger, they were lost.The final indignity took place at Zalantun. The commander of the 3rd Reserve Div. had died during the attempt to recapture Zalantun. His replacement died when his helicopter was shot down as he was coming to assume command. In the absence of these officers, the divisional chief of staff told his men, including two hastily hustled forward mechanized brigades, to put down their arms. That meant 'Nen Force' was completely cut-off and surrounded.One battalion of the 36th Russian Motorized Brigade (yes, too many 36's running around) disarmed the Chinese troops while the rest, plus the 74th Independent Motorized Brigade raced for the prize, the city of Qiqihar. The last major mechanized formation of the 36th Rus. Army, the 39th MB was following them. However, instead of manning Qiqihar's defenses, the Chinese garrison in that city was waging war on its own populace.It wasn't only in Qiqihar; chaos reigned throughout Heilongjiang province. The Provincial Head of the Communist Party, Wang Xiankui, supported Option A. The Provincial Governor, Lu Hao, went with Option B. Both figures were rising stars in the PRC. Wang had ordered the still forming Reserve Divisions and the PAP units to disperse, thus avoiding any untimely confrontations with the Russians.Lu, without consulting Wang, ordered the same forces to launch a violent crackdown on all dissident forces, specifically all racial minorities. (It turned out that Lu was also a member of the Seven Pillars and his witch-hunt was aimed at getting the Earth and Sky organization operating in Heilongjiang).For the men and women on the other end of those phone conversations, there was no 'right' answer. Lest we forget, their organizations were already degraded by the Anthrax outbreak. Both men were powerful and represented China's future leadership, so if the person in charge at the ground level obeyed the wrong one, they could be assured of being roasted by the other.Some did try to do both, repress and disband at the same time. That meant that in the process of making mass arrests among an already war-fearful and plague-fearful populace, the law enforcement infrastructure began disintegrating.The problem with Lu's/7P's plan was that there was no 'revolutionary' organization to round up. That wasn't how the Earth and Sky operated in North-East China. They remained in tiny sabotage and reconnaissance cells. While they were scurrying for cover from the police crackdown, an opportunity presented itself.The afflicted minorities were getting furious with their treatment. These minorities saw themselves as loyal Chinese, yet they were being dragged out into the streets, put in detentions centers and (in a few cases) summarily executed. Being less than 10% of the overall population, resistance had never crossed their minds. It seemed all that those defenseless people could do was pray for Russian intervention forces to arrive.Within that mix of fear, betrayal and rage, the E and S discovered a way to start the dominos falling. The small, well-armed and well-trained E and S cells began ambushing police detachments. Weapons from those dead men and women were turned over to the pissed off locals before the cell went off to stalk the next police unit.Wash, rinse and repeat. It became a perverse and bloody case of wish fulfillment. Lu and the 7P's had been looking for an insurrection and they started one. Even though a miniscule portion of the population was involved, from the outside looking in, it reinforced the Putin Public Affairs initiative that portrayed Putin (and his army) as coming in to restore order to a collapsing civil system, which he was helping disrupt.From Moscow, the PRC's indecisiveness looked like Manna from Heaven. For the massive numbers of Russian soldiers riding through the Manchurian countryside, it felt like they were rolling into Arkham Asylum. Unlike the NATO countries' professional armies, Russia remained a largely conscript force whose normal term of service was only one year. These unseasoned troops could never tell if the local military, military police and police would attack until they rolled up on the Chinese units.At the start of that Day One of Operation: Funhouse, the Russian ROE (Rules of Engagement) was 'Ask and Verify'. It was tactically advantageous for the belligerent Chinese forces to lie about their intentions, then begin shooting at the Russians when they got close enough to hurt them. By Day Two, the standard front-line Russian soldier had adjusted that ROE to 'if they look at us wrong, light their asses up'. By Day Three, the officers had stopped trying to enforce Moscow's ROE orders.That was fine for the combat and rear echelon support troops because both the Chinese and Russian governments had another series of problems and they all centered around Pyongyang and Kim Jong-un's declaration that North Korea would intervene as well, without letting anyone know who he was 'intervening' against. To keep everyone guessing, the North Korean' People's Army was massing on all three borders, facing off with the PRC, Russia and South Korea. To prove his diplomatic intentions, Kim pledged to only mobilize half of his reserves, merely 4,250,000 extra men and women to go with his 950,000 strong standing army.It didn't take a military, or economic genius to realize the North Korean's chronically 'near death' economy was stampeding off a cliff. The Democratic People's Republic of Korea (DPRK) was in the middle of an oil crisis and Kim was increasing their fuel consumption by 400% while decreasing his workforce by 10%. To put it in perspective, the US unemployment was around 6%. Now imagine that in one week's time it would become 26%. One week, no severance packages. Would the population become unsettled?But wait, it gets better. The Secret War was colliding with the Real World in more places than Manchuria. Setting aside the assassination attempt (Grrr) of Hana Sulkanen, my fiancée, six Nipponese elders (two women and four men) appeared in the personal quarters of the Japanese Prime Minister on the first full night of 'Funhouse' and relayed their urgent requests.Those six were the Head of the Six (formerly Seven) Ninja Families and they were there at, my urging. Cause I'm an idiot and requiring the deaths of Romanians in my personal crusade obviously wasn't enough. Now I was asking the Japanese Defense Forces (JDF) to pony up as well. So take a deep breath and put on the hip-waders.You might be wondering why I would want the JDF, see, there was part of Operation: Funhouse that was hitting a predictable snag, namely the Korea People's Navy Force (KPNF) and the uncertain determination of the PLAN:The KPNF's vessels were rather old, small and crappy. They also had a love affair with anything that could launch a torpedo and they listed over 700 of these floating deathtraps (only 13 of which could be classified as surface warships) and the fanatical crews to take them into battle.The PLAN's numbers were far more realistic and the fleet generally more modern. Only their North (18 surface warships) and East Fleets (22 plus 5 'elsewhere') could play any role in an upcoming FUBAR, and both fleets were heading out to sea, mainly to avoid the sporadic, but increasingly effective Khanate air strikes.The FU to be BAR'ed was the Russian Far East Fleet (RFEF) (6 warships strong, ) that had seized on this crazy idea (per my suggestion) to sail south, around the Korean peninsula so they could land elements of the 55th Guards Red Banner Marine Brigade (the 165th Marine Regiment and the 180th Marine Tank Battalion).Theoretically they were going to be the 'Southern Shielding Force' that would interpose itself between the Khanate and Beijing. It should surprise no one that the RFEF's flotilla was unequal to the task of taking their destination, the port of Qinhuangdao, by amphibious assault. Fortunately for the Gods of War (which did not include me), there were five other navies involved.Meanwhile, South Korea was having kittens because their always crazy northern kin were slathering on the insanity. (In how many Buddhist countries do people flock to the temples and pray that their neighbor attacks someone, anyone else, but them? That wasn't a religious conundrum I wanted to deal with.) N.Korea mobilizing meant S.Korea had to mobilize, which sucked down on their GNP as well.Besides, N.Korean dams and coal-powered plants kept the lights on in Seoul. Erring on the side of caution, the S. Korea (aka Republic of Korea, ROK) Army suggested calling up only one million of their three million person reserve force in order to assure Cousin Kim that this was a purely defensive gesture. It didn't work. Kim Jong-un castigated the ROK for antagonizing him, despite his declaration that he 'might' feel like invading the South in the immediate future.Into the emerging crisis, the ROK Navy could sortie nineteen small surface ships. Japan's Navy wasn't up to its old imperial standards, but could still deploy 45 surface warships. The 800 lb. gorilla in the room was the core of the 7th Fleet stationed at Yokosuka, Japan, the USS carrier George Washington and her 14 escort vessels.If the George Washington was the gorilla, RIMPAC 2014 was King Kong. 22 nations, 50 ships, including the USS carrier Ronald Reagan were engaged in war games in the Central Pacific. With them were 5 vessels of the PLAN, had Kim Jong-un just kept his mouth shut, this wouldn't have been an issue. Hell, if the Khanate had not come into existence and launched its Unification War, but he had and they did,To show the US was taking this escalation seriously (without tipping their hand that they knew about Funhouse, Carrier Strike Group One (CSG 1) (the Carl Vinson +10) was rushing across the Pacific from San Diego. CSG 3 (the John C. Stennis +2) was being assembled hastily so that they could rendezvous with CSG 1 ASAP. So many brave souls running toward the danger, sometimes I hate myself.So now does it make sense that I found myself in a room with a US Senator tasked with riding herd on me?Anyway, there were the other three navies still unaccounted for, Taiwan / the Republic of China (ROC) (22 surface ships), Vietnam (7) and the Philippines (3). Taiwanese involvement was easy to explain, the PRC refused to acknowledge them as an independent country and probably never would.The Vietnam People's Navy was tiny in both numbers and tonnage. Five of the vessels were 1960's Soviet frigates. What Vietnam did have was a huge grudge against the PRC. The PLA invaded Vietnam in 1979 and devastated the northernmost provinces, killing as many as 100,000 civilians.The PLAN had walloped the VPN in 1974 (technically South Vietnam) and again in 1988. Out in the South China Sea were two island archipelagos; the Paracel (occupied by a small PLA garrison and claimed by the PRC, Vietnam and the ROC) and Spratlys Islands (disputed by Brunei, Malaysia, Philippines, the PRC, the ROC, and Vietnam).The Philippines had a grand total of three frigates (all between 50 and 70 years old). 99% of the time, they faced a hopeless struggle enforcing Philippines' South China Sea claims, except they were now experiencing that 1% where the PRC found itself in a life and death struggle. Even then, the PLAN's South Sea Fleet was hands-down the biggest player with 26 surface warships centered on the Carrier Liaoning.Except (and there always seems to be an 'except') virtually all the PLAN's naval aviation had gone off to fight the Khanate and it wasn't coming back, ever. In the air, the Philippines was next to useless. What did they have of offer in the struggle for the South China Sea? Bases. The ROC and Vietnam had much more to bring to the table.The Vietnamese People's Liberation Air Force (VPLAR) had about 50 front-line aircraft and 175 nearly obsolete models ~ the same models the PLAAF was now piloting. The ROC Air Force could put up 325 almost-new fighters that were now superior to their opponents on the mainland. Why would I give a shit?Things cascade. The Khanate Air Force took a two-day long deep breath as Putin's 'Policeman that only looks like an invading army' started their intervention. Forty-eight hours later, the Khanate started the fourth stage (the first lunge, defeat the PLA's counter-attack then the second lunge) of the campaign.Their initial air power was still skating on thin ice where maintenance was concerned. They need more time to thoroughly rest their pilots and bring all their top-flight equipment to 100% working condition. Against them, in two days the PLAAF's assets increased by over 250 fighters.In turn, the Khanate had added their constituent state air forces plus nearly 80 new cutting edge air planes and 25 drones. Phase Four saw rolling airstrikes all along the forces massing in front of the northern and central Tumens. For a few hours, the PLA thought they knew what was going on.They were wrong and this was where my meeting with OT came in. Jab with the right, cut them down with the left. The left in my case was Tibet. Yeah, Tibet. Economic value = not nearly enough. From the very start of the war, a small number of seemingly inconsequential air strikes had seriously eroded the PLA and PLAAFs combat power in the Tibetan Plateau while leaving the roads, bridges and towns intact.Common military logic dictated that the Khanate had to punch their way further east into Qinghai (to the south) and Gansu (to the north) provinces. That was where the population and industry where. Farther east were even greater numbers of people and factories and the Khanate forces in the North hadn't been strong enough to threaten to cut off the Qinghai-Gansu front. Then the Russians showed up and the Khanate forces threatening that flank doubled overnight.The PLA hastily reinforced their northern flank, using troops from their strategic reserves. The move resulted in incredible attrition by airpower to the freshly equipped formations. The PLA was about to get flanked, but not from the north. Southwest of Qinghai was Tibet. A third of the Khanate's mobile forces now swept around in a huge left haymaker to the south.My job? I needed the 'Free Tibet' forces in the US and UK to provide public and moral support to the Khanate move. As Khanate Special Forces seized crucial bottlenecks in Tibet, they needed the locals to keep their 'liberators' informed of PLA presences and undermine any attempt to create a guerilla movement.The five Tumens dedicated to being the Schwerpunkt (point of maximum effort) of this flanking maneuver were going to be on a tight timetable if they were going to surround the PLA forces in Central China.My plan was to convince the Tibetans that the PRC's 55 years of occupation was coming to an end and the Great Khan wanted to sign a 'Treaty of Mutual Respect' (my invention). This would require both the Khanate and Tibet to recognize each other's right to exist the moment a cease-fire was reached. That was it. No 'armed presence', or 'mutual defense' agreements.The treaty would be formally signed in Lhasa, the Tibetan capital, when the city was safe ~ as determined by the Central Tibetan Administration (the Tibetan Government in Exile, CTA). Riki came up with an additional sweetener and proved she was quickly adjusting to our group's extra-governmental capabilities.

NESTA EDIÇÃO. Petrobras acelera investimentos. Licitação para FPSO de Barracuda e Caratinga será relançada. Braskem aprova ampliação de central petroquímica no Rio de Janeiro. Importação do gás argentino pelo Paraguai pode ser uma rota mais barata, indica EPE. Brasil e Noruega terão corredor marítimo sustentável.

This week the Energy Voice team has been on the show floor at Subsea Expo in Aberdeen's P&J Live. The annual Global Under Water Hub event hosted those from across the energy sector as floating wind was high on the agenda.   Aberdeen Features lead Ryan Duff sat down with Yvonne Telford, research director for north-west Europe energy market intelligence at Westwood, and spoke about the cost of decommissioning. Additionally, she addressed the recent court ruling that will result in Equinor and Shell filing new environmental impact assessments for the Rosebank and Jackdaw fields.    Next up, news editor Erikka Askeland spoke to Aleks Jurczak, director of strategy and marketing for MDL, on the show floor about "blurring" lines between the different energy sectors, namely oil and gas, wind and decommissioning. Keeping herself busy, Erikka then spoke to Adam Reed, global leader of offshore renewables and upstream energy at Allianz Commercial, at the Energy Voice stand.   Finally, Ryan caught up with Richard Knox, CEO of Verlume, to discuss a recent project that saw his firm partner with two other Aberdeen businesses to deliver power to a Canadian oil field while its FPSO left for maintenance and how the technology they developed can be rolled out across the pond. 

First up, Aerodyn Consulting's patent for a single point mooring system with dual wind turbines. This concept is only being utilized by MingYang for their OceanX wind turbine so far, but it's promising. Then Newtech Group's method for connecting modular wind turbine blades, which could make the concept more viable. Finally, a method for keeping your dogs ears out of their food. Sign up now for Uptime Tech News, our weekly email update on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard's StrikeTape Wind Turbine LPS retrofit. Follow the show on Facebook, YouTube, Twitter, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary Barnes' YouTube channel here. Have a question we can answer on the show? Email us! Pardalote Consulting - https://www.pardaloteconsulting.comWeather Guard Lightning Tech - www.weatherguardwind.comIntelstor - https://www.intelstor.com Allen Hall: Welcome to Power Up, the Uptime podcast focused on the new, hot off the press technology that can change the world. Follow along with me, Allen Hall, and IntelStor's Phil Totaro, as we discuss the weird, the wild, and the game changing ideas that will charge your energy future. Phil, another busy week in the ID and patent world. And we're going to start off with the single point mooring wind turbine with two wind energy conversion units. That's a complicated name for something that seems rather simple from Aerodyn Consulting over in Singapore. And this idea has been implemented by MinYang and we've seen this, I think it's called OceanX, where they have two independent turbines on a platform. a master controller for the two and it's floating and it points itself on a single mooring system But there's more details to that you want to explain what else they have going on in this idea. Philip Totaro: Yeah, so this this is a pretty complicated and but clever idea And I actually want to take a step back and talk about the fact that nobody else in the industry at this point is using this technology other than Ming Yang, who's licensed the design from, from Aerodyn. And, and again, what this does is it's going to ensure that. Basically, the, the platform that has these two counter rotating turbines on it doesn't basically kind of yaw itself or shake itself apart from, from having the having the both rotors pointed in, in different directions. Directions that they shouldn't be pointed in. So the mooring system is kind of helping with with that to an extent. But it's also ensuring that the entire platform is able to yaw into into the wind in a way that's going to be favorable, including the typhoon that this thing actually just survived over in China. So when they deployed this prototype, it's, in a typhoon prone area. And it seems like this single mooring system did his job pretty well. Joel Saxum: Yeah, the single point mooring is not a new concept, right? It's just with this patent, it's filed with the addition of the twin rotor and how that thing works together. But single point mooring has been used offshore and oil and gas world for a very long time. There's a, There's a type of vessel called an FPSO. It's a floating production and storage and offloading facility. But these things are massive. If you've ever seen an offshore, what they, it looks like an offshore oil rig. They look like a big ship, but usually they aren't powered or anything. They're drug out there by tugs and they're hooked up to what is called the single point mooring system. And that single point mooring system is a way of affixing that structure topside to one spot and then it can rotate around it. in production and one of the downfalls of this this setup for operations and maintenance is not so much with this ming yang machine because it's a 16 megawatt machine it's a big big thing but if you have to put a lot of these out there a single point more Needs to be anchored off...

This week's episode is cross-release of a recent episode from The FPSO Coalition Podcast. Join Kiona Y. Meade in conversation with industry experts Greg Trostel, Global Business Development Manager of Floating Production at Rockwell Automation, and Jim Keogh, Global Product Manager for SLB. Together, they explore strategies for accelerating FPSO project cycles, de-risking operations, and ensuring sustainability. Learn how early engagement, digital solutions, and strategic partnerships play crucial roles in shaping the future of FPSO projects. Gain valuable insights from Greg and Jim as they discuss their experiences and the importance of setting clear goals for the industry's advancement. Don't miss this dynamic discussion that's shaping the FPSO landscape.

Helping energy firms extract oil in remote areas and in deeper waters in a more pocket friendly manner. That's exactly what our guest for today does.    Founded in 1990, SGX mainboard-listed Dyna-Mac is a global multi-disciplinary contractor who undertakes the detailed engineering, procurement, and construction of modules and facilities in vessels widely used in the oil and gas industry.  One of them is the FPSO (floating production storage and offloading vessel). This is a ship that could be used to store treated crude oil produced in remote areas and offload them to tankers that transport them to refineries.  Such vessels eliminate the need to transport crude oil through fixed pipes, thereby making it economically viable for energy companies to extract oil in less accessible areas and deeper waters. Meanwhile, Dyna-Mac recently secured several contracts worth a total provisional sum of S$88 million from repeat customers, bringing its net order book to S$630.7 million. But how does the firm assess its financial performance?  On Under the Radar, The Evening Runway's finance presenter Chua Tian Tian posed these questions to Lim Ah Cheng, Executive Chairman and CEO, Dyna-Mac. See omnystudio.com/listener for privacy information.

随著国油公司（Petronas）加大资本开销（CAPEX），有分析认为这将为油气业活动开个好彩头，带动业绩表现，其中上游业务及浮式生产储卸油船（FPSO）的业者，更是被看好前景。 今天的《一股作气》，我们就来谈谈Petronas和Yinson这两只油气股的表现。 今日分析师: 黄国华（MRR咨询顾问公司伙伴） 主持人: Tommy 责玮 & Kelly 凯莉 #CITYPlusFM #FM106 #一股作气 #YINSON #PETRONAS

Join Ben and Pal as they dive into the groundbreaking collaboration between SLB, Rockwell Automation, Sensia, and Cognite, revolutionizing asset performance management (APM) for FPSOs. In this episode, discover how FPSO owners and operators are demanding game-changing solutions to streamline the production process and ensure maximum uptime. The coalition's innovative unified APM not only guarantees uptime but also empowers system optimization through cutting-edge asset and process digital twins. We discuss the strategic implementation of remote and autonomous operations and inspection, providing real-time data to fuel the APM's continuous improvement. Ben and Pal describe the incredible results for FPSOs, including unwavering equipment uptime, optimized system performance, identification of untapped potential, and the ability to maintain their license to operate while achieving exceptional performance with minimal environmental impact. Tune in now for a fascinating exploration of the future of asset performance management in the FPSO industry.

In the first episode of our mini-series on FPSOs, we talk with SLB's Matt Mohajer and Rockwell Automation's Greg Trostel discuss the collaboration between SLB, Rockwell, Sensia, and Cognite to transform FPSO asset design, construction, and operation using digital technologies. The collaboration aims to enhance operational visibility, reliability, and predictability while reducing failures and downtime. The episode explores the market opportunity for digital FPSO evolution, the industry's shift towards openness and collaboration, and strategies for sustainable FPSO development. It also addresses FPSO operators' challenges and how the coalition plans to tackle them.

We talked with Mike Wyllie, with a vast amount of expertise in the FPSO field -A technology that had its' first deployment in 1977, it has matured and evolved over the years. This and about the future of Floating Production, Storage, and Offloading units you can hear about, us discussing with the FPSO expert Mike Wyllie in this episode.For more info and direct contact with Mike, please go to his website: https://www.openwaterenergy.com/who-we-are/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit opandop.substack.com

Listen as the Stephenson Harwood offshore energy team travel from Inverness to the wilds of Loch Kishorn to launch their new book, Offshore Floating Production: Legal and Commercial Risk Management aboard the FPSO Voyageur, and get a full tour from their friends at Altera Infrastructure

Demonstrating their opposition to Shell's mega profits and environmental practices, Greenpeace climbed onboard an FPSO-transporting ship bound for the North Sea last week. As Hamish points out, windfall taxes just don't seem to scratch the same itch.  France's TotalEnergies has also had a bumper 2022, although with some significant potholes along the way. Russia, Mozambique and now India have thrown up their own unique challenges, demonstrating that it's not all plain sailing.  And finally are bigger vessels on their way to Europe's oil capital, Aberdeen? Watch out Northfield Tower, there may just be some new high points in town.    About Energy Voice Energy Voice investigates and reports on what matters in global energy, helping sector leaders understand the geopolitical and economic factors underpinning current events, and giving them a view on what's coming over the horizon. Each year, 3.4m professionals use Energy Voice as a trusted source of breaking news and insight. For more information on how you can speak to those professionals across multiple platforms to build your brand and generate actionable business leads, visit energyvoice.com/content-services. For a 30 day free trial subscription to the Energy Voice website and app, visit energyvoice.com/subscriptions.

In today's daily round-up of export, trade and commodity finance news, TXF's Max Thompson covers the latest stories and trends across the market: The financings backing the procurement of three FPSOs – with backing from K-SURE and Kexim – are targeted to reach financial close early next year State-owned Ghana Cocoa Board (Cocobod) is in the market to refinance its annual Pre-Export Finance (PXF) facility in an otherwise muted Central and Eastern Europe Middle East and Africa (CEEMEA) syndicated loan market Australia-based Lake Resources is expected to close a roughly $600-800 million ECA-backed limited-recourse debt package to finance the construction of its flagship Kachi lithium project in Argentina in Q3 2023.  Like what you hear? Hit subscribe to stay up to date and for all the latest news online visit www.txfnews.com today.

The team get stuck into UK Chancellor Rishi Sunak's visit to Aberdeen to charm the great and the good of the North Sea over his proposed windfall tax. It remains to be seen if the flying visit was more of a photo opportunity or a serious attempt to listen to the industry's concerns.     Damon covers an oil spill at Jadestone Energy's Montara field that saw the company's share price dive as Australia's offshore regulator remains concerned about the structural integrity of the FPSO.     Meanwhile, Hamish discusses his eventful week at Global Offshore Wind in Manchester, including some fun and games with Greg Hands, as well as a chat with Equinor about the Rosebank project. Equinor say they are committed to the development, but Sunak's proposed taxes could throw a spanner in the works.     About Energy Voice Energy Voice investigates and reports on what matters in global energy, helping sector leaders understand the geopolitical and economic factors underpinning current events, and giving them a view on what's coming over the horizon. Each year, 3.4m professionals use Energy Voice as a trusted source of breaking news and insight. For more information on how you can speak to those professionals across multiple platforms to build your brand and generate actionable business leads, visit energyvoice.com/content-services. For a 30 day free trial subscription to the Energy Voice website and app, visit energyvoice.com/subscriptions.

Oljeservice er for alvor tilbake. Hvordan ser markedet ut for sektoren som helhet og de ulike undersegmentene? Oljeserviceanalytiker Bård Rosef og aksjemegler Sebastian Baartvedt oppsummerer markedsbildet for oljeservice, supply, seismikk, flotell, rigg og FPSO-er.Disclaimer: Informasjonen som fremkommer i Pareto Securities' podcaster skal ikke sees på som investeringsråd. Tenk at plasseringer i verdipapirer alltid medfører risiko. Historisk avkastning er ingen garanti for fremtidig avkastning. Penger som plasseres i verdipapirer kan både øke og minske i verdi, og det er ikke sikkert at du får tilbake hele det innskutte beløpet. Se full disclaimer på våre nettsider:https://paretosec.com/compliancedownloads/disclaimer.pdf See acast.com/privacy for privacy and opt-out information.

Allister and Hamish, feeling fresh after a few libations at the Subsea Expo Awards, are joined by Ed to chew the fat from the week's events.   Russia's actions in the Ukraine has led to oil crashing back through the $100 mark for the first time in years, sending analysts into overdrive.   In the North Sea Equinor has lined up an FPSO for its Rosebank project. But unless they can find a way to get the oil with in an environmentally friendly way, it could become the next Cambo.   And Scotland's next offshore wind leasing round is on the horizon, with Crown Estate Scotland outlining the plans for INTOG. There's talk too of Subsea Expo as the team (finally) get back to in-person events.     About Energy Voice Energy Voice investigates and reports on what matters in global energy, helping sector leaders understand the geopolitical and economic factors underpinning current events, and giving them a view on what's coming over the horizon. Each year, 3.4m professionals use Energy Voice as a trusted source of breaking news and insight. For more information on how you can speak to those professionals across multiple platforms to build your brand and generate actionable business leads, visit energyvoice.com/content-services. For a 30 day free trial subscription to the Energy Voice website and app, visit energyvoice.com/subscriptions.

Beating up Big Oil for bumper profits is a politically tempting exercise, particularly when energy poverty is on the rise. BP, for one, has warned of lower investment just at a time when the UK – and the northeast – most needs it. The government seems unlikely to back a windfall tax but there are political points to be scored for its backers.  A fire broke out on a Nigerian FPSO recently, another chapter of poor maintenance in the country's energy sector. The laws may have changed on the oil industry, offering companies new incentives for exploration and production, but enforcement continues to lag.  Would it be possible to have an episode of Energy Voice Out Loud without mentioning Cambo? Not this week, that's for sure. Hamish talks us through the possibilities around reusing FPSOs and how the industry is missing a trick by focusing on purpose built vessels over recycled.    Net Zero Workforce NZW is a hybrid event which will take place at the Chester Hotel, Aberdeen, 29th March 2022, and which will explore the opportunities and challenges in the great energy skills transition, and connect leading corporates, educators and innovators with the workforce of tomorrow. Sponsorship opportunities for the event, where you can project your leadership on energy skills transfer, and help set the just transition agenda, are now open. Email ryan.stevenson@energyvoice.com for details.   About Energy Voice Energy Voice investigates and reports on what matters in global energy, helping sector leaders understand the geopolitical and economic factors underpinning current events, and giving them a view on what's coming over the horizon. Each year, 3.4m professionals use Energy Voice as a trusted source of breaking news and insight. For more information on how you can speak to those professionals across multiple platforms to build your brand and generate actionable business leads, visit energyvoice.com/content-services. For a 30 day free trial subscription to the Energy Voice website and app, visit energyvoice.com/subscriptions.

Yinson Holdings' CY Lim: The Energy Services Unicorn  In this, the first of six Do More episodes powered by Endeavour Malaysia and CGS-CIMB for the inaugural ‘Thoughts Inspire' series, CY Lim, the 37-year-old Group CEO of oil and gas services giant Yinson Holdings talks to Khoo Hsu Chuang about the journey that propelled the family controlled logistics firm into the second-largest Floating Production Storage and Offloading  - FPSO - company in the world.  Exemplified by the 100x increase in market value between 2010 and 2022 to its current RM6.5 billion, CY shares the management secrets, lessons and trials of building a truly global business from a purely domestic one in just 11 short years beginning when he took the reins when he was just 25 years old. CONTENTS  00:02:38 - The Early Years: Getting His Father's Buy-In To Enter a New Business: Oil and Gas  00:05:41 - Challenges of Getting Funding In a Capital-Intensive Industry  00:07:28 - Winning The Regionalisation Game, Starting in Vietnam  00:09:23 - Making Mistakes And Learning From Them  00:12:15 - What Do Demanding MNCs and National Oil Companies Seek?  00:14:24 - The Importance of a Strong track Record When Doing Global Business  00:16:22 - How To Get The Right Financial Metrics  00:18:40 - How To Keep The Right People When the Industry Is Extremely Volatile  00:20:41 - Some Useful Tricks For the Aspiring Entrepreneur  00:22:36 - How To Manage Demanding Investors  00:24:54 - How Did Yinson Move So Fast?  00:29:46 - How To Deal With Uncertain Political Developments Here and Abroad  00:32:27 - How to Strategise and Plan for a Fossil Fuel-Free Future  00:36:18 - Advice For Sustainability Conscious Entrepreneurs  00:38:19 - Can Yinson Grow Another 100x?  00:40:24 - How To Maintain The Same Energy and Drive in the Next Decade?  00:42:43 - What Will Yinson Look Like in 2032?  00:44:51 - Does LUCK Play A Role in Business?  00:46:51 - Can You Make Your Own Luck?  00:49:03 - What Attributes Does The Successful Entrepreneur Have   00:51:15 - Can One Person Drive An Entire Organisation Forward? 00:52:28 - What Should Entrepreneurs Do About Messy Local Politics? 00:55:37 - The Succession Dilemma  00:57:23 - Common Traits In High-Performing Managers  01:01:05 - Can Yinson Be Malaysia's First Global Behemoth?  01:03:52 - What Goals Should Success and Ambition Be Based On?  .. Follow CY and Yinson here:  URL: https://www.yinson.com/board-of-direc... LinkedIn: https://my.linkedin.com/in/cy-lim-a45... Endeavour: https://www.endeavormalaysia.org/peop... Follow Endeavour Malaysia here:  https://www.endeavormalaysia.org/ Follow CGS-CIMB Malaysia here:  https://www.cgs-cimb.com/en/home Follow Chuang here:  URL: http://www.domore.my/  LinkedIn: https://www.linkedin.com/in/hsu-chuan...  FB: https://www.facebook.com/khoo.chuang/  IG: www.instagram.com/khoohsuchuang

In the latest episode of Well Spoken, Stephenson Harwood's podcast series for the offshore energy industry, London-based partner Max Lemanski and associate Josh Cunnington discuss rights and disputes in relation to IP in the offshore energy and floating production market.They look at a number of areas, including securing IP rights in offshore tech (such as FPSOs and FSRUs), infringement of rights, ownership disputes and the perils of co-ownership, and how IP rights are dealt with globally.

In the latest episode of Well Spoken, Stephenson Harwood's podcast series for the oil and gas industry, London-based partner Stuart Beadnall and Singapore-based partner John Simpson discuss floating production. They discuss a number of areas including, what floating production is, if it has its own area of law, areas of distinct consideration and finally explaining how familiar shipping law concepts apply to oil and gas floating production projects, before a shameless plug for their new book on floating production. 

近来原棕油和原油价格走强，驱动种植和油气重量级股推高综指。油气股板块的前景是否可观？ 由于全球浮式生产储油卸油船（FPSO）的市场供不应求，投行普遍看好云升控股（YINSON）有能力接下2项资本开销达15亿美元的FPSO项目，此外，这家公司近来也宣布，投资加拿大船用电池解决方案公司Sterling PBES能源方案公司，加大对清洁能源业务的投资。投资者应该如何评价这家公司接下来的表现？ 今日分析师： Anson ( Bullbearbursa（牛转局势） 版主 ) 主持人：Wayne 运祥 & Chasie 馨莹

In our latest episode of Well Spoken (our podcast series for the offshore energy industry) London-based partner Max Lemanski and business development manager, Nicola Porter take a look at our new edition of Well Connected plus our bulletins and newsletters coming out over the autumn months.  Most importantly they also give you, the listener, the opportunity to contribute to the first FPSO legal text book (coming out in 2022).  And for good measure we added some drama to the mix with a fire alarm – thankfully no podcasters (or anyone else) were harmed during this recording!  So do check it out when you have a spare moment and we look forward to hearing from you.  

We talk to Minister Andrew Parsons about what the new agreement means for this province.

Terra Nova FPSO Deal & Bay du Nord Field Estimates - Charlene Johnson NOIA CEO by VOCM

Gerri Lynn on the Street @ The Rally for the Terra Nova FPSO Project by VOCM

Premier Andrew Furey on Terra Nova FPSO Rally happening at 9 am outside Confederation Building by VOCM

Dave Mercer UNIFOR local 2121 President - Terra Nova FPSO Rally this morning at Confed by VOCM

The future of the Terra Nova FPSO hangs in the balance. We talk with NOIA about the proposed course to get the offshore to Net Zero emissions in 30 years.

Boris Johnson having an ethical dilemma? Oil tourism in Aberdeen? An FPSO being refurbished in Kishorn?? Okay, the latter isn't so far-fetched but the EVOL team go full lockdown podcast mode this week as they tackle these tough questions and more!  Ed kicks us off with a tale about the UK Government reviewing its financing of foreign fossil fuel developments.  The implications for climate change, winning overseas work and fuel poverty are all on the table.  Then, what better way for Allister to spend his birthday than to talk about an oil tourism idea from the 1980s? He reflects on his chat with businessman Charles Skene about his museum-theme park idea once planned for the Beach Boulevard.  Mark rounds us off with news that the Voyageur Spirit FPSO from Premier Oil's Huntington field is off to Kishorn drydock for refurb work ahead of redeployment, in another big win for the Scottish port with big ambitions. It's all in this week's Energy Voice Out Loud, in association with Burness Paull. Energy Voice helps organisations understand the geopolitical, economic and financial factors that underpin market events, and give you a view on what's coming over the horizon. As a listener to this podcast, you can get a free trial of energyvoice.com, giving you two weeks of unrestricted access to the latest crucial news and insight. The trial is entirely without obligation – we don't want your credit card, and there's no auto-enrolment at the end. 

A group of armed men attacked the FPSO Sendje Berge some 30 nautical miles southwest from Bonny Island, earlier today, kidnapping some of its crew members. The news first emerged on the website of the UK-based security intel firm Dryad Global, which cited a ‘high confidence' report, according to which 11 crew members of the FPSO were suspected of being kidnapped. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

Dr Preye Angaye and Karl Harris discuss the challenges for oil and gas operators in Nigeria, and Century Group's successes in 2019

Topics from today's show include:   Chevron has greenlit its Anchor 20,000 psi deepwater project in the Gulf of Mexico; Total is beginning FEED studies on its own 20ksi discovery on North Platte in the Gulf of Mexico; SBM Offshore has signed a 22-year FPSO contract with Petrobras; Harold Hamm has stepped aside from the CEO role at Continental Resources.   Also, following is a link to the World Oil magazine article, "Qualification of a 20,000-psi BOP: A collaborative approach", as discussed on today's show.  

Dopo un lungo viaggio, è approdata in Ghana una FPSO di 69 mila tonnellate, nata dalla collaborazione tra Eni, la Ghana National Petroleum Corporation e le compagnie Vitol e Yinson. La nave, ribattezzata con il nome di Kufuor in onore del suo presidente, è stata soprannominata il “gigante gentile”: grazie a lei, il Paese potrà contare sul rilancio economico del Paese. EniPodcast : https://www.eni.com/it-IT/podcast.html

Neste Episódio Luciano Veludo, Leonardo Motta e Elves Frattani falam sobre este lindo e curto mês chamado Fevereiro. Aprenda porque a Globeleza foi fundamental para sua infância, que até segunda a gente pode MATA TUTO e que hoje é aniversário do Elves Frattani. Quer entrar em contato conosco? Vejam nossos endereços abaixo: www.vidadeembarcado.com facebook.com/vidadeembarcado @vidadeembarcado @elfrattani @lucianovelludo @wkinson vidadeembarcado@vidadeembarcado.com

Neste episódio Luciano Veludo, Elves Frattani e o convidado Felipe Provete dão uma aula sobre um tipo de unidade marítima que vem sendo uma das opções mais usadas para a extração do petróleo e gás o FPSO. Escute este episódio e vire um expert na produção de óleo... Eu "AGARANTCHO". Dúvidas, Sugestões, Reclamações, Doações: www.vidadeembarcado.com www.facebook.com/vidadeembarcado vidadeembarcado@vidadeembarcado.com

Neste episódio que marca o retorno do podcast Vida de Embarcado, Luciano Veludo e Elves Frattani explicam sobre a nova fase do projeto e contam um pouco do que os motivou a voltar a gravar. Dúvidas, Sugestões, Reclamações, Doações: www.vidadeembarcado.com www.facebook.com/vidadeembarcado vidadeembarcado@vidadeembarcado.com

Vida de Embarcado Podcast - Episódio 24 - Eu protesto, Tu protestas, Ele protesta, Nós Embarcamos... Neste episódio Luciano Veludo, Wilkinson Corsini, Elves Frattani e o convidado Bengt Rocha tentam explicar para vocês ouvintes queridos o porque das manifestações ocorridas nos últimos meses, dias, semanas (Sei lá quando vc vai ouvir isso). PS.: Caso você fique mais confuso o problema é seu (não mandei baixar...). Caso queria processar o Vida de Embarcado entre em contato com Elves Frattani (a culpa é dele...) Quer concordar, discordar, mandar um "Alô" ou alguém para PQP, então entre em contato conosco nos endereços abaixo: www.vidadeembarcado.com Facebook: http://www.facebook.com/VidadeEmbarcado Twitter: @vidadeembarcado Email: vidadeembarcado@vidadeembarcado.com

Vida de Embarcado Podcast - Episódio 21 - Tabu você está ai? Neste episódio Luciano Veludo, Wilkinson Corsini e Elves Frattani e os convidados Leonardo e Tiago Klein discorrem sobre os tabus que enfrentamos desde nossa tenra idade até a vida de embarcado. E ainda entenda porquê gaúcho não é viado, ou não. Quer concordar, discordar, mandar um "Alô" ou alguém para PQP, então entre em contato conosco nos endereços abaixo: www.vidadeembarcado.com Facebook: http://www.facebook.com/VidadeEmbarcado Twitter: @vidadeembarcado Email: vidadeembarcado@vidadeembarcado.com

Vida de Embarcado Podcast - Episódio 9 - Saúde, Segurança e outras Bizarrices Neste episódio Luciano Veludo, Elves Frattani e Wilkinson Corsini juntamente com os convidados José Maria Narboni e Caroline Menezes ensinam que saúde e segurança são sinônimos de "Manter o cronograma em dia" e que ter um cisto na coluna pode ser bem interessante. Descubra também o que perguntaram para o Frattani e como viver após 70 infartos. Gostou do nosso episódio? Não gostou? Quer perguntar alguma coisa? Sugerir? Opinar? Entre em contato conosco nos endereços abaixo: www.vidadeembarcado.com Facebook: http://www.facebook.com/VidadeEmbarcado Twitter: @vidadeembarcado Email: vidadeembarcado@vidadeembarcado.com ______________________________________ Sites Parceiros: facebook.com/coffeshop www.radioepodcast.blogspot.com.br

Vida de Embarcado Episódio 5 - Da Puta ao Peão todos tem uma profissão Neste episódio Luciano Veludo, Elves Frattani, Wilkinson Corsini, Carlos Veras e os convidados Tiago Folli e Jorge Jorge (JJ) fazem o primeiro episódio sério deste podcast. O assunto, pra variar, Trabalho Offshore. Mas desta vez conversamos sobre duas profissões específicas e como fazer para chegar até elas. Foi um bate papo informal, explicativo e com as babaquices de sempre. Curta nossa pagina do facebook, comente e compartilhe o post deste episódio, siga-nos no twitter e mande-nos um email com críticas e sugestões de temas. Facebook: http://www.facebook.com/VidadeEmbarcado Twitter: @vidadeembarcado Email: vidadeembarcado@yahoo.com

Vida de Embarcado Episódio 4 - Quem conta um conto aumenta um Conto! Neste episódio Luciano Veludo, Elves Frattani, Roberto Lavratti e Jorge Jorge (JJ) aproveitam o clima do mês de Abril, que se inicia com o Dia da Mentira, para contar histórias verdadeiras sobre a vida dos outros. Esse episódio marca também a chegada do mais novo integrante do Vida de Embarcado o Yuri, filho do Wilkinson, pra quem nós desejamos toda felicidade e saúde do mundo. Foto da moto aquática do Wilkinson estará no próximo post após este episódio no facebook. Curta nossa pagina do facebook, comente e compartilhe o post deste episódio, siga-nos no twitter e mande-nos um email com críticas e sugestões de temas. Facebook: http://www.facebook.com/pages/Vida-de-Embarcado/249100648490249 Twitter: @vidadeembarcado Email: vidadeembarcado@yahoo.com Jabá Gratuito: Coffee Shop: http://www.facebook.com/pages/Coffee-Shop/368374973187727 Fuck Face - A Fuck Face continua ativa, entrem em contato e resolvam seus problemas de forma eficiente e segura conosco. PROMOÇÃO 20% de desconto no revide. Contactar Vida de Embarcado. Jabá Patrocinado: ----> Este espaço está reservado para você

Vida de Embarcado Episódio 2 - Leu não escreveu o pau comeu! Neste episódio Luciano Veludo, Wilkinson Corsini, Carlos Veras, Elves Frattani e convidados discutem sobre a lei de redução de pena por meio da leitura de livros, e sua aplicação ou não na vida do pessoal embarcado, e sobre o polêmico tema 14x21. Curta nossa pagina do facebook, comente no post deste episódio, siga-nos no twitter ou mande-nos um email. Depois você pode fazer suas outras atividades. Facebook: http://www.facebook.com/pages/Vida-de-Embarcado/249100648490249 Twitter: @vidadeembarcado Email: vidadeembarcado@yahoo.com Não esqueçam de mandar o seu apoio/comentário no post da Campanha 14x21 Já! na nossa página do facebook. Convidados Especiais: Luiz Cláudio Crespo Petroleiro 69 Julio Aniceto Jabá Gratuito: Banda do Paulinho (Aquela que colocamos a música errada no episódio anterior): http://acasosirrisorios.blogspot.com/ Fuck Face - Acabem com a vida do seu desafeto e seja feliz. PROMOÇÃO 20% de desconto no revide. Contactar Vida de Embarcado. Pet Shop da filha do Luiz Crespo, não sabemos onde é nem o nome, mais sabemos que é legal. (Não se pode exigir muito de um jabá gratuito. Jabá Patrocinado: ---> Este espaço está reservado para você

Neste primeiro episódio aprenda porque quem trabalha embarcado trabalha na Petrobras, que a melhor parte do trabalho embarcado é a folga. E você deve se estar preparado para tudo quando se faz uma pergunta ao Frattani. Mande sua frase na garrafa e divirta-se com o nosso convidado internacional.