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来源：Offshore Energy 2026-10-9
翻译：国际海事信息网 李海泊 张运鸿

        英国能源巨头 Shell（壳牌）旗下壳牌加拿大能源公司（Shell Canada Energy），已与 Equinor（挪威国家石油公司）达成合作协议，拟收购加拿大纽芬兰与拉布拉多省近海的Bay du Nord 石油项目 30% 非作业权益，入局这项近百亿美元规模的海上石油开发工程。

        根据交易安排，Equinor 将继续持有该项目 70% 的权益，并担任唯一作业方。Bay du Nord 项目坐落于佛兰德斯海盆（Flemish Pass basin），距加拿大纽芬兰与拉布拉多省海岸约 500 公里，作业水深 600 米至 1170 米。

        本次交易将有效推动项目向最终投资决定（Final Investment Decision，FID）阶段稳步落地。项目预计于2027年初作出最终投资决定，但具体时间仍取决于市场环境、监管审批以及相关企业的内部决策程序。

        Shell 表示：“本次交易为公司提供了优质投资切入点，项目预期回报率高于公司基准投资门槛。该项目资源基础扎实、具备长期增长潜力，完全契合公司审慎布局、打造高竞争力油气资产组合的投资战略。”

        Shell 同时强调，目前项目仍处于 FID 前置阶段，未来投资决策仍需严格遵循公司投资标准，并与集团内其他项目参与资本统筹配置。

        项目采用分阶段海底开发 + FPSO 回接模式，通过海底生产系统对接浮式生产储卸油装置（FPSO）。项目设计总产能为每日 16 万–17.5 万桶油当量，初期可采原油资源量超 4 亿桶。

        Equinor 透露，Bay du Nord 项目目前已进入前端工程设计（Front-End Engineering and Design，FEED）收尾阶段，后续将重点优化资本效率、完善施工实施方案、提升项目整体稳定性与抗风险能力。

        该项目规划总投资约 140 亿加元（折合 98.7 亿美元），预计 2031 年实现首次产油。

        Equinor 国际勘探与生产业务执行副总裁Philippe Mathieu表示：“我们十分欢迎 Shell 正式成为 Bay du Nord 项目合作方。该项目是 Equinor 核心战略资产，资源禀赋优异，具备长期价值增长空间。在项目冲刺最终投资决定的关键阶段，Shell 的入局将显著增强项目开发实力与推进底气。”

        （本文版权归国际海事信息网所有，图片版权归原作者，转载请注明出处。）

Shell Canada Energy, an affiliate of UK-headquartered energy giant Shell, has reached an agreement with Norway's Equinor to acquire a 30% non-operated interest in the Bay du Nord oil project located off the coast of Newfoundland and Labrador, Canada.

Equinor will retain a 70% interest and remain the operator of the project located in the Flemish Pass basin, approximately 500 kilometers offshore Newfoundland and Labrador, in water depths between 600 and 1,170 meters.

The transaction supports the project's maturation towards the final investment decision (FID), expected in early 2027, subject to market conditions, regulatory approvals and the companies' internal decision processes.

"The transaction provides Shell with an attractive entry point, with expected returns above our hurdle rate, and exposure to an established resource base with potential longer-term growth, consistent with our disciplined approach to building a competitive portfolio," Shell reported.

According to Shell, as the project remains pre-FID, any future investment decision will be subject to the company's investment criteria and will need to compete for capital within its portfolio.

The project concept is a phased subsea development tied back to a floating production, storage and offloading vessel (FPSO), with gross production capacity planned to be 160-175 kboe/d and estimated recoverable resources in the initial phase including more than 400 million barrels of oil.

Bay du Nord is currently finalizing the front-end engineering and design (FEED), with continued work focused on strengthening capital efficiency, execution planning, and overall project robustness, Equinor said.

With a planned investment of around CAD$14 billion ($9.87 billion), first oil is anticipated in 2031.

“We are pleased to welcome Shell as a partner in Bay du Nord. This is a strategic project for Equinor, with a high-quality resource base and the potential to create significant long-term value. Shell's entry strengthens the project as we continue to mature it towards a final investment decision," said Philippe Mathieu, Executive Vice President for Exploration and Production International at Equinor.