阿拉斯加北坡皮卡油田扰动 Santos下调2026年产量预期
路透社10月22日报道，澳大利亚油气商 Santos 当天发布第三季度报告，将2026年全年产量预期从此前的9900万至1.05亿桶油当量收窄为9900万至1.02亿桶油当量，销量预期从1.02亿至1.08亿桶油当量下调为1.02亿至1.05亿桶油当量，主因是其位于阿拉斯加北坡的皮卡（Pikka）油田出现临时扰动。
公司称，皮卡海水处理厂调试延迟、一次天气事件后产量受限，以及库帕鲁克管道在一场道路事故后停运，共同压低了预期。尽管如此，皮卡产量在季末前一度短暂超过每天8万桶；公司计划短期内将产量维持在每天约7万桶，再逐步回升至约8万桶。
第三季度，Santos 产量同比增长23%、创纪录达2630万桶油当量，销售收入从上年同期的11.3亿美元跃升78%至20.1亿美元，运营自由现金流约10.7亿美元同创纪录。首席执行官 Kevin Gallagher 称，随着巴罗萨与皮卡两大项目投产，此前预期的「拐点」已经到来。皮卡由 Santos 运营并持股51%，雷普索尔持股49%，是阿拉斯加近年最大的新油田项目之一，其爬产节奏直接影响北坡产量与州内油气就业。
Santos Trims 2026 Output Guidance on Alaska Pikka Disruption
Reuters reported on October 22 that Australian oil and gas producer Santos narrowed its full-year 2026 production guidance to 99-102 million barrels of oil equivalent, from 99-105 million previously, and cut its sales guidance to 102-105 million barrels, citing temporary disruption at the Pikka oilfield on Alaska's North Slope.
The company said delays commissioning Pikka's seawater treatment plant, output constraints after a weather event, and a shutdown of the Kuparuk pipeline following a road accident weighed on the outlook. Pikka output briefly exceeded 80,000 barrels a day before quarter-end; Santos plans to hold it near 70,000 barrels a day in the near term before ramping back toward 80,000.
Third-quarter production rose 23% to a record 26.3 million barrels of oil equivalent, and sales revenue jumped 78% to $2.01 billion, with record operating free cash flow of about $1.07 billion. CEO Kevin Gallagher said the long-expected inflection point has arrived as the Barossa and Pikka projects come online. Santos operates Pikka with a 51% stake, alongside Repsol's 49%.
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图片来源：图：跨阿拉斯加输油管道。摄影：Leonid Berger，CC BY-SA 4.0（Wikimedia Commons）。Photo: the Trans-Alaska Pipeline. Photo by Leonid Berger, CC BY-SA 4.0 (Wikimedia Commons).
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