{"id":14729,"date":"2025-11-24T08:00:59","date_gmt":"2025-11-24T01:00:59","guid":{"rendered":"https:\/\/www.phfm.vn\/?p=14729"},"modified":"2025-11-24T09:41:50","modified_gmt":"2025-11-24T02:41:50","slug":"thi-truong-gian-khoan-buoc-vao-mot-chu-ky-moi","status":"publish","type":"post","link":"https:\/\/www.phfm.vn\/vi\/thi-truong-gian-khoan-buoc-vao-mot-chu-ky-moi\/","title":{"rendered":"TH\u1eca TR\u01af\u1edcNG GI\u00c0N KHOAN \u2013 B\u01af\u1edaC V\u00c0O M\u1ed8T CHU K\u1ef2 M\u1edaI"},"content":{"rendered":"

Th\u1ecb tr\u01b0\u1eddng gi\u00e0n khoan \u2013 B\u01b0\u1edbc v\u00e0o m\u1ed9t chu k\u1ef3 m\u1edbi<\/strong><\/span><\/h1>\n

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Gi\u00e0n khoan l\u00e0 m\u1ed9t thi\u1ebft b\u1ecb ph\u1ee9c t\u1ea1p \u0111\u01b0\u1ee3c s\u1eed d\u1ee5ng \u0111\u1ec3 khoan v\u00e0 khai th\u00e1c d\u1ea7u m\u1ecf v\u00e0 kh\u00ed \u0111\u1ed1t t\u1ef1 nhi\u00ean t\u1eeb c\u00e1c gi\u1ebfng khoan s\u00e2u d\u01b0\u1edbi l\u00f2ng \u0111\u1ea5t v\u00e0 \u0111\u00e1y bi\u1ec3n. C\u00e1c gi\u00e0n khoan c\u00f3 nhi\u1ec1u k\u00edch c\u1ee1 v\u00e0 lo\u1ea1i kh\u00e1c nhau, t\u00f9y thu\u1ed9c v\u00e0o: (i) \u0111\u1ed9 s\u00e2u c\u1ee7a gi\u1ebfng khoan; (ii) lo\u1ea1i \u0111\u00e1 c\u1ea7n khoan xuy\u00ean qua; v\u00e0 (iii) v\u1ecb tr\u00ed c\u1ee7a gi\u1ebfng. Trong \u0111\u00f3, gi\u00e0n khoan Jack-up l\u00e0 lo\u1ea1i ph\u1ed5 bi\u1ebfn nh\u1ea5t nh\u1edd t\u00ednh linh ho\u1ea1t, th\u01b0\u1eddng \u0111\u01b0\u1ee3c s\u1eed d\u1ee5ng \u0111\u1ec3 khoan trong v\u00f9ng n\u01b0\u1edbc n\u00f4ng v\u1edbi chi ph\u00ed h\u1ee3p l\u00fd. Do \u0111\u00f3, gi\u00e0n khoan Jack-up chi\u1ebfm h\u01a1n 70% t\u1ed5ng s\u1ed1 gi\u00e0n khoan tr\u00ean to\u00e0n th\u1ebf gi\u1edbi.<\/p>\n

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C\u00e1c lo\u1ea1i gi\u00e0n khoan<\/strong><\/p>\n

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Ngu\u1ed3n: Researchgate, PHFM<\/figcaption><\/figure>\n

Ho\u1ea1t \u0111\u1ed9ng th\u0103m d\u00f2 v\u00e0 khai th\u00e1c d\u1ea7u kh\u00ed (E&P) c\u1ee7a th\u1ebf gi\u1edbi ph\u1ee5c h\u1ed3i v\u00e0 t\u0103ng t\u1ed1c<\/strong><\/p>\n

Khi gi\u00e1 d\u1ea7u duy tr\u00ec \u1ed5n \u0111\u1ecbnh quanh m\u1ee9c 70 USD\/th\u00f9ng trong ba n\u0103m qua, ho\u1ea1t \u0111\u1ed9ng khoan d\u1ea7u kh\u00ed to\u00e0n c\u1ea7u \u0111\u00e3 c\u00f3 s\u1ef1 c\u1ea3i thi\u1ec7n \u0111\u00e1ng k\u1ec3 so v\u1edbi giai \u0111o\u1ea1n \u0111\u1ea1i d\u1ecbch COVID tr\u01b0\u1edbc \u0111\u00f3. Tr\u1ecdng t\u00e2m ng\u00e0nh c\u0169ng \u0111\u00e3 chuy\u1ec3n h\u01b0\u1edbng sang c\u00e1c d\u1ef1 \u00e1n \u1edf v\u00f9ng n\u01b0\u1edbc n\u00f4ng, n\u01a1i c\u00f3 tr\u1eef l\u01b0\u1ee3ng l\u1edbn v\u00e0 chi ph\u00ed h\u00f2a v\u1ed1n th\u1ea5p. Do \u0111\u00f3, nhu c\u1ea7u \u0111\u1ed1i v\u1edbi gi\u00e0n khoan Jack-up, \u0111\u1eb7c bi\u1ec7t t\u1eeb c\u00e1c nh\u00e0 khai th\u00e1c d\u1ea7u kh\u00ed l\u1edbn \u1edf khu v\u1ef1c Trung \u0110\u00f4ng, \u0111\u00e3 t\u0103ng tr\u01b0\u1edfng \u0111\u00e1ng k\u1ec3. Trong g\u1ea7n m\u1ed9t th\u1eadp k\u1ef7 tr\u01b0\u1edbc, th\u1ecb tr\u01b0\u1eddng gi\u00e0n khoan Jack-up r\u01a1i v\u00e0o t\u00ecnh tr\u1ea1ng kh\u00f3 kh\u0103n v\u00e0 d\u01b0 cung, v\u1edbi r\u1ea5t \u00edt k\u1ef3 v\u1ecdng r\u1eb1ng t\u1ef7 l\u1ec7 c\u00f4ng su\u1ea5t c\u1ee7a th\u1ecb tr\u01b0\u1eddng c\u00f3 th\u1ec3 v\u01b0\u1ee3t qua 90%. Tuy nhi\u00ean, \u0111i\u1ec1u n\u00e0y b\u1eaft \u0111\u1ea7u thay \u0111\u1ed5i trong giai \u0111o\u1ea1n 2022\u20132023, \u0111\u00e1nh d\u1ea5u s\u1ef1 kh\u1edfi \u0111\u1ea7u c\u1ee7a m\u1ed9t chu k\u1ef3 m\u1edbi khi m\u1ed9t l\u00e0n s\u00f3ng l\u1edbn c\u00e1c d\u1ef1 \u00e1n th\u0103m d\u00f2 v\u00e0 khai th\u00e1c (E&P) \u0111\u01b0\u1ee3c tri\u1ec3n khai tr\u00ean to\u00e0n c\u1ea7u.<\/p>\n

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Gi\u00e1 d\u1ea7u h\u00f2a v\u1ed1n theo khu v\u1ef1c khai th\u00e1c<\/strong><\/p>\n

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Ngu\u1ed3n: Rystad Energy research, PHFM<\/figcaption><\/figure>\n

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H\u01a1n n\u1eefa, theo IHS v\u00e0 Westwood Energy, nhu c\u1ea7u to\u00e0n c\u1ea7u \u0111\u1ed1i v\u1edbi gi\u00e0n khoan Jack-up \u0111\u00e3 ph\u1ee5c h\u1ed3i m\u1ea1nh m\u1ebd trong ba n\u0103m qua, trong khi ngu\u1ed3n cung gi\u00e0n khoan t\u0103ng ch\u1eadm. C\u00e1c khu v\u1ef1c c\u00f3 ho\u1ea1t \u0111\u1ed9ng th\u0103m d\u00f2 v\u00e0 khai th\u00e1c (E&P) s\u00f4i \u0111\u1ed9ng nh\u01b0 Trung \u0110\u00f4ng chi\u1ebfm t\u1ef7 tr\u1ecdng l\u1edbn trong t\u1ed5ng nhu c\u1ea7u gi\u00e0n khoan Jack-up to\u00e0n c\u1ea7u. B\u00ean c\u1ea1nh \u0111\u00f3, nhi\u1ec1u gi\u00e0n khoan Jack-up \u0111\u00e3 v\u01b0\u1ee3t qu\u00e1 30 n\u0103m ho\u1ea1t \u0111\u1ed9ng v\u00e0 ng\u1eebng s\u1eed d\u1ee5ng trong giai \u0111o\u1ea1n 2023\u20132025. Do \u0111\u00f3, t\u1ef7 l\u1ec7 c\u00f4ng su\u1ea5t th\u1ecb tr\u01b0\u1eddng c\u1ee7a gi\u00e0n khoan Jack up \u0111\u00e3 ph\u1ee5c h\u1ed3i m\u1ea1nh m\u1ebd v\u00e0 duy tr\u00ec tr\u00ean 90% trong ba n\u0103m g\u1ea7n \u0111\u00e2y, k\u00e9o theo gi\u00e1 thu\u00ea trung b\u00ecnh (day rate) c\u1ee7a gi\u00e0n khoan t\u0103ng g\u1ea5p \u0111\u00f4i, \u0111\u1ea1t kho\u1ea3ng 120.000 \u2013 150.000 USD\/ng\u00e0y trong giai \u0111o\u1ea1n 2023\u20132025, m\u1ee9c gi\u00e1 n\u00e0y mang l\u1ea1i l\u1ee3i nhu\u1eadn t\u1ed1t cho c\u00e1c c\u00f4ng ty cho thu\u00ea gi\u00e0n khoan.<\/p>\n

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Gi\u00e1 thu\u00ea c\u1ee7a gi\u00e0n khoan Jack-up giai \u0111o\u1ea1n 2013- 2025<\/strong><\/p>\n

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Ngu\u1ed3n: S&P Global, PHFM<\/figcaption><\/figure>\n

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Ngu\u1ed3n cung gi\u00e0n khoan Jack-up m\u1edbi \u0111\u00e3 b\u1ecb th\u1eaft ch\u1eb7t \u0111\u00e1ng k\u1ec3, v\u1edbi ch\u1ec9 c\u00f2n m\u1ed9t n\u1eeda s\u1ed1 l\u01b0\u1ee3ng gi\u00e0n khoan \u0111ang \u0111\u01b0\u1ee3c \u0111\u00f3ng m\u1edbi so v\u1edbi giai \u0111o\u1ea1n \u0111\u1ea1i d\u1ecbch COVID tr\u01b0\u1edbc \u0111\u00f3. Nhi\u1ec1u gi\u00e0n khoan trong s\u1ed1 n\u00e0y c\u1ea7n h\u01a1n 2 n\u0103m \u0111\u1ec3 ho\u00e0n th\u00e0nh, khi\u1ebfn c\u00f4ng su\u1ea5t m\u1edbi b\u1ecb h\u1ea1n ch\u1ebf trong ng\u1eafn h\u1ea1n. S\u1ed1 \u0111\u01a1n \u0111\u1eb7t h\u00e0ng hi\u1ec7n t\u1ea1i \u0111\u00e3 gi\u1ea3m xu\u1ed1ng m\u1ee9c th\u1ea5p k\u1ef7 l\u1ee5c, v\u1edbi c\u00e1c gi\u00e0n khoan \u0111ang \u0111\u00f3ng ch\u1ec9 chi\u1ebfm kho\u1ea3ng 3% t\u1ed5ng s\u1ed1 gi\u00e0n khoan to\u00e0n c\u1ea7u \u0111ang ho\u1ea1t \u0111\u1ed9ng. B\u00ean c\u1ea1nh \u0111\u00f3, hi\u1ec7n r\u1ea5t \u00edt \u0111\u01a1n h\u00e0ng m\u1edbi n\u00e0o \u0111\u01b0\u1ee3c \u0111\u1eb7t, do chi ph\u00ed x\u00e2y d\u1ef1ng d\u1ef1 ki\u1ebfn s\u1ebd cao h\u01a1n c\u00e1c chu k\u1ef3 tr\u01b0\u1edbc v\u00e0 c\u00f3 th\u1ec3 l\u00ean t\u1edbi kho\u1ea3ng 300 tri\u1ec7u USD m\u1ed7i gi\u00e0n. Trong khi \u0111\u00f3, kho\u1ea3ng 180 gi\u00e0n khoan Jack-up \u0111\u00e3 d\u1eebng ho\u1ea1t \u0111\u1ed9ng trong th\u1eadp k\u1ef7 qua, v\u00e0 kho\u1ea3ng m\u1ed9t ph\u1ea7n ba \u0111\u1ed9i t\u00e0u Jack-up hi\u1ec7n nay \u0111\u00e3 tr\u00ean 30 n\u0103m tu\u1ed5i, c\u00f3 kh\u1ea3 n\u0103ng s\u1ebd ngh\u1ec9 h\u1eefu trong nh\u1eefng n\u0103m t\u1edbi.<\/p>\n

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Ngu\u1ed3n: S&P Global, PHFM<\/p>\n

\u00a0<\/strong><\/p>\n

Th\u1ecb tr\u01b0\u1eddng khoan t\u1ea1i \u0110\u00f4ng Nam \u00c1 v\u1eabn r\u1ea5t t\u00edch c\u1ef1c<\/strong><\/p>\n

T\u1ed5ng s\u1ed1 gi\u00e0n khoan Jack-up t\u1ea1i khu v\u1ef1c \u0110\u00f4ng Nam \u00c1 v\u00e0o cu\u1ed1i n\u0103m 2024 l\u00e0 45 gi\u00e0n, chi\u1ebfm h\u01a1n 10% t\u1ed5ng s\u1ed1 gi\u00e0n khoan Jack-up tr\u00ean to\u00e0n c\u1ea7u. T\u1ea1i th\u1ecb tr\u01b0\u1eddng \u0110\u00f4ng Nam \u00c1, c\u00f4ng su\u1ea5t s\u1eed d\u1ee5ng gi\u00e0n khoan \u0111\u00e3 \u0111\u01b0\u1ee3c c\u1ea3i thi\u1ec7n trong giai \u0111o\u1ea1n 2023\u20132025, theo xu h\u01b0\u1edbng ph\u1ee5c h\u1ed3i chung c\u1ee7a to\u00e0n c\u1ea7u. M\u1ed9t s\u1ed1 gi\u00e0n khoan trong khu v\u1ef1c \u0111\u00e3 \u0111\u01b0\u1ee3c di chuy\u1ec3n sang Trung \u0110\u00f4ng \u0111\u1ec3 \u0111\u00e1p \u1ee9ng nhu c\u1ea7u cao t\u1ea1i \u0111\u00e2y, v\u00e0 m\u1ed9t ph\u1ea7n l\u00e0 do s\u1ef1 c\u1ea3i thi\u1ec7n nhu c\u1ea7u t\u1ea1i khu v\u1ef1c \u0110\u00f4ng Nam \u00c1. Tri\u1ec3n v\u1ecdng c\u1ee7a th\u1ecb tr\u01b0\u1eddng khoan t\u1ea1i \u0110\u00f4ng Nam \u00c1 c\u0169ng r\u1ea5t kh\u1ea3 quan, khi c\u00e1c c\u00f4ng ty d\u1ea7u kh\u00ed qu\u1ed1c gia trong khu v\u1ef1c d\u1ef1 ki\u1ebfn s\u1ebd t\u0103ng t\u1ed5ng v\u1ed1n \u0111\u1ea7u t\u01b0 trong giai \u0111o\u1ea1n 2025\u20132027. C\u00e1c qu\u1ed1c gia t\u00edch c\u1ef1c nh\u1ea5t trong ho\u1ea1t \u0111\u1ed9ng th\u0103m d\u00f2 v\u00e0 khai th\u00e1c (E&P) g\u1ed3m Malaysia, Indonesia v\u00e0 Vi\u1ec7t Nam. T\u1ef7 l\u1ec7 c\u00f4ng su\u1ea5t gi\u00e0n khoan Jack-up t\u1ea1i \u0110\u00f4ng Nam \u00c1 \u0111\u00e3 li\u00ean t\u1ee5c duy tr\u00ec \u1edf m\u1ee9c cao t\u1eeb n\u0103m 2022, v\u00e0 \u0111\u1ea1t g\u1ea7n 95%. Trong t\u01b0\u01a1ng lai g\u1ea7n, gi\u00e1 thu\u00ea gi\u00e0n khoan Jack-up d\u1ef1 ki\u1ebfn s\u1ebd ti\u1ebfp t\u1ee5c duy tr\u00ec \u1edf m\u1ee9c cao, khi \u0111\u01b0\u1ee3c h\u1ed7 tr\u1ee3 b\u1edfi nhu c\u1ea7u gi\u00e0n khoan \u0110\u00f4ng Nam \u00c1 \u1ed5n \u0111\u1ecbnh v\u00e0 v\u1eefng ch\u1eafc. Ch\u00fang t\u00f4i d\u1ef1 b\u00e1o gi\u00e1 thu\u00ea trung b\u00ecnh gi\u00e0n Jack up s\u1ebd duy tr\u00ec tr\u00ean 100.000 USD\/ng\u00e0y, \u0111\u00e2y l\u00e0 m\u1ee9c r\u1ea5t t\u00edch c\u1ef1c cho c\u00e1c c\u00f4ng ty cho thu\u00ea gi\u00e0n khoan trong khu v\u1ef1c.<\/p>\n

D\u1ef1 ph\u00f3ng s\u1ed1 l\u01b0\u1ee3ng gi\u00e0n khoan Jack-up trong khu v\u1ef1c \u0110\u00f4ng Nam \u00c1<\/strong><\/p>\n

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Ngu\u1ed3n: S&P Global, PHFM<\/figcaption><\/figure>\n

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\u0110\u1ea7u t\u01b0 cho ho\u1ea1t \u0111\u1ed9ng th\u0103m d\u00f2 v\u00e0 khai th\u00e1c (E&P) \u1edf Vi\u1ec7t Nam \u0111ang ph\u1ee5c h\u1ed3i<\/strong><\/p>\n

Ho\u1ea1t \u0111\u1ed9ng th\u0103m d\u00f2 v\u00e0 khai th\u00e1c (E&P) c\u1ee7a Vi\u1ec7t Nam \u0111\u01b0\u1ee3c d\u1ef1 b\u00e1o s\u1ebd t\u0103ng t\u1ed1c t\u1eeb n\u0103m 2025 tr\u1edf \u0111i, \u0111\u01b0\u1ee3c th\u00fac \u0111\u1ea9y b\u1edfi s\u1ef1 gia t\u0103ng \u0111\u00e1ng k\u1ec3 trong v\u1ed1n \u0111\u1ea7u t\u01b0 trong giai \u0111o\u1ea1n 2025\u20132030, \u01b0\u1edbc t\u00ednh v\u01b0\u1ee3t h\u01a1n 10 t\u1ef7 USD, cao h\u01a1n \u0111\u00e1ng k\u1ec3 so v\u1edbi giai \u0111o\u1ea1n tr\u01b0\u1edbc. L\u1ec5 kh\u1edfi c\u00f4ng ch\u00ednh th\u1ee9c c\u1ee7a d\u1ef1 \u00e1n L\u00f4 B \u2013 \u00d4 M\u00f4n v\u00e0o cu\u1ed1i n\u0103m 2024 \u0111\u00e3 \u0111\u1eb7t n\u1ec1n m\u00f3ng cho m\u1ed9t giai \u0111o\u1ea1n t\u0103ng tr\u01b0\u1edfng m\u1edbi trong ho\u1ea1t \u0111\u1ed9ng d\u1ea7u kh\u00ed th\u01b0\u1ee3ng ngu\u1ed3n. Ngo\u00e0i ra, c\u00e1c d\u1ef1 \u00e1n S\u01b0 T\u1eed Tr\u1eafng (White Lion) giai \u0111o\u1ea1n 2B v\u00e0 L\u1ea1c \u0110\u00e0 V\u00e0ng (Golden Camel) c\u0169ng \u0111\u01b0\u1ee3c k\u1ef3 v\u1ecdng s\u1ebd ti\u1ebfp t\u1ee5c th\u00fac \u0111\u1ea9y \u0111\u00e0 t\u0103ng tr\u01b0\u1edfng n\u00e0y. Ch\u00fang t\u00f4i c\u0169ng d\u1ef1 b\u00e1o r\u1eb1ng \u0111\u1ea7u t\u01b0 cho ho\u1ea1t \u0111\u1ed9ng E&P t\u1ea1i Vi\u1ec7t Nam c\u0169ng s\u1ebd t\u0103ng tr\u01b0\u1edfng m\u1ea1nh trong 3 n\u0103m t\u1edbi.<\/p>\n

 <\/p>\n

Ph\u00f9ng Minh Ho\u00e0ng \u2013 Ph\u00f2ng \u0111\u1ea7u t\u01b0, PHFM<\/em><\/p>","protected":false},"excerpt":{"rendered":"

Th\u1ecb tr\u01b0\u1eddng gi\u00e0n khoan \u2013 B\u01b0\u1edbc v\u00e0o m\u1ed9t chu k\u1ef3 m\u1edbi   Gi\u00e0n khoan l\u00e0 m\u1ed9t thi\u1ebft b\u1ecb ph\u1ee9c t\u1ea1p \u0111\u01b0\u1ee3c s\u1eed d\u1ee5ng \u0111\u1ec3 khoan v\u00e0 khai th\u00e1c d\u1ea7u m\u1ecf v\u00e0 kh\u00ed \u0111\u1ed1t t\u1ef1 nhi\u00ean t\u1eeb c\u00e1c gi\u1ebfng khoan s\u00e2u d\u01b0\u1edbi l\u00f2ng \u0111\u1ea5t v\u00e0 \u0111\u00e1y bi\u1ec3n. C\u00e1c gi\u00e0n khoan c\u00f3 nhi\u1ec1u k\u00edch c\u1ee1 v\u00e0 lo\u1ea1i…<\/p>\n","protected":false},"author":10,"featured_media":14773,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[103,182,105],"tags":[175,173,174,176,177,178],"_links":{"self":[{"href":"https:\/\/www.phfm.vn\/vi\/wp-json\/wp\/v2\/posts\/14729"}],"collection":[{"href":"https:\/\/www.phfm.vn\/vi\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.phfm.vn\/vi\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.phfm.vn\/vi\/wp-json\/wp\/v2\/users\/10"}],"replies":[{"embeddable":true,"href":"https:\/\/www.phfm.vn\/vi\/wp-json\/wp\/v2\/comments?post=14729"}],"version-history":[{"count":11,"href":"https:\/\/www.phfm.vn\/vi\/wp-json\/wp\/v2\/posts\/14729\/revisions"}],"predecessor-version":[{"id":14796,"href":"https:\/\/www.phfm.vn\/vi\/wp-json\/wp\/v2\/posts\/14729\/revisions\/14796"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.phfm.vn\/vi\/wp-json\/wp\/v2\/media\/14773"}],"wp:attachment":[{"href":"https:\/\/www.phfm.vn\/vi\/wp-json\/wp\/v2\/media?parent=14729"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.phfm.vn\/vi\/wp-json\/wp\/v2\/categories?post=14729"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.phfm.vn\/vi\/wp-json\/wp\/v2\/tags?post=14729"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}