2nd UPDATE:Pemex Gives Halliburton $159 Million Drilling Contract
July 23 2009 - 5:11PM
Dow Jones News
Petroleos Mexicanos has awarded Halliburton Co. (HAL) a $159
million contract to drill 170 wells in Mexico's Chicontepec region,
marking the Houston-based company's debut in an area where its main
competitors have an established presence.
Pemex, as Mexico's state oil company is known, said the contract
will last three years and involve four drilling rigs. Mexico is
ramping up activity at Chicontepec to compensate for declining
production at the country's traditional oil fields.
Halliburton's competitors Schlumberger Ltd. (SLB) and
Weatherford International Ltd. (WFT) each won 500-well contracts
for Chicontepec in March.
"Mexico is a pretty important market for all oil service
companies, including Halliburton," said Jeff Tillery, an analyst
with Tudor Pickering Holt & Co. Securities Inc.
He said the contract will represent a "healthy chunk" of
Halliburton's Latin America revenue.
Pemex didn't say who will provide Halliburton with the rigs.
Canada's Savanna Energy Services Corp. (SVY.T) is moving four land
rigs to Mexico and will have them operating in Chicontepec by
mid-August, said company spokesman Dwayne LaMontagne on
Thursday.
"It is very busy there and a good place to be for a drilling
company," said LaMontagne.
He said the company's client in Mexico asked not to be named. A
Mexico-based industry executive said the Savanna rigs will be
deployed at the Halliburton project.
Pemex's spending spree at the geologically-difficult basin
hasn't yet added significant volumes of production. Still, Pemex
expects the area to produce a quarter of Mexican output, or 737,000
barrels a day, by 2017.
The state oil company has ramped up exploration and production
investments in recent years to compensate for plummeting output at
Cantarell, the largest field ever discovered in Mexico, where
production has fallen to a third of peak levels.
Pemex said Halliburton won the contract through a direct award
after a May tender was declared void. Pemex is also finalizing a
series of smaller drilling contracts with domestic oilfield
services firms, said a Pemex spokesman.
Industry executives told Dow Jones Newswires that Pemex has
chosen four local companies for contracts of about 140 wells each.
Servicios Integrales GSM, a unit of Mexican billionaire Carlos
Slim's industrial conglomerate Grupo Carso SAB (GCARSO.MX), is said
to have won one of the contracts.
The new contracts underscore Pemex's efforts to accelerate
spending and stabilize falling oil production, down by a fifth
since peaking in 2004. During the first half of this year, the
company spent only 38% of its exploration and production investment
budget.
At the start of this year Pemex announced $2.3 billion in
planned 2009 investments at Chicontepec.
The basin has expensive-to-produce pockets of oil on land in
northern Mexico. The tricky geology offers opportunities to
companies such as Halliburton, which market advanced drilling
products and techniques to maximize production at difficult
formations.
Pemex has consistently fallen short of production targets at the
basin. The rock formations holding the oil have low pressure and
flow rates, making extraction difficult.
Pemex expects Chicontepec to pump 40,000 barrels a day in August
and 60,000 barrels a day by the end of the year. At the start of
2009 the company had higher expectations of 70,000 barrels a day on
average.
-By Peter Millard, Dow Jones Newswires; 5255-5001-5724;
peter.millard@dowjones.com