PT Pertamina berminat membeli saham Repsol SA di Aljazair, khususnya di blok migas di mana Pertamina juga memegang kepemilikan saham. Saat ini Pertamina dan Repsol sama-sama memegang saham di Blok 405A. Wakil Direktur Utama Pertamina Ahmad Bambang mengatakan, Repsol berniat menjual seluruh saham yang dimiliki menyusul kerugian yang harus ditanggung sebagai dampak penurunan harga minyak dunia. Jika saham yang dilepas di blok migas dimana Pertamina memegang saham, perseroan berniat mengambilnya.
Bambang tidak merinci berapa besar saham yang diminati dan di lapangan migas mana yang akan diambil Pertamina. Saat ini, Pertamina dan Repsol memegang saham Blok 405A di Aljazair. Blok ini memiliki tiga lapangan, yakni Lapangan Menzel Lejmat North (MLN), EMK, dan Ourhoud. Di Lapangan MLN, Pertamina memegang saham 65% sekaligus menjadi operator. Sementara Repsol memiliki saham 35%. Selanjutnya, di Lapangan Ourhoud, Pertamina memiliki saham 3,73% dan Repsol 2,01%.
Lapangan ini termasuk super giant field dengan cadangan diperkirakan lebih dari 2 miliar barel. Sementara di Lapangan EMK, Pertamina dan Repsol masing-masing memiliki saham sebesar 16,9% dan 9,1%. Lapangan EMK juga termasuk lapangan dengan cadangan migas besar dan telah berproduksi pada 2013. Saat ini produksi migas Pertamina dari seluruh aset di Aljazair sekitar 41 ribu barel setara minyak per hari (barrel oil equivalent per day/ boepd).
Terkait dana yang dibutuhkan, Bambang menyebut tidak menjadi hambatan. Pertamina memiliki dana yang cukup mengingat kinerja tahun ini cukup cemerlang dengan laba sekitar US$ 2,83 miliar sampai September lalu. Sebelumnya, Pertamina menargetkan produksi migas dari Aljazair ditargetkan bisa meningkat menjadi 200 ribu barel per hari (bph) pada 2018-2019. Tambahan produksi untuk mengejar target itu Salah satunya diharapkan dari akuisisi aset baru.
Akuisisi ini bisa melalui kerja sama dengan perusahaan migas pelat merah Aljazair, Sonatrach, maupun membeli hak partisipasi. Direktur Keuangan Pertamina Arif Budiman menuturkan, perseroan menganggarkan dana sekitar US$ 5-6 miliar untuk investasi tahun depan. Sekitar 60-70% dari anggaran tersebut akan digunakan untuk bisnis hulu migas, termasuk akuisisi blok migas di dalam dan di luar negeri “Sudah (menghitung akuisisi) , tetapi tidak diasumsikan akusisi dengan nilai besar,” kata dia.
Akuisisi saham Repsol di Aljazair disebutnya belum dihitung dalam anggaran investasi tahun depan tersebut. Sehingga, lanjut dia, anggaran investasi bisa saja meningkat jika ada rencana akuisisi baru lagi. Namun, besaran dana untuk akuisisi ini belum dapat dipastikan. Pasalnya, penambahan blok baru ini memiliki skema macam-macam. Kini Pertamina masih terus membahas rencana akuisisi ini dengan pihak terkait. “Kami lihat dulu skemanya, apakah akuisisi atau mereka memberikan wilayah kerjanya,” jelas Arif.
Hal ini termasuk untuk rencana ekspansi ke Iran dimana Direktur Utama Pertamina Dwi Soetjipto sedang membicarakan masalah ini dengan National Iranian Oil Company (NIOC). Blok migas yang pasti diambil melalui akuisisi, sebutnya, adalah yang berlokasi di Rusia. Pertamina kini tengah mengevaluasi dua blok migas di Rusia, yakni Lapangan The Northern Tip of Chayvo dan Lapangan Russkoye. Di Lapangan The Northern Tip of Chayvo, Pertamina bisa mengambil saham sampai 20%, sementara di Lapangan Russkoye sampai 37,5%. Ada beberapa aset yang sedang due diligence. Semoga selesai pada Februari atau Maret 2017. Kemungkinan akan diakuisisi kalau memang itu menguntungkan,” papar Arif.
IN ENGLISH
Pertamina Keen on Repsol shares in Algeria
PT Pertamina is interested in buying a stake Repsol SA in Algeria, particularly in the oil and gas blocks in which Pertamina also holds an equity interest. Currently, Pertamina and Repsol together hold a stake in Block 405A. Deputy CEO Ahmad Bambang said, Repsol intends to sell all shares held following the losses to be incurred as a result of the decline in world oil prices. If the shares released in the oil and gas blocks, of which the holding of shares, the company intends to take it.
Bambang did not specify how much stock is in demand and in oil and gas fields which will be taken by Pertamina. Currently, Pertamina and Repsol stock holding block 405A in Algeria. This block has three fields, namely Fields Menzel Lejmat North (MLN), EMK, and Ourhoud. Field MLN, Pertamina holds a 65% stake as well as a carrier. While Repsol has a 35% stake. Furthermore, in the Field Ourhoud, Pertamina has a 3.73% stake and Repsol 2.01%.
This field includes the super giant field with estimated reserves of more than 2 billion barrels. While at the EMK, Pertamina and Repsol each own a stake of 16.9% and 9.1%. EMK field also includes field with large oil and gas reserves have already been produced in 2013. Currently, Pertamina oil and gas production of all assets in Algeria approximately 41 thousand barrels of oil equivalent per day (barrel oil equivalent per day / boepd).
Related funds are needed, Bambang call is not a barrier. Pertamina has sufficient funds in view of this year's performance is quite brilliant with a profit of approximately US $ 2.83 billion up to September. Previously, Pertamina is targeting oil and gas production of Algeria is targeted to increase to 200 thousand barrels per day (bpd) in 2018 to 2019. Additional production to achieve the target it One of them is expected from the acquisition of new assets.
This acquisition could be through cooperation with state-owned Algerian oil and gas company, Sonatrach, and purchased participation rights. Pertamina Finance Director Arif Budiman said, the company has budgeted approximately US $ 5-6 billion for investment next year. Approximately 60-70% of the budget will be used for the upstream oil and gas business, including the acquisition of oil and gas blocks inside and outside the country "Already (counting acquisitions), but not assumed acquisition with great value," he said.
Acquisition of shares of Repsol in Algeria calls have not been counted in the investment budget of the next year. Thus, he added, the investment budget could be increased if there is a new acquisition plan again. However, the amount of funds for this acquisition could not be ascertained. Because the addition of this new block has all kinds of schemes. Now Pertamina still continue to discuss the potential transaction with related parties. "We check out his scheme, whether acquisitions or they leave their working area," said Arif.
This includes the expansion plan in Iran where Pertamina president director Dwi Soetjipto were discussing this issue with the National Iranian Oil Company (NIOC). Oil and gas blocks which must have been taken through the acquisition, he said, is located in Russia. Pertamina is now evaluating two oil and gas blocks in Russia, namely Fields The Northern Tip of Chayvo and Russkoye field. Field The Northern Tip of Chayvo, Pertamina could take a stake up to 20%, while in the Russkoye field to 37.5%. There are some assets that are due diligence. Hopefully completed in February or March 2017. There may be acquired if it was profitable, "said Arif.
Investor Daily, Page-9. Wednesday, Dec,14,2016
No comments:
Post a Comment