據世界天然氣2月25日消息稱，在2022年1月下旬發布盈利預警后，意大利海上承包商Saipem公布了其修訂后的2022年至2025年戰略計劃的細節，包括削減成本，加大對海上建設和鉆井的關注，在項目上更有選擇性，以及在未來兩年對低風險海上風能業務的重新定位。

然而，該計劃尚未得到董事會的批準，預計將于3月中旬通過。

這一切都始于1月下旬，當時Saipem對其22個項目的合同積壓進行了戰略審查，取消了從2021年10月開始的展望。因此，Saipem 2021年的財務報表預計將顯示該公司三分之一以上的股本出現虧損。

Saipem 將這一減少歸咎于陸上 E&C 項目，其中材料和物流成本的增加只能部分收回，并將其歸因于最近海上風電項目的進一步困難，關鍵供應延遲的影響與執行時間和成本的修訂估計相結合。

此后不到一周，Saipem批準了公司新的組織架構，旨在加強公司項目的執行能力，并努力完成正在進行的戰略評估。

曹海斌 摘譯自 世界天然氣

原文如下：

Saipem to focus on core oil & gas and low-risk offshore wind projects

Following a profit warning in late January 2022, the Italian offshore contractor, Saipem, has revealed details about its revised strategic plan for the period between 2022 and 2025, which includes cutting costs, increasing focus on offshore E&C and drilling, being more selective in projects, and repositioning on low-risk offshore wind business in the next two years.

The plan, however, is yet to be approved by its board of directors, expected in mid-March.

It all started in late January when, following a strategic review of its contract backlog covering a total of 22 projects, Saipem withdrew its outlook from October 2021. As a result, Saipem’s financial statements in 2021 are expected to show a loss for more than one-third of the company’s equity.

Saipem blamed this reduction on onshore E&C projects for which the increase in costs for materials and logistics was only partially recoverable and attributed it to the recent further difficulties in offshore wind projects, for which impacts from delays in critical supplies were combined with revised estimates of execution times and costs.

Less than a week after that, Saipem approved the new organizational structure of the company, designed to reinforce the execution capabilities for the company projects, and worked to complete the ongoing strategic review.