管道瓶颈阻碍了页岩油的影响力

中国石化新闻网讯 据道琼斯5月17日消息，美国二叠纪盆地的管道瓶颈不仅仅是一个局部问题。Tudor Pickering Holt的分析师表示：“如果来自西德克萨斯的石油无法进入市场，它最终可能会推高全球油价。”分析师们指出：“如果二叠纪盆地的石油产量增长放缓，这可能会对供应预测产生重大影响。”这些瓶颈已经让投资者对页岩油能否填补全球石油市场的空白产生了怀疑。Height证券公司分析师们表示：“我们不认为美国页岩油生产商将能够填补因伊朗制裁重新实施以及委内瑞拉的出口将进一步下降而损失的石油供应量。”

唐绍红 摘译自 道琼斯

原文如下：

Pipeline Bottlenecks Hinder Shale Oil Impact

Pipeline bottlenecks in the Permian aren't just a local problem. If oil from West Texas can't get to market, it could end up boosting global oil prices, analysts at Tudor Pickering Holt say. "If Permian growth were to slow, this could have a meaningful impact on supply forecast, the analysts say. "This should bias LLS and Brent prices higher all else equal." Already the bottlenecks are fueling investors' doubts about whether shale can fill the voids in the global oil market. "We do not expect that US shale producers will be able to fill the volumes lost as Iran sanctions are re-imposed and Venezuelan exports decrease further than they already have," analysts at Height Securities say.