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| 2019-09-04 来源： 中国石化新闻网 |
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石化新闻 |
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中国石化新闻网讯 据今日油价9月3日报道，美国页岩行业油价下跌和持续的财务压力正给钻井商带来阻力，供应增长似乎越来越有可能低于预测。 根据EIA上周五公布的最新数据，美国今年6月份石油日产量下降至1208.2万桶。较5月份下降3.3万桶— 虽然降幅不大，但仍是下降。 在过去几个月中，海上油田的维护造成了下很大一部分下降。虽然整个美国的总体数据似乎令人失望，但海上产量的临时下降掩盖了二叠纪的持续增长。但这一次，责任不能简单地归咎于海上维护。 值得注意的是，俄克拉荷马州的日产量下降了相当可观的5.8万桶，这是俄克拉荷马州出现问题的迹象，事实证明这有点令人失望。 传言称，由于成本高于预期，产量低于预期，公司纷纷放弃投资美国页岩。最新的EIA数据显示，俄克拉荷马州投资减少可能会造成损失。 阿拉斯加今年6月份日产量下降1.9万桶，鉴于BP最近决定出售其在该州的资产并退出，这一点值得注意。 在二叠纪等地，阿拉斯加的盈亏平衡成本高于美国页岩。根据标准普尔全球普氏能源资讯（S＆P Global Platts）的数据，在阿拉斯加境内，布伦特原油价格每桶55美元（离岸价格为65美元），而美国页岩油的大致盈亏平衡价为每桶45美元。阿拉斯加的产量一直在长期下降，因此最新的数据与这一下降趋势是一致的(尽管产出可能会继续逐月波动)。 郝芬 译自 今日油价 原文如下： Oil Production Growth In U.S. Grinds T o A Halt Lower oil prices and ongoing financial stress in the U.S. shale industry are creating headwinds for drillers, and it appears increasingly likely that supply growth could undershoot forecasts. U.S. oil production fell in June to 12.082 million barrels per day (mb/d), according to new data released by the EIA on Friday. That is a decline of 33,000 bpd from May – not a huge drop off, but a decline nonetheless. In previous months, maintenance at offshore oil fields made up a big chunk of the declines. While the overall figures for the entire U.S. appeared to disappoint, temporary declines offshore masked ongoing growth in the Permian. But this time around, blame cannot simply be pinned on offshore maintenance. Remarkably, production in Oklahoma fell by a rather substantial 58,000 bpd, a sign of problems in Oklahoma’s SCOOP and STACK plays, which have proved to be somewhat of a disappointment. Anecdotally, companies have said that they were pivoting away from Oklahoma’s shale because of higher-than-expected costs and lower-than-expected production volumes. The latest EIA data suggests that lower investment in Oklahoma could be taking a toll. Alaska also lost 19,000 bpd in June, which is noteworthy in light of BP’s recent decision to sell off its assets in the state and withdraw. Alaska has higher breakeven costs than U.S. shale in places like the Permian. According to S&P Global Platts, onshore Alaska breaks even with Brent at $55 per barrel (and $65 offshore), while a ballpark breakeven price for U.S. shale is $45 per barrel. Alaska’s output has been in long-term decline so the latest figures are consistent with that downward trend (although output will likely continue to seesaw month-to-month).
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