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| 2020-02-27 来源： 中国石化新闻网 |
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石化新闻 |
中国石化新闻网讯 据今日油价2月26日报道，美国页岩产业继续显示出放缓的迹象，二叠纪盆地以外的主要页岩盆地产量均有所下降。 融资压力困扰页岩气行业已有相当长一段时间，但投资者仍在继续为石油和天然气股票提供担保。英国《金融时报》指出，美国石油和天然气股票相对于其他市场表现出如此糟糕的情况，距今已经将近80年了。 压力也开始对钻井和石油开采产生影响。美国能源信息署(EIA)最新的钻井生产率报告显示，二叠纪盆地以外的所有主要页岩盆地的产量都已开始下降，即使是二叠纪盆地，其3月份的预期增长率也只是2018年那些令人兴奋的日子里的增长率的一小部分。 而钻井活动和钻机数量的变化通常要在油价发生重大变化几个月后才会发生，因此未来几个月可能还会出现另一次下跌。随着西德克萨斯中质原油价格回落至每桶50美元，许多页岩油气公司正处于无利可图的境地。 正如JBC Energy在2月中旬发布的报告中所指出的那样，“钻井企业非常容易受到价格信号的影响”。该公司将2020年页岩供应增长预测下调至76万桶/天，较此前下降了12万桶/天。该公司表示:“目前受到抑制的价格环境(预计短期内改变)，这加大了实现此前预期复苏的完工率的难度。” 王佳晶 摘译自 今日油价 原文如下： Shale Decline Inevitable As Oil Prices Crash The U.S. shale industry continues to show signs of slowing down, with production declining in major shale basins outside of the Permian. Financing stress has plagued the shale sector for quite some time, but investors continue to bail on oil and gas stocks. The FT points out that the energy sector is now underperforming the S&P 500 “by the biggest margin since the Japanese attack on Pearl Harbor in December 1941.” In other words, it has been nearly 80 years since U.S. oil and gas stocks have performed so badly relative to the rest of the market. The pressure is starting to have an impact on drilling and production. The latest EIA Drilling Productivity Report shows that production in all major shale basins outside of the Permian have started to decline, and even the Permian’s expected growth for March is a fraction of the growth rates seen during the heady days of 2018. Shifts in drilling activity and rig counts often take several months after a major change in prices, so there could be another dip in the months ahead. With WTI drifting back down to $50 per barrel, many shale companies are in unprofitable territory. Drillers are “highly susceptible to price signals,” as JBC Energy put it in report in mid-February. The firm cut its shale supply growth forecast to 760,000 bpd in 2020, down 120,000 bpd previously. “The currently suppressed price environment, which is not expected to disappear anytime soon, makes it more difficult for completion rates to achieve their previously expected recovery,” the firm said. |
