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| 2021-01-20 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 据油价网2021年1月13日阿布扎比报道，阿拉伯联合酋长国能源部长马兹鲁伊日前在接受彭博社记者采访时表示，美国页岩油生产商今年应该谨慎行事，避免增加产量，否则可能导致油价再次暴跌。 马兹鲁伊说，美国页岩生产商“需要小心，不要让市场泛滥”，他指出，今年明智的做法是对产量增长计划保持耐心。 这位阿联酋石油部门高管补充称，“在目前的库存水平情况下，仅仅去建立产量并不是一件容易的事。” 由于欧佩克把美国转变为世界上最大的石油生产国，美国页岩行业成为了欧佩克在全球石油市场上的主要挑战者。然而，新冠肺炎疫情大流行对美国页岩行业的影响不亚于对海湾石油生产国和其他欧佩克成员国的影响。 现在，欧佩克似乎重新夺回了它在市场上的头号地位，至少在一段时间内如此，尤其是在沙特阿拉伯上周意外宣布将单方面再日减100万桶石油产量之后。 油价的上涨使得美国页岩的利润比去年要高得多，因此欧佩克最终可以帮助页岩行业恢复元气。然而，马兹鲁伊的警告应该让那些最渴望恢复生产增长的页岩生产商暂停一下：马兹鲁伊基本上是在重复一个警告，那就是美国大陆资源公司的哈罗德?哈姆在上次石油危机后针对石油行业发出的警告。 石油行业没有听从哈姆不要把全部精力都投入到生产增长上的建议。这个行业现在正在为这一失败付出代价。然而，第二次价格冲击可能使页岩生产商更加警惕，他们可能会注意到马兹鲁伊发出的这一警告。据彭博社报道，今年到目前为止，美国页岩油的日均产量为810万桶。相比之下，2020年3月，也就是疫情真正爆发之前，美国页岩日产量为930万桶。 李峻 编译自 油价网 原文如下： UAE Tells U.S. Shale Producers Not To Rush To Restore Production U.S. oil producers should tread carefully this year and avoid boosting production, which could lead to another price slump, the energy minister of the United Arab Emirates told Bloomberg in an interview. Producers “need to be careful not to flood the market,” Suhail al-Mazrouei said, noting that the wise thing to do this year would be to be patient with production growth plans. “It’s not going to be easy to just go and build production, seeing the inventory levels where they are today,” the official added. The U.S. shale industry emerged as the main challenger to OPEC’s sway over global oil markets as it turned the United States into the world’s largest oil producer. The pandemic, however, affected U.S. shale as severely as it did Gulf oil producers and other OPEC+ members. Now, the cartel seems to have reclaimed its top spot among market swingers, at least for a while, especially after Saudi Arabia’s announcement from last week that it would deepen its OPEC+ cuts by 1 million bpd unilaterally. The price jump that followed the announcement has made a lot more U.S. shale profitable than it was last year, so OPEC could ultimately help the shale industry get back on its feet. Yet al-Mazrouei’s warning should give those most eager to restart production growth a pause: he is basically repeating a warning that Continental Resources’ Harold Hamm directed towards the industry after the previous oil crisis. The industry failed to heed the advice to not go all-in on production growth. It is now paying for this failure. However, the second price shock may have made producers warier, and they might heed the warning this time. So far this year, the daily average production for U.S. shale has been 8.1 million bpd, according to Bloomberg. This compares to 9.3 million bpd in March 2020, before the pandemic really hit. |
