中国石化新闻网讯 据世界石油网站8月28日报道，根据研究公司睿咨得能源公司（Rystad Energy）的一份报告显示，美国独立页岩油生产商在第二季度以三年来最快的速度投资于产量增长，这偏离了该行业关注的财政纪律。
根据这项针对18家公司的研究，第二季度再投资率飙升至72%，创下2020年以来的新高，这些公司合计占美国页岩产量的40%左右。
睿咨得指出，此次注资的背景是，美国页岩油产量急剧下降比预期的更为严重。研究公司Enverus在本月早些时候的另一项研究中说，枯竭的油田迫使石油钻探公司更加努力地工作，以防止产量下滑。
但是，不断上升的再投资率不太可能持续下去。睿咨得上游高级分析师Matthew Bernstein表示，随着未来几个季度通胀压力的缓解和油价的反弹，这种飙升将是一种短期异常现象，而不是战略的转变。这意味着页岩油公司可能会像过去两年一样，继续专注于以回购和股息的形式向股东支付股息。
郝芬 译自 世界石油网
原文如下：
U.S. shale reinvestments surge at “fastest rate in three years,” Rystad report finds
U.S. independent shale oil producers invested in output growth in the second quarter at the fastest rate in three years, a departure from the fiscal discipline that’s been the industry’s focus, according to a report from research firm Rystad Energy.
Reinvestment rate surged to 72% in the second quarter, highs not seen since 2020, according to the study focusing on 18 companies that collectively account for about 40% of U.S. shale output.
The cash injection comes as the steep drop in output from U.S. shale wells is turning out to be more significant than expected, Rystad notes. The depleted fields have forced oil drillers to work even harder to keep production from slipping, research firm Enverus said in a separate study earlier this month.
But, rising reinvestment rates are unlikely to last. “As inflationary pressures ease in the coming quarters and oil prices rebound, this spike will be a short-term anomaly instead of a shift of strategy,” said Matthew Bernstein, Senior Upstream Analyst at Rystad. This means shale companies will likely stay focused on paying out shareholders in the form of buybacks and dividends, as they have in the past two years.
