据油价网3月16日消息:美国能源信息署(EIA)数据显示,美国七个最大页岩地区的石油产量将在4月份下降4.6万桶/天,但最大和最多产的二叠纪盆地产量预计将在下个月实现增产。
根据EIA的钻井产能报告,下个月页岩产量将下降4.6万桶/天,至745.8万桶/天。EIA最新预测显示,除二叠纪以外的所有产油区预计将在4月份减产,但二叠纪盆地的产量将增加1.1万桶/天,至429.2万桶/天。
尽管二叠纪盆地预计将增加石油产量,但下个月Niobara和Eagle Ford地区的产量降幅最大,分别为1.5万桶/天。从3月到4月,阿纳达科地区的产量预计下降1.4万桶/天,而第二大产油区Bakken产量预计下降1.2万桶/天,至111.6万桶/天,这是自去年7月以来的最低水平。阿巴拉契亚地区的产量预计将小幅下降1000桶/天,而Haynesville地层的产量将保持平稳。
总的来说,美国页岩油运营商并不急于提高产量,即使WTI原油价格在65美元/桶左右将使大部分页岩地区的开采有利可图。
虽然今年油价有所回升,但大多数美国页岩气上市公司仍坚持严格的资本纪律。大型上市公司承诺,任何多余的现金流都将用于向股东支付额外股息。在页岩地区追逐钻井和生产记录的同时,股东们已经看到了未来几年微薄的回报。
然而,规模较小的私营石油公司正受益于油价上涨,因为它们赚取现金的主要方式是增产。这可能会再次破坏欧佩克+集团的石油管理政策。
冯娟 摘译自 油价网
原文如下:
Permian Production Set To Rise Despite Shale Decline
Oil production from the seven largest U.S. shale regions is set to decline by 46,000 barrels per day (bpd) in April, but output in the biggest and most prolific basin, the Permian, is expected to eke out a production gain next month, EIA data showed.
According to the EIA’s Drilling Productivity Report, shale production is set to drop by 46,000 bpd to 7.458 million bpd next month. All oil-producing regions except for the Permian are expected to see their production drop in April, but the Permian basin should see output rise by 11,000 bpd to 4.292 million bpd, EIA’s latest estimates show.
While the Permian is expected to increase its oil production, the Niobara and Eagle Ford regions are set for the biggest declines, by 15,000 bpd each, next month. Production in the Anadarko region is seen down 14,000 bpd from March to April, while production in the second most prolific region, the Bakken, is expected down by 12,000 bpd to 1.116 million bpd, the lowest level since July last year. Output in the Appalachia region is forecast slightly down by 1,000 bpd, and production in the Haynesville formation is set to remain flat.
Overall, U.S. shale operators are not rushing to boost their production, even though WTI Crude prices at around $65 per barrel would make most, if not all, shale regions profitable to drill.
Most public U.S. shale firms continue to vow strict capital discipline, although oil prices have rallied this year. Major listed companies promise that any excess cash flow will go to additional payouts to shareholders, who have seen years of meager returns while the shale patch was chasing drilling and production records.
However, smaller privately held oil firms are benefiting from higher oil prices as their primary way of generating cash is increased production. This could spoil the oil management policy of the OPEC+ group again.
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