据今日油价网站4月12日消息 EIA可能预测二叠纪盆地的石油产量将很快反弹,但总体而言,目前美国的石油产量仍比2020年1月的水平低200万桶/日。
EIA的月度钻井产能报告预测,美国产量最大的盆地二叠纪的产量将在5月份恢复到446.6万桶/日。
而在2020年5月,这一数字为391.8万桶/日,但这几乎是疫情前的水平。2020年1月,二叠纪盆地的平均石油产量为479.3万桶/日,这意味着二叠纪盆地的石油产量下降了32.7万桶/日,比1月份的水平下降了7%。
复苏前景良好,至少对二叠纪而言。但总体而言,美国石油产量仍为1090万桶/日,去年1月为1290万桶/日,低了15.5%。
其他盆地的表现也不太好,阿纳达科盆地仍低于1月水平35%,尼奥布拉拉盆地低于34%,阿巴拉契亚盆地低于15%,巴克肯盆地低于23%,第二大页岩区块伊格尔福特低于1月水平26%。
美国是否会恢复到这样的水平还值得商榷。美国前能源部长Dan Brouillette去年10月表示,他不太确定美国石油产量能否迅速反弹至1300万桶/日,预计2021年石油产量可能徘徊在1100万桶/日左右。
西方石油公司首席执行官Vicki Hollub在最近的一次新闻发布会上表示,美国油气行业很难恢复到1300万桶/日的水平。Vicki Hollub表示:“我认为这不会发生,将需要太多的投资。”
王磊 摘译自 今日油价
原文如下:
U.S. Oil Production Still 2 Million Bpd Under Pre-Pandemic Levels
The EIA might be forecasting that the Permian Basin’s oil production will be rebounding soon, but overall, today’s U.S. oil production is still 2 million barrels per day below the levels seen in January 2020.
The EIA’s Monthly Drilling Productivity Report is forecasting that for the nation’s most prolific basin, the Permian, production will return to 4.466 million barrels per day in May.
That compares to 3.918 million bpd in May 2020—but that was hardly prior to the pandemic. In January 2020, the Permian basin’s average oil production was 4.793 million bpd. This means that oil production in the Permian Basin is down 327,000 bpd, or 7% under January levels.
That’s a fairly good recovery, at least for the Permian. But overall, U.S. oil production is still sitting at 10.9 million bpd—compared to 12.9 million bpd in January of last year. This is 15.5% under January levels.
Other basins aren’t doing quite as well, with the Anadarko Basin still 35% under January levels, the Niobrara Basin 34% under, the Appalachia Basin 15% under, the Bakken 23% under, and the Eagle Ford—the second-largest shale play, at 26% under January levels.
And it’s debatable whether the United States will ever return to those levels. Former U.S. Energy Secretary Dan Brouillette said last October that he wasn’t so sure U.S. production would rebound to 13 million bpd quickly, anticipating that oil production might hover around 11 million bpd for 2021. And so far, he’s been correct.
Occidental Petroleum’s CEO Vicki Hollub said at a recent press conference that it would be difficult for the U.S. oil and gas industry to get back up to that 13 million bpd. “I don’t think that’s going to happen. Too much investment would be required.”
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