美国能源公司连续第二周增加油气钻机

   2021-05-10 互联网讯

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核心提示:   据能源世界网5月8日报道,美国能源公司连续第二周增加油气钻机数量,因油价上涨促使一些钻井公司重返

   据能源世界网5月8日报道,美国能源公司连续第二周增加油气钻机数量,因油价上涨促使一些钻井公司重返井场。

  能源服务公司贝克休斯(Baker Hughes)周五在其备受关注的报告中称,截至5月7日的当周,油气钻机数量增加了8台,达到448台,为2020年4月以来的最高水平。

  这使得钻机总数达到74台,比去年同期增加了20%。根据贝克休斯追溯到1940年的数据显示,自2020年8月降至244台的历史低点以来,这一数字增长了84%。

  本周,美国石油钻机增加2台,达到344台,天然气钻机增加7台,是2018年12月以来最多的一周,也是2020年3月以来最高的一周,达到103台。美国原油期货周五的交易价格约为每桶65美元,在去年下跌约21%之后,今年迄今已上涨约34%。

  一些能源公司在过去两年削减开支后,上调了2021年的支出计划,完井和钻井活动势头良好。

  但由于大多数公司关注的是股东回报,而不是产量增长,因此产量增长幅度不大,钻井业务也一直在适度增长。

  大宗商品情报公司Kpler表示,上市公司更倾向于保留现金,以提高股东回报,而不是提高资本支出,就像西德克萨斯中质原油(WTI)高于60美元时的情况一样。

  美国金融服务公司Cowen&Co表示,它跟踪的独立勘探与生产(E&P)公司计划2021年较2020年增加约1%的支出。此前,资本支出在2020年和2019年分别减少了约49%和12%。

  阿肯色州WTRG Economics的詹姆斯·威廉姆斯表示,我们的前景仍然乐观……到今年年底,钻机数量可能会接近600台。

  拥有自己钻机数量的能源数据提供商Enverus表示,截至5月5日的当周,在用钻机数量稳定在524台。

  Enverus表示,先锋自然资源公司(Pioneer Natural Resources Co)仍然是最活跃的运营商,拥有30台钻机(同比增长21台),其中包括5月4日收购双点能源公司(DoublePoint Energy)后新增的9台。

  郝芬 译自 能源世界网

  原文如下:

  U.S. drillers add oil and gas rigs for second week in a row -Baker Hughes

  U.S. energy firms added oil and natural gas rigs for a second week in a row as higher oil prices prompted some drillers to return to the wellpad.

  The oil and gas rig count, an early indicator of future output, rose eight to 448 in the week to May 7, its highest since April 2020, energy services firm Baker Hughes Co said in its closely followed report on Friday.

  That put the total rig count 74 rigs, or 20%, higher than this time last year. It was also up 84% since falling to a record low of 244 in August 2020, according to Baker Hughes data going back to 1940.

  U.S. oil rigs rose two to 344 this week, while gas rigs rose the seven, the most in a week since December 2018, the highest since March 2020, to 103. U.S. crude futures were trading around $65 a barrel on Friday, putting the contract up about 34% so far this year after they dropped about 21% last year.

  Completions and drilling activity have good momentum after some energy firms raised spending plans for 2021 after cutting over the past two years.

  But as the increases have been small with most firms focusing on shareholder returns over volume growth, drilling captivity has been growing moderately.

  "Listed companies prefer to preserve cash to improve shareholders returns instead of raising capex as was historically the case with WTI above $60," commodity intelligence company Kpler said.

  U.S. financial services firm Cowen & Co said the independent exploration and production (E&P) companies it tracks plan to increase spending about 1% in 2021 versus 2020. That follows capex reductions of roughly 49% in 2020 and 12% in 2019.

  "Our outlook remains positive ... It is likely that rig count will be near 600 before the end of the year," said James Williams at WTRG Economics in Arkansas.

  Enverus, a provider of energy data with its own rig count, said the number of active rigs in the week to May 5 held steady at 524.

  Enverus said the most active operator continues to be Pioneer Natural Resources Co at 30 rigs (up by 21 year-over-year), which includes nine that were just added through the acquisition of DoublePoint Energy on May 4.



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