据钻机地带6月8日彭博社报道，据花旗集团(Citigroup Inc.)称，随着钢铁、水泥和其他供应及服务价格上涨导致勘探企业成本上升，页岩地区钻探成本越来越高。
包括Scott Gruber在内的分析师上周五在给投资者的报告中写道，到今年年底，北美该行业的通胀率可能达到12%或更高。但花旗表示，尽管油田服务公司可以将大部分成本转嫁给所服务的生产商，但他们仍无法获得足够高的定价，以实现额外利润。
随着去年疫情导致的原油价格暴跌后勘探者重返工作岗位，今年油田从劳动力到柴油再到钢铁的各种成本都在攀升。花旗集团称，2021年，新井所用钻杆的钢材价格可能上涨约50%。
自去年暴跌以来，美国的石油产量一直低迷，尽管油气钻机数量自去年8月跌至最低点以来几乎翻了一番。Gruber表示，随着勘探企业进入年底与承包商的价格谈判阶段，他们可能会在第四季度停止勘探活动。
服务提供商发现在北美很难提高价格，那里的竞争比国际市场更激烈。这也是全球最大的油田承包商纷纷从美国和加拿大转向海外寻求增长的原因之一。
郝芬 译自 钻机地带
原文如下：
Analysts See Possible 12% Inflation for Shale E&Ps
It’s getting more expensive to drill in the shale patch as rising prices for steel, cement and other supplies and services lead to higher costs for explorers, according to Citigroup Inc.
Inflation could reach 12% or more by the end of this year for the sector in North America, analysts including Scott Gruber wrote Friday in a note to investors. But oilfield service companies haven’t been able to command high enough pricing to book extra profits, even though they can pass most of their costs on to the producers they serve, Citigroup said.
Costs for everything from labor to diesel to steel have climbed in the oil field this year as explorers return to work following last year’s pandemic-driven crash in crude prices. Steel prices for the drill pipe used in new wells could rise about 50% in 2021, Citigroup said.
Oil production in the U.S. has remain subdued since last year’s plunge, though the number of rigs drilling for crude and natural gas has almost doubled since reaching a nadir last August. Explorers could tap the brakes on activity in the fourth quarter as they head into year-end price negotiations with contractors, Gruber said.
Service providers have found it difficult to hike pricing in North America, where competition is more fierce than it is in international markets. It’s one reason the world’s biggest oilfield contractors are pivoting away from the U.S. and Canada in search of growth overseas.
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