据管道&天然气杂志网7月23日报道,受油价上涨的影响,美国能源公司自5月以来首次连续四周增加油气钻机,尽管由于生产商倾向于紧缩开支,钻井增长一直缓慢。
据能源服务公司贝克休斯(Baker Hughes Co)周五在其密切关注的报告中表示,截至7月23日的当周,作为未来产量的早期指标油气钻机数量增加7台,至491台,为2020年4月以来最高。
位于休斯顿的 Gelber & Associates 分析师在一份报告中表示,虽然钻井机总数是……是去年8月中旬最低纪录的两倍,但钻井活动仍处于历史较低水平,必须回到2016年8月(不包括去年)才能发现钻机数量更低。
本周,美国石油钻机增加7台,至387台,为2020年4月以来的最高水平,而天然气钻机数量保持不变,为104台。
美国原油期货周五接近每桶72美元,与上周相比变化不大。上周,原油期货触及2018年10月最高水平。
由于今年迄今油价上涨了48%,一些能源公司已表示计划增加支出,但支出规模仍然很小,因为大多数公司仍将重点放在增加现金流、减少债务和提高股东回报上。
Gelber分析师表示,尽管今年石油和天然气价格不时上涨,但许多地区的钻井仍保持稳定水平。今年晚些时候,为了克服自然下降和维持产量增长,仍然需要大量增加钻机。
贝克休斯首席执行长Lorenzo Simonelli预计,到今年年底,能源公司将在北美增加约50台钻机,私营公司在当前价格水平下的活动将有所增加。
能源服务公司正从原油价格上涨推动的钻井恢复中受益,斯伦贝谢和哈里伯顿本周对石油行业复苏的前景持乐观态度。
但斯伦贝谢首席执行官Olivier Le Peuch表示,美国石油产量可能要到2022年后才能达到疫情前的水平。
据密切关注钻机数量的能源数据提供商Enverus表示,截至7月21日当周,活跃钻机的数量增加24台,达到562台,其中二叠纪增加11台,达到228台,阿纳达科盆地增加8台,达到48台。
郝芬 译自 管道&天然气杂志网
原文如下:
U.S. Drillers Add Oil and Gas Rigs for Fourth Week in a Row
U.S. energy firms added oil and natural gas rigs for a fourth week in a row for the first time since May, spurred by higher oil prices although growth in drilling has been modest as producers favor spending austerity.
The oil and gas rig count, an early indicator of future output, rose seven to 491 in the week to July 23, its highest since April 2020, energy services firm Baker Hughes Co said in its closely followed report on Friday.
"Although total rigs are ... double, the amount recorded at the low point in mid-August of last year, drilling activity remains historically low, and one would have to return to August of 2016 (excluding last year) to find a lower rig count," analysts at Gelber & Associates in Houston said in a note.
U.S. oil rigs rose seven to 387 this week, their highest since April 2020, while gas rigs were unchanged at 104.
U.S. crude futures were on track to end the week near $72 a barrel on Friday, little changed from last week, when it hit its highest October 2018.
With oil prices up 48% so far this year, several energy firms have said they plan to raise spending, which however, remains small as most firms continue to focus on boosting cash flow, reducing debt and increasing shareholder returns.
"Despite elevated oil and gas prices at times this year, drilling in many regions remains at maintenance levels. Significant rig additions are still necessary to overcome natural declines and sustain production growth later this year," the Gelber analysts said.
Baker Hughes Chief Executive Lorenzo Simonelli anticipates companies will add around 50 rigs in North America through the end of the year, with private companies picking up activity at current price levels.
Energy services firms are benefiting from a resumption of drilling driven by rising crude prices, and Schlumberger and Halliburton this week delivered a bullish outlook for the oil industry recovery.
But U.S. oil output may not reach pre-pandemic levels until after 2022, Schlumberger CEO Olivier Le Peuch said.
Enverus, a provider of energy data with its own closely watched rig count, said the number of active rigs jumped by 24 to 562 in the week to July 21 with the largest increases in Permian, up by 11 to 228, and the Anadarko Basin, with an eight-rig increase to 48.
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