据世界石油1月8日消息称，如果市场需要的话，美国最大的页岩油生产商之一EOG Resources Inc.准备在今年夏天提高产量。
EOG首席执行官Ezra Yacob在高盛集团主办的一次虚拟能源会议上表示，公司尚未恢复到疫情前的生产水平，但在特定的宏观经济条件下，这种情况可能会在今年发生改变。Yacob说，钻井公司正在监测全球石油需求、库存水平和OPEC+内部未使用的生产能力。
他说，如果条件合适，可能到2022年中期，“EOG将能够恢复到新冠疫情前的生产水平”。 如果世界对石油有需求，而且我们的低成本、低排放的石油有进入市场的空间，我们当然可以实现这一点。
随着油价上涨，美国能源公司的股价也在飙升。最大的问题是，页岩油公司今年是否会利用这笔额外的资金来提高产量，尤其是在欧佩克+努力实现其产量目标的情况下，预计本季度全球石油盈余将低于此前的预期。到目前为止，页岩油行业几乎没有表现出回到2010年代高增长时期的意愿，这种情况引发了与欧佩克及其盟友的多次破坏性价格战。
Yacob表示，即使EOG继续增产，也只能实现5%左右的增长。我们的目标是“以你的每一项资产年复一年变得更好的速度”进行投资。
朱佳妮 摘译自 世界石油
原文如下：
EOG ready to raise shale oil output to meet market demand
EOG Resources Inc., one of the biggest U.S. shale oil producers, is ready to ramp up output as soon as this summer if the market demands it.
The company has yet to resume pre-pandemic levels of production, but that could change this year under certain macroeconomic conditions, EOG Chief Executive Officer Ezra Yacob said in a virtual energy conference hosted by Goldman Sachs Group Inc. The driller is monitoring global oil demand, inventory levels and unused production capacity within OPEC+, Yacob said.
If the conditions are right, potentially by the middle of 2022, “EOG would be in a position to return to pre-Covid levels of production,” he said. “If the world has a call on oil and there’s room to grow our low-cost, lower- emissions barrels into the market, we can certainly deliver on that.”
Shares of U.S. energy companies are surging as oil rallies. The big question is whether shale drillers will use the extra cash to boost production this year, particularly as OPEC+ struggles to meet its output targets amid predictions of a smaller global surplus this quarter than previously expected. So far, the shale industry has shown little willingness to return to the high-growth days of the 2010s that sparked multiple, damaging price wars with OPEC and its allies.
Even if EOG goes ahead with an increase to production, it would only represent growth of about 5%, Yacob said. The goal is to invest “at a pace where each of your assets is getting better year after year.”
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