据世界石油1月6日休斯敦报道，二叠纪盆地最大的石油生产商先锋自然资源公司(Pioneer Natural Resources Co.)完成了今年几乎所有的对冲交易，表明原油价格前景乐观。
先锋自然资源在周三提交的一份文件中表示，此举将在2022年期间花费3.28亿美元，但该公司将很好地应对油价的任何上涨。该公司还表示，去年第四季度回购了2.5亿美元自有股票。
RBC资本市场分析师Scott Hanold在一份报告中表示，对冲货币化策略使2022年油价进一步走强。
美国页岩钻探商使用互换和期权等金融工具来对冲石油和天然气生产，并确保他们有足够的现金支付钻井成本和债务。这一策略在2020年原油价格暴跌期间获得了丰厚回报，但在2021年市场飙升时却变得不忍卒睹。
由于原油价格上涨，以及在疫情初期购买的对冲基金缩水，先锋自然资源去年遭受了逾20亿美元的损失。
郝芬 译自 世界石油
原文如下：
Permian’s biggest oil producer closes 2022 hedges in bullish outlook
Pioneer Natural Resources Co., the biggest oil producer in the Permian Basin, closed out almost all its hedges for this year, indicating a bullish outlook for crude prices.
The move will cost $328 million spread over the course of 2022, Pioneer said in a filing Wednesday, but leaves the company well positioned to bank any uplift in oil prices. The company also said it bought back $250 million of its own shares during the fourth quarter.
“The hedge monetization strategically positions PXD for further strength in 2022 oil prices,” RBC Capital Markets analysts Scott Hanold said in a note.
U.S. shale drillers use financial instruments like swaps and options to hedge oil and natural gas production and make sure they have enough cash to cover drilling costs and debt payments. The strategy that paid off handsomely during 2020’s crude-price collapse turned painful in 2021 as the market surged.
Pioneer incurred losses valued more than $2 billion last year as crude prices rose and hedges acquired during the early days of the pandemic moved underwater.
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