据油价网4月18日报道,根据能源信息周一发布的最新钻井生产力报告,已钻井但未完成的油井数量降至有记录以来的最低水平。
根据最新数据,2022年3月,已钻探但未完成的井(也称为DUC)的数量下降至4273口。这比2021年初以来的42%有所下降。
DUC计数下降的原因是水力压裂比钻井更多——通常情况下,减少DUC库存比钻新井更具有成本效益。即便在当前油价走高的环境下,股东仍继续要求实行严格的财政限制,因此,DUC自然会受到青睐。
由于仍有4000多个DUC处于活动状态,即使自去年年初以来损失了近50%的DUC库存,似乎也无需担心。但这个DUC计数长期以来一直存在争议。不是因为数字本身的准确性,而是因为在未完成阶段停留超过两年的井被认为是死井。
大多数分析人士认为,95%的钻井都是在头两年完成的。这意味着,在此之后,任何未完井的井都不太可能再完井。
早在去年6月,Rystad能源公司就估计,活井数量只有2380个,而当时EIA估计总DUC数量超过6100个。根据EIA的数据,自那以后,DUC的总数下降了1827个,降幅达30%。假设大部分已经完工都是活井,那么美国页岩可供水力压裂的资源就很少了。
EIA计算DUC井的方法早在水力压裂测井减少之前就受到质疑。
黎泱 编译自 油价网
原文如下:
EIA: Number Of DUCs Falls To Lowest On Record
The number of Drilled but Uncompleted Wells sank to its lowest level ever recorded, according to the Energy Information’s latest Drilling Productivity Report published on Monday.
The number of Drilled but Uncompleted Wells—also known as DUCs—fell to 4,273 in March 2022, according to the latest figures. This is down from 42% since the beginning of 2021.
The falling DUC count is due to more fracking than drilling—depleting their DUC inventories rather than drilling new wells is typically more cost effective. As shareholders continue to demand great fiscal restraint even in today’s higher oil-price environment, DUCs would naturally be favored.
With more than 4,000 DUCs still active, it may seem like there is little cause for concern, even with losing nearly 50% of the DUC inventory since the beginning of last year. But that DUC count has long been debated. Not due to the accuracy of the figure itself, but because wells that remain in the uncompleted phase for more than two years are considered dead DUCs.
Most analysts agree that 95% of all wells drilled are completed during the first two years. That means any wells still left uncompleted after that time are extremely unlikely to be completed—ever.
Back in June of last year, Rystad Energy estimated that the total number of live DUCs was just 2,380—that was when the EIA had estimated the overall DUC count was more than 6,100. Since then, the total DUC count, per the EIA, has dropped by 1,827, or 30%. Assuming that the majority of those that were completed were live, that leaves U.S. shale with precious little to frack.
The method with which the EIA calculates DUC wells has been called into question well before the dwindling fracklog.
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