据石油世界网3月22日报道，业内最大的私募股权公司之一表示，如果能源价格保持在当前水平，美国页岩气明年可能会损失多达20%的活动。
量子能源基金管理公司（Quantum Energy Partners）首席执行官Wil VanLoh周二在接受采访时表示，原油价格需要上涨约15%，达到每桶80美元，天然气价格必须上涨三分之一以上，达到每百万英热单位3美元，才能维持目前的速度。由于担心全球经济放缓，石油和天然气价格自2022年年中以来一直在下跌。
VanLoh说：“以目前的价格，今年有相当大的展期风险。”总部位于休斯敦的公司自1998年成立以来，已管理了200多亿美元。VanLoh表示，虽然上市运营商和控股钻井商都会放弃钻井平台和水力压裂作业人员，但私营公司会削减更多，因为它们的资产负债表没有那么强劲。”
贝克休斯公司（Baker Hughes Co.）的数据显示，自年初以来，石油和天然气钻井平台的数量下降了3%，因为最大的页岩勘探公司坚持承诺保持产量增长平稳，并将利润返还给股东。
寿琳玲 编译自 世界石油
原文如下：
Quantum Energy: U.S. shale drilling to drop 20% at current energy prices
U.S. shale may lose as much as 20% of its activity over the next year if energy prices hold at current levels, according to one of the biggest private equity players in the industry.
Crude would need to rise by about 15% to $80 a bbl, and gas would have to climb by more than a third to $3 per MMbtu for drilling and frack work to maintain its current pace, Quantum Energy Partners Chief Executive Officer Wil VanLoh said in an interview Tuesday. Oil and natural gas prices have slid since mid-2022 on fears of a global economic slowdown.
“There’s a risk of a pretty big rollover this year at these current prices,” said VanLoh, whose Houston-based firm has managed more than $20 billion since its 1998 inception. While publicly traded operators and closely held drillers both would drop rigs and frack crews, the private companies would cut back more because their balance sheets aren’t as strong, VanLoh said.
The number of rigs drilling for oil and gas has slipped 3% since the start of the year, according to Baker Hughes Co., as the biggest shale explorers stick to commitments to keep production growth flat and return profits to shareholders.
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