石油圈中國石化新聞網訊 據道瓊斯6月30日消息，盡管原油價格的下跌已經導致很多美國油氣公司削減產量，但是美國石油行業的整體彈性繼續令人驚訝。美銀美林分析師表示，當前美國頁巖油的供應對價格作出的反應時間大約為3-5個季度，這幾乎與歐佩克減產影響市場結構的時間相同。美銀美林分析師表示：“缺乏對頁巖油脈沖反應時間的了解已經導致歐佩克完全手忙腳亂?！狈治鰩煴硎?，在油價55美元/桶的情況下，美國頁巖油產量每年將增加110萬桶/天，而在油價45美元/桶的情況下，頁巖油每年可能只增加20萬桶/天。 唐紹紅 摘譯自 道瓊斯 原文如下： Shale Producers Resilient to Oil Price Drops While the drop in crude prices caused many US oil and gas companies to pull back, the industry’s overall resilience has continued to surprise. Analysts at Bank of America Merrill Lynch say shale oil supply now responds to price within 3 to 5 quarters — roughly the same amount of time it takes typical OPEC cuts to impact the term structure of the market. “A lack of understanding of these shale impulse-response times has caught OPEC completely wrong-footed,” they said. At $55 oil, the analysts see year-over-year US shale oil output growing by 1.1 million barrels a day. At $45 oil, supply would grow just 200,000 barrels a day year-over year. ?
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