石油圈中國石化新聞網訊 據道瓊斯10月24日消息，渣打銀行大宗商品研究主管Paul Horsnell稱，美國頁巖油生產商最近幾周減少了鉆探活動，主要是因為包括不可持續發展的低油價在內的一些因素。盡管鉆井數量下降，但美國能源情報署現預計美國生產商的日產量將提高至123萬桶，較7月預期增加24萬桶。一些分析師則不同意EIA的預測。Horsnell在最新研究報告中指出：“我們認為頁巖油活動減少說明生產商成本上升，良好地質區域外的開發業務收支平衡點提高，且初始油井產出能力下降。渣打認為，外界過于看好頁巖油行業在減少鉆井的情況下加快增長的能力?！?張春曉 摘譯自 道瓊斯 原文如下： DJ US Oil Output May Fall Short of Official Forecasts In recent weeks US shale oil producers have been mothballing oil rigs because of factors including “unsustainably low prices,” says Paul Horsnell, the head of commodity research at Standard Chartered. Despite the declining rig count, the Energy Information Administration currently foresees US producers ramping up output to 1.23M barrels per day–that’s up 0.24M barrels per day from its July forecast. Some analysts disagree with the agency’s outlook. “We think the fall in shale oil activity is an indication of rising costs, higher break-evens outside of geological sweet-spots [and] falling initial well productivity,” says Horsnell in a recent research note. “We think the optimism on the ability of the industry to create faster growth with less drilling is overdone.” ?
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