美頁巖油產量飆升影響歐佩克戰略制定

中國石化新聞網訊 據彭博社2月28日倫敦報道，雖然OPEC在去年11月30達成協議減產120萬桶/天為油價提供了支撐，但是美國頁巖產業卻借此復蘇。根據貝克休斯最新的數據顯示，今年截至2月24日，美國原油勘探和生產公司已增加了77臺鉆機。同時根據美國能源信息署（EIA）的最新的鉆井生產力報道顯示，美國3月份頁巖油日產量預計達487萬桶/日，達到2016年5月以來的最高值。麥格理(Macquarie)和奧斯陸石油咨詢機構Rystad Energy認為今年將增產90萬桶/天，而JP摩根資產管理控股公司則預測產量增加40萬桶/天。
據悉，勘探與生產公司也已在2017年獲準進入資本市場。盛寶銀行大宗商品策略負責人在2月15日發給彭博社的郵件中稱，“在借貸成本的下跌以及近期油價上漲推動對套期保值機會增加的雙重作用下，美國頁巖油氣商重整旗鼓。與一年前削減成本來彌補懲罰性借貸成本不同，他們現在可以展望未來并試圖提升產量”。
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原文如下：
U.S. shale surge threatens OPEC strategy
2/28/2017
LONDON (Bloomberg) — OPEC’s Nov. 30 output agreement to cut production by 1.2 MMbpd may have put a floor under the oil price, but has also awakened U.S. shale. Exploration and production companies have added 77 rigs this year to Feb. 24, according to the latest figures from Baker Hughes, while U.S shale production is forecast to reach about 4.87 MMbpd in March, according to the Energy Information Administration’s latest Drilling Productivity Report. That’s the highest since May 2016. Estimates of just how much shale will be added over this year range from as high as 900,000 bpd by Macquarie and Rystad Energy to a more modest 400,000 bpd by JP Morgan Asset Management.
E&Ps are also gaining access to capital in 2017. “The combination of a collapse in the cost of borrowing and increased hedging opportunities following the latest price rally has put U.S. shale oil producers back in business,” Ole Hansen, chief commodity strategist at Saxo Bank, said in an email to Bloomberg Briefs on Feb.15. “Instead of cutting cost to meet the punitive borrowing cost witnessed a year ago they can now look ahead and begin making plans to expand production.”

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