石油圈中國石化新聞網訊 據世界石油網站8月23日波士頓報道，根據ESAI Energy最近發布的《北美觀察》(North America Watch)的數據，盡管在頁巖盆地中增加的鉆井平臺數量有所放緩，但由于生產商增加了對沖頭寸，產量目標將會達到或超過。 2017年頁巖油總產量平均為5.2百萬桶/日，比去年高出58萬桶。 生產商將設法增加2018的對沖基金，但需要支付其可持續增長的全周期成本。 盡管鉆井平臺數量有所放緩，但在Permian盆地的帶領下，頁巖油產量將在2018年上升約45萬桶，平均為5.6百萬桶/日。 如果WTI的遠期曲線超過50美元，對沖將會增加并支持進一步的增長。 ESAI Energy對美國頁巖盆地35家E&P公司的復審顯示，有超過65%的預期產量在2017年的剩余時間內被對沖。 雖然大多數相同的生產者在2018有一些對沖量，但到目前為止，數量相對較小，約占其聯合產出的三分之一。 目前WTI的當前期貨價格仍接近每桶49美元。 ESAI Energy報告稱，頁巖油生產商需要50美元的價格，以支付運營和開發成本。 蔡小全 編譯自 世界石油網 原文如下： Shale producers are dropping rigs and adding hedges, ESAI Energy says Despite a slowdown in the number of rigs being added in the shale basins, output targets will be met or exceeded as producers are adding to their hedged positions, according to ESAI Energy’s recently released North America Watch. Total 2017 shale output will average 5.2 MMbpd, 580,000 bpd higher than last year. Producers will seek to increase their hedges for 2018, but will need to cover their full-cycle costs for sustainable growth. Even with a slowdown in rig count, shale production, led by the Permian basin, will rise roughly 450,000 bpd to average 5.6 MMbpd in 2018. Hedging will increase and support further growth if the forward curve for WTI moves over $50. ESAI Energy’s review of 35 E&P firms prominent in the U.S. shale basins indicates that over 65% of their combined expected output is hedged for the rest of 2017. Although most of these same producers have some volume hedged in 2018, so far the amount is relatively small, about one third of their combined output. Current futures prices for WTI remain close to $49/bbl for 2018. ESAI Energy reports that shale producers need prices north of $50 to cover operating and development costs. ?
未經允許，不得轉載本站任何文章：
