石油圈中國石化新聞網訊 據普氏能源資訊 根據普氏能源的分析數據，截至11月21日以來的一周，美國石油和天然氣鉆機數量微升8達到1208，為2015年3月以來的最高水平，所有新增鉆機都來自石油鉆探。 上周，石油鉆機數量猛增13臺，總計960臺，而天然氣鉆機數量則下降了4臺。由于美國的感恩節假期，所以上周未公布該數據，因此普氏能源在本周一進行了公布。 1208臺鉆機代表鉆機數量連續第五周增加，其中47臺鉆機增加到美國國內盆地。普氏能源數據顯示，在截至11月14日的一周內，新增的21臺鉆機將近占到一半。 美國西德州的二疊紀盆地和新墨西哥州東南部最大的油氣盆地，上周增加了4個鉆機，達到494個，而德州南部的鷹灘頁巖礦區則增加了5個鉆機，總計95個。 另一方面，北達科他州和蒙大拿州的巴肯頁巖減少3臺鉆機下降至64臺，而主要位于賓夕法尼亞州和鄰近州的大型氣藏馬塞盧斯頁巖則增加1臺鉆機達到56臺。 同時，11月21日以來的這一周，美國允許的鉆機周數為1202臺，相比上一周的1017臺增加了185臺（18%）。 在2016年早些時候石油價格跌到27美元/桶之后，從2016年年中以來，隨著美國石油價格重新穩定在50美元/桶，美國石油鉆機的數量一直在穩步上升。幾年來，油價一直處于或接近100美元/桶，直到2014年中旬，由于世界石油供應過剩，當年晚些時候油價開始下跌。 WTI油價在2018年漲至每桶60美元以上，并保持在這一區間，甚至在一年中的不同時間段都漲至每桶70美元以上。但在十月中旬，價格開始下跌，現在勉強超過50美元。 由于美國最受歡迎的石油節假日價格大多在30美元/桶，天然氣節假日價格低于2美元/千立方英尺，因此繼續鉆探石油仍然是經濟的。但隨著油價下跌的陰影籠罩著整個行業，尤其是在生產商正在制定2019年資本預算之際，明年的活動將如何開展還不清楚。 同時，許多石油生產商已經預言他們2019年的初步支出計劃是50美元/桶，所以對許多人的影響可能是無足輕重的。在10月底和11月初的第三季度財報電話會議上，油價一直在下跌，但此時，由于石油價格仍保持在60美元/桶，多數石油高管并未觸及資本回調的潛在問題。 王磊摘譯自 普氏能源資訊 原文如下： The US oil and natural gas rig count inched up by eight to 1,208 for the week ended November 21, the highest since March 2015, with all additions coming from oil drilling, according to data by S&P Global Platts Analytics. Last week’s oil rigs jumped 13 to a total 960, although gas-oriented rigs fell by four. Last week ended early, owing to the US’ Thanksgiving holiday, so Platts published the numbers Monday. The 1,208 total rigs represents the fifth straight week of gains for the rig count, during which 47 rigs were added to US domestic basins. Nearly half of the additions – 21 rigs – came during the week ended November 14, Platts figures showed. The Permian Basin in West Texas and southeast New Mexico, the largest oil and gas basin in the country, gained four rigs last week to 494, while the Eagle Ford Shale in South Texas gained five for a total 95. On the other hand, the Bakken Shale in North Dakota and Montana dropped by three rigs to 64 and the Marcellus Shale, a giant gas reservoir mostly in Pennsylvania and neighboring states, gained one to 56. Meanwhile, the number of weekly US permits clocked in at 1,202 for the week ended November 21, 185 or 18% above the 1,017 for the previous week. The number of US rigs has steadily ticked upward since mid-2016 as US oil prices re-stabilized around $50/b, after having fallen below $27/b earlier that year. Oil prices had been at or approaching $100/b for a few years until mid-2014 when they began dropping as a glut of world oil pushed prices lower later that year. WTI oil prices, which welcomed 2018 above $60/b, stayed in that range and even twirled above $70/b at various times during the year. But in mid-October, prices began falling and are now barely above $50/b. With oil breakevens for the most popular US plays mostly in the low-to-mid $30/b and below $2/Mcf for gas plays, it is still economic to keep drilling them. But with the specter of lower oil prices hovering over the industry, especially at a time when producers are formulating 2019 capital budgets, it is unclear just how activity next year will shake out. At the same time, many producers have predicated their preliminary 2019 spending plans on $50/b oil, so the impact for many may be moot. Oil prices were dropping during Q3 earnings conference calls in late October and early November but at that point, with oil still around $60/b, the issue of potential capex pullbacks was not touched on by most oil executives. ?
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