石油圈中國石化新聞網訊 據彭博社休斯頓消息，盡管整個行業都在削減開支，但隨著石油企業學會用更少的錢做更多的事，美國不斷飆升的頁巖油產量幾乎沒有減少的跡象。 第四季度業績報告顯示，幾乎所有的獨立生產商都削減了2019年的預算，但許多企業仍預計今年產量將實現兩位數的增長。根據美國能源信息署（EIA）的數據，石油產量增長正在放緩, 但仍很強勁，美國今年平均將增加約145萬桶石油當量/天, 低于2018年的160萬桶石油當量/天的增長量。 2018年底的油價暴跌，加上投資者對財政紀律的要求，促使大多數頁巖公司高管只將他們的收入投資于現金流，從而結束了多年的債務驅動型增長。但以往投資規模大，服務成本低，意味著削減只會影響增長預測。 位于卡爾加里的RS能源公司研究人員稱，美國石油企業平均削減了4%的資本預算，但預計產量將增加7%。 周二，Concho資源公司和Devon能源是最新宣布削減開支并向投資者承諾獲得更多回報的企業。盡管預算有所削減，但Concho預計2019年石油產量將增長28%。與2018年的最后三個月相比，Devon能源1月份的石油產量提高了14%，但隨著資產剝離的增加，預計全年產量將落后于2018年的數據。 根據EIA報告，美國今年的石油日產量可能達到創紀錄的1240萬桶，比2018年高出13%，大部分的增長將來自德克薩斯州西部和新墨西哥州的二疊紀盆地。 RS能源公司研究助理Justin Lepore說：“運營商正更多地關注資本效益高的業務，更多地關注核心控股，目前重點是適度增長?！?詹曉晶摘自彭博社 原文如下： U.S. shale boom keeps rolling even as wildcatters save cash America’s surging shale oil production shows little sign of abating, despite industrywide spending cuts, as explorers learn to do more with less. Almost all the independent producers have reduced their budgets for 2019, but many still expect to deliver double-digit growth in production this year, fourth-quarter earnings reports show. Growth is slowing but still strong: the U.S. will add about 1.45 MMbopd on average this year, down from 1.6 million in 2018, according to the Energy Information Administration. The tumble in oil prices at the end of 2018, combined with investor demands for fiscal discipline, has prompted most shale executives to only invest what they earn in cash flow, ending years of debt-fueled growth. But the scale of past investments and low service costs mean that the cutbacks will only put a dent in growth projections. On average, U.S. explorers have cut their capital budgets 4% but are predicting a 7% increase in production, according to RS Energy Group, a Calgary-based researcher. The latest explorers to announce spending cuts and pledge more returns to investors were Concho Resources Inc. and Devon Energy on Tuesday. Despite the budget trimming, Concho expects oil output to grow about 28% in 2019. Devon lifted oil production 14% in January, compared with the final three months of 2018, but foresees full-year output trailing the 2018 figure as divestitures take a bite. The U.S. will likely pump a record 12.4 MMbpd this year, 13% higher than in 2018, according to the EIA. Most of the growth will come from the Permian Basin of West Texas and New Mexico. “Operators are putting more attention on capital efficient operations and focusing more on core holdings,” said Justin Lepore, a research associate at RS Energy Group. “There’s a focus on modest growth.” ? ?
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