美国页岩油企无意增产，油价可能还要涨？

智通财经网2021-06-28

即使油价朝着每桶75美元大幅攀升，美国页岩油生产商仍坚守暂停支出的承诺，维持产量不变，有异于先前几波景气循环荣景时的做法。从以往的经验来看，今年原油价格上涨以及OPEC+产油国组织采取的减产举措，本应引发一波钻油盛况。但投资者对利润的要求高于增产，能源业金主转而青睐可再生能源，因此页岩油企决心维持纪律。 Pioneer Natural Resources高管Scott Sheffield表示：“...

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EwenTaw
2021-06-29
EwenTaw
哦！
iameveeee
2021-06-28
iameveeee
[正經] $康菲石油(COP)$繼續抱著還是套利
股神不是神
2021-06-28
股神不是神
估計要跌
kptham
2021-06-28
kptham
Hi

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数据，当时美国有1052部活跃钻机，但如今只剩不到一半，仅有470部左右。\n\n根据美国政府数据，页岩油产量仍远低于2020年1月触及的918万桶/日高点，本月最大七个油田产量为777万桶/日，较该水平低了15.4%。第一季美国石油整体平均产量为去年高点的83%。美国最近将其2021年平均产量前景调高至1108万桶/日，因原油价格上升，但这仍比去年水准低了约20万桶/日。\nSheffield表示，“这里的油价可能很快就会突破每桶80美元，而我不认为钻机数会有任何增加，”油田活动激增可能推升服务价格，这方面价格已上涨约6%。他表示，Pioneer公司可能削减活跃钻机数，因其运营已变得更有效率。\n页岩油业者自我节制，对于OPEC的下一步而言相当关键。OPEC已经逐渐增产，他们相信美国页岩油将不会回到爆炸式增长的时代。OPEC周四将召开会议，考虑从8月起进一步缩小减产幅度。\n数据供应商Enverus高级合伙人Jonathan Godwin表示，“目前为止，活动水平仍支持节制资本的作法，水力压裂活动年初跳增20%以来就一直持稳。”\n在美国，今年钻机数增加主要来自于未公开发行公司，但Sheffield指出，这些规模较小业者的增产数量不足以干扰OPEC+产油国。\n“未公开发行公司开采地点的质量不及公开发行公司，”Sheffield说道，估计未公开发行公司占美国钻机数约40%至50%。\n探钻业者Scandrill总裁暨运营长Paul Mosvold表示，“我们没有看到油价升至每桶73美元通常会出现的扩产压力。”Scandrill经营的是超级规格钻机，这类设备自油市复苏以来需求热络。\nMosvold表示随着油价上涨，来电洽询的数量略微增加，但称规模“不是很大”。\n整理来看，伊朗和美国的谈判短期难以有结果，伊朗的供给压力暂时消退，而美国方面页岩油短期增幅有限，再加上全球经济仍处于复苏阶段，原油需求有望进一步增加，这仍给油价中长线上涨提供机会。当然，短线美元受到美联储转鹰的支撑，投资者也需要提防美元反弹对油价的压制情况。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":150625930,"gmtCreate":1624897524420,"gmtModify":1703847524193,"author":{"id":"3574848925414014","authorId":"3574848925414014","authorIdStr":"3574848925414014","name":"EwenTaw","avatar":"https://static.tigerbbs.com/98f51d93b260422401094cf1065cfde4","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3574848925414014"},"htmlText":"哦！","listText":"哦！","text":"哦！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/150625930","repostId":2146983660,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":150827290,"gmtCreate":1624893588010,"gmtModify":1703847384707,"author":{"id":"3579147210400601","authorId":"3579147210400601","authorIdStr":"3579147210400601","name":"iameveeee","avatar":"https://community-static.tradeup.com/news/ce32c8f25b3c36b56a49da2077c3418f","vip":1,"hat":"https://static.tigerbbs.com/63f4db5a25402cce463d975948213b15","crmLevel":4,"crmLevelSwitch":1,"idStr":"3579147210400601"},"htmlText":"[正經]&nbsp;<a href=\"https://laohu8.com/S/COP\">$康菲石油(COP)$</a>繼續抱著還是套利","listText":"[正經]&nbsp;<a href=\"https://laohu8.com/S/COP\">$康菲石油(COP)$</a>繼續抱著還是套利","text":"[正經] $康菲石油(COP)$繼續抱著還是套利","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/150827290","repostId":2146983660,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":150172424,"gmtCreate":1624891257568,"gmtModify":1703847275873,"author":{"id":"3496272380555209","authorId":"3496272380555209","authorIdStr":"3496272380555209","name":"股神不是神","avatar":"https://static.tigerbbs.com/cde0620da82946300393ff9a17e580b1","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3496272380555209"},"htmlText":"估計要跌","listText":"估計要跌","text":"估計要跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/150172424","repostId":2146983660,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":150148841,"gmtCreate":1624890883983,"gmtModify":1703847257603,"author":{"id":"3564567842547839","authorId":"3564567842547839","authorIdStr":"3564567842547839","name":"kptham","avatar":"https://static.tigerbbs.com/6195fb3a972d1812591fda2eee241d90","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3564567842547839"},"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/150148841","repostId":2146983660,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":22,"commentSize":4,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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