美国页岩油企无意增产，油价可能还要涨？

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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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Comment（4）

EwenTaw
·2021-06-29
哦！
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iameveeee
·2021-06-28
[正經] $康菲石油(COP)$繼續抱著還是套利
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股神不是神
·2021-06-28
估計要跌
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kptham
·2021-06-28
Hi
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no intention of increasing production, and oil prices may rise again?","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/1177bbfb9a4c98098abfb993cbaa2e3f","symbols_score_info":{"DDG":0.9,"DUG":0.9,"DWT":0.9,"DWTIF":0.9,"BZmain":0.9,"CLmain":0.9,"QMmain":0.9,"SCO":0.9,"UCO":0.9,"USO":0.9,"UWTIF":0.9},"content_text":"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。\n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。\nPioneer Natural Resources高管Scott Sheffield表示：“我仍然相信油企不会回应”油价上涨。该公司为二叠纪盆地页岩油田的最大油企。他在接受访问时表示，关注股东的回报使得支出持续偏低。\n布伦特原油期货上周一度涨至76.02美元/桶，为2018年10月来最高。根据贝克休斯(Baker Hughes) 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","name":"EwenTaw","avatar":"https://static.tigerbbs.com/98f51d93b260422401094cf1065cfde4","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3574848925414014","authorIdStr":"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","name":"iameveeee","avatar":"https://community-static.tradeup.com/news/ce32c8f25b3c36b56a49da2077c3418f","vip":1,"hat":"https://static.tigerbbs.com/63f4db5a25402cce463d975948213b15","crmLevel":4,"crmLevelSwitch":1,"idStr":"3579147210400601","authorIdStr":"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","name":"股神不是神","avatar":"https://static.tigerbbs.com/cde0620da82946300393ff9a17e580b1","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3496272380555209","authorIdStr":"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,"repost":{"id":"2146983660","pubTimestamp":1624890690,"share":"https://ttm.financial/m/news/2146983660?lang=&edition=fundamental","pubTime":"2021-06-28 22:31","market":"fut","language":"zh","title":"美国页岩油企无意增产，油价可能还要涨？","url":"https://stock-news.laohu8.com/highlight/detail?id=2146983660","media":"智通财经网","summary":"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。\n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","content":"<p>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。</p>\n<p><b>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。</b></p>\n<p><b>Pioneer Natural Resources高管Scott Sheffield表示：“我仍然相信油企不会回应”油价上涨。</b>该公司为二叠纪盆地页岩油田的最大油企。他在接受访问时表示，关注股东的回报使得支出持续偏低。</p>\n<p>布伦特原油期货上周一度涨至76.02美元/桶，为2018年10月来最高。根据<a href=\"https://laohu8.com/S/BHI\">贝克休斯</a>(Baker Hughes) 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。</p>\n<p><img src=\"https://static.tigerbbs.com/b592a7ecbb84b837290c35271611b20c\" tg-width=\"752\" tg-height=\"443\" referrerpolicy=\"no-referrer\"></p>\n<p>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。</p>\n<p>Sheffield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。</p>\n<p>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。</p>\n<p>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。”</p>\n<p>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。</p>\n<p>“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%。</p>\n<p><b>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。</b></p>\n<p>Mosvold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”。</p>\n<p><b>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。</b></p>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美国页岩油企无意增产，油价可能还要涨？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美国页岩油企无意增产，油价可能还要涨？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 22:31 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/502901.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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。\n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。\nPioneer Natural Resources高管Scott Sheffield表示：“...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/502901.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/deac59695e7e136d6f26157ffc9ecdaf","relate_stocks":{"UCO":"二倍做多彭博原油ETF","DUG":"二倍做空石油与天然气ETF(ProShares)","DWT":"三倍做空原油ETN","SCO":"二倍做空彭博原油指数ETF","DDG":"ProShares做空石油与天然气ETF","USO":"美国原油ETF"},"source_url":"http://www.zhitongcaijing.com/content/detail/502901.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2146983660","content_text":"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。\n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。\nPioneer Natural Resources高管Scott Sheffield表示：“我仍然相信油企不会回应”油价上涨。该公司为二叠纪盆地页岩油田的最大油企。他在接受访问时表示，关注股东的回报使得支出持续偏低。\n布伦特原油期货上周一度涨至76.02美元/桶，为2018年10月来最高。根据贝克休斯(Baker Hughes) 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。","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":150148841,"gmtCreate":1624890883983,"gmtModify":1703847257603,"author":{"id":"3564567842547839","authorId":"3564567842547839","name":"kptham","avatar":"https://static.tigerbbs.com/6195fb3a972d1812591fda2eee241d90","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3564567842547839","authorIdStr":"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"}],"hasMoreComments":true,"newsSizeData":{"likeSize":22,"commentSize":4,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}