據(jù)世界石油2月25日?qǐng)?bào)道,根據(jù)頁(yè)巖巨頭EOG Resources Inc.的數(shù)據(jù)顯示,通貨膨脹和對(duì)最先進(jìn)鉆井設(shè)備的激烈競(jìng)爭(zhēng)將阻礙美國(guó)今年的石油供應(yīng)增加。
該公司首席執(zhí)行官埃茲拉·亞科布(Ezra Yacob)周五在與分析師的電話會(huì)議上表示,“通脹和供應(yīng)鏈壓力”將把產(chǎn)量增長(zhǎng)限制在預(yù)期的低端。主要預(yù)測(cè)機(jī)構(gòu)最近將2022年美國(guó)石油產(chǎn)量增長(zhǎng)預(yù)測(cè)提高至75萬(wàn)桶-100萬(wàn)桶/天。
首席運(yùn)營(yíng)官Billy Helms表示,大多數(shù)最好的鉆機(jī)和水力壓裂設(shè)備都已經(jīng)在租賃中,“市場(chǎng)上沒有多少新設(shè)備可以投入市場(chǎng)。”
在先鋒自然資源公司(Pioneer Natural Resources Co.)和大陸資源公司(Continental Resources Inc.)做出類似表述后,第二大頁(yè)巖勘探公司EOG計(jì)劃今年將產(chǎn)量增長(zhǎng)限制在3.6%。IHS Markit Ltd.稱,EOG等所謂的獨(dú)立鉆探公司占美國(guó)大陸陸上產(chǎn)量的55%左右。
郝芬 譯自 世界石油
原文如下:
U.S. shale growth faces headwinds on costs and equipment
Inflation and brisk competition for the most-sophisticated drilling gear will hinder U.S. oil-supply expansion this year, according to shale giant EOG Resources Inc.
“Inflationary and supply chain pressures” will limit production growth to the lower end of estimates, Chief Executive Officer Ezra Yacob said during a conference call with analysts on Friday. Major forecasters recently boosted estimates for 2022 U.S. oil-production growth to 750,000 and 1 million barrels per day.
Most of the best drilling rigs and fracking fleets already are under lease, Chief Operating Officer Billy Helms said: “There are not a lot of new pieces of equipment that can come into the market.”
EOG, the second-largest shale-focused explorer, plans to cap output growth to 3.6% this year, following similar pledges from Pioneer Natural Resources Co. and Continental Resources Inc. So-called independent drillers like EOG comprise about 55% of onshore production in the continental U.S., according to IHS Markit Ltd.
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