據(jù)鉆機(jī)地帶6月24日?qǐng)?bào)道，最近，美國天然氣日產(chǎn)量增長了19億立方英尺，2022年第二季度增長了2%。來自海恩斯維爾、阿巴拉契亞、二疊紀(jì)和SCOOP—STACK的產(chǎn)量已經(jīng)成功緩解了美國市場(chǎng)緊張的壓力，然而，高價(jià)格短期內(nèi)仍無法解決。

根據(jù)分析的數(shù)據(jù)顯示，6月份美國天然氣日產(chǎn)量達(dá)到945億立方英尺，高于第一季度的日均945億立方英尺。海恩斯維爾是產(chǎn)量的主要貢獻(xiàn)者，自3月以來其日產(chǎn)量上升了近6億立方英尺。

這在一定程度上是由于鉆機(jī)數(shù)量超過70臺(tái)，創(chuàng)下了十年新高。Marcellus和Utica在同一時(shí)期增加了4.2億立方英尺/天，增加了3.8億立方英尺/天， SCOOP—STACK增加了2.8億立方英尺/天。

美國天然氣產(chǎn)量在新年大幅下降后，逐漸恢復(fù)到2021年底的960億立方英尺/天左右。

然而，緩慢的增長并沒有帶來任何價(jià)格緩解，亨利樞紐中心今年的天然氣基準(zhǔn)均價(jià)接近6美元/百萬英熱單位 ，預(yù)計(jì)在2023年中期之前不會(huì)緩解。

自由港液化天然氣問題已使美國基準(zhǔn)天然氣價(jià)格從5月和6月的9美元/百萬英熱單位降至6美元/百萬英熱單位。然而，從2023年第二季度起，亨利樞紐中心的價(jià)格沒有太大變化，因?yàn)檫@些合約均價(jià)為4.92美元/百萬英熱單位。

油價(jià)走高或許并不意外，主要產(chǎn)油國并未改變?nèi)曛笇?dǎo)產(chǎn)量，預(yù)計(jì)2022年美國天然氣產(chǎn)量將持平。然而，美國能源巨頭雪佛龍和埃克森美孚分別將其全年預(yù)期上調(diào)了20%和25%。

在很大程度上，二疊紀(jì)盆地的生產(chǎn)商要么保持其指導(dǎo)方針不變，要么小幅上調(diào)，預(yù)測(cè)美國天然氣產(chǎn)量可能在2022年第四季度末達(dá)到970億立方英尺/天的范圍。

郝芬 譯自 鉆機(jī)地帶

原文如下:

US Gas Production Up 2 Pct In Q2

Natural gas production in the United States has seen an output growth of 1.9 Bcf/d recently, 2 percent up in the second quarter of 2022. Volumes coming out from the Haynesville, Appalachia, the Permian, and the SCOOP-STACK have managed to ease the strain on the tight US market, however, there is no short-term fix for high prices.

Analytics data shows that in June US natural gas production reached 94.5 Bcf/d from the average of 94.5 Bcf/d recorded in the first quarter. Haynesville has been the main contributor to the output with its production rise of nearly 600 MMcf/d since March.

This was partly enabled by the decade-high rig count rise to over 70. Marcellus and Utica added an additional 420 MMcf/d over the same period while Permian contributed an additional 380 MMcf/d with SCOO-STACK contributing with an additional 280 MMcf/d rise.

US natural gas production volumes have slowly been returning to the late 2021 volumes of around 96 Bcf/d, after a sharp drop in the new year.

However, the slow growth has not brought any price relief with Henry Hub cash price averaging nearly $6/MMBtu this year, according to Platts, and no relief is expected before mid-2023.

The Freeport LNG issues have dropped the benchmark US gas prices to the $6/MMBtu mark from $9/MMBtu in May and June. However, there is not much change in Henry Hub prices from the second quarter of 2023 onwards, as these contracts are averaging $4.92/MMBtu.

The high prices may not come as a surprise as major producers have not changed their full-year guidance with US natural gas production expected to remain flat in 2022. US majors Chevron and ExxonMobil, did, however, increase their full-year guidance by 20 and 25 percent, respectively.

For the most part, producers in the Permian Basin have either left their guidance unchanged or made minor upward changes predicting that the US natural gas production could reach the 97 Bcf/d range in the late fourth quarter of 2022.