據哈特能源6月2日消息,隨著油價從歷史低點回升,美國頁巖油生產商正在逆轉減產,凸顯出頁巖油快速適應定價的能力,并對正在考慮延長產量限制的歐佩克構成挑戰。
由于供應過剩和疫情造成的需求下降,油價暴跌,美國生產商3月份開始減產。由于油價跌破生產成本,預計美國石油公司今年日產量將減產200萬桶,其中一半來自頁巖油田。
但在6月2日,頁巖油生產商Parsley能源和EOG 能源公布了恢復部分或全部減產的計劃。在美國第二大頁巖氣田北達科他州,該州能源官員本周將該地區的生產自閉率下調了7%。
歐佩克及其盟友將于6月4日召開會議,考慮延長一項協議,將日產量削減創紀錄的970萬桶,以抵消疫情造成的需求損失。
程張翔 編譯自 哈特能源
原文如下:
US Shale Producers Begin Restoring Output as Oil Prices Turn Higher
U.S. shale oil producers are reversing production cuts as prices recover from historic lows, underscoring shale’s ability to quickly adjust to pricing and posing a challenge to OPEC as it considers extending production curbs.
U.S. producers began cutting output in March as oil prices collapsed due to a supply glut and falling demand due to the COVID-19 pandemic. U.S. oil companies are forecast to pare their output by as much as 2 MMbbl/d this year, with half coming from shale fields, as prices tumbled below the cost of production.
But on June 2, shale producers Parsley Energy Inc. and EOG Resources Inc. disclosed plans to restore some or all of their output cuts. In North Dakota, state energy officials this week reduced by 7% an estimate of production shut-ins in the second-largest U.S. shale field.
OPEC and allies meet on June 4 to consider extending an agreement to cut a record 9.7 MMbbl/d to offset the lost demand from the coronavirus outbreak.
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