據(jù)世界石油1月8日消息稱，如果市場需要的話，美國最大的頁巖油生產(chǎn)商之一EOG Resources Inc.準(zhǔn)備在今年夏天提高產(chǎn)量。

EOG首席執(zhí)行官Ezra Yacob在高盛集團(tuán)主辦的一次虛擬能源會議上表示，公司尚未恢復(fù)到疫情前的生產(chǎn)水平，但在特定的宏觀經(jīng)濟(jì)條件下，這種情況可能會在今年發(fā)生改變。Yacob說，鉆井公司正在監(jiān)測全球石油需求、庫存水平和OPEC+內(nèi)部未使用的生產(chǎn)能力。

他說，如果條件合適，可能到2022年中期，“EOG將能夠恢復(fù)到新冠疫情前的生產(chǎn)水平”。 如果世界對石油有需求，而且我們的低成本、低排放的石油有進(jìn)入市場的空間，我們當(dāng)然可以實(shí)現(xiàn)這一點(diǎn)。

隨著油價(jià)上漲，美國能源公司的股價(jià)也在飆升。最大的問題是，頁巖油公司今年是否會利用這筆額外的資金來提高產(chǎn)量，尤其是在歐佩克+努力實(shí)現(xiàn)其產(chǎn)量目標(biāo)的情況下，預(yù)計(jì)本季度全球石油盈余將低于此前的預(yù)期。到目前為止，頁巖油行業(yè)幾乎沒有表現(xiàn)出回到2010年代高增長時期的意愿，這種情況引發(fā)了與歐佩克及其盟友的多次破壞性價(jià)格戰(zhàn)。

Yacob表示，即使EOG繼續(xù)增產(chǎn)，也只能實(shí)現(xiàn)5%左右的增長。我們的目標(biāo)是“以你的每一項(xiàng)資產(chǎn)年復(fù)一年變得更好的速度”進(jìn)行投資。

朱佳妮 摘譯自 世界石油

原文如下：

EOG ready to raise shale oil output to meet market demand

EOG Resources Inc., one of the biggest U.S. shale oil producers, is ready to ramp up output as soon as this summer if the market demands it.

The company has yet to resume pre-pandemic levels of production, but that could change this year under certain macroeconomic conditions, EOG Chief Executive Officer Ezra Yacob said in a virtual energy conference hosted by Goldman Sachs Group Inc. The driller is monitoring global oil demand, inventory levels and unused production capacity within OPEC+, Yacob said.

If the conditions are right, potentially by the middle of 2022, “EOG would be in a position to return to pre-Covid levels of production,” he said. “If the world has a call on oil and there’s room to grow our low-cost, lower- emissions barrels into the market, we can certainly deliver on that.”

Shares of U.S. energy companies are surging as oil rallies. The big question is whether shale drillers will use the extra cash to boost production this year, particularly as OPEC+ struggles to meet its output targets amid predictions of a smaller global surplus this quarter than previously expected. So far, the shale industry has shown little willingness to return to the high-growth days of the 2010s that sparked multiple, damaging price wars with OPEC and its allies.

Even if EOG goes ahead with an increase to production, it would only represent growth of about 5%, Yacob said. The goal is to invest “at a pace where each of your assets is getting better year after year.”

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