據(jù)鉆機(jī)地帶網(wǎng)站7月18日?qǐng)?bào)道，根據(jù)美國一份政府報(bào)告顯示，已經(jīng)徹底改變了能源行業(yè)并改變了美國經(jīng)濟(jì)的頁巖油產(chǎn)量將在8月份停止增長。

在6月和7月創(chuàng)下歷史新高后，美國原油產(chǎn)量將在8月下降至940萬桶/天，這是今年以來的首次，主要是石油儲(chǔ)量豐富的二疊紀(jì)盆地的產(chǎn)量下降。再加上歐佩克+的減產(chǎn)，預(yù)計(jì)到今年年底，美國的產(chǎn)量下降將使全球石油供應(yīng)陷入短缺。

隨著美國石油公司為了提高股東回報(bào)而限制資本支出，美國陸上石油產(chǎn)量放緩——這是過去10年不惜一切代價(jià)追求產(chǎn)量增長后的戰(zhàn)略轉(zhuǎn)變。與此同時(shí)，最富產(chǎn)的盆地大部分被石油公司租用，這些公司愿意放慢速度，等待最合適的時(shí)機(jī)來增加產(chǎn)量。在需求逆風(fēng)和自愿削減產(chǎn)量的影響下，石油價(jià)格比一年前下降了28%。

已鉆井但未完工的油井?dāng)?shù)量也明顯下降，這表明生產(chǎn)商正在清理積壓的油井?dāng)?shù)量。盡管如此，根據(jù)彭博社的一項(xiàng)調(diào)查，四家主要預(yù)測(cè)機(jī)構(gòu)預(yù)計(jì)二疊紀(jì)盆地——美國最大的石油盆地（覆蓋了西得克薩斯州和新墨西哥州的大片地區(qū)）的產(chǎn)量將從目前的水平增加40%，到2030年抵達(dá)峰值。

郝芬 譯自 鉆機(jī)地帶網(wǎng)站

原文如下:

USA Shale Oil Production Set to Fall Next Month

Shale oil production, which has revolutionized the energy industry and transformed the US economy, will stop growing in August, according to a government report.

After hitting record highs in June and July, US crude production is set to fall in August for the first time this year to 9.4 million barrels a day, led by a drop in the oil-rich Permian Basin. Combined with production cuts from the OPEC+ alliance, the US decline is expected to tip the world’s oil supply into deficit by the end of the year.

US onshore production has slowed as oil companies limit capital spending in favor of boosting returns to shareholders — a shift in strategy after chasing production growth at all costs over the last decade. At the same time, the most prolific basins have largely been leased up by oil companies willing to slow down and wait for the most opportune time to ramp up. Oil prices have fallen by 28 percent from a year ago amid demand headwinds and voluntary cuts.

The slowdown is also evident in a drop in the number of wells that have been drilled but not completed, which shows producers are clearing up a backlog. Still, four major forecasters expect the Permian — America’s largest oil basin that covers swaths of West Texas and New Mexico — to expand output by 40 percent from current levels to peak in 2030, according to a Bloomberg survey.

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