據(jù)美國彭博新聞社1月5日休斯敦報(bào)道，在美國二疊紀(jì)盆地進(jìn)行頁巖油氣作業(yè)的一些最大石油勘探公司的老板們?nèi)涨氨硎荆绻蛢r(jià)格升至每桶100美元以上，美國頁巖行業(yè)可能會(huì)受到傷害。

美國先鋒自然資源公司首席執(zhí)行官斯科特·謝菲爾德預(yù)計(jì)今年晚些時(shí)候或2023年初全球石油需求將超過供應(yīng)，他預(yù)計(jì)油價(jià)將在75美元至100美元區(qū)間內(nèi)波動(dòng)。  

謝菲爾德1月5日在高盛集團(tuán)組織的一次網(wǎng)絡(luò)直播能源會(huì)議上說：“我希望這種狀況能保持下去。” 謝菲爾德補(bǔ)充道：“每桶110美元、120美元或更高的油價(jià)，就像歐洲現(xiàn)在看到的那樣，對(duì)我們的頁巖行業(yè)沒有任何幫助。”

盡管去年年底美國的頁巖開發(fā)活動(dòng)沒有任何放緩的跡象，但在這個(gè)全球最大的頁巖遠(yuǎn)景區(qū)，公共勘探公司仍在繼續(xù)鼓吹限制產(chǎn)量增長的新口號(hào)，這樣他們就可以把更多的利潤回饋給投資者。響尾蛇能源公司和德文能源公司的高管們?cè)谕粋€(gè)網(wǎng)絡(luò)直播小組會(huì)議上說，他們需要看到股東情緒發(fā)生變化以后才能再次提高產(chǎn)量。 

自7年多前油價(jià)暴跌以來，全球石油行業(yè)迄今尚未完全從每桶100美元的繁榮時(shí)期恢復(fù)過來。 花旗集團(tuán)大宗商品研究全球負(fù)責(zé)人艾德·莫爾斯1月5日接受彭博電視臺(tái)采訪時(shí)說，即使原油價(jià)格回升到上述水平，也不會(huì)在這一水平停留太久。

響尾蛇能源公司首席執(zhí)行官特拉維斯?斯蒂斯也認(rèn)為，油價(jià)高于100美元對(duì)石油行業(yè)不利，因?yàn)檫@可能被視為石油產(chǎn)量再次增長的信號(hào)。 但他說，目前股東仍在說，他們不希望看到石油勘探公司提高產(chǎn)量。 

斯蒂斯表示：“18個(gè)月前，我們處于能源行業(yè)的全球末日，而現(xiàn)在你在談?wù)摼揞~回報(bào)。”“我們都應(yīng)該停下來，認(rèn)識(shí)到資本配置中的結(jié)構(gòu)性轉(zhuǎn)變。”

李峻 編譯自 美國彭博新聞社

原文如下：

Pioneer CEO sees oil above $100 as a net negative for shale

Bosses for some of the biggest oil explorers in the Permian Basin say their industry could be hurt if crude climbs above $100 a barrel.

With an expectation that oil demand exceeds supply by later in the year or in early 2023, Scott Sheffield, chief executive officer at Pioneer Natural Resources Co., said he sees oil prices to be in the range of $75 to as much as $100.

“I hope it stays there,” he said Wednesday in a Goldman Sachs Group Inc. energy conference webcast. Sheffield added that “$110, $120 oil or higher, like what Europe is seeing, is not going to help our industry.”

While activity in the U.S. showed no sign of slowing down at the end of last year, public explorers in the world’s biggest shale patch are continuing to preach the new mantra of restricting production growth so they can send more profits back to investors. Diamondback Energy Inc. and Devon Energy Corp. executives said on the same webcast panel that they’d need to see shareholder sentiment change to increase output again.

The global oil industry has yet to fully climb back from the boom era of $100 oil since tumbling more than seven years ago. Ed Morse, global head of commodities research at Citigroup Inc., said Wednesday in a Bloomberg Television interview that even if crude climbs back to those levels, it wouldn’t stay there long.

Travis Stice, chief executive officer for Diamondback, agreed that oil higher than $100 wouldn’t be good for the industry as it could be seen as a signal for production growth again. But right now, he said shareholders are still saying they don’t want to see oil explorers boost output.

“Eighteen months ago, we were in a global apocalypse for the energy sector, and now you’re talking about outsized returns,” Stice said. “We should all pause and recognize the Tectonic shifts that is in capital allocation.”

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