據世界石油1月6日休斯敦報道，二疊紀盆地最大的石油生產商先鋒自然資源公司(Pioneer Natural Resources Co.)完成了今年幾乎所有的對沖交易，表明原油價格前景樂觀。

先鋒自然資源在周三提交的一份文件中表示，此舉將在2022年期間花費3.28億美元，但該公司將很好地應對油價的任何上漲。該公司還表示，去年第四季度回購了2.5億美元自有股票。

RBC資本市場分析師Scott Hanold在一份報告中表示，對沖貨幣化策略使2022年油價進一步走強。

美國頁巖鉆探商使用互換和期權等金融工具來對沖石油和天然氣生產，并確保他們有足夠的現金支付鉆井成本和債務。這一策略在2020年原油價格暴跌期間獲得了豐厚回報，但在2021年市場飆升時卻變得不忍卒睹。

由于原油價格上漲，以及在疫情初期購買的對沖基金縮水，先鋒自然資源去年遭受了逾20億美元的損失。

郝芬 譯自 世界石油

原文如下：

Permian’s biggest oil producer closes 2022 hedges in bullish outlook

Pioneer Natural Resources Co., the biggest oil producer in the Permian Basin, closed out almost all its hedges for this year, indicating a bullish outlook for crude prices.

The move will cost $328 million spread over the course of 2022, Pioneer said in a filing Wednesday, but leaves the company well positioned to bank any uplift in oil prices. The company also said it bought back $250 million of its own shares during the fourth quarter.

“The hedge monetization strategically positions PXD for further strength in 2022 oil prices,” RBC Capital Markets analysts Scott Hanold said in a note.

U.S. shale drillers use financial instruments like swaps and options to hedge oil and natural gas production and make sure they have enough cash to cover drilling costs and debt payments. The strategy that paid off handsomely during 2020’s crude-price collapse turned painful in 2021 as the market surged.

Pioneer incurred losses valued more than $2 billion last year as crude prices rose and hedges acquired during the early days of the pandemic moved underwater. 

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