據世界石油網站2月4日報道 美國頁巖地區的產量今年正在重新恢復繁榮,研究和數據分析公司Lium LLC預測產量將激增100多萬桶/日。
這是迄今為止最樂觀的行業預測。相比之下,美國能源信息管理署(EIA)表示,美國今年年底的日產量將比1月份的水平高出約63萬桶。康菲石油公司則預測,2022年產量將以日產90萬桶速度增長。
Lium稱,100多萬桶/日將是該地區自2018年以來最大的產量增長。
該公司在周四晚些時候的一份研究報告中寫道:“最近幾周的現場數據凸顯了壓裂作業的激增,我們相信這將在年中轉化為產量變化。該行業正在(我們認為將繼續)找到一種方法,將大量服務活動投入該領域。”
Lium表示,占美國總產量三分之一以上的私營運營商,在未來六個月內準備完成油井時,預計將重新恢復繁榮,占總產量18%的主要石油公司已經開始增加產量。
埃克森美孚周二表示,計劃今年將美國最大產油區二疊紀盆地的產量提高25%。此前四天,雪佛龍公司宣布將在更大的生產基地基礎上增加10%的二疊紀供應。
王磊 摘譯自 世界石油
原文如下:
U.S. shale back to booming, adding 1 million barrels a day
Output in the U.S. shale patch is “re-booming” this year, with research and data analysis firm Lium LLC forecasting production will surge by more than 1 million barrels a day.
That’s the most bullish industry forecast yet. By comparison, the Energy Information Administration says the U.S. will end the year producing about 630,000 barrels a day more than January levels; ConocoPhillips predicts output will grow by as much as 900,000 barrels a day in 2022.
The addition of more than 1 million barrels a day would represent the region’s largest expansion of output since 2018, according to Lium.
“Field level datapoints in recent weeks have highlighted a surge in frac activity, which we believe will translate into a production inflection by mid-year,” the firm wrote in a late Thursday research note. “The industry is finding (and we think will continue to find) a way to put plenty of service activity into the field.”
Private operators, which represent more than a third of U.S. output, are expected to “re-boom” over the next six months as they get ready to complete wells, while the major oil companies -- accounting for another 18% of production -- have already started growing production, Lium said.
Exxon Mobil Corp. said Tuesday it plans to boost output by 25% this year in the Permian Basin, the biggest U.S. oil-producing region. That comes four days after Chevron Corp. announced it will ramp up its own Permian supplies by 10% from an even larger production base.
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