壓裂設(shè)備供應(yīng)瓶頸和材料價格上漲一直在阻礙美國頁巖行業(yè)的增長  

路透社：目前全球?qū)毫言O(shè)備的需求超過了供應(yīng)  

哈里伯頓公司7月早些時候曾警告稱：即使使用柴油車壓裂車隊，供應(yīng)鏈的瓶頸也使得今年幾乎不可能增加產(chǎn)能

據(jù)美國油價網(wǎng)7月28日報道，原材料價格上漲和勞動力短缺一直在阻礙美國頁巖行業(yè)的增長，而美國頁巖行業(yè)現(xiàn)在又陷入了壓裂設(shè)備短缺困境。  

路透社本周報道稱，目前全球?qū)毫言O(shè)備的需求超過了供應(yīng)，這意味著在滿足需求預(yù)期的情況下提高頁巖油氣產(chǎn)量又遇到了一個障礙。

路透社援引NexTier油田解決方案公司首席執(zhí)行官羅伯特?德拉蒙德的話報道說：“由于未來18個月產(chǎn)量的增長，壓裂設(shè)備的可獲得性是阻礙石油和自然資源開發(fā)的主要瓶頸之一。”

德拉蒙德表示，這加劇了此前已經(jīng)確定的壓裂砂和油井用鋼管等材料的短缺，而且這種情況可能會持續(xù)數(shù)年。 

德拉蒙德指出，供應(yīng)鏈仍因疫情供應(yīng)中斷而受損，企業(yè)仍對資本配置持謹慎態(tài)度。事實上，哈里伯頓公司7月早些時候曾警告稱：“供應(yīng)鏈瓶頸，即使使用柴油車壓裂車隊，也幾乎不可能在今年增加產(chǎn)能。”

所有這一切意味著，盡管聯(lián)邦政府呼吁快速增加產(chǎn)量，但美國原油產(chǎn)量的增長仍將受到限制。  

根據(jù)美國能源信息署（EIA）日前公布的最新數(shù)據(jù)，截至7月22日的一周內(nèi)，美國平均石油日產(chǎn)量為1210萬桶。這一數(shù)字高于一周前的1190萬桶和去年同期的1120萬桶。但仍低于2019年在美石油公司創(chuàng)紀錄的1230萬桶的平均日產(chǎn)量。

EIA預(yù)計，今年美國平均石油日產(chǎn)量約為1190萬桶。這意味著石油產(chǎn)量不會比目前的水平增長太多，尤其是因為，根據(jù)哈里伯頓公司和Liberty油田服務(wù)公司的說法，壓裂設(shè)備市場已接近充分利用。

李峻 編譯自 美國油價網(wǎng)

原文如下：

Fracking Equipment Shortage Adds To Shale Drillers' Woes

·     Supply bottlenecks and materials price inflation have been hampering growth in the U.S. shale patch.

·     Reuters: demand for fracking equipment currently exceeds supply.

·     Halliburton warned earlier this month that "supply chain bottlenecks, even for diesel fleets, make it almost impossible to add incremental capacity this year."

Materials price inflation and a labor shortage have been hampering growth in the U.S. shale oil industry, and now it has also slipped into a fracking equipment shortage.

Reuters reported this week that demand for fracking equipment currently exceeds supply, which means one more obstacle to boosting production in line with demand projections.

The report cited the chief executive of NexTier Oilfield Solutions, a fracking company, as saying, "Availability of frac fleets is one of main bottlenecks impeding oil and natural as production growth for the next 18 months."

This adds to previously identified shortages of things like frac sand and steel piping used for oil wells, and it could last for several years, according to NexTier Oilfield Solutions' Robert Drummond.

Supply chains are still damaged from the pandemic disruptions, and companies are still being cautious with their capital allocations, he noted as reasons for the outlook. Indeed, Halliburton warned earlier this month that "supply chain bottlenecks, even for diesel fleets, make it almost impossible to add incremental capacity this year."

What all this means is the growth in U.S. crude oil production would be constrained despite calls from the federal government for a fast ramp-up in output.

According to the latest data from the U.S. Energy Information Administration, production averaged 12.1 million barrels daily during the week to July 22. That was up from 11.9 million bpd a week earlier and 11.2 million bpd a year earlier. It was still lower than the record 12.3 million bpd oil companies in the U.S. produced in 2019.

The Energy Information Administration expects the average daily production for this year to be around 11.9 million bpd. This means that production will not be growing much from current levels, not least because, per Halliburton and Liberty Oilfield Services, the equipment market was nearing full utilization.