據油價網11月24日消息稱,美國頁巖油產量爆炸式增長的時代已經結束。美國的石油產量正在上升,但速度比2020年石油危機之前要慢得多,也低于幾個月前的預期。
頁巖油領域的新重點——資本約束、股東回報和債務償還——加上供應鏈約束和成本膨脹,拖累了美國石油產量的增長。
今年,美國能源情報署(EIA)和各種分析一直在下調他們對2022年和2023年原油產量的預測。盡管美國能源情報署仍預計明年的產量將創下新的年平均紀錄,但自今年年初以來,該機構已大幅下調了預期。
根據11月發布的《短期能源展望》,美國能源情報署預計,到2022年,美國原油平均產量將達到1170萬桶/天,到2023年將達到1240萬桶/天,這將超過2019年創下的歷史新高。
盡管預計明年的產量將達到創紀錄水平,但到目前為止,EIA已多次下調了2022年的數據。根據路透社的計算,最新的經濟增長預期大幅下調了21%。
在10月預估中,EIA已將2023年平均日產量預估從9月預估的1260萬桶下調至1240萬桶。
美國政府在10月份表示:“預測中的原油產量下降反映了2022年第四季度的原油價格低于我們此前的預期?!?/p>
曹海斌 摘譯自 油價網
原文如下:
The U.S. Shale Boom Is Officially Over
The days of explosive growth in U.S. shale oil production are over. American oil production is rising, but at a much slower pace than it did before the 2020 crash, and at lower rates than expected a few months ago.
The new priorities of the shale patch – capital discipline and a focus on returns to shareholders and debt repayments – have coupled with supply chain constraints and cost inflation to drag down U.S. oil production growth.
This year, the U.S. Energy Information Administration (EIA) and various analysts have been downgrading their forecasts of crude oil production for 2022 and 2023. Although the EIA still expects output to set a new annual average record next year, it has significantly revised down its projections since the start of this year.
The EIA expects U.S. crude oil production to average 11.7 million barrels per day (bpd) in 2022 and 12.4 million bpd in 2023, which would surpass the record high set in 2019, per the November Short-Term Energy Outlook.
Despite the expectation of a record output next year, the EIA has downgraded the numbers several times in 2022 so far. The latest cut is a massive 21% reduction in the growth estimate, according to calculations by Reuters.
In the October forecast, the EIA had already downgraded the average production estimate for 2023 to 12.4 million bpd from the September forecast of 12.6 million bpd.
“Lower crude oil production in the forecast reflects lower crude oil prices in 4Q22 than we previously expected,” the administration said in October.
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