據世界石油2月25日報道,根據頁巖巨頭EOG Resources Inc.的數據顯示,通貨膨脹和對最先進鉆井設備的激烈競爭將阻礙美國今年的石油供應增加。
該公司首席執行官埃茲拉·亞科布(Ezra Yacob)周五在與分析師的電話會議上表示,“通脹和供應鏈壓力”將把產量增長限制在預期的低端。主要預測機構最近將2022年美國石油產量增長預測提高至75萬桶-100萬桶/天。
首席運營官Billy Helms表示,大多數最好的鉆機和水力壓裂設備都已經在租賃中,“市場上沒有多少新設備可以投入市場。”
在先鋒自然資源公司(Pioneer Natural Resources Co.)和大陸資源公司(Continental Resources Inc.)做出類似表述后,第二大頁巖勘探公司EOG計劃今年將產量增長限制在3.6%。IHS Markit Ltd.稱,EOG等所謂的獨立鉆探公司占美國大陸陸上產量的55%左右。
郝芬 譯自 世界石油
原文如下:
U.S. shale growth faces headwinds on costs and equipment
Inflation and brisk competition for the most-sophisticated drilling gear will hinder U.S. oil-supply expansion this year, according to shale giant EOG Resources Inc.
“Inflationary and supply chain pressures” will limit production growth to the lower end of estimates, Chief Executive Officer Ezra Yacob said during a conference call with analysts on Friday. Major forecasters recently boosted estimates for 2022 U.S. oil-production growth to 750,000 and 1 million barrels per day.
Most of the best drilling rigs and fracking fleets already are under lease, Chief Operating Officer Billy Helms said: “There are not a lot of new pieces of equipment that can come into the market.”
EOG, the second-largest shale-focused explorer, plans to cap output growth to 3.6% this year, following similar pledges from Pioneer Natural Resources Co. and Continental Resources Inc. So-called independent drillers like EOG comprise about 55% of onshore production in the continental U.S., according to IHS Markit Ltd.
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