（彭博社）“北达科他州巴肯页岩”传统上是美国较大、较繁忙的页岩之一，正在显示出成熟的迹象，随着世界对更多原油的渴求，有可能抑制美国的石油生产。

美国能源情报署在 2 月 7 日的一封电子邮件中表示，成熟井的天然气产量超出预期，正在损害巴肯的原油产量。业绩恶化是该机构将 2024 年美国石油产量预期从之前的 1280 万桶/日下调至 12.65 百万桶/日的主要原因。

石油生产前景疲软之际，俄罗斯在乌克兰发动的战争已经进入一周年之际，这场战争扰乱了全球供应。与此同时，国际能源署预测，由于中国显示出强于预期的经济复苏迹象，全球石油消费量将上升。

即使按照下调的明年预期，美国产量仍将创下纪录，超过 2019 年的 12.3 MMbpd。

(Bloomberg) – North Dakota’s Bakken shale — traditionally one of America's larger, busier shales — is showing signs of maturation, threatening to hold back U.S. oil production as the world thirsts for more crude.

Mature wells that are producing more gas than expected are hurting crude output from the Bakken, the Energy Information Administration said in an email on 2/7. The deteriorating performance was the main reason the agency cut its estimate for 2024 U.S. oil output to 12.65 MMbpd from an earlier projection of 12.8 million.

The weakening oil production outlook comes as Russia’s war in Ukraine, which has disrupted global supplies, grinds toward its first anniversary. At the same time, the International Energy Agency is forecasting higher global oil consumption as China shows signs of a stronger-than-expected economic recovery.

Even at the lowered estimate for next year, U.S. output would still set a record, surpassing the 12.3 MMbpd produced in 2019.