(彭博社) 据业内最大的私募股权公司之一称，如果能源价格保持在目前水平，美国页岩油明年的活动可能会减少多达 20%。

Quantum Energy Partners 首席执行官 Wil VanLoh 在 2017 年表示，原油价格需要上涨约 15% 至每桶 80 美元，而用于钻井和压裂作业的天然气价格则必须上涨三分之一以上，至每 MMbtu 3 美元，才能维持目前的增长速度。周二接受采访。由于担心全球经济放缓，石油和天然气价格自 2022 年中期以来一直下跌。

VanLoh 表示，“按照目前的价格，今年存在相当大的展期风险。”VanLoh 位于休斯敦的公司自 1998 年成立以来管理的资金已超过 200 亿美元。VanLoh 表示，虽然上市运营商和少数人持股的钻井公司都将削减钻井平台和压裂人员，但私营公司将削减更多资金，因为它们的资产负债表并不强劲。

贝克休斯公司(Baker Hughes Co.)表示，自今年年初以来，石油和天然气钻探机数量已下降3%，因为最大的页岩勘探公司坚持保持产量增长平稳并向股东返还利润的承诺。

(Bloomberg) – U.S. shale may lose as much as 20% of its activity over the next year if energy prices hold at current levels, according to one of the biggest private equity players in the industry.

Crude would need to rise by about 15% to $80 a bbl, and gas would have to climb by more than a third to $3 per MMbtu for drilling and frack work to maintain its current pace, Quantum Energy Partners Chief Executive Officer Wil VanLoh said in an interview Tuesday. Oil and natural gas prices have slid since mid-2022 on fears of a global economic slowdown.

“There’s a risk of a pretty big rollover this year at these current prices,” said VanLoh, whose Houston-based firm has managed more than $20 billion since its 1998 inception. While publicly traded operators and closely held drillers both would drop rigs and frack crews, the private companies would cut back more because their balance sheets aren’t as strong, VanLoh said.

The number of rigs drilling for oil and gas has slipped 3% since the start of the year, according to Baker Hughes Co., as the biggest shale explorers stick to commitments to keep production growth flat and return profits to shareholders.