2023 年页岩状况,二叠纪:主宰者经受考验

到 2022 年,二叠纪仍然是油页岩领域的中心,但运营商仍面临通货膨胀、供应链困境和劳动力短缺的问题。

几乎以任何标准衡量,二叠纪盆地都表现出色。德克萨斯州和新墨西哥州二叠纪盆地的 55 个县几乎占美国石油产量的一半(43% 以上)。自 2013 年以来,该盆地的市场份额增长了近 20%。

但风向一如既往地在变化,“周期性”的说法现在和以往一样明显。

2019年底,美国日产量达到12兆桶,二叠纪盆地4.3兆桶/日的产量再次维持了这一水平。

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State of Shale 2023, Permian: The Juggernaut is Tested

The Permian remained the center of the oil shale universe in 2022, but operators grappled with inflation, supply chain woes and labor shortages.

By almost any measure, the Permian Basin delivers. The 55 counties in Texas and New Mexico that make up the Permian account for almost half—upward of 43%—the U.S.’ oil production. The basin’s market share is up almost 20% since 2013.

But the winds, as always, are changing and the “it’s cyclical” refrain is as evident now as ever.

At the end of 2019, the U.S.’ daily output hit 12 MMbbl, once again sustained by the 4.3 MMbbl/d produced in the Permian.

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