（彭博社）“正当美国需求攀升至新的季节性峰值之际，德克萨斯州 5 月份原油产量飙升至创纪录水平。

占全国原油产量约 40% 的德克萨斯州产量在此期间攀升至 5.49 MMbpd，这是自 1981 年以来政府月度数据中的最高水平。与此同时，美国的石油需求飙升至 20.8 MMbpd，根据能源信息署周一发布的数据，这是有史以来最高的季节性水平。

鉴于市场因利率上升而需求前景疲软，消费激增令人震惊。5 月份西德克萨斯中质原油期货价格暴跌超过 11%，但此后已恢复至每桶 80 美元以上。

月度石油需求数据比 EIA 的每周预测高出 4%。这一增长是由于该国天然气液体使用量的增加所致，主要用于制造塑料的石化过程。尤其是乙烷的需求飙升至 2.2 MMbpd 的历史新高。

在供应方面，虽然大多数运营商放慢了钻探速度，但公司一直在开发已钻但未完工的油井（也称为 DUC），这有助于提高产量。

得克萨斯州占二叠纪盆地的很大一部分，产量增加之际，沙特阿拉伯及其欧佩克盟友减产导致全球供应出现短缺。随着石油巨头加大在美国的业务，德克萨斯州的产量可能会进一步增长。4 月至 6 月期间，埃克森美孚二叠纪油井的石油和天然气产量达到创纪录的 622,000 桶，今年有望增长 10%。

(Bloomberg) – Crude output in Texas surged to a record in May just as U.S. demand climbed to a fresh seasonal peak.

Texas production, which accounts for about 40% of the nation’s crude oil output, climbed to 5.49 MMbpd in the period, the highest in monthly government data going back to 1981. Meanwhile, oil demand in the U.S. surged to 20.8 MMbpd, the highest-ever seasonal level, according to Energy Information Administration figures released Monday.

The surge in consumption is striking given that it came while markets were gripped by weakening demand prospects amid rising interest rates. West Texas Intermediate futures prices plunged more than 11% in May but have since recovered to trade above $80 a barrel.

The monthly oil demand figures are 4% higher than what the EIA’s weekly estimates showed. The jump was led by an increase in the country’s use of natural gas liquids, largely for petrochemical processes that make plastics. Demand for ethane in particular soared to a record high at 2.2 MMbpd.

On the supply front, while most operators have slowed their pace of drilling, companies have been turning on drilled-but-uncompleted wells, known also as DUCs, and that’s been helping to raise output.

The rise in production in Texas, which makes up a large chunk of the prolific Permian basin, is coming at a time when global supplies are in deficit following cuts from Saudi Arabia and its OPEC allies. As oil majors ramp up operations in the U.S., output from Texas is likely to grow further. Oil and gas production from Exxon’s Permian wells reached a record equivalent of 622,000 bbl during the April-to-June period and is on track to increase 10% this year.