（彭博社）“二叠纪盆地的大多数页岩油私营运营商计划今年实现温和增长，因为美国石油扩张的主要引擎之一在大宗商品价格波动的情况下减速。
杰富瑞金融集团 (Jefferies Financial Group Inc.) 的数据显示，一项针对封闭型石油运营商的调查显示，69% 的二叠纪盆地公司预计今年产量增长 5% 或更少。该银行表示，预计今年将维持或削减钻机数量。周五给投资者的一份报告。
近一半的受访者表示，他们需要西德克萨斯中质原油价格达到每桶 70 美元以上才能在 2024 年盈利。过去一年，由于全球经济不确定性，美国油价在每桶 66 美元至 93 美元之间波动。
这项调查还包括主要天然气盆地的私营运营商，提供了页岩气开采速度正在放缓的最新迹象。
疫情过后，引领二叠纪页岩油增长的私人生产商也计划钻探更长的侧井，将横向长度推至 10,000 英尺以上。该银行表示，这比去年平均 9,400 英尺的水平井有所增加。
包括劳埃德·伯恩在内的分析师在报告中写道，“这是“23 页岩钻探生产力的一个重要因素”。“我们确实预计未来一年平均水平将继续上升（尽管比 2023 年更为温和）。”
(Bloomberg) – Most of shale’s private operators in the Permian basin are planning modest growth this year as one of the main engines of U.S. oil expansion downshifts amid volatile commodity prices.
A survey of closely held oil operators showed 69% of Permian firms expect to grow production 5% or less this year, according to Jefferies Financial Group Inc. The same amount expects to maintain or cut their number of drilling rigs this year, the bank said Friday in a note to investors.
Nearly half indicated they need West Texas Intermediate crude to be greater than $70 a bbl to make a profit in 2024. Oil prices in the U..S have traded between $66 and $93 a bbl over the past year amid global economic uncertainty.
The survey, which also included private operators in key natural gas basins, offers the latest indication that the shale patch is slowing down.
The private producers, who led the Permian’s shale growth coming out of the pandemic, also are planning to drill longer sideways wells, pushing beyond 10,000 ft in lateral length. That’s a boost from last year’s horizontal wells averaging 9,400 ft, the bank said.
“This was an important factor in ‘23 productivity across shale drilling,” analysts including Lloyd Byrne wrote in the note. “We do expect the average to continue to push out in the year ahead (although more modestly than in 2023).”