强大的米德兰仍然吸引着交易者

米德兰盆地是美国石油钻探活动的中心。但在历史性的整合趋势之后,只有那些拥有最大资产负债表的企业才有能力在该盆地的核心地区进行购买。

根据伍德麦肯兹的分析,如今,二叠纪盆地绝大多数成本最低的钻探地点已经属于相对少数公共勘探与生产公司的投资组合(来源:先锋自然资源)

石油行业内部人士可能已经多次注销德克萨斯州米德兰周围尘土飞扬、灌木丛生的土地,次数多得难以计数。

但强大的米德兰盆地却持续了十年又十年、一次又一次的低迷,这有助于将美国石油产量推至新的历史高点。

随着美国各地目前经济型陆上钻探地点的减少,一些世界顶级石油生产商正在支付高额溢价以从中分得一杯羹。  

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原文链接/hartenergy

Mighty Midland Still Beckons Dealmakers

The Midland Basin is the center of U.S. oil drilling activity. But only those with the biggest balance sheets can afford to buy in the basin's core, following a historic consolidation trend.

Today, the vast majority of the lowest-cost drilling locations across the Permian are already held within the portfolios of a relatively small number of public E&Ps, according to a Wood Mackenzie analysis. (Source: Pioneer Natural Resources)

Oil industry insiders have probably written off the dusty, shrub-dotted land surrounding Midland, Texas, more times than you can easily count.

But the mighty Midland Basin has persisted—decade after decade, downturn after downturn—to help push U.S. oil production to a new record high.

And as the availability of currently economic onshore drilling locations around the U.S. shrinks, some of the world’s top oil producers are paying hefty premiums to get a piece of the action.  

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