贝克休斯:美国石油钻井平台数量本周下降 2021 年 9 月以来最大

贝克休斯的数据显示,美国石油钻井平台数量减少 10 座,至 613 座,为 11 月以来的最低水平,而天然气钻井平台数量增加 6 座,至 156 座,为 2 月份以来的最大单周增幅。

斯科特·迪萨维诺,路透社

能源服务公司贝克休斯公司在 1 月 20 日备受关注的报告中表示,美国能源公司在一周内削减了自 2021 年 9 月以来最多的石油钻井平台。

石油钻井平台减少 10 座,至 613 座,为 11 月以来的最低水平,而天然气钻井平台增​​加 6 座,至 156 座,为 2 月份以来的最大单周增幅。

截至 1 月 20 日当周,石油和天然气钻井平台总数(未来产量的早期指标)下降 4 座,至 771 座,为 11 月以来的最低水平。

贝克休斯表示,尽管本周钻机数量有所下降,但与去年同期相比,钻机总数仍增加了 167 台,即 28%。

美国石油期货继 2022 年上涨约 7% 后,今年迄今已上涨约 1%。

美国能源信息署 (EIA) 在 1 月 17 日的生产率报告中表示,2 月份美国顶级页岩地区的石油产量预计将增加约 77,300 桶/日,达到创纪录的 9.38 MMbbl/日。

然而,由于每口井的生产率下降以及通货膨胀削减了石油公司的生产预算,该月度增幅将是自 6 月份以来的最低水平。

总体而言,根据 EIA 预测,美国原油产量有望从 2022 年的 11.9 百万桶/日增至 2023 年的 12.4 百万桶/日,以及 2024 年的 12.8 百万桶/日。相比之下,2019 年的记录为 12.3 MMbbl/d。

油田服务公司SLB(原名斯伦贝谢)首席执行官奥利维尔·勒佩奇(Olivier Le Peuch)表示,随着公司寻求重建已钻但未完工(DUC)库存,他预计北美陆上钻探活动将会增加。

Le Peuch 表示,“钻探工作会发生一些转变,以重建 DUC 库存,这将在一个月和几个季度内对我们有利,然后下半年才会出现通常的稳定或增长放缓”说。

根据联邦数据,2022 年 10 月,美国七大页岩盆地的 DUC 井数量降至 4,521 口,为 2013 年 12 月以来的一个月最低水平。

EIA本周表示,2022年12月,生产商在美国七个最大页岩盆地钻探了1,011口井,为2020年3月以来最多。这使得这些盆地的DUC井总数在2022年12月增加了40口至4,577口,为2022年8月以来最多。

原文链接/hartenergy

US Oil Rig Count Falls This Week by Most Since Sept 2021: Baker Hughes

The U.S. oil rig count fell 10 to 613, the lowest since November, while gas rigs rose six to 156, in their biggest weekly rise since February, according to Baker Hughes.

Scott DiSavino, Reuters

U.S. energy firms cut the most oil rigs in a week since September 2021, energy services firm Baker Hughes Co. said in its closely followed report on Jan. 20.

Oil rigs fell 10 to 613, their lowest since November, while gas rigs rose six to 156, in their biggest weekly rise since February.

The combined oil and gas rig count, an early indicator of future output, fell four to 771 in the week to Jan. 20, the lowest since November.

Despite this week's rig decline, Baker Hughes said the total count was still up 167, or 28%, over this time last year.

U.S. oil futures were up about 1% so far this year after gaining about 7% in 2022.

Oil output from top shale regions in the United States is due to rise by about 77,300 bbl/d to a record 9.38 MMbbl/d in February, the U.S. Energy Information Administration (EIA) said in its productivity report on Jan. 17.

However, that monthly increase would be the lowest since June, with growth shrinking on weaker productivity per well and as inflation cuts into oil companies’ production budgets.

Overall, U.S. crude production was on track to rise from 11.9 MMbbl/d in 2022 to 12.4 MMbbl/d in 2023 and 12.8 MMbbl/d in 2024, according to EIA forecasts. That compares with a record 12.3 MMbbl/d in 2019.

Olivier Le Peuch, chief executive at oilfield service company SLB, formerly called Schlumberger, said he sees onshore drilling activity in North America picking up as companies look to rebuild drilled but uncompleted (DUC) inventory.

There "is a little bit of a shift to drilling to rebuild the DUC inventory that will favor us in a month and a couple of quarters to come before the usual plateauing or a moderation of growth in the second half" of the year, Le Peuch said.

The number of DUC wells in the seven biggest U.S. shale basins fell to 4,521 in October 2022, the lowest in a month since December 2013, according to federal data.

The EIA said this week that producers drilled 1,011 wells in the seven biggest U.S. shale basins in December 2022, the most since March 2020. That helped boost total DUC wells in those basins by 40 to 4,577 in December 2022, the most since August 2022.