据一份新报告显示，私营运营商在阿纳达科盆地和粉河盆地获取新的钻探许可证方面继续占据主导地位，并在海恩斯维尔页岩、DJ 盆地和威利斯顿盆地重新夺回了领先地位。

摩根大通证券援引 Enverus 的数据称，今年向私营勘探与生产企业发放的新许可证的总体比例仍保持在每月平均 39% 至 46% 之间，而公共运营商一直在拉动平衡。

分析师阿伦·贾亚拉姆（Arun Jayaram）报告称，“私营公司许可的比例在 4 月份反弹至 46% 之后，于 5 月份下降至 40%，而 3 月份为 39%，2 月份为 45%。”

贾亚拉姆写道，总体而言，私营运营商 5 月份获得了 478 张水平井许可证，而公共 E&P 运营商获得了 707 张许可证。

其中，53 份许可证是针对特拉华盆地的新油井，公共运营商占主导地位，低于 4 月份的 160 份许可证。在米德兰盆地，私营勘探与生产公司获得了 181 份许可证，占米德兰总许可证的 44%，高于 4 月份颁发的 116 份许可证。

在鹰福特 (Eagle Ford)，私人经营者获得了 36 张许可证，占当月发放总数的三分之一；在粉河盆地 (Powder River Basin)，发放了 13 张许可证中的 12 张；在 DJ 盆地 (DJ Basin)，发放了 70 张许可证中的 48 张。

摩根大通统计，5 月份所有盆地和所有运营商共计获得了 1,185 张新的水平井许可证，与 4 月份和 3 月份的数量大致相同。

其中，“公共 E&P 公司获得了 707 个许可证（4 月份为 604 个，3 月份为 628 个），而私营公司获得了 478 个许可证（4 月份为 528 个，3 月份为 395 个），”Jayaram 写道。

贾亚拉姆报告称，在公共运营商中，5 月份获得许可证最多的是埃克森美孚，获得 90 张许可证，其次是戴文能源，获得 74 张许可证。

在全部未偿付许可证中，EOG Resources拥有最多许可证，为 1,206 个，其次是埃克森美孚 (983 个)、雪佛龙公司(858 个)、戴文 (772 个)、 康菲石油公司(566 个)、 西方石油公司(559 个)、 二叠纪资源公司(391 个) 和 马拉松石油公司(293 个)。

摩根大通的计数扣除了过时的许可证，而是计算“活跃许可证”，“忽略了已经活跃或已经完成/废弃的油井的活跃许可证”，贾亚拉姆写道。

“在计算水平井核准许可证的方法中，我们考虑了石油、天然气、油气和机密井类型的‘新钻探’许可证。”

Private operators are continuing their dominance in pulling new drilling permits in the Anadarko and Powder River basins and have regained their lead in the Haynesville Shale, D-J Basin and Williston Basin, according to a new report.

The overall ratio of new permits issued to private E&Ps remains on a monthly average between 39% and 46% this year, while public operators have been pulling the balance, according to J.P. Morgan Securities, citing Enverus data.

“The mix of private-company permits dropped to 40% [in May] after rebounding to 46% in April and compares [with] 39% in March and 45% in February,” analyst Arun Jayaram reported.

Overall, private operators received 478 permits for horizontals in May, compared with 707 pulled by public E&Ps, Jayaram wrote.

Among those, 53 permits were for new Delaware Basin wells, where public operators dominate, down from 160 permits in April. In the Midland Basin, private E&Ps received 181 permits, or 44% of total Midland permits, up from the 116 permits issued in April.

In the Eagle Ford, private operators pulled 36 permits at a third of the total issued that month; in the Powder River Basin, 12 permits were issued out of 13; and in the D-J Basin, 48 out of the total 70 permits were issued.

For May, across all basins and among all operators, J.P. Morgan counted 1,185 new permits for horizontals—roughly the same as April and March.

Among those, “public E&Ps received 707 permits—versus 604 permits in April and 628 permits in March—while privates received 478 permits, versus 528 permits in April and 395 permits in March,” Jayaram wrote.

Among public operators, pulling the most permits in May was Exxon Mobil with 90 permits, followed by Devon Energy with 74 permits, Jayaram reported.

Among total outstanding permits, EOG Resources has the most with 1,206 permits, followed by Exxon Mobil (983), Chevron Corp. (858), Devon (772), ConocoPhillips (566), Occidental Petroleum (559), Permian Resources (391) and Marathon Oil (293).

J.P. Morgan’s counts deduct antique permits, calculating “active permits” instead, “ignoring active permits for wells that are [already] active or have already been completed/abandoned,” Jayaram wrote.

“We consider ‘New Drill’ permits for oil, gas, oil and gas and confidential well types in our methodology of calculating approved permits for horizontal wells.”