（彭博社）——西方石油公司（Occidental Petroleum Corp.）和 EOG Resources Inc. 等上市石油运营商已带头扩大页岩钻探业务，取代了主导该领域一年多的私营公司。

摩根大通分析师阿伦·贾亚拉姆 (Arun Jayaram) 在给投资者的一份报告中写道，公共钻井公司在 2022 年最后三个月增加了 18 个钻井平台，而私人竞争对手则闲置了 11 个钻井平台。

根据 1 月 11 日的报告，总体而言，从 9 月底到 12 月 31 日，在美国本土作业的钻井船队增加了 3 个。摩根大通的分析将埃克森美孚公司和雪佛龙公司等最大的运营商划分为各自的类别。

石油运营商一直在应对生产成本上升、劳动力市场趋紧、供应链混乱以及顶级钻井地点供应减少的问题。美国银行(Bank of America)分析师蔡斯·马尔维希尔(Chase Mulvehill)去年10月表示，最近在疫情后钻探扩张中占据大部分份额的非公开持股公司一直在控制钻探投资组合，着眼于未来的货币化。

(Bloomberg)— Publicly traded oil operators such as Occidental Petroleum Corp. and EOG Resources Inc. have taken the lead in expanding shale drilling, displacing private companies that dominated the space for more than a year.

Public drillers added 18 rigs during the final three months of 2022, while their private rivals idled 11, Arun Jayaram, an analyst at JPMorgan Chase & Co., wrote in a note to investors.

Overall, the fleet of rigs operating in the contiguous U.S. expanded by three from the end of September to Dec. 31, according to the Jan. 11 note. JPMorgan’s analysis separated the very largest operators such as Exxon Mobil Corp. and Chevron Corp. into their own category.

Oil operators have been contending with higher production costs, a tightening labor market, supply-chain snarls and a dwindling supply of top-tier drilling locations. Closely held companies that accounted for most of the post-pandemic drilling expansion more recently have been husbanding drilling portfolios with an eye on future monetization, Chase Mulvehill, an analyst at Bank of America, said in October.