页岩油负责人表示,欧佩克+减产应鼓励石油勘探

大卫·韦斯 十月 06, 2022

(彭博社)页岩油企业家马特·加拉格尔 (Matt Gallagher) 表示,OPEC+ 降低石油产量上限的决定可能会为价格上涨奠定基础,从而使美国勘探商能够扩大钻探规模。

自去年以 64 亿美元将 Parsley Energy Inc. 出售给先锋自然资源公司 (Pioneer Natural Resources Co.) 以来,加拉格尔一直领导着少数人持股的页岩钻探公司 Greenlake Energy Ventures LLC。联盟决心捍卫的等级。 

加拉格尔在接受电话采访时表示,“现在我们知道欧佩克的价格下限在哪里,这应该会让交易者在曲线的后端感到安慰。” “这肯定可以批准更多项目。”

由于经济衰退风险给市场带来压力,页岩油高管在过去三个月大幅下调了油价预期。根据周三 OPEC+ 措施之前的达拉斯联邦储备银行调查,美国第三季度平均油价约为每桶 85 美元,预计今年年底将低于 100 美元。

原文链接/worldoil

OPEC+ supply cut should encourage oil exploration, shale chief says

David Wethe October 06, 2022

(Bloomberg) — OPEC+’s decision to lower its oil-production cap may set the stage for higher prices that would enable U.S. explorers to expand drilling, according to shale entrepreneur Matt Gallagher.

Gallagher, who has led closely held shale driller Greenlake Energy Ventures LLC since engineering last year’s $6.4 billion sale of Parsley Energy Inc. to Pioneer Natural Resources Co., said the OPEC+ move on Wednesday gives oil CEOs more clarity on what oil-price levels the alliance is determined to defend. 

“We now know where the price floor is for OPEC and that should give traders comfort in the back end of the curve,” Gallagher said in a telephone interview. “That can sanction more projects for sure.”

Shale executives have dramatically dialed back their oil-price expectations over the past three months as recession risks weighed on the market. US oil prices, which averaged about $85 a barrel during the third quarter are expected to end the year below $100, according to the Federal Reserve Bank of Dallas survey that pre-dated Wednesday’s OPEC+ measure.