Enverus 称,2025 年页岩生产成本预计将上涨 2.8%

David Wethe,彭博社 2024 年 10 月 1 日

(彭博社)行业咨询公司 Enverus 表示,随着勘探者扩大天然气勘探范围并延伸侧向井,美国页岩钻探商的油田服务成本预计将在 2025 年反弹,收回今年的部分降幅。

Enverus 周二在一份报告中称,今年钻井和压裂的减少,加上对效率最大化的追求,预计将使页岩油运营商的单井成本降低 6.3%。但到 2025 年,随着钻井速度加快,这些成本预计将上升 2.8%。

Enverus 油田服务首席分析师马克·查普曼表示:“我们相信活动已经触底,油田服务价格将在今年年底触底。”“压裂砂供应过剩导致今年价格下跌,但预计气体定向钻井的反弹和更长水平段的趋势应该会在 2025 年推高价格。”

由于企业收购和技术进步的浪潮推动单井产量上升,美国陆上石油和天然气钻井平台数量自今年年初以来已下降 6%。巴克莱银行预计,今年北美钻井公司的总支出将下降 1%。

原文链接/WorldOil

Shale production costs seen rising 2.8% in 2025, Enverus says

David Wethe, Bloomberg October 01, 2024

(Bloomberg) — Oilfield-service costs for U.S. shale drillers are expected to rebound in 2025, clawing back some of this year’s drop, as explorers expand the hunt for natural gas and extend sideways wells, according to industry consultant Enverus.

This year’s reduction in drilling and fracing, combined with the push to max out efficiencies, are seen lowering per-well costs for shale operators by 6.3%, Enverus said Tuesday in a report. But in 2025 those costs are expected to rise by 2.8% as drilling accelerates.

“We believe activity has bottomed and oilfield-service prices will bottom by the end of this year,” said Mark Chapman, oilfield-services principal analyst at Enverus. “An oversupply of fracture sand caused prices to fall this year, but an expected rebound in gas-directed drilling and a trend to longer laterals should boost prices in 2025.”

The number of onshore rigs drilling for oil and gas in the U.S. has fallen 6% since the start of the year amid a wave of corporate takeovers and technical advancements that boosted output on a per-well basis. Total spending by North American drillers is forecast to drop 1% this year, according to Barclays Plc.