能源服务公司贝克休斯 在 7 月 21 日备受关注的报告中表示，美国能源公司本周削减了石油和天然气钻井平台的数量，这是 13 周内第 12 次削减。

石油和天然气钻井数量是未来产量的早期指标，截至 7 月 25 日当周，该数字减少了 2 个，至 542 个。 

贝克休斯表示，本周钻井总数下降了 47 座，比去年同期减少了 8%。

贝克休斯表示，本周石油钻井平台减少 7 个，至 415 个，为 2021 年 9 月以来的最低水平，而天然气钻井平台增加 5 个，至 122 个，为 2023 年 8 月以来的最高水平。

7月份，全球钻井数量连续第五个月下降。

在最大的石油和天然气生产州德克萨斯州，钻井数量减少了 4 个，至 249 个，为 2021 年 10 月以来的最低水平。

在阿拉斯加，钻井数量减少了一座，降至九座，为 2024 年 7 月以来的最低水平。

在美国最大的产油页岩层——西德克萨斯州和新墨西哥州东部的二叠纪盆地，钻井数量减少了 3 个，至 260 个，为 2021 年 9 月以来的最低水平。

在南德克萨斯州的鹰福特页岩油气钻井数量减少了2个，至39个，为2021年10月以来的最低水平。

本周，贝克休斯与其美国竞争对手哈里伯顿 和SLB 一起警告上游活动和支出将放缓，因为疲软且波动的油价已导致生产商削减资本支出和钻探。

由于过去几年美国石油和天然气价格下跌，促使能源公司更加注重提高股东回报和偿还债务，而不是增加产量，因此石油和天然气钻井数量在 2024 年下降了约 5%，在 2023 年下降了 20%。

尽管分析师预测美国现货原油价格将在 2025 年连续第三年下跌，但美国能源信息署 (EIA) 预计原油产量将从 2024 年创纪录的 1320 万桶/日上升至 2025 年的 1340 万桶/日左右。

天然气方面，美国能源信息署预测，2025年现货天然气价格将上涨68%，这将促使生产商今年加大钻探活动。此前，2024年天然气价格下跌14%，导致多家能源公司自2020年新冠疫情导致燃料需求减少以来首次减产。 

美国能源信息署预测，2025 年天然气产量将增至 1059 亿立方英尺/天，高于 2024 年的 1032 亿立方英尺/天和 2023 年创纪录的 1036 亿立方英尺/天。

U.S. energy firms this week cut the number of oil and natural gas rigs operating for the 12th time in 13 weeks, energy services firm Baker Hughes said in its closely followed report on July 21.

The oil and gas rig count, an early indicator of future output, fell by two to 542 in the week to July 25. 

Baker Hughes said this week's decline puts the total rig count down 47 rigs, or 8% below this time last year.

Baker Hughes said oil rigs fell by seven to 415 this week, their lowest since September 2021, while gas rigs rose by five to 122, their highest since August 2023.

In July, the combined rig count fell for a fifth consecutive month.

In Texas, the biggest oil and gas-producing state, the rig count fell by four to 249, the lowest since October 2021.

In Alaska, the rig count fell by one to nine, the lowest since July 2024.

In the Permian Basin in West Texas and eastern New Mexico, the biggest U.S. oil-producing shale formation, the rig count fell by three to 260, the lowest since September 2021.

In the Eagle Ford shale in South Texas, the rig count fell by two to 39, the lowest since October 2021.

Baker Hughes this week joined its U.S. rivals Halliburton and SLB in warning of a slowdown in upstream activity and spending as weak and volatile oil prices have led producers to curb capital spending and drilling.

The oil and gas rig count declined by about 5% in 2024 and 20% in 2023 as lower U.S. oil and gas prices over the past couple of years prompted energy firms to focus more on boosting shareholder returns and paying down debt rather than increasing output.

Even though analysts forecast U.S. spot crude prices would decline for a third year in a row in 2025, the U.S. Energy Information Administration (EIA) projected crude output would rise from a record 13.2 MMbbl/d in 2024 to around 13.4 MMbbl/d in 2025.

On the gas side, the EIA projected a 68% increase in spot gas prices in 2025 would prompt producers to boost drilling activity this year after a 14% price drop in 2024 caused several energy firms to cut output for the first time since the COVID-19 pandemic reduced demand for the fuel in 2020. 

The EIA projected gas output would rise to 105.9 Bcf/d in 2025, up from 103.2 Bcf/d in 2024 and a record 103.6 Bcf/d in 2023.