石油价格

美国能源情报署周二公布的新数据显示，8月份美国原油产量创下历史新高，产量超过新冠疫情前的水平。新的EIA数据显示，8月份美国油田原油产量达到4.046亿桶，平均每天1305万桶，打破了美国钻探商7月份创下的4.0173亿桶的历史纪录。

资料来源：路透社

PADD 1、2、3 和 4 的产量有所增加，其中 PADD 4 的产量增幅最大，包括科罗拉多州、爱达荷州、蒙大拿州、犹他州和怀俄明州。实际增幅最大的是 PADD 2，其中包括北达科他州、伊利诺伊州和肯塔基州等。

德克萨斯州（二叠纪盆地大部分地区）8 月份的原油产量从 1.73775 万桶增至 1.74562 万桶。

与去年同期相比，本月美国产量总计增加了 3300 万桶。

美国原油产量创下新纪录是在美国超级巨头埃克森美孚斥资 60B 美元收购另一家二叠纪石油公司先锋自然资源公司之后不久，尽管美国大多数石油公司选择了财政紧缩，导致产量缓慢而稳定地增长与之前繁荣周期中无限制的投资策略不同。

尽管 8 月份的产量水平创下历史新高，但美国原油库存估计仍较年初减少 300 万桶以内。

分析师和交易员一直在关注美国的钻探报告，最新统计的活跃钻机数量仍比大流行前水平减少了 350 座。

尽管以色列和哈马斯之间的中东紧张局势不断升级，西德克萨斯中质原油和布伦特原油价格周二持平或小幅上涨。美国东部时间中午 12:40，  WTI 交易价格持平于 82.31 美元，距离哈马斯 10 月 7 日袭击以色列前一天的价格点不到 0.50 美元。

作者：Oilprice.com 的 Julianne Geiger

Oil Price

U.S. crude oil production hit an all-time high in August, according to new data published by the Energy Information Administration on Tuesday, with production surpassing pre-covid levels. U.S. field production of crude oil reached 404.6 million barrels during the month of August, new EIA data shows, for an average of 13.05 million barrels per day–squarely breaking the previous record U.S. drillers set in July of 401.73 million barrels.

Source: Reuters

Increases in production were seen in PADDs 1, 2, 3, and 4, with the largest percentage increase in production seen in PADD 4, which comprises Colorado, Idaho, Montana, Utah, and Wyoming. The largest actual increase was seen in PADD 2, which includes North Dakota, Illinois, and Kentucky, among other states.

Crude production in Texas in August—home to a large portion of the Permian Basin, rose from 173.775 million barrels to 174.562 million barrels.

Compared to this time last year, U.S. production is up by a total of 33 million barrels for the month.

The new record in crude production in the United States comes shortly after U.S. supermajor ExxonMobil spent $60B on purchasing another Permian player, Pioneer Natural Resources, although most oil companies in the United States have chosen fiscal restraint resulting in a slow and steady increase in output versus the no holds barred investment strategies during previous boom cycles.

Despite the record-breaking production levels seen in August, inventories of crude oil in the United States are estimated to be within 3 million barrels of where it began the year.

Analysts and traders have been watching drilling reports in the United States, with the latest count still 350 fewer active rigs than pre-pandemic levels.

WTI and Brent prices were trading flat to slightly up on Tuesday despite escalating tensions in the Middle East between Israel and Hamas. At 12:40 pm ET, WTI was trading flat at $82.31—within $.50 per barrel of the price point a day before Hamas attacked Israel on October 7.

By Julianne Geiger for Oilprice.com