Evercore ISI 分析师表示，8 月份批准的油井许可证数量强劲反弹，环比增加 517 个，同比增加 866 个。

增长主要得益于二叠纪盆地，该盆地报告当月批准了 972 个许可证，与 7 月份相比增加了 300 个，即 45%。

在其他盆地中，马塞勒斯（202 张许可证）、鹰福特（216 张）和巴肯（121 张）位居前列。

Evercore 的詹姆斯·韦斯特 (James West) 在 9 月 18 日的报告中写道：“小型油气开采获批数量为 118 家，较 7 月份减少了 34 家，降幅达 22%。”

从各州来看，德克萨斯州和新墨西哥州是当月增长的主要推动力，抵消了伊利诺伊州和堪萨斯州的小幅损失。德克萨斯州的许可审批数量增加到 984 份（比 7 月份增加了 324 份，增幅为 49%），其次是新墨西哥州和西弗吉尼亚州，分别批准了 313 份和 76 份许可。

与7月份相比，伊利诺伊州的许可证数量减少了 1 张（-38 张，环比下降 97%），堪萨斯州的许可证数量减少了 16 张。

Evercore 还报告称，油田服务就业人数略有增加，而勘探与生产岗位有所减少。能源劳动力与技术委员会的数据显示，油田服务就业人数较 7 月增加了 2,989 人，较 8 月增加了 50 个基点。不过，就业人数同比下降 5.8%。

韦斯特写道：“根据美国劳工统计局的数据，8 月份勘探与生产就业受到打击，较 7 月份的数据下降了 1.2%，但与 2023 年 8 月的数据相比仍上涨了 90 [基点]。” 

Evercore ISI analysts say approved well permits bounced back vigorously in August, with 517 more permits month-over-month and 866 year-over-year.

Increases were primarily driven by the Permian Basin, which reported 972 permits approved over the month, an increase of 300, or 45% compared to July.

The Marcellus (202 permits), the Eagle Ford (216) and the Bakken (121) were tops among other basins.

“Increases were partially offset by declines in small plays with 118 approvals,” down by 34, a 22% decline compared to July, Evercore’s James West wrote in a Sept. 18 report.

By state, Texas and New Mexico spurred the monthly increase, offsetting small losses in Illinois and Kansas. Permit approvals in Texas increased to 984 (up 324, or 49% compared to July) followed by 313 approved permits in New Mexico and West Virginia, with 76.

Permits in Illinois decreased by 1 (-38, -97% m/m) and in Kansas by 16 compared with July.

Evercore also reported a small increase in oilfield service employment and a decline in E&P jobs. According to the Energy Workforce & Technology Council, OFS employment increased by 2,989 from July, a 50 basis points increase for August. However, employment remains down 5.8% on an annual basis.

“E&P employment took a hit over August according to the Bureau of Labor Statistics, decreasing by 1.2% from July’s numbers but remaining 90 [basis points] up vs. August 2023 numbers,” West wrote.