2025 年美国页岩油产量将因钻井效率而创下纪录

Kevin Crowley,彭博社 2024 年 8 月 22 日

(彭博社)据彭博新能源财经报道,由于油井产量提高,2025 年美国石油产量将增长 60 万桶/日,比今年增长约 50%。

彭博新能源财经在周四发布的一份报告中称,页岩油生产商通过减少钻井数量和使用更好的压裂技术,每投资一美元就可以开采出更多的石油。明年,美国的石油产量将增加 4.5%,达到创纪录的 1390 万桶/天。

BNEF 的预测比美国能源信息署估计的 1370 万桶/日更为乐观。

BNEF分析师刘泰在报告中表示:“效率的提高、流程的改进和采用最佳现场实践使得石油公司能够减少资本支出,同时避免油井完井数量的下降。”

美国页岩油产量增加之际,油价已从今年 4 月份的高点下跌 17%,原因是需求低于预期,尤其是来自中国的需求。这对 OPEC 及其盟友来说又是一个头疼的问题,他们正在考虑在第四季度将 50 万桶/日的减产供应重新投放到市场上。

原文链接/WorldOil

U.S. shale oil production to break record in 2025 on drilling efficiencies

Kevin Crowley, Bloomberg August 22, 2024

(Bloomberg) – U.S. oil production will grow by 600,000 bpd in 2025, about 50% more than this year, due to higher well productivity, according to BloombergNEF.

Shale producers are pumping more oil per dollar invested in oil fields by drilling wells with fewer rigs and using better fracing techniques, BloombergNEF said in a report published Thursday. The U.S. will increase production 4.5% to a record 13.9 MMbpd next year.

BNEF’s forecast is more bullish than the 13.7 MMbpd estimated by the U.S. Energy Information Administration.

“Efficiency gains, process improvements and adapting best field practices have allowed oil companies to reduce capital spending while avoiding a decline in well completions,” BNEF analyst Tai Liu said in the report.

Higher U.S. shale production comes as oil prices have dropped 17% from this year’s high in April due to lower-than-expected demand, especially from China. It’s another headache for OPEC and its allies who are considering bringing 500,000 bpd of curtailed supply back to the market in the fourth quarter.