Enverus 的研究显示，随着 45Q 税收抵免达到同等水平，运营商现在可以获得 85 美元/吨的二氧化碳 EOR 税收抵免，而之前的激励措施为 60 美元/吨，这意味着盈亏平衡价格仅为 16 美元/桶。
传统EOR运营商的盈亏平衡点能否超过二叠纪盆地最赚钱的区块？根据Enverus Intelligence Research最近的分析，由于碳封存额度的增加，这似乎是有可能的。
Enverus 发现，近期 45Q 税收抵免的提高，适用于在常规作业中使用二氧化碳注入的 EOR，可能会使盈亏平衡点降低 40% 以上。结果：常规油井的盈利能力将达到每桶 16 美元。
Enverus Intelligence Research 高级分析师 Jeffery Jen 表示，这远低于二叠纪盆地剩余非常规原油库存的最高盈亏平衡价（目前为每桶 27 美元）。此前，税收抵免政策允许的盈亏平衡价为每桶 28 美元。
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With the 45Q tax credit achieving parity, operators can now receive tax credits of $85/tonne for CO2 EOR compared to the previous incentive of $60/tonne—meaning breakeven prices of just $16/bbl, according to Enverus research.
Could conventional EOR operators’ breakevens best the most lucrative acreage the Permian Basin has to offer? Thanks to increases in carbon storage credits, that seems likely, according to recent analysis by Enverus Intelligence Research.
Enverus found that the recent hike in the 45Q tax credit for EOR using CO2 injection in conventional operations could lower breakevens by more than 40%. The result: conventional wells would be profitable at $16/bbl.
That’s well below “than the highest remaining unconventional inventory left in the Permian, which sits at $27 per barrel” breakevens, said Jeffery Jen, senior analyst at Enverus Intelligence Research. Previously, tax credits afforded breakevens at $28/bbl.
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