EOG Resources 董事长兼首席执行官 Ezra Yacob 向投资者表示，“巨头”是指那些在规模、数据收集和基础设施方面进行投资以降低盈亏平衡点的公司。
EOG Resources 董事长兼首席执行官 Ezra Yacob 在 8 月 8 日的投资者电话会议上表示，低于 70 美元的油价进一步区分了 E&P 公司的“有”和“无”，后者包括那些尚未进行投资或开展工作的公司。
雅各布的言论是为了回答一位分析师关于美国页岩油是否会“达到产量峰值或可能已经达到产量峰值”的问题。
“从EOG的角度来看，如果你以65至70美元的WTI价格来观察美国页岩油行业，你认为我们的库存正在耗尽吗？”加拿大丰业银行的分析师Paul Cheng问道。
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The “haves” are those that have invested in scale, data collection and infrastructure to lower their break-evens, EOG Resources Chairman and CEO Ezra Yacob told investors.
Sub-$70 oil is further differentiating the E&P “haves and have nots”—the latter consisting of those that haven’t made the investments or done the work, EOG Resources Chairman and CEO Ezra Yacob said in an investor call Aug. 8.
Yacob’s remarks were in response to an analyst’s question about whether U.S. shale will “reach peak production or may have already reached peak production.”
“From EOG’s standpoint, if you're looking at the U.S. shale oil industry at a $65 to $70 WTI price, do you think we are running out of inventories?” the analyst, Paul Cheng with Scotiabank, asked.
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