据 路透社报道 ，由于能源价格下跌（从2022年6月创下的每桶124美元的高点来看），美国石油和天然气开发正显示出进一步趋于平稳的迹象，并有可能出现下滑。
油价下跌消除了增加可采储量的动力，促使在美国从事勘探和生产的公司将重点放在提高效率上。石油资产的钻井平台数量在2024年7月减少至479座，大大低于一年前的534座和2022年12月记录的623座的峰值。在同一时期，主要用于天然气生产的钻井平台数量下降幅度更大（从2022年9月的峰值162座减少到今年7月的100座），这导致从气井中提取的凝析油增长减少。产量下降最终将导致储量枯竭，并再次推高价格。
因此， 低油价和美国页岩油产量放缓为沙特阿拉伯及其OPEC +协议下的合作伙伴创造了增加产量的条件，并试图在2024 - 2025年重新夺回美国之前赢得的市场份额。然而，交易员们担心经济增长放缓以及全球范围内石油消费增长的放缓。
According to Reuters, oil and gas development in the United States is showing further signs of leveling off with the prospect of a decline as a result of falling energy prices (from a peak of $124 per barrel of oil recorded in June 2022).
The drop in oil prices has eliminated incentives to increase recoverable volumes and prompted companies engaged in exploration and production in the United States to focus on improving efficiency.The number of drilling rigs at oil assets decreased to 479 in July 2024, which is significantly lower than the figure of 534 drilling rigs a year earlier and the peak value of 623 drilling rigs recorded in December 2022. Over the same period, the number of drilling rigs, primarily for gas production, decreased even more sharply (to 100 in July this year from a peak of 162 in September 2022), which led to a decrease in the growth of condensate extracted from gas wells. A decrease in production will eventually lead to depletion of reserves and push prices up again.
As a result, low prices and a slowdown in shale production in the United States create conditions for Saudi Arabia and its partners under the OPEC+ agreement to increase production and try to regain market share previously won by the United States in 2024-2025. However, traders are concerned about the slowdown in economic growth and the associated slowdown in oil consumption growth on a global scale.
