美国页岩油高管担心2023年成本上涨导致劳动力短缺

米切尔·费曼,彭博社 ,2022 年 12 月 30 日

(彭博社)达拉斯联邦储备银行表示,美国页岩油高管仍对 2023 年成本上涨的前景感到担忧,因为他们继续在招聘和留住工人方面苦苦挣扎。

“二叠纪盆地的劳动力市场仍然极其紧张,”该银行最新的季度能源调查援引一位不愿透露姓名的受访者的话说。“我们公司更加依赖轮换员工来维修设备。二叠纪盆地的基础设施似乎已达到最大容量。由于路况和交通状况不佳,我们发现安全事故有所增加。”

该调查于 12 月 29 日发布,大多数受访者表示,与 2022 年的水平相比,他们预计明年的资本支出将小幅或大幅增加。

虽然大多数人还预计明年底西德克萨斯中质油价格将达到每桶 80 美元或更高,高于当前价格,但潜在的通胀和劳动力短缺造成的供应链问题也使得大幅增产的可能性不大。

原文链接/worldoil

U.S. shale executives concerned about labor shortages amidst rising costs in 2023

Mitchell Ferman, Bloomberg December 30, 2022

(Bloomberg) — U.S. shale executives remain concerned about the outlook for rising costs going into 2023 as they continue to struggle with hiring and retaining workers, according to the Federal Reserve Bank of Dallas.

“The labor market continues to be incredibly tight in the Permian Basin,” one unidentified respondent was quoted as saying in the bank’s latest quarterly energy survey. “Our company is relying more heavily on rotational employees to service equipment. Permian Basin infrastructure seems to be at max capacity. We are seeing an increase in safety incidents due to poor road conditions and traffic.”

Most respondents polled in the survey, which was released on Dec. 29, said they expect to increase capital spending slightly or significantly next year compared with 2022 levels.

While most also see West Texas Intermediate oil at $80 per bbl or higher at the end of next year — levels that are above the current price — underlying inflation and supply chain issues punctuated by labor shortages also make major production hikes unlikely.