YPF 首席执行官表示,阿根廷瓦卡穆埃尔塔页岩的钻探将放缓

乔纳森·吉尔伯特,彭博社 2025年8月5日

(彭博社)阿根廷最大原油生产商 YPF SA 的首席执行官表示,由于企业限制支出,阿根廷瓦卡穆埃尔塔页岩区的石油钻探活动短期内将会减弱。 

“我们可能不得不撤出几个压裂队,”首席执行官奥拉西奥·马林 (Horacio Marin) 周二在布宜诺斯艾利斯的一次活动中表示,“这主要是因为我们看到国际合作伙伴的进度放缓。”

马林指出,油价低迷以及竞争对手的收购消耗了资本,是导致阿根廷经济放缓的原因。他还表示,瓦卡穆埃尔塔地区活跃的钻井平台数量可能会减少五六座。贝克休斯公司(Baker Hughes Co.)的数据显示,截至7月31日,阿根廷共有38座钻井平台,主要针对原油和天然气,较上年同期下降了16%。

马林发表此番言论之际,美国页岩油行业(阿根廷试图效仿其2010年代的繁荣景象)的增长正在放缓,原因是OPEC+产量不断增加,且需求前景黯淡,原油价格承压。不过,马林表示,从长远来看,瓦卡穆埃尔塔油田将取得成功。该油田的钻井人员正努力在几年内将原油日产量翻一番以上,达到100万桶。

他说:“就我个人而言,我认为瓦卡穆尔塔河是不可阻挡的。”

 

原文链接/WorldOil

Drilling to slow in Argentina’s Vaca Muerta shale, YPF CEO says

Jonathan Gilbert, Bloomberg August 05, 2025

(Bloomberg) – Oil-drilling activity in Argentina’s Vaca Muerta shale patch is set to weaken in the near term as companies restrain spending, said the chief executive officer of the region’s biggest crude producer YPF SA. 

“We might have to pull out a couple of fracing crews,” CEO Horacio Marin said during an event in Buenos Aires on Tuesday, “which is basically because of the slowdown we are seeing from international partners.”

Marin cited flagging oil prices and acquisitions by rivals that have consumed capital for the slowdown, and said the active drilling fleet in the Vaca Muerta could shrink by five or six rigs. There were 38 rigs drilling in Argentina as of July 31, targeting both crude and natural gas, a decline of 16% from a year earlier, according to Baker Hughes Co.

Marin’s remarks come as growth in the U.S. shale industry — whose 2010s-era boom Argentina seeks to mimic — slows amid swelling OPEC+ output and a cloudy demand outlook that’s pressuring crude prices. Still, Marin said that in the long term the Vaca Muerta, where drillers are trying to more than double daily crude production within a few years to 1 million barrels, would prove a success.

“Personally, I think the Vaca Muerta is unstoppable,” he said