油价下滑或促使 Permian E&P 削减资本支出

Enverus 称,钻井数量减少也会减缓该地区天然气产量的增长,从而使墨西哥湾沿岸的天然气生产商受益。


Enverus Intelligence Research 在一份新的研究报告中表示,油价下跌可能导致二叠纪盆地运营商明年削减支出,并将产量稳定在 640 万桶/天。

EIR 表示,这一产量水平意味着钻机数量下降了 10%,因为由于水平段更长、油井性能更好,运营商每台钻机的石油产量更高。纽约商品交易所的 WTI 期货交易价格约为每桶 70 美元,低于 4 月份的 85 美元以上。

支出转变还将减缓二叠纪天然气产量的增长,从而为其他地区创造机会。

EIR 主管 Alex Ljubojevic 表示,这对于“墨西哥湾沿岸的天然气储量来说将是利好消息。二叠纪盆地天然气产量的下降需要通过海恩斯维尔和鹰福特干气地区产量的增加来抵消。”

评论

添加新评论

此对话根据 Hart Energy 社区规则进行。请在加入讨论前阅读规则。如果您遇到任何技术问题,请联系我们的客户服务团队。

原文链接/HartEnergy

Sliding Oil Prices Could Prompt Permian E&Ps to Cut Capex

A reduction in the rig count would also slow the growth of natural gas output from the region, benefitting gassy Gulf Coast players, according to Enverus.


Weakening oil prices may induce Permian Basin operators to cut spending next year and hold production steady at 6.4 MMbbl/d, Enverus Intelligence Research said in a new research report.

That level of production suggests a 10% drop in the rig count, EIR said, as operators get more oil per rig thanks to longer laterals and better well performance. WTI futures have been trading at about $70 a barrel on Nymex, down from more than $85 in April.

A spending shift would also slow the growth in the Permian’s natural gas output, creating opportunities in other regions.

It would be “bullish for the Gulf Coast natural gas plays,” said Alex Ljubojevic, director at EIR. “Lower Permian natural gas growth would need to be offset by increased production out of the Haynesville and Eagle Ford dry-gas regions.”

Comments

Add new comment

This conversation is moderated according to Hart Energy community rules. Please read the rules before joining the discussion. If you’re experiencing any technical problems, please contact our customer care team.