海恩斯维尔、二叠纪盆地将引领四月份天然气产量增长

据美国能源情报署称，尽管最近价格波动，但二叠纪盆地和海恩斯维尔等关键地区的天然气产量预计将在 3 月至 4 月增长。

克里斯
马修斯
哈特能源

在海恩斯维尔和二叠纪盆地产量增长的带动下，4 月份美国主要盆地的天然气产量预计将增长 400 Bcf/d 以上。 

美国能源信息署 (EIA) 在本周最新的钻探产能报告中表示，4 月份下 48 个州的天然气总产量预计将升至 96.62 Bcf/d，较 3 月环比增加 420 Bcf/d 。 

EIA表示，尽管近几个月来供应过剩和需求弱于预期导致亨利中心价格下降了50%以上，但预计本月每个主要盆地的天然气产量都会增长。

4 月份的产量增长将由 Haynesville 页岩带动，该地区的天然气产量预计将增加 113 MMcf/d，达到平均 16.8 Bcf/d。 

4 月份，二叠纪盆地的伴生气产量将增加 93 MMcf/d，达到平均近 22.5 Bcf/d。 

阿巴拉契亚是美国 48 个州的主要天然气产区，其天然气产量将增长 74 MMcf/d，达到平均 34.95 Bcf/d。 

相关
Targa、EnLink、ONEOK 匆忙建设

亨利中心天然气价格在 2022 年平均价格为 6.42 美元/MMBtu 后，近几个月大幅下跌。根据 EIA 预测，今年亨利中心价格预计平均约为 3 美元/MMBtu，然后在 2024 年升至平均 3.89 美元/MMBtu。 

EIA 在 3 月 16 日发布的最新年度能源展望中表示，无论近期价格波动如何，该机构预计天然气产量将在 2050 年之前增长，以满足全球需求。 

预计到 2050 年，美国天然气产量将增至 115 Bcf/d 至 121 Bcf/d，具体取决于去年《通货膨胀削减法案》授权的清洁能源税收抵免的全面影响。

相关
托比·赖斯：殷拓集团已考虑开发自己的东海岸液化天然气项目

石油展望

虽然海恩斯维尔将引领天然气产量增长，但多产的二叠纪盆地将引领 3 月至 4 月的原油产量增长。 

EIA称，4月份Lower 48的原油产量将增加68,000桶/日，达到9.2 MMbbl/日以上。 

预计下个月二叠纪盆地的石油产量将增长 26,000 桶/日，达到 5.6 MMbbl/日以上。与此同时，北达科他州和蒙大拿州巴肯原油产量将增加 18,000 桶/日，达到近 1.2 MMbbl/日。 

相关
4 月份美国页岩油产量将升至 2019 年 12 月以来最高水平

原文链接/hartenergy

Haynesville, Permian to Lead Natural Gas Production Growth in April

Despite recent price volatility, natural gas output from key regions including the Permian and Haynesville is expected to grow from March to April, according to the Energy Information Administration.

Chris
Mathews
Hart Energy

Natural gas production in key U.S. basins is slated to grow by over 400 Bcf/d in April, led by gains in the Haynesville and Permian. 

Total natural gas production in the Lower 48 is expected to rise to 96.62 Bcf/d in April, an increase of 420 Bcf/d month over month from March, the U.S. Energy Information Administration (EIA) said in its latest drilling productivity report this week. 

Despite a supply glut and weaker-than-expected demand that’s shaved more than 50% off Henry Hub prices in recent months, gas production is forecasted to grow from each of the key basins this month, the EIA said.

Production gains in April will be led by the Haynesville Shale, where gas output is expected to rise by 113 MMcf/d to an average of 16.8 Bcf/d. 

Associated gas production in the Permian Basin will rise by 93 MMcf/d to an average of nearly 22.5 Bcf/d in April. 

Gas output from Appalachia, the leading gas-producing region in the Lower 48, will grow by 74 MMcf/d to an average of 34.95 Bcf/d. 

RELATED
Targa, EnLink, ONEOK Building Out in a Hurry

Henry Hub natural gas prices have collapsed in recent months after averaging $6.42/MMBtu in 2022. Henry Hub prices are expected to average around $3/MMBtu this year before rising to an average of $3.89/MMBtu in 2024, according to EIA forecasts. 

Regardless of near-term price volatility, the EIA expects natural gas production to grow through 2050 in order to meet global demand, the agency said in its latest Annual Energy Outlook published March 16. 

U.S. gas output is forecasted to grow to between 115 Bcf/d to 121 Bcf/d by 2050, depending on the full impacts of clean energy tax credits authorized under the Inflation Reduction Act last year.

RELATED
Toby Rice: EQT has Considered Developing Its Own East Coast LNG Project

Oil outlook

While the Haynesville will lead gas production growth, the prolific Permian Basin will lead crude oil production gains from March to April. 

Crude output from the Lower 48 will grow by 68,000 bbl/d to more than 9.2 MMbbl/d in April, the EIA said. 

Oil production in the Permian is forecasted00 to grow by 26,000 bbl/d to over 5.6 MMbbl/d next month. Meanwhile, crude output from the Bakken in North Dakota and Montana will rise by 18,000 bbl/d to nearly 1.2 MMbbl/d. 

RELATED
April US Shale Production Set to Rise to Highest Since December 2019