丹尼尔能源合伙公司 (Daniel Energy Partners) 合伙人杰夫·杰伊 (Geoff Jay) 表示，展望2026年，美国陆上勘探与生产公司 (E&P) 的整体情绪比市场基本面所反映的更为悲观。尽管在目前60多美元/桶的WTI油价区间内，大多数盆地的勘探与生产回报依然强劲，但许多运营商正准备减少活动，因为原油价格可能跌至50多美元/桶，这给油田服务行业 (OFS) 带来了价格压力。在9月24日于佛罗里达州那不勒斯举行的2025年IADC年度大会上，杰伊先生接受了视频采访。在采访中，杰伊概述了OFS的近期前景，并解释了为什么2026年的油价远期曲线表明钻井数量前景持平。

Heading into 2026, the overall sentiment among US onshore E&Ps is more negative than the underlying market fundamentals would suggest, said Geoff Jay, Partner at Daniel Energy Partners. While E&P returns are still robust for most basins at the current mid-$60s WTI pricing range, many operators are preparing to reduce activity on the possibility that crude pricing drops into the $50s, which is putting pricing pressure on the oilfield services sector (OFS). In this video interview with Mr Jay, shot at the 2025 IADC Annual General Meeting in Naples, Florida, on 24 September, he outlined the near-term future for OFS and why the forward curve for oil pricing through 2026 suggests a flat outlook for rig count.