截至 9 月 20 日当周，美国石油和天然气钻井平台数量减少 7 座，至 694 座。
这是自 2021 年底以来的最低数字。而且这并不是某个地方的“缩减”。美国大多数盆地要么减少了钻机数量，要么保持数量不变。
据石油服务公司贝克休斯称，9 月份下降的原因是石油钻机数量下降了 11 座，至 568 座。这些都是垂直井，通常由私营公司用于较小的项目。另一方面，天然气生产装置的数量增加了 4 个，达到 126 个（由于水平装置而增加）。
二叠纪盆地损失最多（4 个单位），Eagle Ford Shale 和 DJ Shale 各损失 1 个单位。Marcellus、SCOOP-STACK 和 Utica Shale 的数量保持不变。
Evercore ISI集团认为，美国新钻机数量的增长可能很快就会恢复，但会非常温和，即使到2024年，每年也不会增加超过40-50台。
看来油价又涨了，为什么不投资增产呢？唉，美国石油工业变得过于谨慎了。而且石油服务成本的增加并没有增加激励措施。
经过
The number of oil and gas drilling rigs in the United States fell by seven to 694 in the week ending September 20.
This is the lowest figure since the end of 2021. And this is not a “drawdown” somewhere in one place. Most basins in the US have either reduced the number of rigs or kept their number the same.
According to oil services firm Baker Hughes, the decline in September was driven by oil-focused drilling rigs, which fell by 11 to 568. These were all vertical wells, which are typically used by private companies on smaller projects. On the other hand, the number of gas producing installations increased by four, to 126 (an increase due to horizontal installations).
Permian Basin lost the most units (4 units), with Eagle Ford Shale and DJ Shale each losing one. In Marcellus, SCOOP-STACK and Utica Shale, the number remained unchanged.
Evercore ISI Group believes that the growth in the number of new drilling rigs in the United States may soon resume, but it will be very modest, and even in 2024, no more than 40-50 units will be added per year.
It would seem that the price of oil is rising again, why not invest in increasing production? Alas, the American oil industry has become too cautious. And the increase in oil service costs does not add incentives.
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