（彭博社）“埃克森美孚公司和雪佛龙公司今年都计划将二叠纪盆地的产量增长 10%，是规模较小的竞争对手的两倍多。

两家公司周五表示，埃克森美孚第二季度从横跨德克萨斯州和新墨西哥州的全球最大页岩盆地生产约 62 万桶/日，而雪佛龙的产量则增至 77.2 万桶/日。目前，这两家公司在二叠纪的产量合计占该盆地总产量的近四分之一。

两者的目标是在 2030 年之前将产量加快至 1 MMbpd 以上，然后在下一个十年保持不变。

美国超级巨头的产量与公开交易的独立竞争对手形成鲜明对比，后者大多将年增长率限制在 5%。他们现在不再将所有现金投资于新油井，而是专注于通过股息和回购向股东返还现金。

埃克森美孚和雪佛龙在其全球投资组合中的其他地方赚取了足够的现金，他们有能力将钱花在页岩油的开发上，而直到大约十年前，他们对页岩油还没有什么兴趣。雪佛龙预计二叠纪盆地的资本回报率为 30%，是该公司目前全球水平的两倍多。

埃克森美孚和雪佛龙的生产计划基于其当前的面积，但如果进行收购，可能会进一步增加。

(Bloomberg) – ExxonMobil Corp. and Chevron Corp. are both on course to grow production from the Permian basin by 10% this year, more than double the rate of their smaller rivals.

Exxon produced about 620,000 bpd in the second quarter from the world’s largest shale basin, which straddles Texas and New Mexico, while Chevron’s output increased to 772,000 bbl, the companies said Friday. Together, the companies’ Permian production now makes up nearly a quarter of the basin’s total.

Both aim to accelerate production to more than 1 MMbpd before 2030 before holding flat for the next decade.

The U.S. supermajors’ production stands in marked contrast their publicly traded independent rivals, who have mostly capped growth rates at 5% a year. Rather than investing all their cash in new wells, they’re now focusing on returning cash to shareholders through dividends and buybacks.

Exxon and Chevron are making enough cash elsewhere in their global portfolios that they can afford to spend on growing shale, which was of little interest to them until about 10 years ago. Chevron sees 30% returns on capital employed in the Permian, more than double the company’s global level currently.

Exxon and Chevron’s production plans are based on their current acreage, but could be increased further if they were to make acquisitions.