（彭博社）“石油和天然气公司连续第二个月增加了所谓的压裂日志，这是美国页岩油产量增长放缓的最新信号。

美国能源情报署周一发布的一份报告显示，4 月份页岩油运营商钻探的原油井数量超过了压裂的数量，这是自 2022 年底以来已钻探但未完成的项目首次连续增加。该统计数据是美国页岩油田近期原油流量的关键指标，因为水力压裂是新油井上线过程中的最后步骤之一。

政府分析师写道，预计 6 月份美国页岩油总产量环比仅小幅上升 0.2%，至 9.85 MMbpd。这仍低于 12 月份创下的每日 9.98 百万桶的纪录水平。

欧佩克及其盟友正密切关注页岩油田的生产，他们准备下个月开会评估供应流。国际基准布伦特原油今年已上涨约 8%，消除了 2023 年 10% 跌幅的大部分。

大量未压裂油井的投资组合为石油公司提供了在价格上涨时提高产量的灵活性。根据政府对美国七个最重要页岩地区的评估，截至 4 月底，压裂原木增加了 6 根，达到 4,510 根。

(Bloomberg) – Oil and gas companies added to the so-called fracklog for a second straight month in the latest signal of slowing growth in U.S. shale oil production.

Shale operators drilled more crude wells than they fracked in April, marking the first back-to-back increase in drilled-but-uncompleted projects since late 2022, according to a report from the U.S. Energy Information Administration on Monday. The tally is a key indicator of near-term crude flows from U.S. shale fields because fracking is one of the final steps in the process of bringing new wells online.

Total U.S. shale oil production is forecast to inch higher in June by just 0.2% on a sequential basis to 9.85 MMbpd, the government analysts wrote. That would still fall short of December’s record level of 9.98 MMbpd.

Production from shale fields is being closely watched by OPEC and its allies as they prepare to gather next month to evaluate supply flows. Brent crude, the international benchmark, has climbed roughly 8% this year, erasing most of 2023’s 10% slump.

Amassing portfolios of unfracked wells provides oil companies with the flexibility to ramp up output when prices advance. As of the end of April, the fracklog rose by six to 4,510, according to the government’s assessment of the seven most-important U.S. shale regions.