（彭博社）“S. 一份政府报告称，页岩油扩张目前已结束，9 月份产量将连续第二个月萎缩。

美国能源情报署周一发布的报告显示，美国原油产量在 7 月份触顶后，有望出现 2022 年 1 月以来的首次两个月下降。产量下降的主要原因是西德克萨斯州和新墨西哥州的二叠纪盆地，该盆地的产量将连续第三个月下降至 5.8 MMbpd，为 2 月份以来的最低水平。二叠纪盆地是美国四个页岩盆地中最后一个推动美国总产量增长的盆地。

油价下跌将加剧全球供应紧张，在沙特阿拉伯及其欧佩克盟友减产后，全球供应正在下滑。与此同时，国际能源署周五表示，全球石油需求已达到创纪录水平，并警告油价可能进一步攀升。

由于全球石油需求增长速度低于高管预期，运营商一直在缩减美国活动。经济放缓的另一个原因是少数人持股的运营商正在耗尽用于钻探新井的库存。今年迄今为止，石油钻井平台数量已下降 15%。

根据钻探生产力报告，石油生产商也继续推低压裂，因为 7 月份的完井活动超过了钻探活动。运营商上次增加等待压裂人员的钻井供应是在 12 月。计数越低，页岩油供应恢复所需的时间就越长。

(Bloomberg) –U.S. shale expansion has come to an end for now with production set to shrink for a second straight month in September, according to a government report.

After topping out with record crude production in July, the U.S. is on track for its first two-month decline since January 2022, according to a Monday report by the U.S. Energy Information Administration. The drop is led by the Permian basin in West Texas and New Mexico, where output will fall for a third month to 5.8 MMbpd, its lowest level since February. The Permian had been the last of the four U.S. shale basins to drive growth in overall U.S. production.

The decline will add more tightness to global supplies, which are slipping in the wake of production cuts from Saudi Arabia and its OPEC allies. Meanwhile, the International Energy Agency said Friday that global oil demand has reached a record and warned that oil prices could climb further.

Operators have been dialing back U.S. activity as growth in global oil demand returned slower than executives thought it would. The slowdown is also being driven by closely held operators that are running out of inventory for drilling new wells. The oil rig count has fallen 15% so far this year.

Oil producers also continue to drive the fraclog lower as completion activity outpaced drilling in July, according to the drilling productivity report. The last time operators added to the supply of drilled wells waiting for frac crews was in December. The lower the count goes, the longer it will take for shale supply to return.