（彭博社）“美国石油生产商即将放缓资本支出增长，这表明在美国产量今年升至创纪录水平后，页岩油产量的步伐可能会放缓。

 

根据 Evercore ISI 的数据，到 2024 年，钻井公司的资本支出将仅增加 2%，而今年的增幅为 19%。 

以 James West 为首的 Evercore 分析师周五在一份报告中写道，明年该行业将在石油和天然气生产上花费约 1150 亿美元，与 2019 年的水平大致相同。全球范围内，石油生产商的支出预计将增加 5%，扭转近期北美支出超过世界其他地区的趋势。 

韦斯特在报告中表示，“随着全球资本支出更加倾向于国际市场，预计 2024 年将出现转变。” 

Evercore表示，明年美国原油产量可能会增加15万桶/日，而今年则为100万桶/日。 

(Bloomberg) — U.S. oil producers are about to ease up on their growth in capital spending, indicating that the pace of shale output may slow down after American production rose to record levels this year.

 

Drillers will increase capital spending by just 2% in 2024, compared with a 19% hike this year, according to Evercore ISI. 

The industry will spend about $115 billion on producing oil and gas next year, about the same levels as 2019, Evercore analysts led by James West wrote in a note Friday. Globally, oil producers are expected to increase spending by 5%, reversing a recent trend of North America outspending the rest of the world. 

“We foresee a shift in 2024 as global capital spending leans more towards the international market,” West said in the note. 

U.S. crude production will likely increase 150,000 barrels a day next year, compared with 1 million barrels a day this year, Evercore said.