由于相对较高的油价鼓励公司增加钻探规模，美国能源公司本周连续第二周增加了石油和天然气钻井平台。

能源服务公司贝克休斯公司在其备受关注的报告中表示，截至 10 月 21 日当周，石油和天然气钻井数量（未来产量的早期指标）增加了 2 座，达到 771 座，为 2020 年 3 月以来的最高水平。

贝克休斯表示，与去年同期相比，钻机总数增加了 229 个，即 42%。

本周，美国石油钻井平台增​​加 2 座，至 612 座，为 2020 年 3 月以来的最高水平，而天然气钻井平台保持不变，为 157 座。

尽管钻机数量在过去两年中大部分增加，但几个月来每周的增幅一直保持在个位数，石油产量仍低于大流行前的创纪录水平，因为许多公司更注重向投资者返还资金和偿还债务，而不是提高输出。

高盛分析师预计，2023年寻求石油的勘探生产公司的资本支出将比2022年增加约22%，而寻求天然气的勘探生产公司2023年的资本支出将增加约14%。

然而，一些分析师表示，最近的资本支出增加并不一定与提高产量有关，而是与通货膨胀飙升和供应中断导致管道和其他设备价格上涨有关。

“进入 2023 年，由于劳动力市场紧张、服务提供商的资本纪律（以提高所用资本回报率）以及钢铁/柴油价格高企，我们将继续看到资本成本面临额外 10%-20% 通胀压力的风险，”高盛在本周的一份报告中表示。

斯伦贝谢有限公司10月21日表示，尽管这家全球最大的油田服务公司公布了自2015年以来最强劲的季度利润，但北美地区第三季度的收入与上一季度持平，但较去年增长了37%。

U.S. energy firms this week added oil and natural gas rigs for the second week in a row as relatively high oil prices encourage firms to drill more.

The oil and gas rig count, an early indicator of future output, rose two to 771 in the week to Oct. 21, its highest since March 2020, energy services firm Baker Hughes Co. said in its closely followed report.

Baker Hughes said that puts the total rig count up 229, or 42%, over this time last year.

U.S. oil rigs rose two to 612 this week, their highest since March 2020, while gas rigs were unchanged at 157.

Even as the rig count mostly increased over the past two years, weekly increases have been in the single digits for months and oil production remains below record levels seen before the pandemic as many companies focus more on returning money to investors and paying down debt rather than boosting output.

Analysts at Goldman Sachs, expect E&P companies seeking oil will boost their capital expenditures by about 22% in 2023 over 2022, while E&Ps seeking gas will boost their spending by about 14% in 2023.

Some analysts, however, said recent capital expenditure increases were not necessarily tied to boosting production but were instead related to higher prices for pipes and other equipment due to soaring inflation and supply disruption.

“We continue to see risks for additional 10%-20% inflationary pressure to capital costs heading into 2023 from a tight labor market, capital discipline from service providers [to improve returns on capital employed], and high steel/diesel prices,” Goldman said in a report this week.

Schlumberger Ltd. on Oct. 21 said revenue in North America was flat in the third quarter, compared with the prior quarter but up 37% from last year, even as the world’s largest oilfield service firm reported its strongest quarterly profit since 2015.