伍德麦肯兹称,今年美国页岩钻探和压裂成本将下降 10%

David Wethe,彭博社 2024 年 7 月 29 日

(彭博社)伍德麦肯兹的一份报告显示,由于勘探者希望在创纪录的产量下以更少的成本获得更多的资源,今年美国页岩盆地新井的钻探和压裂成本预计将下降约 10%。

这家能源数据和分析公司在周一的一份报告中表示,虽然明年成本应该会再下降 1%,但由于油田承包商希望保持较高的利润率,进一步降价将是困难的。 

Wood Mackenzie 的 Nathan Nemeth 在报告中表示:“尽管原因不同,但 E&P 和服务提供商都在强调显著的效率改进。如果 E&P 希望进一步降低成本,那么就必须通过额外的效率改进来实现,因为 OF​​S 定价不太可能下降。”

全球最大的油田服务提供商及其客户一直在推动更长的侧向井、更快的压裂作业和更多自动化的使用,以降低页岩成本。服务提供商正在利用效率提升来防止价格下滑,而勘探者则希望降低作业的总体成本,以便将更多利润返还给股东。

原文链接/WorldOil

U.S. shale drilling, fracing costs to drop 10% this year, Wood Mackenzie says

David Wethe, Bloomberg July 29, 2024

(Bloomberg) — The cost to drill and frac new wells in U.S. shale basins is expected to drop about 10% this year as explorers look to get more for less amid record output, according to a report from Wood Mackenzie.

The energy data and analytics firm said in a report Monday that while costs should come down another 1% next year, any further reductions will be tough as oil field contractors look to keep their own margins high. 

“Both E&Ps and service providers are emphasizing significant efficiency improvements, albeit for different reasons,” Wood Mackenzie’s Nathan Nemeth said in the report. “If E&Ps look to reduce costs more, it must come from additional efficiency improvements, as OFS pricing is unlikely to fall.”

The world’s biggest oil field service providers and their clients have been pushing for longer sideways wells, faster frac jobs and greater use of automation in order to bring shale costs down. Service providers are using efficiency gains to keep their prices from slipping while explorers want to bring down the overall cost of the job so they can send more profits back to shareholders.