（彭博社）“最大的独立页岩油生产商之一 EOG 资源公司预计，由于油田钻探活动减少，美国原油产量增长速度将不到去年的一半。
EOG总裁比利·赫尔姆斯(Billy Helms)周四在向投资者发表的演讲中表示，去年年底产量预计比2022年底产量增长90万桶/日，美国石油扩张将“大幅减少”。
“去年产量大量增加，明年产量将大幅下降，以抵消这一影响，”他说。“这告诉你，美国的产量将无法继续以去年的速度增长。”
从德克萨斯州西部的二叠纪盆地到北达科他州巴肯页岩的钻探商去年的石油产量大大超出了分析师的预期，将产量推至创纪录水平，而欧佩克及其盟友则为阻止石油价格下跌而限制供应。Helms 表示，EOG 预计在未来几周发布第四季度收益时，其 2023 年石油产量将增长约 3%。
赫尔姆斯表示，EOG 认为今年没有必要增加活动，主要是在其核心地区，但可能会扩大位于俄亥俄州、西弗吉尼亚州和宾夕法尼亚州新兴尤蒂卡页岩油田的钻探活动。
(Bloomberg) – EOG Resources Inc., one of the biggest independent shale producers, expects U.S. crude production to grow at less than half of last year’s pace amid lower drilling activity in oil fields.
After ending last year with an estimated production growth of 900,000 bpd higher than the end of 2022, U.S. oil expansion will be “considerably less,” EOG President Billy Helms said Thursday in a presentation to investors.
“Bringing on a lot of production last year, you’ve got a steeper decline to offset this next year,” he said. “That tells you that US production is not going to be able to continue to grow at the pace that it did last year.”
Drillers from the Permian basin in West Texas to the Bakken shale of North Dakota ramped up oil production well beyond what analysts foresaw last year, pushing output to a record just as OPEC and its allies put the brakes on supplies to arrest price declines. Helms said EOG expects to report roughly 3% growth in its 2023 oil proudction when posting fourth-quarter earnings in the coming weeks.
EOG doesn’t see the need to increase activity, mainly in its core regions this year, but may expand drilling in its emerging Utica Shale fields located across Ohio, West Virginia and Pennsylvania, Helms said.