美國頁巖油生產(chǎn)商開始恢復(fù)產(chǎn)量

據(jù)哈特能源6月2日消息，隨著油價從歷史低點(diǎn)回升，美國頁巖油生產(chǎn)商正在逆轉(zhuǎn)減產(chǎn)，凸顯出頁巖油快速適應(yīng)定價的能力，并對正在考慮延長產(chǎn)量限制的歐佩克構(gòu)成挑戰(zhàn)。

由于供應(yīng)過剩和疫情造成的需求下降，油價暴跌，美國生產(chǎn)商3月份開始減產(chǎn)。由于油價跌破生產(chǎn)成本，預(yù)計美國石油公司今年日產(chǎn)量將減產(chǎn)200萬桶，其中一半來自頁巖油田。

但在6月2日，頁巖油生產(chǎn)商Parsley能源和EOG 能源公布了恢復(fù)部分或全部減產(chǎn)的計劃。在美國第二大頁巖氣田北達(dá)科他州，該州能源官員本周將該地區(qū)的生產(chǎn)自閉率下調(diào)了7%。

歐佩克及其盟友將于6月4日召開會議，考慮延長一項(xiàng)協(xié)議，將日產(chǎn)量削減創(chuàng)紀(jì)錄的970萬桶，以抵消疫情造成的需求損失。

程張翔 編譯自 哈特能源

原文如下：

US Shale Producers Begin Restoring Output as Oil Prices Turn Higher

U.S. shale oil producers are reversing production cuts as prices recover from historic lows, underscoring shale’s ability to quickly adjust to pricing and posing a challenge to OPEC as it considers extending production curbs.

U.S. producers began cutting output in March as oil prices collapsed due to a supply glut and falling demand due to the COVID-19 pandemic. U.S. oil companies are forecast to pare their output by as much as 2 MMbbl/d this year, with half coming from shale fields, as prices tumbled below the cost of production.

But on June 2, shale producers Parsley Energy Inc. and EOG Resources Inc. disclosed plans to restore some or all of their output cuts. In North Dakota, state energy officials this week reduced by 7% an estimate of production shut-ins in the second-largest U.S. shale field.

OPEC and allies meet on June 4 to consider extending an agreement to cut a record 9.7 MMbbl/d to offset the lost demand from the coronavirus outbreak.