小型頁巖油公司或?qū)⒊纱筅A家

據(jù)世界石油6月8日報道，歐佩克+周末同意延長其創(chuàng)紀(jì)錄的減產(chǎn)后，沙特的一些原油出口價格上漲幅度至少是20年來最多的一次。小型頁巖油生產(chǎn)商和海上鉆井公司股價飆升，包括切薩皮克能源公司（Chesapeake Energy Corp.）、丹伯里資源公司（Denbury Resources Inc.）、特魯里亞公司（Tellurian Inc.）、加州資源作物公司（California Resources Crop）。美國綠洲石油公司(Oasis Petroleum Inc.)和卡倫石油公司(Callon Petroleum Co.)，這些公司的股價漲幅均超過40%。

此外，海上鉆井公司Noble Corp.的股價漲幅超過100%。根據(jù)Markit編制的數(shù)據(jù)，短期利率約為自由浮動利率的17%。盡管如此，在沙特表示在六月之后不會繼續(xù)進一步限制產(chǎn)出后，油價失去了早盤的漲幅。

Piper Sandler分析師比爾?赫伯特(Bill Herbert)在一份報告中表示:“延長減產(chǎn)期限在意料之中，與石油相關(guān)的復(fù)雜因素仍然非常多。”

高盛(Goldman Sachs)認(rèn)為，石油價格已經(jīng)超出了歐佩克延長減產(chǎn)至7月的協(xié)議的定價，目前油價已接近可能不利于市場再平衡的水平。

鄒勤 摘譯自 世界石油

原文如下：

Small shale companies are big winners in the post-OPEC+ market

Small shale producers and offshore drillers are among stocks soaring after the wider OPEC+ group agreed over the weekend to extend its record output curbs.

Saudi Arabia increased prices for some crude exports by the most in at least two decades.

Stock gainers include Chesapeake Energy Corp., Denbury Resources Inc, Tellurian Inc., California Resources Crop., Oasis Petroleum Inc. and Callon Petroleum Co., all rising over 40%.

Additionally, offshore driller Noble Corp. rose over 100%. Short interest is about 17% of free float, according to data compiled by Markit.

Still, oil erases early gains after Saudi Arabia said it wouldn’t continue its additional, deeper output curbs after June.

“The extension was expected and anticlimactic,” Piper Sandler analyst Bill Herbert told clients in a note. “The complexity factor associated with oil continues to be exceedingly elevated,” he added.

Goldman Sachs thinks oil has already more than priced in an OPEC+ agreement to extend supply cuts through July, with prices nearing levels that could prove self-defeating to the market rebalancing.