石油圈中国石化新闻网讯 据道琼斯6月30日消息，尽管原油价格的下跌已经导致很多美国油气公司削减产量，但是美国石油行业的整体弹性继续令人惊讶。美银美林分析师表示，当前美国页岩油的供应对价格作出的反应时间大约为3-5个季度，这几乎与欧佩克减产影响市场结构的时间相同。美银美林分析师表示：“缺乏对页岩油脉冲反应时间的了解已经导致欧佩克完全手忙脚乱。”分析师表示，在油价55美元/桶的情况下，美国页岩油产量每年将增加110万桶/天，而在油价45美元/桶的情况下，页岩油每年可能只增加20万桶/天。 唐绍红 摘译自 道琼斯 原文如下： Shale Producers Resilient to Oil Price Drops While the drop in crude prices caused many US oil and gas companies to pull back, the industry’s overall resilience has continued to surprise. Analysts at Bank of America Merrill Lynch say shale oil supply now responds to price within 3 to 5 quarters — roughly the same amount of time it takes typical OPEC cuts to impact the term structure of the market. “A lack of understanding of these shale impulse-response times has caught OPEC completely wrong-footed,” they said. At $55 oil, the analysts see year-over-year US shale oil output growing by 1.1 million barrels a day. At $45 oil, supply would grow just 200,000 barrels a day year-over year.
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