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高盛表示45美元/桶的油价对钻井活动是关键

中国石化新闻网讯 据道琼斯7月24日消息,长期以来不断上升的美国石油钻机数量正显示出企稳的初步信号,因为油价徘徊于每桶40美元至50美元区间的中间区域,未来可能出现更多明确信号。高盛表示:“我们认为油价接近45美元意味着页岩油生产商应该考虑调整其钻探活动。考虑到价格信号和钻探决定之间常常存在的时间滞后,未来一个月将是评估这种反应功能的关键时候,未来一个月也是钻探企业的业绩期。”上周,贝克休斯的数据显示,美国石油钻机数量减少了一座,这是四周里的第二次下降。 唐绍红 摘译自 道琼斯 原文如下: Goldman Says $45-Oil Key for Drilling The long-rising US oil rig-count is showing early signs of steadying as oil prices hover in the mid-$40s/bbl, and more definitive signals may be coming. “We think that prices near $45 is where shale producers should consider adjusting their drilling activity,” Goldman Sachs says. “Given the usual timelag between price signal and drilling decision, the coming month, which also features the E&P earning season, will be key to assessing this reaction function.” Last week, the Baker Hughes oil rig count fell by one, the second decline in four weeks.

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