石油圈中国石化新闻网讯 据世界石油网站8月23日波士顿报道，根据ESAI Energy最近发布的《北美观察》(North America Watch)的数据，尽管在页岩盆地中增加的钻井平台数量有所放缓，但由于生产商增加了对冲头寸，产量目标将会达到或超过。 2017年页岩油总产量平均为5.2百万桶/日，比去年高出58万桶。 生产商将设法增加2018的对冲基金，但需要支付其可持续增长的全周期成本。 尽管钻井平台数量有所放缓，但在Permian盆地的带领下，页岩油产量将在2018年上升约45万桶，平均为5.6百万桶/日。 如果WTI的远期曲线超过50美元，对冲将会增加并支持进一步的增长。 ESAI Energy对美国页岩盆地35家E&P公司的复审显示，有超过65%的预期产量在2017年的剩余时间内被对冲。 虽然大多数相同的生产者在2018有一些对冲量，但到目前为止，数量相对较小，约占其联合产出的三分之一。 目前WTI的当前期货价格仍接近每桶49美元。 ESAI Energy报告称，页岩油生产商需要50美元的价格，以支付运营和开发成本。 蔡小全 编译自 世界石油网 原文如下： Shale producers are dropping rigs and adding hedges, ESAI Energy says Despite a slowdown in the number of rigs being added in the shale basins, output targets will be met or exceeded as producers are adding to their hedged positions, according to ESAI Energy’s recently released North America Watch. Total 2017 shale output will average 5.2 MMbpd, 580,000 bpd higher than last year. Producers will seek to increase their hedges for 2018, but will need to cover their full-cycle costs for sustainable growth. Even with a slowdown in rig count, shale production, led by the Permian basin, will rise roughly 450,000 bpd to average 5.6 MMbpd in 2018. Hedging will increase and support further growth if the forward curve for WTI moves over $50. ESAI Energy’s review of 35 E&P firms prominent in the U.S. shale basins indicates that over 65% of their combined expected output is hedged for the rest of 2017. Although most of these same producers have some volume hedged in 2018, so far the amount is relatively small, about one third of their combined output. Current futures prices for WTI remain close to $49/bbl for 2018. ESAI Energy reports that shale producers need prices north of $50 to cover operating and development costs.
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