石油圈中国石化新闻网讯 据普氏能源资讯 根据普氏能源的分析数据，截至11月21日以来的一周，美国石油和天然气钻机数量微升8达到1208，为2015年3月以来的最高水平，所有新增钻机都来自石油钻探。 上周，石油钻机数量猛增13台，总计960台，而天然气钻机数量则下降了4台。由于美国的感恩节假期，所以上周未公布该数据，因此普氏能源在本周一进行了公布。 1208台钻机代表钻机数量连续第五周增加，其中47台钻机增加到美国国内盆地。普氏能源数据显示，在截至11月14日的一周内，新增的21台钻机将近占到一半。 美国西德州的二叠纪盆地和新墨西哥州东南部最大的油气盆地，上周增加了4个钻机，达到494个，而德州南部的鹰滩页岩矿区则增加了5个钻机，总计95个。 另一方面，北达科他州和蒙大拿州的巴肯页岩减少3台钻机下降至64台，而主要位于宾夕法尼亚州和邻近州的大型气藏马塞卢斯页岩则增加1台钻机达到56台。 同时，11月21日以来的这一周，美国允许的钻机周数为1202台，相比上一周的1017台增加了185台（18%）。 在2016年早些时候石油价格跌到27美元/桶之后，从2016年年中以来，随着美国石油价格重新稳定在50美元/桶，美国石油钻机的数量一直在稳步上升。几年来，油价一直处于或接近100美元/桶，直到2014年中旬，由于世界石油供应过剩，当年晚些时候油价开始下跌。 WTI油价在2018年涨至每桶60美元以上，并保持在这一区间，甚至在一年中的不同时间段都涨至每桶70美元以上。但在十月中旬，价格开始下跌，现在勉强超过50美元。 由于美国最受欢迎的石油节假日价格大多在30美元/桶，天然气节假日价格低于2美元/千立方英尺，因此继续钻探石油仍然是经济的。但随着油价下跌的阴影笼罩着整个行业，尤其是在生产商正在制定2019年资本预算之际，明年的活动将如何开展还不清楚。 同时，许多石油生产商已经预言他们2019年的初步支出计划是50美元/桶，所以对许多人的影响可能是无足轻重的。在10月底和11月初的第三季度财报电话会议上，油价一直在下跌，但此时，由于石油价格仍保持在60美元/桶，多数石油高管并未触及资本回调的潜在问题。 王磊摘译自 普氏能源资讯 原文如下： The US oil and natural gas rig count inched up by eight to 1,208 for the week ended November 21, the highest since March 2015, with all additions coming from oil drilling, according to data by S&P Global Platts Analytics. Last week’s oil rigs jumped 13 to a total 960, although gas-oriented rigs fell by four. Last week ended early, owing to the US’ Thanksgiving holiday, so Platts published the numbers Monday. The 1,208 total rigs represents the fifth straight week of gains for the rig count, during which 47 rigs were added to US domestic basins. Nearly half of the additions – 21 rigs – came during the week ended November 14, Platts figures showed. The Permian Basin in West Texas and southeast New Mexico, the largest oil and gas basin in the country, gained four rigs last week to 494, while the Eagle Ford Shale in South Texas gained five for a total 95. On the other hand, the Bakken Shale in North Dakota and Montana dropped by three rigs to 64 and the Marcellus Shale, a giant gas reservoir mostly in Pennsylvania and neighboring states, gained one to 56. Meanwhile, the number of weekly US permits clocked in at 1,202 for the week ended November 21, 185 or 18% above the 1,017 for the previous week. The number of US rigs has steadily ticked upward since mid-2016 as US oil prices re-stabilized around $50/b, after having fallen below $27/b earlier that year. Oil prices had been at or approaching $100/b for a few years until mid-2014 when they began dropping as a glut of world oil pushed prices lower later that year. WTI oil prices, which welcomed 2018 above $60/b, stayed in that range and even twirled above $70/b at various times during the year. But in mid-October, prices began falling and are now barely above $50/b. With oil breakevens for the most popular US plays mostly in the low-to-mid $30/b and below $2/Mcf for gas plays, it is still economic to keep drilling them. But with the specter of lower oil prices hovering over the industry, especially at a time when producers are formulating 2019 capital budgets, it is unclear just how activity next year will shake out. At the same time, many producers have predicated their preliminary 2019 spending plans on $50/b oil, so the impact for many may be moot. Oil prices were dropping during Q3 earnings conference calls in late October and early November but at that point, with oil still around $60/b, the issue of potential capex pullbacks was not touched on by most oil executives.
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