石油圈中国石化新闻网讯 据路透社休斯顿12月7日消息，美国页岩气生产商对OPEC减产决定表示欢迎，周五油价因此走高，收于油价高管表示会保持利润流动的水平。 OPEC以俄罗斯为首的盟国同意从明年1月起将日产量削减120万桶。这一降幅大于分析师此前预期的每日100万桶。 美国原油期货周五收盘上涨近2％，至52.61美元，盘中一度上涨4.5%。油价在10月初达到76美元以上，但在本周OPEC会议召开前暴跌至50美元左右。 总部位于德克萨斯州圣安东尼奥市的HH Howell Inc的总裁Harvey Howell说：“只要像我这样的小制作人能赚到50美元甚至更多，我们就可以做得很好; 50美元适用于我。” 阻止油价稳定下跌至每桶40美元区间，使人们相信美国公司明年可以扩大钻探业务，从中获利。周四，石油巨头雪佛龙公司设定了2019年的资本支出预算，其中包括页岩气支出增加21％。 页岩气生产商Elevation Resources LLC首席执行官Steven Pruett说：“如果欧佩克不决定减产，我们将看到油价在40美元左右。”他称此举是“缓解”，OPEC及其盟友能够同意协调削减石油价格。 Petro Waste Environmental LP的首席执行官George Wommack说：“这对我们有好处。它保持资本流动。”Petro是德克萨斯州西部和新墨西哥州二叠纪盆地最大的油气填埋运营商。他表示，服务公司“一直在密切关注欧佩克”。 页岩气投资者一直在推动企业创造更高的利润，而不是提高产量，如果油价进一步下跌，就会大幅削减支付生产成本和股东分红所需的现金流。 休斯顿投资公司Tudor, Pickering, Holt＆Co的勘探和生产分析师Sameer Panjwani表示：“投资者希望看到的是低商品价格环境下的纪律。” 能源股今年遭受重创。追踪能源企业的SPDR S&P Oil & Gas Exploration & Production ETF基金今年迄今下跌14.5％，周五持平。 能源投资管理公司turtle Capital的投资组合经理Rob Thummel表示，油价在每桶55美元至65美元之间是“美国生产商和消费者的最佳选择”。 Thummel说：“我们认为稳定的油价是将投资者拉回能源行业的关键。” 陈菲 摘译自 路透社 原文如下： U.S. shale producers see OPEC pullback helping 2019 profits U.S. shale producers cheered OPEC’s decision to trim output, a move that sent crude prices higher on Friday, closing at levels that oil executives said would keep their profits flowing. The Organization of the Petroleum Exporting Countries and Russia-led allies agreed to trim output by 1.2 million barrels per day (bpd) beginning in January. The reduction was larger than the 1 million bpd cut that analysts had expected. U. S. oil futures settled up nearly 2 percent at $52.61 on Friday after trading as much as 4.5 percent higher during the day. Prices peaked at above $76 in early October but had plummeted to about $50 ahead of this week’s OPEC meeting. “As long as a little producer like me can expect $50 or better, we can do fine; $50 works for me,” said Harvey Howell, president of H.H. Howell Inc, a San Antonio, Texas, producer. Halting the steady decline toward $40s a barrel range provides confidence that U.S. companies can profitably expand drilling next year. On Thursday, oil major Chevron Corp set a 2019 capital spending budget that includes a 21 percent increase in spending on shale. Without OPEC’s decision to pull back, “we were going to see oil in the $40s,” said Steven Pruett, chief executive of shale producer Elevation Resources LLC. He called the move a “relief” that OPEC and allies were able to agree to the coordinated cuts. “It’s good for us. It keeps the capital flowing,” said George Wommack, CEO of Petro Waste Environmental LP, the largest oil and gas landfill operator in the Permian Basin of West Texas and New Mexico. He said service companies “have all been on the edge of our seat watching OPEC.” Shale investors have been pushing companies to generate higher profits instead of increasing production, and a further drop in oil prices would have slashed cash flow needed to cover production costs and deliver shareholder payouts. “What investors want to see is discipline in a low commodity price environment,” said Sameer Panjwani, an exploration and production analyst at Houston investment firm Tudor, Pickering, Holt & Co. Energy stocks have suffered this year. A fund that tracks energy firms, the SPDR S&P Oil & Gas Exploration & Production ETF, is down 14.5 percent year to date and was flat on Friday. Oil prices between $55 to $65 per barrel are a “sweet spot for the U.S. producer and the U.S. consumer,” said Rob Thummel, portfolio manager at energy investment manager Tortoise Capital. “We think stable oil prices are the key to bringing investors back to the energy sector,” Thummel said.
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