美國達拉斯聯(lián)儲銀行調(diào)查顯示美國頁巖成本上升

據(jù)彭博新聞社2021年3月25日休斯敦報道，美國達拉斯聯(lián)邦儲備銀行日前進行的最新調(diào)查的結(jié)果顯示，由于在去年原油價格出現(xiàn)歷史性暴跌以后鉆井活動開始增加，美國頁巖勘探公司開始看到頁巖成本上升的跡象。

近100家美國頁巖生產(chǎn)商的高管們在達拉斯聯(lián)邦儲備銀行舉辦的最新季度調(diào)查中表示，要想有利地鉆一口新井需要的油價是每桶52美元。與去年此時相比，這個數(shù)字增長了6%。為了彌補現(xiàn)有井的成本，頁巖勘探公司需要每桶31美元的油價，這比去年增加了3%。3月24日，西德克薩斯中質(zhì)原油期貨價格約為每桶60美元。

盡管在向股東返還現(xiàn)金的壓力下，美國頁巖勘探公司誓言要保持克制，但由于油價在去年新冠肺炎疫情大流行導(dǎo)致的需求崩潰以后反彈，頁巖盆地正在重新煥發(fā)生機。由于油田服務(wù)巨頭斯倫貝謝公司、貝克休斯公司和哈里伯頓公司將重心轉(zhuǎn)向海外市場，美國國內(nèi)鉆井和完井的承包商數(shù)量減少，鉆井活動也隨之增加。

達拉斯聯(lián)邦儲備銀行周三發(fā)布的報告引用了一名身份不明的調(diào)查受訪者的話說，“過去一年供應(yīng)商和其他服務(wù)的流失將導(dǎo)致鉆井作業(yè)無法及時完成”。

在接受調(diào)查的油田服務(wù)高管中，超過四分之三的高管表示，他們預(yù)計今年油田服務(wù)的價格將會上漲。盡管過去幾個月在用鉆機數(shù)一直在穩(wěn)步恢復(fù)，但迄今仍只有去年年初水平的一半左右。

報告稱，在連續(xù)7個季度出現(xiàn)裁員的負面數(shù)據(jù)后，達拉斯聯(lián)邦儲備銀行的就業(yè)指數(shù)在今年第一季度轉(zhuǎn)為正值，這主要是受油田服務(wù)公司的推動。

李峻 編譯自 彭博新聞社

原文如下：

Poll Shows Uptick in Shale Costs

Explorers in the U.S. shale patch are starting to see signs of higher costs as drilling begins to ramp up after last year’s historic crude crash, according to the latest poll conducted by the Federal Reserve Bank of Dallas.

The oil price needed to profitably drill a new well is $52 a barrel, executives from almost 100 producers said in the bank’s latest quarterly survey. That’s an increase of 6%, compared with when the question was asked last year. To cover costs on existing wells, companies need $31, which is 3% more than than last year. West Texas Intermediate crude futures traded at about $60 on Wednesday.

Though explorers have vowed restraint amid pressure to return cash to shareholders, shale basins are rumbling back to life as oil prices rebound after last year’s pandemic-driven collapse in demand. The activity boost comes as oilfield service giants Schlumberger, Baker Hughes Co. and Halliburton Co. are pivoting toward greater growth abroad, leaving fewer contractors to drill and complete U.S. wells.

“The loss of suppliers and other services this past year will cause problems in being able to get work accomplished in a timely manner,” an unidentified survey respondent was quoted as saying in the report published Wednesday.

More than three quarters of oilfield service executives surveyed said they expect pricing for their work to increase this year. While drilling-rig use has been steadily recovering over the past few months, it remains at roughly half the level seen at the start of last year.

After seven straight quarters of negative readings that indicated cuts to headcount, the Dallas Fed’s employment index turned positive in the first three months of the year, driven primarily by oilfield service firms, according to the report.