據(jù)美國彭博新聞社2022年1月7日報道，美國最大頁巖油生產(chǎn)商之一的依歐格資源公司（EOG Resources Inc.）表示，如果市場需要，該公司準(zhǔn)備在今年夏天提高頁巖油產(chǎn)量。
EOG首席執(zhí)行官伊斯拉·雅各布在高盛集團(tuán)主辦的一次虛擬能源會議上表示，該公司迄今尚未恢復(fù)到新冠肺炎疫情爆發(fā)前的生產(chǎn)水平，但在特定的宏觀經(jīng)濟(jì)條件下，這種情況可能會在今年發(fā)生改變。 雅各布表示，這家美國著名鉆井公司正在監(jiān)測全球石油需求、庫存水平和歐佩克+內(nèi)部尚未使用的產(chǎn)能。
雅各布說，如果條件合適，可能到2022年中期， EOG將能夠恢復(fù)到新冠疫情前的生產(chǎn)水平。如果世界對石油有需求，而且我們的低成本、低排放的石油有進(jìn)入市場的空間，我們當(dāng)然可以向市場交付更多石油。
由于油價上漲，美國能源公司的股價也在飆升。現(xiàn)在 最大的問題是，美國頁巖公司今年是否會利用這筆額外的資金來提高產(chǎn)量，特別是在歐佩克+努力實現(xiàn)其產(chǎn)量目標(biāo)的情況下，預(yù)計本季度全球石油盈余將低于此前的預(yù)期。 到目前為止，頁巖行業(yè)幾乎沒有表現(xiàn)出恢復(fù)21世紀(jì)前10年高增長時期的意愿，這種情況引發(fā)了與歐佩克及其盟友的多次破壞性價格戰(zhàn)。
EOG比其他最大的同行走得更遠(yuǎn)，它提供了一個可能增加鉆井活動的粗略時間表。響尾蛇能源公司和德文能源公司的高管也在高盛集團(tuán)舉辦的能源會議上發(fā)表了講話。他們說，在再次增產(chǎn)之前，他們需要得到股東的堅定同意。
雅各布表示，“即使EOG繼續(xù)增產(chǎn)，也只能實現(xiàn)5%左右的增長。 我們的目標(biāo)是‘以你的每一項資產(chǎn)年復(fù)一年變得更好的速度’進(jìn)行投資。”
EOG計劃在2月下旬公布其2022年的資本預(yù)算和鉆井計劃。
李峻 編譯自 美國彭博新聞社
原文如下：
Shale Titan Ready to Pump More Oil If Market Wants It
EOG Resources Inc., one of the biggest U.S. shale oil producers, is ready to ramp up output as soon as this summer if the market demands it.
The company has yet to resume pre-pandemic levels of production, but that could change this year under certain macroeconomic conditions, EOG Chief Executive Officer Ezra Yacob said in a virtual energy conference hosted by Goldman Sachs Group Inc. The driller is monitoring global oil demand, inventory levels and unused production capacity within OPEC+, Yacob said.
If the conditions are right, potentially by the middle of 2022, “EOG would be in a position to return to pre-Covid levels of production,” he said. “If the world has a call on oil and there’s room to grow our low-cost, lower- emissions barrels into the market, we can certainly deliver on that.”
Shares of U.S. energy companies are surging as oil rallies. The big question is whether shale drillers will use the extra cash to boost production this year, particularly as OPEC+ struggles to meet its output targets amid predictions of a smaller global surplus this quarter than previously expected. So far, the shale industry has shown little willingness to return to the high-growth days of the 2010s that sparked multiple, damaging price wars with OPEC and its allies.
EOG went further than the rest of its largest peers by offering a rough timeline of when it may increase drilling activity. Executives from Diamondback Energy Inc. and Devon Energy Corp., also speaking at the Goldman conference, said they would need to see a firm nod from shareholders before they’d increase output again.
Even if EOG goes ahead with an increase to production, it would only represent growth of about 5%, Yacob said. The goal is to invest “at a pace where each of your assets is getting better year after year.”
EOG plans to announce its 2022 capital budget and drilling plans in the latter half of February.
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