據(jù)彭博社1月19日消息：去年12月，二疊紀(jì)盆地的石油產(chǎn)量創(chuàng)下紀(jì)錄，因?yàn)槊绹?guó)最多產(chǎn)的頁(yè)巖區(qū)引領(lǐng)了國(guó)內(nèi)產(chǎn)量復(fù)蘇。

根據(jù)能源信息管理署的數(shù)據(jù)，上個(gè)月來(lái)自該盆地的原油供應(yīng)量平均為492萬(wàn)桶/天。該盆地包括得克薩斯州和新墨西哥州。這超過(guò)了2020年3月創(chuàng)下的紀(jì)錄。該機(jī)構(gòu)還預(yù)測(cè)，2月份的供應(yīng)量將首次超過(guò)500萬(wàn)桶/天。

如今，二疊紀(jì)盆地的產(chǎn)量超過(guò)了除沙特阿拉伯以外的所有歐佩克成員國(guó)。美國(guó)石油總產(chǎn)量仍落后于疫情爆發(fā)前的水平，當(dāng)時(shí)原油價(jià)格暴跌，生產(chǎn)商被迫削減產(chǎn)量。二疊紀(jì)盆地恢復(fù)最快，因?yàn)榈蜕a(chǎn)成本使其對(duì)渴望從油價(jià)上漲中獲利但必須保持高股東回報(bào)的鉆探商最具吸引力。

由于需求恢復(fù)快于全球產(chǎn)量，去年油價(jià)上漲了50%以上。自2021年底以來(lái)，幾個(gè)生產(chǎn)國(guó)的供應(yīng)問(wèn)題導(dǎo)致價(jià)格進(jìn)一步上漲。與此同時(shí)，美國(guó)頁(yè)巖鉆探商仍專注于向投資者返還現(xiàn)金，而不是擴(kuò)大產(chǎn)量。

上個(gè)月，美國(guó)主要頁(yè)巖地區(qū)的石油總產(chǎn)量達(dá)到834萬(wàn)桶/天，為2020年4月以來(lái)的最高水平。這遠(yuǎn)低于2019年11月創(chuàng)下的927萬(wàn)桶/天的紀(jì)錄高點(diǎn)。

馮娟 摘譯自 彭博社

原文如下：

Permian Oil Production Reached Record High Last Month

Oil production in the Permian Basin set a record in December as America’s most prolific shale patch leads the recovery in domestic output.

Crude supply from the Basin, which includes Texas and New Mexico, averaged 4.92 million barrels a day last month, according to the Energy Information Administration. That surpasses the previous record set in March 2020. The agency also forecast that supplies in February would surpass 5 million barrels a day for the first time.

Production from the Permian now exceeds that of each OPEC member except Saudi Arabia. Total U.S. oil output still lags where it stood before the pandemic when crude prices collapsed and forced producers to slash output. The Permian has recovered the most quickly because low production costs make it the most appealing to drillers that are eager to cash in on rising oil prices but must maintain high shareholder returns.

Oil prices rallied more than 50% last year due to demand recovering faster than global production. Supply issues at several producing nations have caused prices to rise further since the end of 2021. Meanwhile U.S. shale drillers remain focused on returning cash to investors instead of expanding production. 

Total oil output from America’s major shale regions reached 8.34 million barrels a day last month, the highest since April 2020. That’s well below the record high set in November 2019 of 9.27 million barrels a day.