據(jù)石油世界網(wǎng)3月22日?qǐng)?bào)道，業(yè)內(nèi)最大的私募股權(quán)公司之一表示，如果能源價(jià)格保持在當(dāng)前水平，美國(guó)頁巖氣明年可能會(huì)損失多達(dá)20%的活動(dòng)。

量子能源基金管理公司（Quantum Energy Partners）首席執(zhí)行官Wil VanLoh周二在接受采訪時(shí)表示，原油價(jià)格需要上漲約15%，達(dá)到每桶80美元，天然氣價(jià)格必須上漲三分之一以上，達(dá)到每百萬英熱單位3美元，才能維持目前的速度。由于擔(dān)心全球經(jīng)濟(jì)放緩，石油和天然氣價(jià)格自2022年年中以來一直在下跌。

VanLoh說：“以目前的價(jià)格，今年有相當(dāng)大的展期風(fēng)險(xiǎn)。”總部位于休斯敦的公司自1998年成立以來，已管理了200多億美元。VanLoh表示，雖然上市運(yùn)營(yíng)商和控股鉆井商都會(huì)放棄鉆井平臺(tái)和水力壓裂作業(yè)人員，但私營(yíng)公司會(huì)削減更多，因?yàn)樗鼈兊馁Y產(chǎn)負(fù)債表沒有那么強(qiáng)勁。”

貝克休斯公司（Baker Hughes Co.）的數(shù)據(jù)顯示，自年初以來，石油和天然氣鉆井平臺(tái)的數(shù)量下降了3%，因?yàn)樽畲蟮捻搸r勘探公司堅(jiān)持承諾保持產(chǎn)量增長(zhǎng)平穩(wěn)，并將利潤(rùn)返還給股東。

壽琳玲 編譯自 世界石油

原文如下：

Quantum Energy: U.S. shale drilling to drop 20% at current energy prices

U.S. shale may lose as much as 20% of its activity over the next year if energy prices hold at current levels, according to one of the biggest private equity players in the industry.

Crude would need to rise by about 15% to $80 a bbl, and gas would have to climb by more than a third to $3 per MMbtu for drilling and frack work to maintain its current pace, Quantum Energy Partners Chief Executive Officer Wil VanLoh said in an interview Tuesday. Oil and natural gas prices have slid since mid-2022 on fears of a global economic slowdown.

“There’s a risk of a pretty big rollover this year at these current prices,” said VanLoh, whose Houston-based firm has managed more than $20 billion since its 1998 inception. While publicly traded operators and closely held drillers both would drop rigs and frack crews, the private companies would cut back more because their balance sheets aren’t as strong, VanLoh said.

The number of rigs drilling for oil and gas has slipped 3% since the start of the year, according to Baker Hughes Co., as the biggest shale explorers stick to commitments to keep production growth flat and return profits to shareholders.