据彭博社12月11日消息，在近期原油价格暴跌之后，大型石油公司正加大对美国页岩气的投资，而不是减少投资。
页岩气生产成本的大幅下降，以至于在价格波动的时候，它已成为大型石油公司的避风港，即使原油交易价格略高于每桶50美元，自10月初以来下跌了近三分之一，但仍能提供快速、可靠的增长以及快速回报。
美国页岩气行业推动美国今年的平均日产量达到1090万桶，创历史最高纪录。根据美国能源情报署的预测，明年的产量将进一步增长11％。
康菲石油周一表示，它将2019年预算的一半用于美国大陆，而雪佛龙公司在国内投额超过十多年来的水平，仅二叠纪盆地就投资36亿美元。全球运营商阿纳达科石油公司和赫斯公司计划将其在美国资产上的支出增加40％以上。
康菲公司首席执行官瑞恩·兰斯在彭博电视台上表示近期油价暴跌导致“预算内出现了一些不同的配置”。“我们将更多资金投入到美国非常规领域。”他指的是页岩气。
Lance表示，产量增长“放缓至50美元，但我认为它不会止于50美元，如果油价回到60美元，那么产量增长肯定会持续下去”。怀疑论者认为页岩气“不会持久，但它就在这里，它是一种巨大的资源，它将具有弹性和持久性。”
Evercore ISI在一份报告中写道，石油公司明年将在美国支出近1240亿美元，占全球资本支出总额的三分之一。这比去年增加了10％，而北美以外地区的支出预计增长了7.2％。
Lance表示，在美国，当油价在每桶50美元左右或更高时，位于Eagle Ford页岩气田、二叠层油气田和Bakken油田的康诺克石油公司油井就能产生收益。该公司在第三季度从这三个油气田开采的总产量为每天31.3万桶，相当于休斯顿公司全球产量的25％。
兰斯表示，仅康诺克石油公司明年就将页岩气产量提高25%。这是在今年增长35%的预期之上。他说，页岩气革命对能源市场的影响要大于20世纪60年代海上开采的发展。
曹海斌 摘译自 彭博社
原文如下：
U.S. Shale Becomes Oil Industry's Safe Haven as Prices Languish
Big Oil is investing more in U.S. shale, not less, after the recent tumble in crude prices.
The cost of shale production has fallen so much that it’s becoming a safe haven for major oil companies in times of volatile prices, providing rapid, reliable growth and quick returns even with crude trading for just over $50 a barrel, down by almost a third since the start of October.
The U.S. shale sector has helped boost American production to an average of 10.9 million barrels a day this year, the most ConocoPhillips said Monday it’s spending half its 2019 budget in the continental U.S., while Chevron Corp. is investing more at home than it’s done for more than a decade, with $3.6 billion going to the Permian Basin alone. Anadarko Petroleum Corp. and Hess Corp., both global operators, plan to increase spending Oil’s recent collapse caused “some different allocation going Production growth “slows down at $50 but I don’t think it stops at $50, and it certainly continues if prices get back to $60,” Lance said. Skeptics thought shale “wouldn’t last long, but it’s here, it’s a huge resource and it’s going to be resilient and long lasting.”
Oil companies will spend almost $124 billion in the U.S. next year, a third of total capital expenditure globally, Evercore ISI wrote in a note. That’s a 10 percent increase from a year earlier, while expenditure outside North America is seen growing 7.2 percent.
In the U.S., Conoco wells in the Eagle Ford Shale, Permian and the Bakken field generate cash when prices are around $50 a barrel or more, Lance said. The company pumped 313,000 barrels a day from the three regions combined during the third quarter, or 25 percent of the Houston-based company’s global production.
Conoco alone will increase its shale production 25 percent next year, Lance said. That’s
