据普氏能源资讯休斯顿12月21日消息 过去几天,三家积极的独立二叠纪盆地上游运营商公布了2019年的资本预算,比之前的预期或比2018年的实际支出至少低12%至15%,企业高管将活动减少归因于近期油价暴跌。
但是两家大型能源企业公司和小型能源公司近年来在西德克萨斯和新墨西哥盆地有很高的生产增长率,特别是原油。在不同版本中表示,明年他们至少将总产量增长20%,在某些情况下石油产量同比增幅更大。总产量包括天然气和液化天然气。
过去11周,西德克萨斯中质原油价格下跌了35%以上。本周油价跌破了50美元/桶,这也是2015年至2017年的平均油价。
全球普氏能源资讯分析师表示,“50美元/桶对许多运营商来说是一个重要的交叉点,因为这似乎是许多运营商开始谈论有意义的产量增长所需的最低价格。”
吴慧丹 摘译自 普氏能源资讯
原文如下:
Lower WTI prices prompt Permian producers to slash 2019 capex by low double-digits
Three aggressive independent Permian Basin upstream operators released capital budgets for 2019 in the last few days that are lower than either prior expectations or actual 2018 spending by at least 12% to 15%, as corporate executives attributed reduced activity to the recent plunge in oil prices.
But large players Diamondback Energy and Parsley Energy and small cap Rosehill Resources, which have had high production growth rates in the West Texas/New Mexico basin in recent years, particularly from crude oil, said in separate releases they will grow total production by at least 20% next year and in some cases, oil production by even larger year-on-year rates. Total production includes natural gas and NGLs.
WTI oil prices have dropped more than 35% in the past 11 weeks. This week it fell below the psychological watershed of $50/b - which was also the average price between 2015 and 2017.
"I do think the $50/b is an important crossroad for many operators, as it seems to be the minimum price mark many operators need to start talking about meaningful production growth," S&P Global Platts Analytics analyst Sami Yahya said.





