据道琼斯5月17日消息,在投资者的压力之下,美国页岩油运营商更加注重资本开支纪律。国际能源署(IEA)据此预计,该行业的盈亏平衡点是美国基准的西得州中质油(WTI)处于每桶50-55美元水平。当前WTI油价报63美元。
与此同时,IEA指出,尽管今年油价反弹,但运营商重申不会增加开支。虽然由于2018年底油价大跌,美国页岩油公司去年整体上未实现盈利,但现金流和投资均大幅增长。
张春晓 摘译自 道琼斯
原文如下:
IEA Positive Amid investor pressure, US shale operators have become far-more disciplined about capital spending. As a result, the IEA estimates that the sector's break-even rate is the WTI US oil benchmark being at $50-55/barrel. It currently trades at $63. Meanwhile, the agency notes that despite this year's oil-price bounce, "operators have reiterated their commitment to not increase spending." While US shale firms as a whole weren't profitable last year amid the end-of-2018 price slump, cash flow and investments rose significantly.





