據(jù)海灣新聞網(wǎng)2022年3月12日紐約報(bào)道，美國頁巖勘探公司本周恢復(fù)了增長模式，一個(gè)月內(nèi)增加了最多的鉆機(jī)。 

根據(jù)貝克休斯公司3月11日發(fā)布的數(shù)據(jù)，在3月11日結(jié)束的那周里美國在用石油鉆機(jī)數(shù)增加了8部，達(dá)到了527部，這是自2月11日以來的最大增幅。 繼上周減少3部石油鉆機(jī)后，此次增加的大部分來自世界上最忙的頁巖盆地——位于西得克薩斯州和新墨西哥州的二疊紀(jì)盆地。  

由于油價(jià)每桶突破100美元，美國敦促美國石油公司增加原油產(chǎn)量。美國西得克薩斯中質(zhì)原油自去年11月初以來迄今已上漲66%。

不過，增加產(chǎn)量的呼吁與主要頁巖勘探公司將財(cái)務(wù)紀(jì)律置于增長之上的承諾相沖突，而且考慮到對化石燃料歷來的敵意，以及新鉆井活動(dòng)無法帶來長期回報(bào)的風(fēng)險(xiǎn)，許多頁巖勘探公司對此持謹(jǐn)慎態(tài)度。  

隨著時(shí)間的推移，鉆井活動(dòng)的效率提高了，因?yàn)榭碧焦究梢杂酶俚你@機(jī)和更少的支出做更多的事情。目前，美國鉆井活動(dòng)仍比疫情爆發(fā)前的高點(diǎn)低逾20%。 

在用鉆機(jī)數(shù)量是一個(gè)受到密切關(guān)注的指標(biāo)，因?yàn)樗A(yù)示著未來的原油產(chǎn)量。 然而，這種關(guān)系并不完美，因?yàn)閺你@一口井到開始生產(chǎn)之間存在時(shí)間差。 過去一年左右，在用鉆機(jī)數(shù)量的增長主要來自于少數(shù)人持股的勘探公司，這些公司希望提高產(chǎn)量，以期尋求收購機(jī)會(huì)。  

李峻 編譯自 海灣新聞網(wǎng)

原文如下：

Shale drilling climbs as oil prices surge

Shale explorers returned to growth mode this week, adding the most rigs in a month.

The number of rigs drilling for crude in the US rose by 8 to 527 this week, the biggest gain since February 11, according to Baker Hughes Co. data released Friday. Most of the expansion, which follows last week’s drop of 3 oil rigs, came in the world’s busiest shale patch, the Permian Basin of West Texas and New Mexico.

President has urged US oil companies to step up production as oil prices above $100 a barrel. West Texas Intermediate crude, which was already rallying before the war, is now 66 per cent up since early November.

The plea for more production collides with commitments that major shale explorers have made to prioritize financial discipline over growth, though, and many are wary given  historic hostility toward fossil fuels and the risk that new drilling won’t pay off over the long term.

Drilling activity, which has become more efficient over time by allowing explorers to do more with fewer rigs and less spending, remains more than 20 per cent below pre-pandemic highs.

The rig count is a closely watched metric because it’s indicative of future crude production. The relationship is imperfect, however, because of the time lag between drilling a well and commencing production. Most of the growth in the rig count over the past year or so has been from the closely held explorers looking to boost output in order to seek offers to get bought out.