页岩正在恢复繁荣进程中：日产量将增加100万桶

据世界石油网站2月4日报道 美国页岩地区的产量今年正在重新恢复繁荣，研究和数据分析公司Lium LLC预测产量将激增100多万桶/日。

这是迄今为止最乐观的行业预测。相比之下，美国能源信息管理署（EIA）表示，美国今年年底的日产量将比1月份的水平高出约63万桶。康菲石油公司则预测，2022年产量将以日产90万桶速度增长。

Lium称，100多万桶/日将是该地区自2018年以来最大的产量增长。

该公司在周四晚些时候的一份研究报告中写道：“最近几周的现场数据凸显了压裂作业的激增，我们相信这将在年中转化为产量变化。该行业正在（我们认为将继续）找到一种方法，将大量服务活动投入该领域。”

Lium表示，占美国总产量三分之一以上的私营运营商，在未来六个月内准备完成油井时，预计将重新恢复繁荣，占总产量18%的主要石油公司已经开始增加产量。

埃克森美孚周二表示，计划今年将美国最大产油区二叠纪盆地的产量提高25%。此前四天，雪佛龙公司宣布将在更大的生产基地基础上增加10%的二叠纪供应。

王磊 摘译自 世界石油

原文如下：

U.S. shale back to booming, adding 1 million barrels a day

Output in the U.S. shale patch is “re-booming” this year, with research and data analysis firm Lium LLC forecasting production will surge by more than 1 million barrels a day.

That’s the most bullish industry forecast yet. By comparison, the Energy Information Administration says the U.S. will end the year producing about 630,000 barrels a day more than January levels; ConocoPhillips predicts output will grow by as much as 900,000 barrels a day in 2022.

The addition of more than 1 million barrels a day would represent the region’s largest expansion of output since 2018, according to Lium.

“Field level datapoints in recent weeks have highlighted a surge in frac activity, which we believe will translate into a production inflection by mid-year,” the firm wrote in a late Thursday research note. “The industry is finding (and we think will continue to find) a way to put plenty of service activity into the field.”

Private operators, which represent more than a third of U.S. output, are expected to “re-boom” over the next six months as they get ready to complete wells, while the major oil companies -- accounting for another 18% of production -- have already started growing production, Lium said.

Exxon Mobil Corp. said Tuesday it plans to boost output by 25% this year in the Permian Basin, the biggest U.S. oil-producing region. That comes four days after Chevron Corp. announced it will ramp up its own Permian supplies by 10% from an even larger production base.