|2020-05-25 来源： 中国石化新闻网|
中国石化新闻网讯 据Oil & Gas Journal网站5月21日报道 IHS Markit称，由于油价暴跌、经营现金损失、需求和储存能力不足，以及不愿意以自疫情爆发以来的极低价格出售资源，美国生产商正处于削减现有产量约175万桶/日的过程中。
吴恒磊 编译自 Oil & Gas Journal
IHS Markit: North America to halt 2.25 million b/d of production
Due to the collapse in oil prices, US producers are in the process of curtailing about 1.75 million b/d of existing production by early June due to operating cash losses, lack of demand and storage capacity, and an unwillingness to sell resources at the very low prices available since the onset of the COVID-19 crisis, according to IHS Markit.
These reductions are not permanent. IHS Markit has projected a return of most curtailed volumes in the summer and fall of 2020 as tightening fundamentals lead operating margins back to positive territory. This resumption of production may accelerate if WTI remains above $30/bbl—a price that allows operators to cover their operating costs and that reflects improved storage availability.
However, about one third of the volumes (550,000 b/d) will stay off the market for the long-term—or at least until WTI prices push above $50/bbl, justifying the capital spending needed to repair the impact that some of the wells will have incurred from being shuttered.
“The oil market fear that characterized March and the extreme price pressure that producers felt in April have galvanized producers across North America into unprecedented action. Not even the US’s huge network of storage facilities and associated infrastructure was enough of a buffer for a crisis on this scale. Negative oil prices and the collapse of WTI futures contracts were a potent signal that stronger measures, namely shut-ins, were needed to curb oversupply,” said Raoul LeBlanc, vice-president, financial services, IHS Markit.