中國(guó)石化新聞網(wǎng)訊 據(jù)世界石油網(wǎng)站8月28日?qǐng)?bào)道，根據(jù)研究公司睿咨得能源公司（Rystad Energy）的一份報(bào)告顯示，美國(guó)獨(dú)立頁(yè)巖油生產(chǎn)商在第二季度以三年來(lái)最快的速度投資于產(chǎn)量增長(zhǎng)，這偏離了該行業(yè)關(guān)注的財(cái)政紀(jì)律。

根據(jù)這項(xiàng)針對(duì)18家公司的研究，第二季度再投資率飆升至72%，創(chuàng)下2020年以來(lái)的新高，這些公司合計(jì)占美國(guó)頁(yè)巖產(chǎn)量的40%左右。

睿咨得指出，此次注資的背景是，美國(guó)頁(yè)巖油產(chǎn)量急劇下降比預(yù)期的更為嚴(yán)重。研究公司Enverus在本月早些時(shí)候的另一項(xiàng)研究中說(shuō)，枯竭的油田迫使石油鉆探公司更加努力地工作，以防止產(chǎn)量下滑。

但是，不斷上升的再投資率不太可能持續(xù)下去。睿咨得上游高級(jí)分析師Matthew Bernstein表示，隨著未來(lái)幾個(gè)季度通脹壓力的緩解和油價(jià)的反彈，這種飆升將是一種短期異?，F(xiàn)象，而不是戰(zhàn)略的轉(zhuǎn)變。這意味著頁(yè)巖油公司可能會(huì)像過(guò)去兩年一樣，繼續(xù)專(zhuān)注于以回購(gòu)和股息的形式向股東支付股息。

郝芬 譯自 世界石油網(wǎng)

原文如下：

U.S. shale reinvestments surge at “fastest rate in three years,” Rystad report finds

U.S. independent shale oil producers invested in output growth in the second quarter at the fastest rate in three years, a departure from the fiscal discipline that’s been the industry’s focus, according to a report from research firm Rystad Energy.

Reinvestment rate surged to 72% in the second quarter, highs not seen since 2020, according to the study focusing on 18 companies that collectively account for about 40% of U.S. shale output.

The cash injection comes as the steep drop in output from U.S. shale wells is turning out to be more significant than expected, Rystad notes. The depleted fields have forced oil drillers to work even harder to keep production from slipping, research firm Enverus said in a separate study earlier this month.

But, rising reinvestment rates are unlikely to last. “As inflationary pressures ease in the coming quarters and oil prices rebound, this spike will be a short-term anomaly instead of a shift of strategy,” said Matthew Bernstein, Senior Upstream Analyst at Rystad. This means shale companies will likely stay focused on paying out shareholders in the form of buybacks and dividends, as they have in the past two years.