据道琼斯5月6日消息,美银美林表示,美国页岩油产量需要每桶65美元的原油价格才能企稳,到每桶80美元才能实现增长。该行预计,在大宗商品价格下跌之际,今年页岩油产量将下滑14%,2017年将再下滑12%。美银美林称,美国页岩油产量的任何复苏都要比下滑速度慢得多,由于管理层越来越以资产表为首要任务,钻探活动的缓慢恢复将加速美国产量的最终下滑,因此,若要产量企稳,则需要钻探活动有所增加。
唐绍红摘译自道琼斯
原文如下:
Merrill: US Shale Needs $65 Oil
US shale-oil production needs $65/barrel crude prices to stabilize and $80 to grow, contends Bank of America Merrill Lynch. The investment bank sees shale output falling 14% this year and another 12% in 2017 amid the commodity's price slump. "The rate of any recovery in US production will be much slower than the rate of decline," adds Merrill. "With management increasingly prioritizing balance sheets, a slower return in drilling activity will deepen the eventual decline in US output and hence increase the level of activity required to stabilize production."