伊朗冲突推动油价飙升，但这似乎并未改变近年来许多美国石油生产商面临的财务现实：股息优先于钻探。
达拉斯联邦储备银行的调查显示，超过半数的美国能源公司计划维持今年原有钻探方案或收缩投资。占国内石油产量绝大多数的头部生产商态度更为谨慎。
数年前页岩油繁荣破灭后，华尔街与众多上市公司开始奉行资本纪律准则，通过分红和股票回购向股东输送现金。达拉斯联储调查表明，尽管钻探商眼下有望获取更高利润，当前的地缘政治动荡可能仍难以扭转这一趋势。
“当前油价能维持多久？”一位未具名的受访者坦言，“很难做出长期承诺，更别提掀起‘钻探热潮’了。”
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