美国石油钻井平台数量连续第四周上升——市场观察

投资观察
Sep 20

据石油服务公司Baker Hughes Co报告,本周美国石油钻井平台数量增加2个至418个,实现连续第四周上升,但仍比去年同期水平低70个。

由于供应过剩担忧可能导致今冬油价跌破60美元,一些页岩油生产商可能难以实现盈亏平衡,"可能被迫大幅减产,这有望重新平衡市场并将油价推回60多美元区间,"StoneX分析师Alex Hodes在研究报告中表示。

"美国钻井数量自2023年以来一直稳步下降,今年年初以来降幅加快,表明生产商已经开始缩减增长规模,可能很快就会开始削减产量。"

天然气钻井平台数量保持稳定,为118个,比去年同期增加22个。

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