石油设备网讯 据彭博新闻社2022年12月14日报道，石油巨头们准备将明年的国际支出增幅减半，以应对原油价格下跌，这对已经面临美国页岩油田产量放缓的全球市场造成了又一次打击。
全球知名精品投资银行Evercore ISI的一项调查显示，一些世界上最大的石油和天然气公司预计在2023年将其国际预算增加12%，低于今年26%的增幅。北美的支出增长预计也将减少一半，增长约18%。随着油气行业在新冠肺炎疫情大流行导致的衰退后反弹，石油巨头今年的预算飙升。
Evercore分析师詹姆斯·韦斯特12月12日在给投资者的一份报告中写道，明年的预算是基于石油巨头对美国每桶78美元油价的预期。这低于Evercore今年7月发布的年中支出调查中预测的每桶83美元。
韦斯特写道：“随着油井产量的下降和日益严峻的地质条件限制了增长，美国页岩的产量增长可能已经见顶。”最大的公司“从2013年的峰值到2021年的低谷，削减了他们68%的国际支出，而且由于他们优先考虑资本纪律，增加支出的速度较慢。”
李峻 编译自 彭博新闻社
原文如下：
Evercore Says Oil Giants Set to Slash Overseas Growth Plans
Oil giants are poised to halve their international spending growth next year in response to lower crude prices, dealing another blow to a global market already facing a slowdown in production from US shale fields.
Some of the world’s biggest oil and gas companies are expected to expand their international budgets by 12% in 2023, down from an increase of 26% this year, according to a survey from Evercore ISI. Spending growth in North America is also expected to be cut in half, rising about 18%. Budgets had soared this year as the industry bounced back after a pandemic-driven slump.
Budgets for next year are based on companies’ expectations for oil at $78 a barrel in the US, James West, an analyst at Evercore, wrote Dec. 12 in a note to investors. That’s down from a forecast of $83 a barrel in Evercore’s mid-year spending survey released in July.
“With declining well productivity and increasingly challenging geology limiting growth, production growth from the US shales has likely peaked,” West wrote. The biggest companies “cut their international spend by 68% from the 2013 peak to 2021 trough and had been slower to increase spending as they prioritized capital discipline.”
