今年北美勘探开发公司支出将削减36%

据油田技术4月13日报道，IHS Markit原油市场服务公司发布了最新的石油市场评估报告。

世界石油需求的崩溃和低油价正在推动世界各地的石油公司大幅削减开支。到目前为止，降幅最大的是北美的勘探开发公司，这些公司主要生产石油和天然气，其业务集中在美国和加拿大。根据IHS Herold计算，北美勘探开发公司计划将2020年支出在2019年的基础上削减36%。

这意味着，到2020年将较去年削减244亿美元。国际石油公司也在大幅削减支出，削减幅度为20%至30%，其中相当一部分是美国业务。

与其他国家不同，美国政府不能强制削减开支。但市场经济和物流方面的限制，正迫使企业削减支出，这反映在企业支出的“大幅削减”上。

IHS Markit表示，支出大幅下降表明，美国原油产量将大幅下降。IHS估计，到2020年年底，美国原油日产量将比第一季度下降290万桶。加拿大的主要产油省——阿尔伯塔已经通过减产政策限制了产量。2020年加拿大油砂的总投资将降至15年来最低水平。

几乎所有的公司都在削减开支，一些公司的削减幅度甚至超过了50%。在已经公布公共支出的44家北美勘探开发公司中，有41家支出较2019年的水平有所降低。今年支出将出现连续第二年下降——2018年北美勘探开发支出为870亿美元。

其他地区的公司也在削减开支，但力度不及北美的勘探开发公司。国际石油公司和国有石油公司将在2020年削减24%的开支。

洪伟立 摘译自 油田技术

原文如下：

IHS Markit predicts 36% spending cut for North American E&P Companies in 2020

The IHS Markit Crude Oil Market Service has released its latest assessment on oil markets.

The collapse in world oil demand and low prices are driving large spending cuts among oil companies around the world. The largest cuts in percentage terms so far are coming from North American E&P companies—oil and gas producing companies focused on the US and Canada. According to IHS Herold calculations, North American E&P companies plan to reduce spending in 2020 by 36% relative to 2019 levels.

This translates to a US$24.4 billion cut in 2020 compared to last year. International oil companies are also cutting spending significantly, by 20% to 30%, with a substantial part for some coming from their operations in the US.

Unlike other countries, the US government cannot mandate cutbacks. But market economics and logistical constraints are mandating the cutbacks reflected in the “Big Cut” in company spending.

The key conclusions from the assessment are:

Much lower spending points to significant declines in US crude oil production. IHS currently estimate US crude oil production will fall 2.9 million bpd by the end of 2020 compared to 1Q20. Canada, whose main producing province of Alberta already has constrained production via its curtailment policy, will also be impacted. Total investment in the Canadian oilsands will be the lowest in 15 years.

Nearly all companies are reducing spending—including some by more than 50%. Of the 44 North America E&Ps that have made public spending announcements, 41 are cutting relative to 2019 levels. This year would mark the second consecutive year of lower spending. In 2018 North American E&P spending was US$87 billion.

All other company categories are also cutting spending, but not as much as North American E&Ps. International oil companies and national oil companies are cutting spending by 24% in 2020.