美国页岩油生产商开始恢复产量

据哈特能源6月2日消息，随着油价从历史低点回升，美国页岩油生产商正在逆转减产，凸显出页岩油快速适应定价的能力，并对正在考虑延长产量限制的欧佩克构成挑战。

由于供应过剩和疫情造成的需求下降，油价暴跌，美国生产商3月份开始减产。由于油价跌破生产成本，预计美国石油公司今年日产量将减产200万桶，其中一半来自页岩油田。

但在6月2日，页岩油生产商Parsley能源和EOG 能源公布了恢复部分或全部减产的计划。在美国第二大页岩气田北达科他州，该州能源官员本周将该地区的生产自闭率下调了7%。

欧佩克及其盟友将于6月4日召开会议，考虑延长一项协议，将日产量削减创纪录的970万桶，以抵消疫情造成的需求损失。

程张翔 编译自 哈特能源

原文如下：

US Shale Producers Begin Restoring Output as Oil Prices Turn Higher

U.S. shale oil producers are reversing production cuts as prices recover from historic lows, underscoring shale’s ability to quickly adjust to pricing and posing a challenge to OPEC as it considers extending production curbs.

U.S. producers began cutting output in March as oil prices collapsed due to a supply glut and falling demand due to the COVID-19 pandemic. U.S. oil companies are forecast to pare their output by as much as 2 MMbbl/d this year, with half coming from shale fields, as prices tumbled below the cost of production.

But on June 2, shale producers Parsley Energy Inc. and EOG Resources Inc. disclosed plans to restore some or all of their output cuts. In North Dakota, state energy officials this week reduced by 7% an estimate of production shut-ins in the second-largest U.S. shale field.

OPEC and allies meet on June 4 to consider extending an agreement to cut a record 9.7 MMbbl/d to offset the lost demand from the coronavirus outbreak.