小型页岩油公司或将成大赢家

据世界石油6月8日报道，欧佩克+周末同意延长其创纪录的减产后，沙特的一些原油出口价格上涨幅度至少是20年来最多的一次。小型页岩油生产商和海上钻井公司股价飙升，包括切萨皮克能源公司（Chesapeake Energy Corp.）、丹伯里资源公司（Denbury Resources Inc.）、特鲁里亚公司（Tellurian Inc.）、加州资源作物公司（California Resources Crop）。美国绿洲石油公司(Oasis Petroleum Inc.)和卡伦石油公司(Callon Petroleum Co.)，这些公司的股价涨幅均超过40%。

此外，海上钻井公司Noble Corp.的股价涨幅超过100%。根据Markit编制的数据，短期利率约为自由浮动利率的17%。尽管如此，在沙特表示在六月之后不会继续进一步限制产出后，油价失去了早盘的涨幅。

Piper Sandler分析师比尔?赫伯特(Bill Herbert)在一份报告中表示:“延长减产期限在意料之中，与石油相关的复杂因素仍然非常多。”

高盛(Goldman Sachs)认为，石油价格已经超出了欧佩克延长减产至7月的协议的定价，目前油价已接近可能不利于市场再平衡的水平。

邹勤 摘译自 世界石油

原文如下：

Small shale companies are big winners in the post-OPEC+ market

Small shale producers and offshore drillers are among stocks soaring after the wider OPEC+ group agreed over the weekend to extend its record output curbs.

Saudi Arabia increased prices for some crude exports by the most in at least two decades.

Stock gainers include Chesapeake Energy Corp., Denbury Resources Inc, Tellurian Inc., California Resources Crop., Oasis Petroleum Inc. and Callon Petroleum Co., all rising over 40%.

Additionally, offshore driller Noble Corp. rose over 100%. Short interest is about 17% of free float, according to data compiled by Markit.

Still, oil erases early gains after Saudi Arabia said it wouldn’t continue its additional, deeper output curbs after June.

“The extension was expected and anticlimactic,” Piper Sandler analyst Bill Herbert told clients in a note. “The complexity factor associated with oil continues to be exceedingly elevated,” he added.

Goldman Sachs thinks oil has already more than priced in an OPEC+ agreement to extend supply cuts through July, with prices nearing levels that could prove self-defeating to the market rebalancing.