據鉆機地帶網站7月18日報道，根據美國一份政府報告顯示，已經徹底改變了能源行業并改變了美國經濟的頁巖油產量將在8月份停止增長。

在6月和7月創下歷史新高后，美國原油產量將在8月下降至940萬桶/天，這是今年以來的首次，主要是石油儲量豐富的二疊紀盆地的產量下降。再加上歐佩克+的減產，預計到今年年底，美國的產量下降將使全球石油供應陷入短缺。

隨著美國石油公司為了提高股東回報而限制資本支出，美國陸上石油產量放緩——這是過去10年不惜一切代價追求產量增長后的戰略轉變。與此同時，最富產的盆地大部分被石油公司租用，這些公司愿意放慢速度，等待最合適的時機來增加產量。在需求逆風和自愿削減產量的影響下，石油價格比一年前下降了28%。

已鉆井但未完工的油井數量也明顯下降，這表明生產商正在清理積壓的油井數量。盡管如此，根據彭博社的一項調查，四家主要預測機構預計二疊紀盆地——美國最大的石油盆地（覆蓋了西得克薩斯州和新墨西哥州的大片地區）的產量將從目前的水平增加40%，到2030年抵達峰值。

郝芬 譯自 鉆機地帶網站

原文如下:

USA Shale Oil Production Set to Fall Next Month

Shale oil production, which has revolutionized the energy industry and transformed the US economy, will stop growing in August, according to a government report.

After hitting record highs in June and July, US crude production is set to fall in August for the first time this year to 9.4 million barrels a day, led by a drop in the oil-rich Permian Basin. Combined with production cuts from the OPEC+ alliance, the US decline is expected to tip the world’s oil supply into deficit by the end of the year.

US onshore production has slowed as oil companies limit capital spending in favor of boosting returns to shareholders — a shift in strategy after chasing production growth at all costs over the last decade. At the same time, the most prolific basins have largely been leased up by oil companies willing to slow down and wait for the most opportune time to ramp up. Oil prices have fallen by 28 percent from a year ago amid demand headwinds and voluntary cuts.

The slowdown is also evident in a drop in the number of wells that have been drilled but not completed, which shows producers are clearing up a backlog. Still, four major forecasters expect the Permian — America’s largest oil basin that covers swaths of West Texas and New Mexico — to expand output by 40 percent from current levels to peak in 2030, according to a Bloomberg survey.

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