據(jù)能源網(wǎng)2月16日休斯敦報道，據(jù)行業(yè)咨詢公司Evercore ISI稱，未來幾年將增加美國產(chǎn)量的石油鉆探商面臨著美國最高產(chǎn)的頁巖區(qū)勞動力短缺的巨大阻力。

Evercore在給客戶的一份研究報告中表示，橫跨得克薩斯州和新墨西哥州的二疊紀(jì)盆地將是今年美國石油日產(chǎn)量預(yù)計增加75萬桶的主要驅(qū)動力，但石油生產(chǎn)商要想超越這一值“可能面臨一些重大挑戰(zhàn)”，在未來兩年重復(fù)同樣的增長。

油價飆升加速了頁巖氣開采的復(fù)蘇，因為大量現(xiàn)金幫助生產(chǎn)商擺脫了由疫情導(dǎo)致的低迷。自去年12月初以來，原油價格已飆升40%，達(dá)到每桶90美元以上。上周，石油鉆探公司增加的鉆機(jī)數(shù)量達(dá)到四年來的最高水平。

Evercore在與Endeavor Energy Resources首席執(zhí)行官Lance Robertson的一次會面中表示，這家頁巖勘探公司大約60%的油田工作都依賴于二疊紀(jì)盆地的員工，這一水平以前只在活動周期的高峰時期出現(xiàn)過。

Endeavor沒有立即回復(fù)置評請求。

本周早些時候，美國政府報告稱，二疊紀(jì)盆地的石油供應(yīng)量連續(xù)三個月達(dá)到創(chuàng)紀(jì)錄水平。

郝芬 譯自 能源網(wǎng)

原文如下：

Permian Roughneck Shortage Clouds Outlook for Oil Output Growth

Oil drillers set to increase U.S. production in the coming years face considerable headwinds from labor shortages in America’s most prolific shale patch, according to industry consultants Evercore ISI.

The Permian Basin straddling Texas and New Mexico will be the main driver of an estimated 750,000 barrel-a-day increase in U.S. oil output this year, but producers “could face some significant challenges” to go beyond that and repeat the same growth in the coming two years, Evercore said in a research note to clients. 

Surging oil prices have sped up a revival of shale drilling as a bounty of cash helps producers shake off a pandemic-driven downturn. Crude prices have surged 40% since early December to more than $90 a barrel, and drillers added the most rigs in four years last week. 

Citing a meeting with Lance Robertson, the chief executive officer of Endeavor Energy Resources, Evercore said the shale explorer is already relying on out-of Permian staff for roughly 60% of its field work, a level previously only seen at activity cycle peaks.

Endeavor didn’t immediately reply to requests for comment. 

Earlier this week, the U.S. government reported that the Permian reached record volumes of oil supply for three consecutive months.