下一轮石油热潮正在非欧佩克国家上演

据今日油价12月29日报道，就在美国页岩工业放缓之际，其他非欧佩克国家的石油产量也在上升。

美国页岩油的产量在2019年大幅增长，尽管增速低于过去几年。更重要的是，随着投资者失去兴趣，资本市场变得不友好，页岩勘探与开发公司将越来越难以在自身现金流之外进行钻探融资。由于企业在追求正现金流的过程中被迫削减，供应增长可能会进一步放缓。

在过去几年中，全球供应平衡往往以需求增长速度与美国页岩增长速度为中心。长期的供应过剩是因为页岩的增长速度远远快于消费者的消化速度。欧佩克+不得不连续不断削减预算几次，以试图平衡差异。

但是，到2020年，其他国家也将加入供应增长组合，就像美国页岩正在踩刹车一样。 JBC Energy在一份报告中写道：“一方面，成熟地区的项目规模有所增加，导致挪威北海，墨西哥湾和巴西的多年高点。”石油公司由于削减了成本而继续向挪威和墨西哥湾投入资金，而在巴西，新的盐下气田已开始投产。

JBC称，此外，在经历了一年的持续下滑之后，我们已经看到一些国家，例如墨西哥，稳定了其产出。

郝芬 译自 今日油价

原文如下：

The Next Oil Boom Is Happening Here

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