美国石油产量或在关键时刻触及瓶颈

投资观察04-01

若此次石油危机持续，美国页岩油产业恐难再扮演救世主角色。

能源信息署最新数据显示，今年一月美国钻井商日均产油量已降至1320万桶，较去年十月1390万桶的峰值明显回落。剔除疫情期间异常波动，这一连续三个月的产量萎缩堪称近十年来最剧烈的周期性回调。

周度生产指标进一步印证，近期原油产能仍延续温和下行态势。

值得警惕的是，当伊朗对霍尔木兹海峡实施事实上的原油运输封锁时，美国石油产量的停滞可能放大供给冲击。回顾2022年俄乌冲突期间，美国原油产量的井喷式增长曾有效缓冲全球油价飙升压力；但如今产能触顶的困局，正使全球能源安全体系失去关键稳压器。

（本文源自道琼斯通讯社实时报道专题，完整内容可通过检索代码P/WSJL获取直播流）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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