据钻机地带网站7月18日报道，根据美国一份政府报告显示，已经彻底改变了能源行业并改变了美国经济的页岩油产量将在8月份停止增长。

在6月和7月创下历史新高后，美国原油产量将在8月下降至940万桶/天，这是今年以来的首次，主要是石油储量丰富的二叠纪盆地的产量下降。再加上欧佩克+的减产，预计到今年年底，美国的产量下降将使全球石油供应陷入短缺。

随着美国石油公司为了提高股东回报而限制资本支出，美国陆上石油产量放缓——这是过去10年不惜一切代价追求产量增长后的战略转变。与此同时，最富产的盆地大部分被石油公司租用，这些公司愿意放慢速度，等待最合适的时机来增加产量。在需求逆风和自愿削减产量的影响下，石油价格比一年前下降了28%。

已钻井但未完工的油井数量也明显下降，这表明生产商正在清理积压的油井数量。尽管如此，根据彭博社的一项调查，四家主要预测机构预计二叠纪盆地——美国最大的石油盆地（覆盖了西得克萨斯州和新墨西哥州的大片地区）的产量将从目前的水平增加40%，到2030年抵达峰值。

郝芬 译自 钻机地带网站

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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