压裂设备供应瓶颈和材料价格上涨一直在阻碍美国页岩行业的增长  

路透社：目前全球对压裂设备的需求超过了供应  

哈里伯顿公司7月早些时候曾警告称：即使使用柴油车压裂车队，供应链的瓶颈也使得今年几乎不可能增加产能

据美国油价网7月28日报道，原材料价格上涨和劳动力短缺一直在阻碍美国页岩行业的增长，而美国页岩行业现在又陷入了压裂设备短缺困境。  

路透社本周报道称，目前全球对压裂设备的需求超过了供应，这意味着在满足需求预期的情况下提高页岩油气产量又遇到了一个障碍。

路透社援引NexTier油田解决方案公司首席执行官罗伯特?德拉蒙德的话报道说：“由于未来18个月产量的增长，压裂设备的可获得性是阻碍石油和自然资源开发的主要瓶颈之一。”

德拉蒙德表示，这加剧了此前已经确定的压裂砂和油井用钢管等材料的短缺，而且这种情况可能会持续数年。 

德拉蒙德指出，供应链仍因疫情供应中断而受损，企业仍对资本配置持谨慎态度。事实上，哈里伯顿公司7月早些时候曾警告称：“供应链瓶颈，即使使用柴油车压裂车队，也几乎不可能在今年增加产能。”

所有这一切意味着，尽管联邦政府呼吁快速增加产量，但美国原油产量的增长仍将受到限制。  

根据美国能源信息署（EIA）日前公布的最新数据，截至7月22日的一周内，美国平均石油日产量为1210万桶。这一数字高于一周前的1190万桶和去年同期的1120万桶。但仍低于2019年在美石油公司创纪录的1230万桶的平均日产量。

EIA预计，今年美国平均石油日产量约为1190万桶。这意味着石油产量不会比目前的水平增长太多，尤其是因为，根据哈里伯顿公司和Liberty油田服务公司的说法，压裂设备市场已接近充分利用。

李峻 编译自 美国油价网

原文如下：

Fracking Equipment Shortage Adds To Shale Drillers' Woes

·     Supply bottlenecks and materials price inflation have been hampering growth in the U.S. shale patch.

·     Reuters: demand for fracking equipment currently exceeds supply.

·     Halliburton warned earlier this month that "supply chain bottlenecks, even for diesel fleets, make it almost impossible to add incremental capacity this year."

Materials price inflation and a labor shortage have been hampering growth in the U.S. shale oil industry, and now it has also slipped into a fracking equipment shortage.

Reuters reported this week that demand for fracking equipment currently exceeds supply, which means one more obstacle to boosting production in line with demand projections.

The report cited the chief executive of NexTier Oilfield Solutions, a fracking company, as saying, "Availability of frac fleets is one of main bottlenecks impeding oil and natural as production growth for the next 18 months."

This adds to previously identified shortages of things like frac sand and steel piping used for oil wells, and it could last for several years, according to NexTier Oilfield Solutions' Robert Drummond.

Supply chains are still damaged from the pandemic disruptions, and companies are still being cautious with their capital allocations, he noted as reasons for the outlook. Indeed, Halliburton warned earlier this month that "supply chain bottlenecks, even for diesel fleets, make it almost impossible to add incremental capacity this year."

What all this means is the growth in U.S. crude oil production would be constrained despite calls from the federal government for a fast ramp-up in output.

According to the latest data from the U.S. Energy Information Administration, production averaged 12.1 million barrels daily during the week to July 22. That was up from 11.9 million bpd a week earlier and 11.2 million bpd a year earlier. It was still lower than the record 12.3 million bpd oil companies in the U.S. produced in 2019.

The Energy Information Administration expects the average daily production for this year to be around 11.9 million bpd. This means that production will not be growing much from current levels, not least because, per Halliburton and Liberty Oilfield Services, the equipment market was nearing full utilization.