Three benchmark grades, one production cartel, US shale, and a US strategic reserve together set the oil price that drives inflation, trade balances and geopolitics.
The US crude oil benchmark priced at Cushing, Oklahoma, underpinning North American energy markets and influencing government budgets and inflation worldwide.
詳細ファイル ›The US hydraulic-fracturing industry that lifted America to the world's top crude producer and acts as the global swing supply that caps oil-price spikes.
EIAは原油が記録的な日量約1,350万バレルから約1,330万バレルへ低下と予測。パーミアン増産が鈍化するなか、ベーカーヒューズの石油リグは約442基と多年ぶりの低水準、パーミアン損益分岐点は約67ドルに上昇
ダラス連銀のE&P幹部は年末のWTIを約74ドルと予測、新規坑井の損益分岐点は約67ドルに上昇。コアの在庫枯渇とサービスコスト上昇で余裕が薄まる