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美国石油和天然气储量下降,阿拉斯加新项目带来收益,美国能源信息署称

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-- 美国能源信息署(EIA)策略师周三在一份报告中指出,受油价下跌影响,美国2024年已探明油气储量预期下降,但阿拉斯加州逆势增长,这主要得益于开发活动的增加。 EIA分析师史蒂文·格雷普表示,截至2024年底,美国原油和凝析油已探明储量总量下降1%,至约460亿桶;天然气储量下降3%,至584万亿立方英尺。 相比之下,阿拉斯加州的原油和凝析油已探明储量均有所增长。该州原油和凝析油已探明储量增长5%,达到31亿桶;天然气储量增长近7%,达到103万亿立方英尺。 2024年基准油价连续第二年下跌,对全国储量预期造成压力。西德克萨斯中质原油现货平均价格较2023年水平下降1%,亨利枢纽天然气价格下跌13%。 美国能源信息署(EIA)表示,油价下跌导致主要产油州的石油储量减少。德克萨斯州原油储量降幅最大,减少5.29亿桶,降幅3%;其次是北达科他州,减少4.87亿桶,降幅11%。 天然气方面,德克萨斯州再次领跌,储量减少10.2万亿立方英尺,降幅7%;路易斯安那州储量减少8.4万亿立方英尺,降幅26%。 阿拉斯加州的储量增长得益于勘探和开发活动的增加,尽管油价疲软,但相关数据仍被上调。EIA分析师表示,康菲石油公司(COP)运营的努纳(Nuna)项目投产,推动了阿拉斯加州年内石油储量的增长。 预计未来的项目将进一步提升阿拉斯加州的石油储量,包括在普拉德霍湾的新钻探以及阿拉斯加液化天然气项目等基础设施建设。 与此同时,美国近期出台的政策措施也旨在加速阿拉斯加州的资源开发。 2025年1月,特朗普总统签署了一项行政命令,旨在加快阿拉斯加能源项目的审批和租赁,并促进液化天然气(LNG)向国内及周边市场的出口。 今年3月,土地管理局授予了阿拉斯加国家石油储备区内130万英亩土地的租赁权。

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