W*****8
发帖数: 120 | 1 10 U.S. shale-oil stocks getting crushed the most today
http://www.marketwatch.com/story/10-us-shale-oil-stocks-getting
The decision by OPEC on Thursday not to cut oil production, despite a price
decline of over 30% since June, means U.S. shale-oil producers may soon find
business to be unprofitable.
Hydraulic fracturing is far more expensive than simply pumping from oil
wells that tap into huge reserves close to the surface. That is why Saudi
Arabia is perfectly willing to let oil prices fall even further as it
defends its market share. That country has another clear advantage: The
kingdom at any time can easily raise or lower its production.
For U.S.-shale companies, long-term expansion plans may have to be severely
curtailed, especially if OPEC and major non-OPEC oil producers, including
Mexico and Russia, continue on their current path.
Breitling Energy Corp. BECC, -27.43% $0.41 $0.28 -34%
104% -65%
Goodrich Petroleum Corp. GDP, -36.30% $9.20 $6.79 -26%
-46% -24%
Sanchez Energy Corp. SN, -26.51% $16.01 $12.70 -21% -35%
N/A
Clayton Williams Energy Inc. CWEI, -22.97% $77.85 $61.90 -20
% -5% 32%
Callon Petroleum Co. CPE, -17.58% $6.03 $4.80 -20% -8%
41%
Laredo Petroleum Co. LPI, -31.55% $15.72 $12.65 -20% -43
% N/A
Oasis Petroleum Inc. OAS, -28.33% $25.24 $20.45 -19% -46
% -2%
Stone Energy Corp. SGY, -18.87% $20.83 $17.06 -18% -40%
-15%
Triangle Petroleum Corp. TPLM, -21.91% $6.48 $5.33 -18%
-22% 33%
EP Energy Corp. Class A EPE, -24.40% $14.31 $11.83 -17%
N/A N/A | n***y
发帖数: 15001 | | m***y
发帖数: 14763 | 3 到底他们的底线在哪里？$100还是$50，啥事儿只要政府一补贴，就算不清了。 | m********s
发帖数: 55301 | 4 你比较聪明
【在 m***y 的大作中提到】
: 到底他们的底线在哪里？$100还是$50，啥事儿只要政府一补贴，就算不清了。
| H********t
发帖数: 81 | 5 exxon已经说他们油只要在48刀，就没事
凡是对油工油服工幸灾乐祸的还是洗洗睡吧 | n****i
发帖数: 1772 | 6 现在bakken油井价是50刀。具体开采成本是只有公司自己知道，成熟的油井开采成本大
概是25刀，但是产量一般只有新井的1/10.
11月的许可证暴跌40%已经很说明问题了，如果油价真的长期下跌，甚至到50以下，
shale基本上就完了。现在的问题是，国际油价会长期(2-3年)低迷么？回答是肯定的。
沙特手里大概有800b现金，完全顶得住，沙特的开采成本大概是30刀。另外一个很有趣
的就是伊拉克政府刚刚和库尔德控制区达成协议，日产55万桶。中东‘多余’的油大概
是1.8m桶／天。
说shale完了并不是说这个工业彻底死掉，只是工业停止膨胀，开始萎缩，下滑，裁员
，中小公司破产停产。。。。
【在 m***y 的大作中提到】
: 到底他们的底线在哪里？$100还是$50，啥事儿只要政府一补贴，就算不清了。
| I********d
发帖数: 160 | 7 赶紧让那些油服公司 破产完蛋裁人，看房价给炒成什么样了。
【在 H********t 的大作中提到】
: exxon已经说他们油只要在48刀，就没事
: 凡是对油工油服工幸灾乐祸的还是洗洗睡吧
| W***n
发帖数: 11530 | 8 Some will go under, no doubt about it |
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