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關於岩頁油氣田的一點基本常識

(2013-01-04 06:46:23) 下一個

http://rt.com/business/news/shale-gas-oil-usa-589/

“The second thing is that nobody thinks very much about is the decline rates shale reservoirs experience. Well, I’ve looked at this. The decline rates are incredibly high. In the Eagleford shale, which is supposed to be the mother of all shale oil plays, the annual decline rate is higher than 42%,” according to Bill Powers, author of the book “Cold, Hungry and in the Dark: Exploding the Natural Gas Supply Myth.”

“They’re going to have to drill hundreds, if not thousands of wells in the Eagleford shale every year to keep production flat. Just for one play, we’re talking about $10 or $12 billion a year just to replace supply. I add all these things up and it starts to approach the amount of money needed to bail out the banking industry,” Powers concluded.

For more:

http://oilprice.com/Interviews/Shale-Gas-Will-be-the-Next-Bubble-to-Pop-An-Interview-with-Arthur-Berman.html

Arthur Berman:

The second thing that nobody thinks very much about is the decline rates shale reservoirs experience. Well, I’ve looked at this. The decline rates are incredibly high. In the Eagleford shale, which is supposed to be the mother of all shale oil plays, the annual decline rate is higher than 42%. They’re going to have to drill hundreds, almost 1000 wells in the Eagleford shale, every year, to keep production flat. Just for one play, we’re talking about $10 or $12 billion a year just to replace supply. I add all these things up and it starts to approach the amount of money needed to bail out the banking industry. Where is that money going to come from?

更加詳細的岩頁油氣田的平均衰減率計算在下麵的文章中：

http://seekingalpha.com/instablog/121744-mark-anthony/1354531-the-real-bakken-shale-well-decline

Mark Anthony:

But one thing they could not hide is that in quarters after quarters, the producers have consistently spend several times higher on capital spending, than the revenue they take in. Producers continue to borrow more and more on debts in order to continue their well drilling programs.

Is a business profitable, if it continues to borrow more debts quarter after quarter, and it continue to spend several times more on capital spending, than the revenue it takes in? This is neither profitable, nor sustainable. I can see that when the banks get suspicious and stop lending money, then the shale industry will collapse.

As I stated many times. The shale gas and oil adventure is deeply un-profitable. The “cheap natural gas replacing coal” is a pipe dream. Investors should bet their money on the rebound of the coal sector, not on the false promise of shale gas or shale oil.

除了高衰減率，頁岩油氣田真正麵臨的問題是：頁岩油氣田的能源產出與能源投入的比率比普通的油氣田要低很多（見下圖）：