Fortune | FORTUNE 2024年11月26日
‘Drill, baby, drill’ is unlikely under Trump, Exxon says
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尽管特朗普呼吁加大石油天然气开采力度,埃克森美孚上游总裁利亚姆·马龙表示,美国石油和天然气生产商未来几年不会大幅提高产量。马龙认为,大多数公司主要关注的是经济效益,而非政治号召。虽然特朗普预计会开放联邦土地用于石油和天然气钻探,但美国最大的产油州德克萨斯州的大部分土地为私人所有。马龙表示,即使规则发生重大变化,产量也不会显著增加,因为公司需要考虑经济效益。目前,美国日产原油超过1300万桶,位居全球第一,过去十年产量增长近45%。随着明年石油供应过剩的可能性增加,全球油市正在关注美国勘探公司钻探新井的速度。许多大型美国石油公司采取长期生产策略,权衡何时根据自身储量将某些油井投入使用。此外,埃克森美孚还支持拜登政府的通胀削减法案,认为该法案对碳捕获、氢气生产和可持续航空燃料等方面提供的激励措施对石油公司有利。

🤔埃克森美孚上游总裁利亚姆·马龙表示,尽管特朗普呼吁加大石油天然气开采力度,但美国石油和天然气生产商未来几年不会大幅提高产量,主要原因是公司更关注经济效益而非政治号召。

🇺🇸美国目前日产原油超过1300万桶,位居全球第一,过去十年产量增长近45%,但随着明年石油供应过剩的可能性增加,全球油市正在关注美国勘探公司钻探新井的速度。

🚧虽然特朗普预计会开放联邦土地用于石油和天然气钻探,但美国最大的产油州德克萨斯州的大部分土地为私人所有,且产量增加需要考虑经济效益。

🤝埃克森美孚支持拜登政府的通胀削减法案,认为该法案对碳捕获、氢气生产和可持续航空燃料等方面提供的激励措施对石油公司有利。

🌍马龙的言论表明,埃克森美孚自特朗普当选以来第二次与他的政策相悖,此前首席执行官达伦·伍兹曾劝阻特朗普退出巴黎气候协定。

Oil and gas producers in the US will not raise output significantly in the coming years despite calls from President-Elect Donald Trump to “drill, baby, drill,” said Exxon Mobil Corp.’s Upstream President Liam Mallon.“I think a radical change is unlikely because the vast majority, if not everybody, is primarily focused on the economics of what they’re doing,” Mallon said on Tuesday at a conference in London.Trump is expected to open up federal lands for more oil and gas drilling, but much of the land in the country’s largest oil and gas producing state, Texas, is private. Still, there’s plentiful federal land in neighboring New Mexico which includes the oil- and gas-rich Permian Basin.“If those rules were substantially changed, you would be able to drill more, assuming you have the quality and met your economic threshold,” Mallon said. “But I don’t think we’re going to see anybody in the drill, baby, drill mode. I really don’t.”The US is pumping more than 13 million barrels of crude a day, exceeding every other nation and up almost 45% in the past decade. With a surplus looming next year, the global oil market is watching to see at what rate American explorers drill new wells. Many of the biggest US operators are taking a long-term approach to production, weighing when to bring certain wells online against their overall inventory.Mallon’s comments mark the second time since the election that the largest US oil company has diverged from Trump’s policies. Chief Executive Officer Darren Woods discouraged the president-elect from withdrawing the US from the Paris climate pact, arguing that it’s better to participate and push for “common sense” carbon-cutting policy.Mallon reinforced Woods’s recent remarks supporting the US Inflation Reduction Act, which Trump has characterized as Washington’s “green new scam.” Some IRA incentives — including tax credits for capturing carbon, producing hydrogen and making sustainable aviation fuel — are particularly popular with oil companies.“Our position on the IRA is very good,” Mallon said. “We strongly believe in what it is, what it stands for and the incentives it’s providing.”How many degrees of separation are you from the globe's most powerful business leaders? Explore who made our brand-new list of the 100 Most Powerful People in Business. Plus, learn about the metrics we used to make it.

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石油产量 特朗普 埃克森美孚 通胀削减法案 经济效益
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