Military Review

In the USA, they announced problems of the “shale” industry: for a number of companies they stopped publishing credit ratings

83
In the USA, they announced problems of the “shale” industry: for a number of companies they stopped publishing credit ratings

Из США приходят известия о том, что аналитические и консалтинговые компании прекратили публикацию рейтингов и их прогнозов по целому ряду фирм, занимающихся добычей сланцевой нефти. В частности, речь идёт о прекращении деятельности в этом направлении со стороны аналитиков HEA (Heikkinen Energy Advisors) и инвестбанка Tudor Pickering Holt & Co.


It is noted that they removed American shale companies from the rating lists, whose capitalization is below $ 300 million, and the share price does not exceed $ 1.

Analysts believe that the attempts to track the ability to fulfill their credit obligations by relatively small shale companies in connection with the large-scale crisis that engulfed this industry have lost meaning. In fact, experts make it clear that these companies themselves are no longer able to service the accumulated debt and rely solely on state support. But at the same time, no one in the USA is ready to say which oil producing companies can count on direct state support.

Experts note that for small players in the shale hydrocarbon market "lenders and investors already have no hope." Many companies are trying to solve the problems of mergers in order to attract the attention of rating agencies. But this is unlikely to solve the problem with investor confidence.

The United States believes that the crisis in the shale industry can only be overcome if oil prices rise for at least a relatively long period to at least $ 50 per barrel. At the moment, a barrel of Brent crude oil has a price slightly above $ 35.

That is why relatively small shale companies, if production continues, will operate at a loss that will only exacerbate the accumulated financial problems. For large players in the US market, the situation is somewhat better due to the possibility of diversification of activities within the framework of ongoing projects.
83 comments
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  1. evgen1221
    evgen1221 23 May 2020 16: 04 New
    +2
    A country that knows how to inflate the soap bubbles of world scales in its favor. And someone thinks that shale is not just another fake? It seems to me that the Americans simply enter the oil shale from Iraq, Syria, etc. into the slate column, well, they get a little bit for the view on the camera. With the volumes of oil shale declared by them and the atrocious nature-killing technologies that they use, I strongly doubt that they have not polluted half of the country, but have not polluted, and this is strange.
    1. Beringovsky
      Beringovsky 23 May 2020 16: 20 New
      -22
      Do not write about what you do not understand at all, otherwise it will be another stupidity.
      Slate is not some kind of fake, but a rock.
      И технологии не "зверские природоубийственные", а самые обычные.
      It was you who were not in Western Siberia and did not see lakes of poured oil right next to the wells.
      In the extraction of oil shale, the same technologies are generally used as in the case of drilling and production in conventional fields. The thing is in their application, as always.
      1. The leader of the Redskins
        The leader of the Redskins 23 May 2020 16: 32 New
        -13
        In addition, the shale field can be mothballed. And with an ordinary well, it seems to be more complicated ...
        1. NKT
          NKT 23 May 2020 18: 38 New
          +4
          Well, it is also a well in Africa. The main difference is only in the type of rock.
      2. Valery Valery
        Valery Valery 23 May 2020 16: 36 New
        16
        Quote: Beringovsky
        Do not write about what you do not understand at all, otherwise it will be another stupidity.
        Slate is not some kind of fake, but a rock.
        И технологии не "зверские природоубийственные", а самые обычные.
        It was you who were not in Western Siberia and did not see lakes of poured oil right next to the wells.
        In the extraction of oil shale, the same technologies are generally used as in the case of drilling and production in conventional fields. The thing is in their application, as always.

        Да нет, г-н Беринговский ! Это похоже вы не были в Сибири и не видели как добывают нефть. Ни каких "озёр нефти" нет. Да и в Сибирь для этого ехонть не надо, вон по Татарстану проедте - насосы качающие нефть прям вдоль дорог стоят.
        Is it you or old Soviet films that have seen enough or signed up.
        1. The comment was deleted.
        2. Beringovsky
          Beringovsky 23 May 2020 17: 08 New
          -6
          Does not look like it.
          I Siberia from Vladik and Anadyr to Sugut, Variegan and Nyagan traveled in due time. And he worked at Yamburg.
          And in oil exploration and overhaul and maintenance. Starting from the pombard and the operator and further and higher ... hi
          The most work at the well, nowhere is closer.
          And you probably just drove past the wells? In Tatarstan.
          Well, education corresponds, of course.
          Any questions?
          1. Valery Valery
            Valery Valery 23 May 2020 17: 33 New
            +2
            Quote: Beringovsky

            Any questions?

            Как сказал старик Станиславский: "Не верю!"
            I would say differently ..... But it is impossible - the moderator will be offended
            1. Beringovsky
              Beringovsky 23 May 2020 17: 57 New
              -10
              I don't care if you believe it or not.
              Here faith does not matter, it is not a theater. Here, knowledge and experience matter, which you obviously do not have in this matter.
              If you were, then it would not even occur to you to argue about my comment. Well, or at least not that way.
              And the amateur is immediately visible.
              Be healthy. hi
          2. Donald72
            Donald72 23 May 2020 19: 03 New
            +9


            I’m not getting into the technology of drilling a specific well, but their number in shale and conventional oil production is somewhat different.

            The scale of the photos is the same.
          3. malyvalv
            malyvalv 23 May 2020 21: 10 New
            +4
            It looks like you only worked on wells in Soviet times. Since then, much has changed.
            1. Beringovsky
              Beringovsky 23 May 2020 22: 07 New
              -6
              What exactly has changed?
              The drill string began to spin in the opposite direction?
              Have the UBT been placed upstairs? And from above to attach PRI?
              Can emissions cease to occur during well repairs? Or now they are not being repaired at all, have they become disposable?
              What has changed fundamentally in technology? You can say?
          4. bk316
            bk316 24 May 2020 01: 01 New
            +1
            I Siberia from Vladik and Anadyr to Sugut, Variegan and Nyagan traveled in due time. And he worked in Yamburg. I Siberia from Vladik and Anadyr to Sugut, Variegan and Nyagan traveled in due time. And he worked at Yamburg.


            That went straight? They don’t particularly romp there laughing I've been flying around. Show me where now LAKE OIL. I will not be lazy to tear friends in the fields, so that you are caught in a lie. In the old days yes it used to spill and light up. I’ll say more gas pipelines exploded funnels of 50 meters were. I have a photo album. Yes, and only then it was an emergency, and now the commission does not have time to fly from the center as everyone has already removed. And the digging spills were hit by a bulldozer and even managed to get out of the zone.

            You’d better explain why if, according to your technology, the returns are the same, then the shale well can be preserved, but the classic one can’t.
            1. Beringovsky
              Beringovsky 24 May 2020 02: 15 New
              -3
              Выражение "исколесил" понимаете буквально?
              Or are you a joker?
              Show me where the LAKE of oil is now.

              Did I write somewhere about today? In general, I gave this example, so that it would be clear that it is possible to damage nature with any method of extraction. And there were many accidents and oil spills in Siberia.
              You’d better explain why if, according to your technology, the returns are the same, then the shale well can be preserved, but the classic one can’t.

              Enough of amateurs for me today. Tired to impossibility.
              You can preserve everything, even .opu. The result will only be different.
              Tomorrow I will answer in detail, unless of course there is a desire. In short, the point is water cut. If you really understand at least something, then ... you will understand. Although, if they understood, then they would not ask such a question.
              Good night. Sorry if that, I personally did not want to offend you.
              1. bk316
                bk316 24 May 2020 17: 20 New
                -1
                Or are you a joker?

                Emoticon do not see? People who have worked there for at least 2 years are understandable. After all, everything is on a harp or in the air. Wheels do not steer. And I still rode the water like Apostle Andrew laughing Scary for the inability to swim.
                Did I write somewhere about today?

                An article on the topic of the day. Why are examples of 20 years ago. And pay attention, I don’t argue ....

                I'm not offenced. And about conservation I really wonder. Different people from the industry told me exactly the opposite things, but they are geophysicists and not exploiters.
                1. Beringovsky
                  Beringovsky 25 May 2020 02: 37 New
                  0
                  Emoticon do not see? People who have worked there for at least 2 years are understandable. After all, everything is on a harp or in the air. Wheels do not steer.

                  The joke is accepted))))
                  Вообще то я там куда больше отработал, и там где летают и где колесят. И налетался и наползался "на гуслях" и наколесился. Места в Сибири очень разные.
                  An article on the topic of the day. Why are examples of 20 years ago. And pay attention, I don’t argue ....

                  It doesn’t matter; over the past 20 years, nothing has changed in technology. I tried to convey the idea that it was not in them, but in organization and control. Apparently it didn’t work out.
                  And about conservation I really wonder.

                  Please.
                  In short, then. When the field is depleted and oil inflows, water is pumped (crushed) into the reservoir through specially drilled wells. Reservoir pressure rises, oil inflow to oil wells increases. But since water moves unevenly, overflows occur in the reservoir, reach oil wells and we get a mixture of water and oil. They are separated, oil goes where it is necessary and water is pumped back into the reservoir.
                  Water cut in old fields is very high.
                  The problem is that they require constant attention and competent work, because processes in the reservoirs are dynamic. You can close the valves at the top, but the processes below will not stop. As a result, during re-preservation, you can get an unpleasant situation - a lot of water and a little oil. It will take a lot of effort and money to restore oil recovery. Sometimes a lot. And not the fact that the field will recover.
                  Like that. It is concise and simple. If anything is unclear, ask.
                  1. bk316
                    bk316 26 May 2020 00: 44 New
                    -1
                    If anything is unclear, ask.

                    But debit and stock in shale wells are much smaller, and more must be pumped during conservation. So the canning process will be more expensive. Is not it? Acquaintances working for amers say that they don't preserve shale at all. Just drill new ones.
        3. Cyril G ...
          Cyril G ... 23 May 2020 17: 47 New
          10
          In the Kuban, too, swing, lakes not seen
          1. The comment was deleted.
        4. ccsr
          ccsr 23 May 2020 18: 00 New
          +8
          Quote: Valery Valery
          go through Tatarstan - pumps pumping oil are right along the roads.

          I have seen such people in the Krasnodar Territory - they shake themselves and no one is steaming ...
          1. Beringovsky
            Beringovsky 23 May 2020 18: 16 New
            -11
            Ну если вы с другим комментатором выше, видели настоящие скважины "на Кубани и в Краснодарском крае", то значит so it was everywhere and always.
            I simply have nothing to object to such great specialists. I give up ...
          2. bk316
            bk316 24 May 2020 01: 10 New
            0
            I am in the Krasnodar Territory

            And in the Krasnodar and Astrakhan and in the entire Volga.
            The European part of the Russian Federation is experiencing a renaissance in oil production.
            I have a friend, a geophysicist, who has been contemplating deposits here for 5 years, but earlier everything was along Anabar and Khatanga
            Normal such stocks are obtained.
            We recently met before quarantine while he was talking, and I wondered how it had not been discovered before, they persuaded a liter laughing
            1. ccsr
              ccsr 24 May 2020 10: 49 New
              +2
              Quote: bk316
              while he was talking, and I wondered how it had not been discovered before, they persuaded a liter

              Я впервые увидел "качалки" в Краснодарском крае еще в семидесятых - так что там уже лет пятьдесят как минимум качают. Нигде там нет загрязнений почвы нефтью, и мало того, у некоторых "качалки" стояли рядом с приусадебными участки.
              1. Cyril G ...
                Cyril G ... 25 May 2020 08: 56 New
                0
                As a child, in the 80s I came to the Kuban, I remembered rocking in the Varenikovskaya area and on the shore of Azov between Temryuk and Kurchanskaya. Now they’ve removed the rocking chair near Varenikovskaya, I live in Temryuk, I still pump oil on the shore ..... We now go there to go to a wild beach to swim ....
        5. NKT
          NKT 23 May 2020 18: 50 New
          +5
          There were accidental oil emissions from wells and oil leakage from oil pipelines and leakage of abandoned / abandoned wells. In Ukhta, there are still old wells in a puddle (radius of about a meter) of oxidized oil and it can be seen how it is degassed.
      3. _Sergei_
        _Sergei_ 23 May 2020 17: 13 New
        +5
        А вы видели "озера вылитой нефти"? Уже давно, больше 20 лет как ставится рядом емкость из синтетики и нефть выливают в неё. Потом нефть выкачивают и территорию убирают.
        1. Beringovsky
          Beringovsky 23 May 2020 17: 23 New
          -7
          Saw? Yes, it used to be, all the time. Anyone could confirm this. Or do you think after the release of oil collected? It was just covered in sand and leveled. I saw real lakes of oil, there was such a thing.
          Just some who did not understand the essence of my comment, apparently.
          Once again, for the dull. The technologies for drilling and producing shale and conventional oil are, by and large, not much different from each other. The whole question is whether you will do so as little as possible to harm or do not give a damn about it. From whether it is shale oil or ordinary it does not depend.
          1. your1970
            your1970 23 May 2020 18: 27 New
            +2
            in the Saratov region in Stepnoy - where they pump it, everything stank of oil and small pools of oil stand somewhere ....
            1. your1970
              your1970 23 May 2020 18: 50 New
              -2
              citizens are minusers - do you need to look for pictures ?? I went there for 2 years, from Stepnoy to Mechetny !!!
              fool fool fool
          2. rocket757
            rocket757 23 May 2020 18: 43 New
            +5
            Quote: Beringovsky
            Just some people don’t understand the essence of my comment,

            Once a specialist, they would explain to a person that it is possible to preserve wells, that the drilling process does not always turn out to be clean, that the process of pumping oil out of a finished well can be made not dirty, that accidents and dirt can happen earlier, and now environmental standards are much stricter .... but, if someone wants to see a real DIRT, let them see how they develop shale sands in Canada !!!
            Yes, the production of shale oil by the method of fracking / hydraulic fracturing differs from the classical method of oil production, incl. and from an environmental point of view, they argue about this, at least.
            1. The comment was deleted.
            2. malyvalv
              malyvalv 23 May 2020 21: 15 New
              +2
              One might think that there is no hydraulic fracturing in classical fields. In this sense, there really is no difference. The difference in the number and length of the horizontal section of wells and in the number of fracturing stages. In shales, the yield is low, therefore, the wells are longer and the fracturing stages are longer.
              1. rocket757
                rocket757 23 May 2020 21: 59 New
                +7
                Не вдаваясь в подробности технологии фрекинг ..... при классической нефтедобыче не требуется столь агрессивная химия. Т.е. нефть выбирают из пород, которые проницаемы и "легко" отдаю ту черную маслянистую жижу, из за которой весь сыр бор и идёт.
                But, the argument is not because of technology, but because of what?
                Как всегда, у " просветлённых эльфов" всё как надо, а у нас в " темном Мордоре" все плохо, плохо .....
                In short, the statement has nothing to do with reality.
                In general, it’s stupid, because everywhere it happens in different ways and you can describe all this with one definition - the predatory use of the planet’s resources. Our common home!
                1. Beringovsky
                  Beringovsky 24 May 2020 00: 14 New
                  -3
                  Quote: rocket757
                  ..... in classical oil production, such aggressive chemistry is not required.

                  In general, somewhere like that ... At least not in that amount. Although chemistry is used everywhere during drilling or repair, including aggressive ones.

                  Quote: rocket757

                  But, the argument is not because of technology, but because of what?

                  Actually, in this case, precisely because of them, namely, are the technologies used in the extraction of oil shale particularly harmful compared to conventional ones? The answer is no, they are not. These are generally the same technologies.

                  Quote: rocket757

                  Как всегда, у " просветлённых эльфов" всё как надо, а у нас в " темном Мордоре" все плохо, плохо .....

                  You know, a hundred years ago, one simple hard worker named Earl, who knew how to cement wells, rented an old truck, hired several workers and put together wood a box for mixing cement, began to sell its cementing services. And after ten years, having become rich, he did not rush to buy estates and yachts, but chased after new technologies, hiring engineers and opening research laboratories.
                  Now this is Haliburton, and the hard worker was Earl Parker Haliburton. What does this company mean I do not need to explain to any of the specialists.
                  And now compare with our cones of the oil business, who have squeezed the wealth created by them from the people and have corrupted the entire scientific and technical base in a quarter century. Now they are standing humble in half bow before the same Haliberton - please give your technology, your equipment. We ourselves cannot ... cry cry ...
                  Nothing? Everything is fine?
                  Do you see the difference between them and old Earl? Then yes, everything is fine and of course we will win.
                  Deafening.
                  1. rocket757
                    rocket757 24 May 2020 00: 45 New
                    +3
                    В моих рассуждения нет " уря патриатизма" как и "пора валить" потому что там всё хорошо. Т.е. не о технологиях новых/ старых, даже не о мелких инцидентах, последствия которых можно устранить. О том, что вообще останется после нас, потомкам.
                    Common sense ... we are all in our desire to have more, we are ruining our common home! Somewhere more, somewhere less, all together rolls in that direction.
                    For me, their capitalists are the same, soul mates with ours ... they are all smeared in the same world. The sad thing is that the same outcome will come for everyone.
                    As a reminder, the Geyropeans have no way at the Groningen field, a classic mining method. In Australia, the United States, fracking debates, the gay men banned him altogether!
                    1. The comment was deleted.
                  2. malyvalv
                    malyvalv 11 June 2020 14: 52 New
                    0
                    Тут надо учесть что это были "золотые времена" инноваторов в нефтянке. Также создавались гиганты Шлюмберже и Бэйкер с Хьюзом.
                    In Soviet times, too, innovation was enough to recall the same hydraulic fracturing. But it is clear that innovators could not create their own private company and get rich.
                    And recently, there are no such innovations in the oil industry. Everything new there is based on the use of computer technology and new materials.
                    And here we have a problem so the best brains work there or for them. At Haliburton and Baker and Schlumberger. The most significant logging advancements in Baker, for example, are made by Russians. And not only in America but also in Novosibirsk where Baker has a scientific center.
                    Here it is necessary to think about it how it turns out.
            3. The comment was deleted.
      4. Hwostatij
        Hwostatij 23 May 2020 17: 16 New
        +4
        What lakes, dear. Oceans are there, oceans. And not oil, but hellish Soviet filth, which pollutes not nature, but the fragile minds of iksperds about everything, but against Russia)))
      5. Barmaleyka
        Barmaleyka 23 May 2020 20: 22 New
        -1
        Quote: Beringovsky
        In the extraction of oil shale, the same technologies are used in general as in the case of drilling and production in conventional fields

        this is something new belay
        1. NKT
          NKT 23 May 2020 21: 57 New
          +4
          He said it right. Hydraulic fracturing is just one of the methods for increasing oil recovery. Shales have a low permeability, which is why it is used there. It is also used in traditional reservoirs to increase gas / oil production.

          PS I drew a picture and made signatures - an amateur.
      6. Pereira
        Pereira 23 May 2020 21: 11 New
        +1
        I was in Western Siberia at oil fields. I did not see the lakes.
      7. Alex_Gazenvagen
        Alex_Gazenvagen 23 May 2020 22: 48 New
        -9
        If your comment is not capricious-urapatriotic, expect a bunch of minuses.
        I subscribe to oil fields. Even the technology of deep horizontal drilling is absent in the Russian Federation, and our entire production-processing system is several decades behind.
        1. Pereira
          Pereira 24 May 2020 09: 57 New
          0
          Where I have been, there is no need for horizontal drilling. Although the car with the coiled tubing stood. No application found. so this can not be considered a minus.
          our entire mining and processing system is several decades behind.

          Let's say. And what in 2000 on planet Earth scooped oil from puddles?
    2. Voltsky
      Voltsky 23 May 2020 16: 34 New
      +4
      ear and then secretly take her to Texas, and then transported to Europe with China.
      At the moment, one of the most delusional theses that I have heard.
    3. The comment was deleted.
    4. military_cat
      military_cat 23 May 2020 19: 40 New
      -2
      Quote: evgen1221
      And someone thinks that shale is not just another fake?
      Another fake? Same as coronavirus, right? Does life teach you anything, I wonder?
  2. knn54
    knn54 23 May 2020 16: 41 New
    +2
    The problem is individual companies, not the industry as a whole.
    1. Volodin
      Volodin 23 May 2020 16: 50 New
      12
      Quote: knn54
      The problem is individual companies, not the industry as a whole.

      Shale companies with a capitalization of less than $ 300 million in the United States account for almost 45% of the US shale market. They have outstanding loans for $ 80 billion in only 4 states, including Texas.
    2. Nyrobsky
      Nyrobsky 23 May 2020 17: 33 New
      +2
      How to know, how to know? Somewhere there was information that off the coast of the United States there are now up to 40 oil tankers in the volume of what the United States has been buying for 7 months, which you will agree is not in favor of the industry. what
  3. nobody111body
    nobody111body 23 May 2020 16: 46 New
    +1
    ага "саморегулирующий рынок" в виде кучки евреев грабящих саударавию ирак и ливию; ну да конечно- вот только как то этот "рынок" регулирует сам себя как ток сауды от Хуситов пендель получат и у этого самого "рынка" вдруг моча в голове забурлит и цены сразу вниз а вот как ток к власти придет некий эльцин ура "демократии" цены этот "рынок" сразу по щучьему велению поднимает аж до 100эссов
  4. KVU-NSVD
    KVU-NSVD 23 May 2020 16: 51 New
    0
    these companies themselves are no longer able to service the accumulated debt and rely solely on state support. But at the same time, no one in the USA is ready to say which oil producing companies can count on direct state support.
    Many companies are trying to solve the problems of mergers to attract attention
    While small companies are being poured, no one will give anything, because by and large, they only care about words, when large ones begin to pour in - they start giving, but it is often too late. This is almost the law of capitalism.
    1. your1970
      your1970 23 May 2020 18: 29 New
      -4
      Quote: KVU-NSVD
      these companies themselves are no longer able to service the accumulated debt and rely solely on state support. But at the same time, no one in the USA is ready to say which oil producing companies can count on direct state support.
      Many companies are trying to solve the problems of mergers to attract attention
      While small companies are being poured, no one will give anything, because by and large, they only care about words, when large ones begin to pour in - they start giving, but it is often too late. This is almost the law of capitalism.
      What to do with it?
      Quote: Volodin
      Shale companies with a capitalization of less than $ 300 million in the United States - this is almost 45% of the American shale market. They have outstanding loans for $ 80 billion in only 4 states, including Texas.
      1. KVU-NSVD
        KVU-NSVD 23 May 2020 18: 41 New
        +1
        Quote: your1970
        What to do with it?

        Most likely nothing, a little help with taxes for excuses, who survives, he survives, the rest go broke. Prices are stabilizing and their segment, where large companies will profitably take, where large is not interesting, a new small thing will appear.
    2. forest1
      forest1 23 May 2020 19: 38 New
      0
      The bankruptcy institution is well developed there - this is constantly being done in the West and this is normal and even necessary in a market economy (and this crisis in the oil market is a prime example of why). The market is still volatile. This is with us if the company goes bankrupt director sits on the validol around the clock. It just goes through bankruptcy. The stock market there is the most powerful, and investors buy property, debts are repaid or written off. And enterprises continue to work most often, although of course a change of ownership occurs, bankruptcy due to the inability to pay the loans taken, for expansion and investment usually does not lead to a shutdown of the enterprise, the enterprise stops when its current activities are unprofitable. Plus, most hedging companies have other risk insurance.
  5. Mountain shooter
    Mountain shooter 23 May 2020 17: 05 New
    -4
    Ожидаемо. При таком падении спроса цены сразу надо было держать, снижая добычу... Но закон капитализма - "Умри ты сегодня, а я завтра"...да и антикартельные законы... Ещё месяцев шесть такой вакханалии, и цены вернуться к 60-70...другое дело, что теперь эти качели так и будут - туда-сюда! С шагом 2-3 года.
  6. Ravil_Asnafovich
    Ravil_Asnafovich 23 May 2020 17: 16 New
    +1
    Вот вам бабушка,и "Юрьев день"
  7. Tank hard
    Tank hard 23 May 2020 17: 19 New
    +1
    Сейчас набегут "всепропальщики" и оптом докажут, что статья заказная, "путинвсёслил", США опять победили, саудиты ставят ультиматум! laughing

    PS If necessary, where-
    in the background, ruble bills of various denominations will be discovered. All for victory! wink
  8. Gennady Fomkin
    Gennady Fomkin 23 May 2020 17: 32 New
    0
    basta karapuziki, economic supercycle is ending, life will never be the same laughing
  9. serg. 75
    serg. 75 23 May 2020 17: 57 New
    +2
    Lakes are not lakes, but there is enough oil spilled ...
    1. Alex Justice
      Alex Justice 24 May 2020 17: 25 New
      0
      I remember how, while working for an American company, we discussed an emergency at a construction site - 15 ml of spilled oil from a tractor :)
  10. Petrol cutter
    Petrol cutter 23 May 2020 18: 05 New
    +1
    Oh my god ... How far I am from the USA ... And their problems with the shale industry ...
    For some reason, the purchases of the cable industry were strained yesterday ...
  11. GMM
    GMM 23 May 2020 18: 07 New
    -4
    If the problems of the US “shale” industry, in the form of stopping the publication of credit ratings of a number of companies, somehow affect the early appearance of the Armat tank in our troops, then certainly the news is positive.
    And if the above does not in any way accelerate the pace of construction by our USC of frigates of the 22350 series, then let this shale American oil burn with fire ....
    1. your1970
      your1970 23 May 2020 18: 31 New
      -1
      Quote: mmg
      let this shale American oil burn with fire ...
      -this would be a good option for our defense industry, and for the budget ...
      1. GMM
        GMM 23 May 2020 18: 41 New
        -5
        Since physically we cannot set fire to their shale oil that has not been extracted yet, the only option left is to crush them with sanctions to break them like a hot-water bottle, lower them to the bottom ...
        Any suggestions how?
        1. your1970
          your1970 23 May 2020 18: 48 New
          -1
          Quote: mmg
          Any suggestions how?
          it was yours repeat proposal
          Quote: mmg
          let this shale American oil burn with fire
          1. GMM
            GMM 23 May 2020 18: 55 New
            -2
            Let’s then, I’ll write in sportloto, and you will Santa Claus ...
            So they say and so, you need to redirect money from US shale oil to the needs of the Russian defense industry
        2. Andobor
          Andobor 23 May 2020 19: 13 New
          0
          Quote: mmg
          crush them with sanctions to tear them like a tuzik heating pad, lower to the bottom ...
          Any suggestions how?

          It’s easy, they’ve already done it - they banned the extraction of hard-to-extract oil, shelf and shale.
          In response, in the 14th year they banned us from selling equipment for the extraction of such oil.
          And we in the 20th to them to produce such equipment, and to extract oil to them.
  12. Junior Private
    Junior Private 23 May 2020 18: 47 New
    -3
    The problem is not so much in the industry (not in the price of oil, or rather in futures contracts), but in the prohibitive lending of it. It's time to live a real life.
  13. Gennady Fomkin
    Gennady Fomkin 23 May 2020 19: 01 New
    -4
    " Перед смертью не надышишься" (ц) wassatI’ll say more, it’s VERY difficult. In any case, the price comes first. For example, even with a minus we will not only pump, but also increase production.



  14. Alien From
    Alien From 23 May 2020 19: 03 New
    -1
    The more these companies are bent, the better!)
  15. Courier
    Courier 23 May 2020 19: 29 New
    +1
    The cost of shale oil production fell to $ 28 per barrel.
    The Americans will survive the fall, and again increase production.
    Technology, equipment does not disappear.
    Wells now have some owners, then there will be others, not critical.
    1. your1970
      your1970 23 May 2020 21: 50 New
      +2
      Quote: Courier
      Technology, equipment does not disappear.
      Wells now have some owners, then there will be others, not critical.
      -то есть когда у нашей промышленности в 90-е менялись хозяева это - "А-а-а-а!!!ужас!!хана промышленности!!"?
      and the American -
      Quote: Courier
      not critical.
      ??? !!!
      Are you serious?
      in general, the exact same raiders there (like ours !!) will tear to pieces, will also profit from resales, take away equipment and technologies, and staff will scatter around the country ...
      Ordinary capitalism, nothing new ...
      However, the CASH don't mind a bit
  16. Gennady Fomkin
    Gennady Fomkin 23 May 2020 19: 59 New
    -1
    Quote: Courier
    The cost of shale oil production fell to $ 28 per barrel.
    The Americans will survive the fall, and again increase production.
    Technology, equipment does not disappear.
    Wells now have some owners, then there will be others, not critical.

    Захватившие мировые биржевые площадки преступные мошеннические группы банкстеров и ростовщиков из последних сил пытаются удержать цены на нефть и ресурсы для поддержки своего раздутого потребления и разрушающегося промпроизводства. В этой борьбе за остатки бывших жирных кусков колониальных налогов Запад подвел мир к дефициту нефти и ресурсов. Выжимая последние капли нефти из уже "сухой кошки", биржевики рискуют увидеть в своих терминалах тот самый, разрушительный паттерн "прыжок дохлой кошки"... laughing
    1. forest1
      forest1 23 May 2020 20: 14 New
      0
      The oil shortage is so huge that they don’t know where to put it. Oil is already stored in tankers, which they only need to carry.
    2. Ded_Mazay
      Ded_Mazay 23 May 2020 20: 21 New
      +2
      Quote: Gennady Fomkin
      The West has led the world to a shortage of oil and resources
      Um, what? Gena, how did you manage to write from a parallel universe to us? Perhaps, since you have a shortage of oil there, you’ll be buying the same amount of our surplus? And then we have nowhere to store it ... lol
      1. Avior
        Avior 23 May 2020 22: 04 New
        +1
        . The West has led the world to a shortage of oil and resources

        You didn’t confuse anything? Oil in the market is generally an oversupply, not a shortage
        1. Ded_Mazay
          Ded_Mazay 24 May 2020 08: 21 New
          0
          Are you this to me? What for?
          1. Avior
            Avior 24 May 2020 08: 30 New
            -1
            no it's
            Gennady Fomkin (Gennady Fomkin)

            there is a quote
            hi
            1. Ded_Mazay
              Ded_Mazay 24 May 2020 08: 31 New
              0
              The question is removed. hi
    3. The comment was deleted.
  17. Ded_Mazay
    Ded_Mazay 23 May 2020 20: 12 New
    0
    Well, that's the market and decided. Oh, the Saudis are notorious for dumping amers into slippers on **** and ... lol
    Интересно, где там сейчас сидят представители звездно полосатого-фанклуба, втиравшие нам последние пару лет про "могучее сланцевое чудо", которым сша отожмут у россии всю ее доль нефтяного рынка...
  18. Gennady Fomkin
    Gennady Fomkin 23 May 2020 20: 23 New
    0
    Даже если дотировать сланец - эти убытки с лихвой перекрываются прибылью с разницы в цене обычной нефти. Но этот цирк просто обязан скоро закончится...Или Россия его закончит резким уменьшением экспорта. Всё равно больше поднимет завтра на выросшей цене. Вот это был бы "ЛЕБЕДЬ".
  19. Gennady Fomkin
    Gennady Fomkin 23 May 2020 20: 25 New
    0
    Quote: Ded_Mazay
    Quote: Gennady Fomkin
    The West has led the world to a shortage of oil and resources
    Um, what? Gena, how did you manage to write from a parallel universe to us? Perhaps, since you have a shortage of oil there, you’ll be buying the same amount of our surplus? And then we have nowhere to store it ... lol

    Are you one of these schemers? laughing Here, on V.O. such liberomarazotnye slogans do not roll!
  20. Gennady Fomkin
    Gennady Fomkin 23 May 2020 20: 39 New
    0
    Deutsche Bank рассчитал текущие цены безубыточности для сланцевых месторождений – $46,54 за баррель для Bakken в Северной Дакоте и Монтане и примерно 40 долларов за баррель в Permian. Положение в Сев. Дакоте сравнимо с крушением поезда, – сказал Кент, вице-президент компании Resource Energy. Это относительно небольшой производитель, затраты на добычу которого являются одними из самых высоких в США из-за расходов на транспортировку, из-за недостатка мест хранения и расстояния до НПЗ и центров потребления. Команда Resource Energy поняла, что им нужно будет рассмотреть вопрос о закрытии оставшихся 20 % производства, все еще работающего в сланцевом регионе Баккен, сказал Кент. Сев. Дакота, уступающая только Техасу по добыче нефти среди американских штатов, получила самый большой удар. С 1 марта объем производства сократился по меньшей мере на 400 000 баррелей в сутки, что составляет почти треть от примерно 1,4 миллиона баррелей в сутки.Регулятор – Департамент мин. ресурсов Сев. Дакоты (DMR), который работает с 20 крупнейшими операторами штата, ожидает дальнейшие беспрецедентные сокращения. К 21 апреля около 95 процентов производства крупнейшего добытчика Дакоты Continental Resources (CLR.N) в штате было остановлено. CLR.N в среднем добывал примерно 188 000 баррелей нефти в сутки в четвертом квартале 2019 года из 1540 скважин. Oasis Petroleum (OAS.O) остановил все бурение в Баккене с добычей около 80 000 бнэ/д на конец года. Пионер сланцевой промышленности Джон Хесс планирует прекратить бурение на пяти из шести буровых установок в Баккене к концу мая и лично сообщил об этом сенатору от Сев. Дакоты Кевину Кремеру. "Он был очень резок и серьёзен", – сообщил сенатор агентству Рейтер. Добыча остановлена на 6200 скважинах из 16 тысяч в штате.
  21. Gennady Fomkin
    Gennady Fomkin 23 May 2020 20: 59 New
    0
    I try to understand what is happening, but I don’t understand anything. I suspect that no one understands anything. Everything is at a loss, but everyone interprets events in their favor. Even in chaos there is a certain order if the chaos is healthy. But today there is some kind of sick chaos in the world.
    1. ccsr
      ccsr 24 May 2020 11: 11 New
      +1
      Quote: Gennady Fomkin
      I’m trying to understand what is happening, but I don’t understand anything.

      In such a situation, the main thing is not to panic and not to make hasty decisions under the influence of emotions. That's why all analysts are doing this, trying to reassure owners of capital, because if they panic, then the collapse of the global economy will be guaranteed.
      As for the inhabitants, i.e. to everyone who writes on this forum, including myself, they don’t solve anything in this game in a big way, but can only observe what is happening and choose the version that is closer to their heart.
      Even without any in-depth research, you can understand that we will not live better in the next year or two, but gradually everything will resolve, and then again everything will work as it should. I think that now we should be less concerned about oil prices and problems with the coronavirus, but how the confrontation between China and the United States will end and determine how quickly we will get out of the crisis, or fall below what we now consider the bottom.
  22. APASUS
    APASUS 23 May 2020 21: 13 New
    +1
    In the US, the problem is not shale oil and its producers, problems in the financial sector. Shale people consume too much money and created a new bubble in the credit market. That's what Trump is afraid of,
    that shale will drag out finances, and a weakening dollar will lead to the collapse of the country as a whole
  23. Narak-zempo
    Narak-zempo 23 May 2020 22: 27 New
    0
    Finally, good news from the fields of a price war. This is a major victory for Russia. The main thing is not to reduce the onslaught and not to reckon with temporary losses: when the rebound begins in plus after the pandemic, prices will rise, and the market will be ours.
  24. Angelo Provolone
    Angelo Provolone 24 May 2020 02: 04 New
    -3
    Главное на "задний двор" России на бомберах "заехать", а экономика - это фигня.