Cyber Monday Deal: Up to 60% off InvestingProCLAIM SALE

U.S. drillers extend rig recovery into sixth month -Baker Hughes

Published 2016-11-04, 01:03 p/m
© Reuters.  U.S. drillers extend rig recovery into sixth month -Baker Hughes
CHK
-
CL
-
NG
-

Nov 4 (Reuters) - U.S. oil drillers increased rigs this week for a 20th week in the last 23, as energy firms follow through on plans to add rigs made months ago when crude was still trading over the key $50 a barrel level analysts said should lead to more drilling.

Drillers added nine oil rigs in the week to Nov. 4, bringing the total count up to 450, the most since February, but still below the 572 rigs seen a year ago, energy services firm Baker Hughes Inc BHI.N said on Friday. RIG-OL-USA-BHI

Since crude topped $50 a barrel in May, June and October, drillers have added 134 oil rigs, its biggest recovery in over two years since prices collapsed due to a global oil glut.

The Baker Hughes oil rig count plunged from a record 1,609 in October 2014 to a six-year low of 316 in May as U.S. crude collapsed from over $107 a barrel in June 2014 to near $26 in February 2016.

U.S. crude futures CLc1 were trading around $44 a barrel on Friday, on track to fall for a second week in a row on doubts OPEC members would cut production, with a loss of around 10 percent so far this week, its biggest decline since January. O/R

But with oil prices still expected to rise in 2017 and 2018 with a projected tightening of the supply-demand balance, analysts forecast energy firms will follow through on plans to boost spending on new drilling in coming years.

Futures were trading near $47 a barrel for calendar 2017 CLYstc1 and near $50 for calendar 2018 CLYstc2 .

Analysts at U.S. financial services firm Cowen & Co said this week in a note that its capital expenditure tracking showed 12 exploration and production (E&P) companies, including WPX Energy Inc WPX.N and Chesapeake Energy Corp (NYSE:CHK) CHK.N , planned to increase spending by an average of 36 percent in 2017 over 2016.

Cowen said that forecast 2017 increase followed an estimated 47 percent decline in 2016 spending below 2015 levels for the 65 E&P companies it tracks.

Analysts at Simmons & Co, energy specialists at U.S. investment bank Piper Jaffray, this week forecast the total oil and natural gas rig count would average 502 in 2016, 677 in 2017 and 887 in 2018. Most wells produce both oil and gas.

That compares with an average of 978 oil and gas rigs active in 2015, according to Baker Hughes data.

<^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ Graphic on U.S. rig counts

http://graphics.thomsonreuters.com/15/rigcount/index.html U.S. natural gas rig count versus futures price

http://link.reuters.com/nuz86t Thomson Reuters Analytics natural gas data

reuters://screen/verb=Open/URL=cpurl://pointcarbon.cp./trading/gmtna/

^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^>

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2024 - Fusion Media Limited. All Rights Reserved.