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Analysts from Raymond James issued a survey of 40 top-tier operators from key regions around the world, which compares capital expenditure (capex) budgets for the past couple of years.
Outside the United States, capex is down almost everywhere, but how much varies. Upstream spend by Mexico's Petroleos Mexicanos is down by only about 30%
In our view, it is abundantly clear that oil prices will need to be materially higher (versus current levels) by the end of 2016 in order to support a more sustainable level of investment next year and beyond."
The two straight years of huge capex cuts have not happened since "at least the 1980s," they wrote. Onshore U.S. capex reductions are about double the global average, but nearly all geographies outside the Organization of the Petroleum Exporting Countries (OPEC) have curtailments of varying degrees.
"Here is the simple fact: two consecutive years of global investment curtailments on this scale are the worst in at least a quarter century," analysts said. "While many of these cutbacks will not result in an immediate fall-off in oil production, the unprecedented collapse in investment will translate into a negative oil supply response that will play out over years to come and spread across a wide range of geographies."
www.naturalgasintel.com/articles/...ower-48-cutting-capex-most