“关税+低油价”双重挤压，石油巨头警告：美国页岩油繁荣要结束了

Group 1 - The U.S. oil industry is facing significant challenges due to rising costs from tariffs and declining oil prices, leading to spending cuts and idle drilling rigs, signaling the end of a decade-long shale oil boom [1][4] - Devon Energy's CEO expressed a state of high alert in the current difficult environment, indicating that anything is possible [2] - OPEC+'s unexpected decision to increase production has intensified concerns about a price war, prompting analysts to lower production forecasts, with a predicted 1.1% decline in U.S. oil production next year [3] Group 2 - U.S. oil prices have dropped to $61.53 per barrel, approximately 23% lower than this year's peak, while shale producers require $65 per barrel to break even [4] - SM Energy's CEO emphasized the need to "hang in there," while Pioneer Natural Resources' former head warned that production could drop by up to 300,000 barrels per day if prices fall to $50 per barrel [7] - Tariffs imposed by the Trump administration have increased the prices of steel and aluminum, critical inputs for the oil industry, with packaging pipe costs rising by 10% in the last quarter [8]