低油价影响美油气业就业

Core Viewpoint - The U.S. oil and gas industry is experiencing a continuous decline in employment due to Brent crude oil prices remaining between $60 and $70 per barrel, with predictions of prices dropping below $60 this year and remaining low through 2026 [1] Group 1: Oil Price Predictions - Wood Mackenzie forecasts that Brent crude oil prices will fall below $60 per barrel this year and may stabilize around $50 per barrel in the coming years if demand remains weak and geopolitical events do not disrupt supply [1] - Bloomberg reports that international oil prices have decreased by 12.5% this year [1] Group 2: Employment and Spending Cuts - The U.S. oil and gas industry is undergoing its largest wave of layoffs since 2022, with companies significantly reducing expenditures [1] - According to Reuters, 22 publicly listed oil companies in the U.S. have collectively cut $2 billion in spending [1] Group 3: Capital Expenditure Trends - Wood Mackenzie predicts a 4.3% decline in global oil and gas exploration capital expenditure this year, bringing it down to $341.9 billion, marking the first decrease in spending since 2020 [1] - If Brent crude prices fall below $60 per barrel, international oil giants may struggle to maintain current capital expenditure plans and fulfill dividend commitments to shareholders [1] Group 4: Industry Cyclicality - The oil and gas industry is characterized by cyclical trends, and while recent cycles have been irregular, the fundamental cyclical nature has not disappeared [1] - Many oil and gas companies are currently implementing conventional measures during this downturn, such as layoffs and cost-cutting, in anticipation of a recovery [1]