據(jù)天然氣新聞2021年4月23日休斯敦報(bào)道,美國(guó)油田服務(wù)巨頭斯倫貝謝公司的高管4月23日表示,今年全球范圍內(nèi)的鉆井、井建設(shè)和油藏活動(dòng)看來(lái)將加快,特別是第二季度季節(jié)性影響的消除,市場(chǎng)將在今年下半年加速,盡管步伐并不均衡。
斯倫貝謝公司首席執(zhí)行官Olivier Le Peuch在第一季度業(yè)績(jī)電話(huà)會(huì)議上表示,從第二季度開(kāi)始,北美地區(qū)的美國(guó)陸上和海上業(yè)務(wù)將持續(xù)增長(zhǎng),尤其是在加拿大春季業(yè)務(wù)拆分約一個(gè)月以后。
他說(shuō),“在今年下半年,北美的增長(zhǎng)速度預(yù)計(jì)將因預(yù)算枯竭而放緩,但可能會(huì)給市場(chǎng)帶來(lái)驚喜?!薄霸趪?guó)際上,基于最新的國(guó)際在用鉆機(jī)數(shù)增加趨勢(shì)、資本支出信號(hào)和客戶(hù)參與度,我們對(duì)下半年前景的信心一直在增強(qiáng)?!?/p>
此外,Le Peuch表示,這些領(lǐng)先指標(biāo)的幅度,加上對(duì)全球經(jīng)濟(jì)增長(zhǎng)和需求復(fù)蘇的上行修正,預(yù)示著今年下半年可能出現(xiàn)比最初預(yù)期的“更強(qiáng)的拐點(diǎn)”。
Le Peuch表示,他認(rèn)為“很明顯”,世界即將進(jìn)入需求驅(qū)動(dòng)型復(fù)蘇——這種現(xiàn)象已經(jīng)開(kāi)始,因?yàn)槊绹?guó)和歐洲的石油需求正在上升,盡管其他地方的需求不均衡。
李峻 編譯自 天然氣新聞
原文如下:
Schlumberger sees drilling, construction activity ramp worldwide in 2021
Drilling, well construction and reservoir activity around the globe look set to pick up this year, particularly as second-quarter seasonal impacts iron out, and markets will accelerate in second-half 2021 although at uneven paces, the top executive at oilfield services giant Schlumberger said April 23.
North America will see sustained activity growth in US land and offshore starting in second quarter, especially once spring breakup in Canada is finished in a month or so, Olivier Le Peuch, the company's CEO, said during a first-quarter conference call.
"In the second half of 2021, North America's pace of growth is expected to moderate on budget exhaustion ... but could surprise to the upside," he said. "Internationally, our confidence in the second-half outlook has been strengthening based on the latest international rig count trends, capex signals and customer engagement."
Moreover, the magnitude of those leading indicators, combined with upward revisions to global economic growth and demand recovery, present the potential for an "even stronger inflection" than initially anticipated for H2 2021, Le Peuch said.
Le Peuch said it believes it's "clear" that the world is on the verge of entering a demand-led recovery – a phenomenon already underway as oil demand is rising in the US and Europe although unevenly elsewhere.
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