據(jù)世界石油7月21日消息稱,貝克休斯公司表示,由于勘探企業(yè)堅(jiān)守緊縮的承諾,北美頁巖鉆探速度將在今年下半年放緩。
雖然油價(jià)高到足以讓鉆井商增加鉆井平臺(tái)并增加產(chǎn)量,但投資者呼吁上市公司將利潤分配給股東。這意味著貝克休斯和哈里伯頓公司等石油承包公司在該地區(qū)的增長放緩。該行業(yè)目前正在從去年歷史上最嚴(yán)重的原油崩盤中恢復(fù)過來。
公司首席執(zhí)行官Lorenzo Simonelli周三在電話會(huì)議上對分析師和投資者表示,到今年年底,北美地區(qū)還將有50臺(tái)鉆機(jī)投入使用。這意味著今年下半年貝克休斯每周鉆機(jī)數(shù)量將增長15%,遠(yuǎn)低于今年上半年39%的增幅。
Simonelli 表示:“當(dāng)你展望2022年,我們再次預(yù)計(jì)價(jià)格將保持在目前的區(qū)間內(nèi),出現(xiàn)穩(wěn)健增長。”但一些公共石油和天然氣勘探公司將“適度增加支出,因?yàn)樗麄兝^續(xù)將部分經(jīng)營現(xiàn)金流調(diào)整到其他一些資本支出領(lǐng)域”。
此前其規(guī)模較小的競爭對手哈里伯頓周二表示,美國和加拿大的環(huán)比增長將低于前幾個(gè)季度。全球第三大服務(wù)提供商哈里伯頓在亞洲地區(qū)錄得自去年疫情爆發(fā)以來最大季度銷售額。
相反,由于原油價(jià)格上漲,中東地區(qū)加大鉆探力度,兩家油田承包商預(yù)計(jì)今年下半年國際活動(dòng)將加速。
曹海斌 摘譯自 世界石油
原文如下:
U.S. shale drilling will lose pace this year, says Baker Hughes
Shale drilling in North America is going to slow down in the second half of the year from its breakneck pace as explorers cling to promises of austerity, according to Baker Hughes Inc.
While oil prices are high enough for drillers to add rigs and increase output, investors have called on publicly traded ones to instead distribute profits to shareholders. That means slower growth in the region for oil contracting firms like Baker Hughes and Halliburton Co. The industry is currently recovering from history’s worst crude crash last year.
Another 50 rigs could be activated in North America by the end of this year, Chief Executive Officer Lorenzo Simonelli told analysts and investors Wednesday on a conference call. That would imply 15% growth in the Baker Hughes weekly rig count for the second half of the year, far slower than the 39% expansion seen during the first six months of this year.
“When you look at 2022, again we anticipate solid growth with the prices holding at the range they are now,” Simonelli said. But some public oil and gas exploration companies will be increasing “spending modestly as they continue to adjust some of their operating cash flow to some of the other areas of capital spending.”
The moderating view from the No. 2 oil-services provider follows comments from its smaller rival Halliburton, which said Tuesday that sequential growth in the U.S. and Canada will be slower than in prior quarters. Halliburton, the world’s third-biggest services provider, recorded its biggest quarter for sales in the region since the onset of the pandemic last year.
Conversely, both oilfield contractors expect international activity to gain more speed in the second half of this year as the Middle East ramps up drilling, thanks to higher crude prices.?
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