據(jù)7月26日今日油價(jià)網(wǎng)報(bào)道,全球三大油田服務(wù)提供商預(yù)計(jì),疫苗推廣推動(dòng)了全球石油需求復(fù)蘇,這種復(fù)蘇將持續(xù)未來(lái)幾個(gè)季度,并導(dǎo)致石油鉆探和完井需求的下一個(gè)上升周期。
哈里伯頓是北美地區(qū)營(yíng)收占比最大的公司,該公司上周率先發(fā)布了第二季度財(cái)務(wù)報(bào)告,并對(duì)該行業(yè)的未來(lái)做出了預(yù)測(cè)。
北美和國(guó)際市場(chǎng)的鉆井、完井和生產(chǎn)條件的改善,幫助哈里伯頓二季度的凈利潤(rùn)高出分析師預(yù)期。
哈里伯頓表示,隨著市場(chǎng)持續(xù)改善,該公司季報(bào)還體現(xiàn)了北美和國(guó)際收入的增長(zhǎng),季度運(yùn)營(yíng)收入也有所提高。
哈里伯頓董事長(zhǎng)、總裁兼首席執(zhí)行官Jeff Miller表示:“我們?cè)诒泵篮蛧?guó)際市場(chǎng)看到的積極活動(dòng)勢(shì)頭,加上我們對(duì)未來(lái)客戶(hù)需求的預(yù)期,使我們確信,未來(lái)我們將迎來(lái)一個(gè)持續(xù)多年的上升周期?!?/p>
貝克休斯二季度的虧損低于2020年第二季度和2021年第一季度的虧損,該公司報(bào)告收入和訂單強(qiáng)勁,需求持續(xù)改善。
“展望2021年下半年,我們看到全球經(jīng)濟(jì)復(fù)蘇的持續(xù)跡象,這將進(jìn)一步推動(dòng)石油和天然氣需求增長(zhǎng)。盡管我們認(rèn)識(shí)到疫情變種帶來(lái)的風(fēng)險(xiǎn),但我們預(yù)計(jì),隨著宏觀(guān)環(huán)境的改善,支出和活動(dòng)水平將在今年獲得增長(zhǎng)勢(shì)頭,可能為該行業(yè)在2022年實(shí)現(xiàn)更強(qiáng)勁的增長(zhǎng)創(chuàng)造條件,”貝克休斯董事長(zhǎng)兼首席執(zhí)行官洛倫佐·西蒙內(nèi)利表示。
斯倫貝謝二季度實(shí)現(xiàn)凈利潤(rùn)4.31億美元,而2020年同期則虧損34億美元。
斯倫貝謝首席執(zhí)行官Olivier Le Peuch在提到2021年第二季度業(yè)績(jī)時(shí)表示:“在北美地區(qū),公司收入連續(xù)增長(zhǎng)11%,這是自2017年第三季度以來(lái)該地區(qū)最高的連續(xù)季度增長(zhǎng)率?!?/p>
“由于油價(jià)處于高位,供應(yīng)如預(yù)期發(fā)展,這也是對(duì)市場(chǎng)需求復(fù)蘇的反應(yīng)。事實(shí)上,這種組合導(dǎo)致了短周期產(chǎn)量的增加和長(zhǎng)周期項(xiàng)目的增加,反映在新的最終投資決定和鼓勵(lì)海上開(kāi)發(fā)和近油田勘探活動(dòng)的復(fù)蘇等方面,”Le Peuch在周五的收益電話(huà)會(huì)議上說(shuō)。
朱佳妮 編譯自 今日油價(jià)網(wǎng)
原文如下:
Top Oilfield Service Providers See Multi-Year Recovery Ahead
The three largest oilfield services providers in the world expect the vaccine-driven recovery in global oil demand to continue through the coming quarters and lead to the next upcycle in demand for oil drilling and completions.
Halliburton Company , which generates the largest share of its revenues from North America, was the first to report last week its Q2 financials and give an estimate about the industry going forward.
Improved North American and international markets for drilling, completion, and production helped Halliburton book a higher net profit for the second quarter than analysts had estimated. Halliburton also reported rising revenues both in North America and internationally and higher operating income quarter over quarter as the markets continued to improve, said the company.
“The positive activity momentum we see in North America and international markets today, combined with our expectations for future customer demand, gives us conviction for an unfolding multi-year upcycle,” said Jeff Miller, Halliburton’s chairman, president, and CEO.
Baker Hughes, whose Q2 loss was smaller than the losses booked for Q2 2020 and Q1 2021, reported stronger revenues and orders and continues to see improving demand.
“As we look ahead to the second half of 2021, we see continued signs of global economic recovery that should drive further demand growth for oil and natural gas. Although we recognize the risks presented by the variant strains of the COVID-19 virus, we expect spending and activity levels to gain momentum through the year as the macro environment improves, likely setting up the industry for stronger growth in 2022,” Baker Hughes chairman and CEO Lorenzo Simonelli said.
Schlumberger turned to a net profit of $431 million for Q2, compared to a loss of $3.4 billion for the same period of 2020.
“In North America, revenue grew 11% sequentially, representing the highest sequential quarterly growth rate for this area since the third quarter of 2017,” Schlumberger CEO Olivier Le Peuch said, commenting on the Q2 2021 performance.
“With oil price at elevated levels, the supply response to this demand recovery is developing broadly as anticipated. Indeed, this combination has resulted in a call on short-cycle production as well as an uptick in long-cycle project, reflected in new FIDs and encouraging recovery in both offshore developments and near-field exploration activity through the second quarter,” Le Peuch said on the earnings call on Friday.
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