油田服務(wù)巨頭正在加大在低碳能源領(lǐng)域的活動(dòng)

專注于設(shè)備和技術(shù)的服務(wù)公司自然會(huì)在周期初始階段在新業(yè)務(wù)中受益

目前，頂級(jí)油田服務(wù)公司的新能源業(yè)務(wù)收入已經(jīng)達(dá)到數(shù)億美元

據(jù)油價(jià)網(wǎng)2023年6月25日?qǐng)?bào)道，全球最大的油田服務(wù)提供商正在尋求利用清潔能源投資的激增，從能源轉(zhuǎn)型中獲得更多收入，并為石油需求峰值的到來(lái)做好準(zhǔn)備。

目前，全球頂級(jí)油田服務(wù)公司在新能源業(yè)務(wù)上的收入已高達(dá)數(shù)億美元，各油田服務(wù)公司預(yù)計(jì)，到本十年結(jié)束前，他們的新能源業(yè)務(wù)收入將躍升至數(shù)十億美元。

分析師們表示，油田服務(wù)巨頭的地下、海上鉆井和數(shù)字技術(shù)專業(yè)知識(shí)將有助于其在清潔能源業(yè)務(wù)中的項(xiàng)目執(zhí)行。

由于對(duì)清潔能源的投資已經(jīng)超過(guò)了對(duì)化石燃料的投資，擁有新能源項(xiàng)目專業(yè)知識(shí)的油田服務(wù)公司的收入也將增加。

全球三大油田服務(wù)公司——斯倫貝謝公司、哈里伯頓公司和貝克休斯公司——已經(jīng)設(shè)立了新能源部門，致力于地?zé)帷洹⑻疾东@和儲(chǔ)存(CCS)以及直接空氣捕獲技術(shù)和項(xiàng)目。

能源咨詢公司Veriten的合伙人杰夫·蒂勒里告訴《華爾街日?qǐng)?bào)》記者，專注于設(shè)備和技術(shù)的油田服務(wù)公司自然會(huì)在周期的初始階段從新能源業(yè)務(wù)中受益。

這些油田服務(wù)公司并沒(méi)有放棄石油和天然氣，在能源安全問(wèn)題上，他們預(yù)計(jì)會(huì)延長(zhǎng)勘探和增長(zhǎng)周期，但他們表示，到2030年前，新能源業(yè)務(wù)可能會(huì)增長(zhǎng)到占所有收入的5%到20%。

例如，貝克休斯公司首席執(zhí)行官洛倫佐·西蒙內(nèi)利在公司財(cái)報(bào)電話會(huì)議上表示，該公司在2023年第一季度獲得了近3億美元的新能源訂單。預(yù)計(jì)在四年內(nèi)，新能源將占貝克休斯公司天然氣技術(shù)訂單的10%左右。西蒙內(nèi)利稱，在本十年結(jié)束前，貝克休斯公司預(yù)計(jì)新能源訂單將在60億至70億美元之間。到2030年，這將占所有收入的20%左右。

貝克休斯公司的這位高管表示，對(duì)新能源的投資將成為油田服務(wù)公司當(dāng)前上升周期的驅(qū)動(dòng)因素，同時(shí)財(cái)務(wù)狀況良好的運(yùn)營(yíng)商也關(guān)注回報(bào)。西蒙內(nèi)利指出，“當(dāng)前的環(huán)境仍然是獨(dú)特的，與之前的周期相比，支出周期更持久，對(duì)大宗商品價(jià)格波動(dòng)的敏感性更低”。

對(duì)于斯倫貝謝公司來(lái)說(shuō)，新能源業(yè)務(wù)是去年斯倫貝謝品牌重塑的背后原因，以反映其從油田服務(wù)提供商向幫助能源轉(zhuǎn)型的全球技術(shù)公司的轉(zhuǎn)型。

在宣布更名幾周后，斯倫貝謝公司首席執(zhí)行官奧利維爾·勒佩奇在投資者日新聞發(fā)布會(huì)上表示，這家全球最大的油田服務(wù)提供商計(jì)劃迅速發(fā)展其新能源業(yè)務(wù)，到本十年結(jié)束前實(shí)現(xiàn)超過(guò)30億美元的收入。勒佩奇補(bǔ)充說(shuō)，斯倫貝謝公司正在投資多元化的新能源業(yè)務(wù)組合，旨在使該業(yè)務(wù)成為未來(lái)公司最大的部門。

斯倫貝謝公司在新的CCS活動(dòng)方面取得了進(jìn)展，使其在全球參與的CCS項(xiàng)目增加到大約30個(gè)。

這位高管在4月份召開(kāi)的公司第一季度財(cái)報(bào)電話會(huì)議上表示，隨著美國(guó)《通脹削減法案》和全球其他舉措的推動(dòng)，預(yù)計(jì)未來(lái)兩年將有更多CCS項(xiàng)目進(jìn)入最終投資決定階段。

斯倫貝謝公司正在努力加速其專有的非水溶劑(NAS)技術(shù)的工業(yè)化和規(guī)模化，該技術(shù)提高了基于吸收的碳捕獲的效率。去年10月，斯倫貝謝公司與林德公司就CCUS項(xiàng)目達(dá)成戰(zhàn)略合作，以加速工業(yè)和能源領(lǐng)域的脫碳解決方案。

這家美國(guó)油田服務(wù)巨頭還與阿曼合作，制定了一項(xiàng)開(kāi)發(fā)這個(gè)中東國(guó)家地?zé)豳Y源潛力的國(guó)家戰(zhàn)略。

作為全球最大壓裂服務(wù)提供商的哈里伯頓公司也積極參與CCS領(lǐng)域安全高效的地下封存項(xiàng)目評(píng)估。

貝克休斯公司正在探索擴(kuò)大綠氫、綠氨和地?zé)犴?xiàng)目新技術(shù)解決方案的潛在機(jī)會(huì)。貝克休斯公司今年還與eFuels公司HIF Global簽署了一項(xiàng)協(xié)議，在直接空氣捕獲(DAC)方面進(jìn)行合作。兩家公司計(jì)劃測(cè)試貝克休斯公司的Mosaic DAC技術(shù)試點(diǎn)裝置，以加速DAC的商業(yè)規(guī)模部署。 

李峻 譯自 油價(jià)網(wǎng)

原文如下：

Oilfield Service Giants Are Betting Big On ‘New Energy’ Tech

·     Oilfield services companies are ramping up activity in low-carbon energy.

·     Service companies focused on equipment and technology naturally benefit from new businesses earlier in the cycle.

·     Current revenues from new energy businesses for the top oilfield firms are already in the hundreds of millions of dollars.

The biggest oilfield services providers are looking to take advantage of the soaring investments in clean energy to generate revenues from the energy transition and prepare for whenever oil demand peaks.  

Current revenues from new energy businesses for the top oilfield firms are in the hundreds of millions of dollars. Companies expect those revenues to jump to single-digit billions by the end of the decade. 

The subsurface, offshore drilling, and digital technology expertise of the oilfield services industry will help it in project executions in the clean energy business, analysts say.  

As clean energy investment is already exceeding the money spent on fossil fuels, revenues for the early movers with expertise to deliver on new energy projects will also rise. 

The big three oilfield services firms – SLB, Baker Hughes, and Halliburton – already have New Energy divisions working on geothermal, hydrogen, carbon capture and storage (CCS), and direct air capture technologies and projects. 

Service companies focused on equipment and technology naturally benefit from new businesses earlier in the cycle, Jeff Tillery, a partner at energy-focused consulting firm Veriten, told The Wall Street Journal. 

The companies are not abandoning oil and gas, expecting increased exploration and a multi-year growth cycle amid energy security concerns, but they say the new energy business could grow to make up between 5% and 20% of all revenues by 2030. 

Baker Hughes, for example, booked almost $300 million of New Energy orders in the first quarter of 2023, CEO Lorenzo Simonelli said on the earnings call. New energy is expected to account for around 10% of Baker Hughes’s gas technology orders within four years. By the end of this decade, the firm expects new energy orders could be in the range of $6 billion to $7 billion, Simonelli said. This would be around 20% of all revenues in 2030.  

Investment in new energies will be a driving factor for the current upcycle for the oilfield services firms, alongside financially strong operators focused on returns, the executive said, noting that the “current environment remains unique with a spending cycle that is more durable and less sensitive to commodity price swings relative to prior cycles.” 

For SLB, the new energy business was behind last year’s rebranding from Schlumberger to reflect its transformation from an oilfield services provider to a global technology company helping the energy transition. 

Weeks after announcing the rebranding, SLB’s chief executive Olivier Le Peuch said at an investor day presentation that the world’s top oilfield services provider plans to rapidly grow its New Energy business to deliver more than $3 billion of revenue by the end of the decade. SLB is investing in a diverse portfolio of new energy businesses, aiming to make this business its biggest division in the future, Le Peuch added. 

SLB is making progress with new CCS activities that raised its involvement to around 30 projects globally. More CCS projects are expected to move forward to final investment decisions in the next 2 years, with the tailwinds from the U.S. Inflation Reduction Act and other initiatives around the world, the executive said on the Q1 earnings call in April. 

SLB is working to accelerate the industrialization and scale-up of its proprietary non-aqueous solvent (NAS) technology, which enhances the efficiency of absorption-based carbon capture. In October, the company and Linde entered into a strategic collaboration on CCUS projects to accelerate decarbonization solutions across industrial and energy sectors.  

The oilfield services giant is also collaborating with Oman in building a national strategy to develop the potential of geothermal resources in the Middle Eastern country. 

Halliburton, the top fracking services provider, is also active in the CCS sector in the evaluation of safe and efficient CCS subsurface storage projects. 

Baker Hughes is exploring potential opportunities for the scale-up and adoption of novel technology solutions for green hydrogen, green ammonia, and geothermal projects. It also signed this year an agreement with eFuels company HIF Global to collaborate in direct air capture (DAC). The companies plan to test Baker Hughes’ Mosaic DAC technology pilot units to accelerate DAC deployment at a commercial scale.