據7月26日今日油價網報道,全球三大油田服務提供商預計,疫苗推廣推動了全球石油需求復蘇,這種復蘇將持續未來幾個季度,并導致石油鉆探和完井需求的下一個上升周期。
哈里伯頓是北美地區營收占比最大的公司,該公司上周率先發布了第二季度財務報告,并對該行業的未來做出了預測。
北美和國際市場的鉆井、完井和生產條件的改善,幫助哈里伯頓二季度的凈利潤高出分析師預期。
哈里伯頓表示,隨著市場持續改善,該公司季報還體現了北美和國際收入的增長,季度運營收入也有所提高。
哈里伯頓董事長、總裁兼首席執行官Jeff Miller表示:“我們在北美和國際市場看到的積極活動勢頭,加上我們對未來客戶需求的預期,使我們確信,未來我們將迎來一個持續多年的上升周期。”
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,該公司報告收入和訂單強勁,需求持續改善。
“展望2021年下半年,我們看到全球經濟復蘇的持續跡象,這將進一步推動石油和天然氣需求增長。盡管我們認識到疫情變種帶來的風險,但我們預計,隨著宏觀環境的改善,支出和活動水平將在今年獲得增長勢頭,可能為該行業在2022年實現更強勁的增長創造條件,”貝克休斯董事長兼首席執行官洛倫佐·西蒙內利表示。
斯倫貝謝二季度實現凈利潤4.31億美元,而2020年同期則虧損34億美元。
斯倫貝謝首席執行官Olivier Le Peuch在提到2021年第二季度業績時表示:“在北美地區,公司收入連續增長11%,這是自2017年第三季度以來該地區最高的連續季度增長率。”
“由于油價處于高位,供應如預期發展,這也是對市場需求復蘇的反應。事實上,這種組合導致了短周期產量的增加和長周期項目的增加,反映在新的最終投資決定和鼓勵海上開發和近油田勘探活動的復蘇等方面,”Le Peuch在周五的收益電話會議上說。
朱佳妮 編譯自 今日油價網
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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