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水力压裂公司在石油市场隧道尽头看到光明

水力壓裂公司在石油市場隧道盡頭看到光明

中國石化新聞網 ·  2021/08/26 02:37

原標題:水力壓裂公司在石油市場隧道盡頭看到光明

中國石化新聞網訊 據油價網2021年8月25日報道,全球石油需求和鑽井活動的不斷復甦使得油田服務公司對這個行業近期和中期的前景都持樂觀態度。

油田服務提供商日前先後公佈的第二季度收益超過了分析師們的預期。 但更重要的是,專注於不同領域(從水力壓裂到海上鑽探)的公司表示,儘管最近感染德爾塔變異毒株病例數激增,但石油服務行業在未來幾個季度甚至幾年裏將面臨紮實可靠的復甦。

市場似乎也相信,全球石油需求的復甦將推動鑽井活動。 受油價和需求上漲的推動,油田服務公司的股價在過去一年中有所回升。

斯倫貝謝公司的股價在過去的12個月裏上漲了46.5%,赫爾默裏奇和佩恩材料公司的股價在過去一年裏上漲了54%,哈里伯頓公司的股價上漲了24%,貝克休斯公司的股價上漲了42%,和越洋公司的股價2020年8月以來已經上漲了159%。

美國鑽機數量的增加和原油產量的增加也支持了復甦正在進行的觀點。

截至8月20日,美國的在用鑽機總數為503部,比去年同期增加249部,這是自2020年4月以來的最高在用鑽機數,但與2020年3月的790部相比仍大幅下降。美國能源信息署( EIA)對截至8月13日當週美國原油產量的預估連續第三週日增10萬桶,平均原油日產量達到1140萬桶。

此外,美國能源勞動力與技術委員會8月早些時候根據美國勞工統計局(BLS)的初步數據進行的分析顯示,油田服務行業目前已經連續第5個月出現就業增長,7月份預計新增6082個就業崗位。 該委員會估計,油田服務行業已恢復約38300個就業崗位,此前因疫情導致的失業人數最高曾超過11.5萬人。

油田服務公司的高管最近幾周説,他們預計油田活動和業務將持續復甦,可能持續多年。

全球三大油田服務提供商預計,疫苗推動的全球石油需求復甦將持續到未來幾個季度,這將導致下一個石油鑽井和完井需求的上升週期。

哈里伯頓公司董事長、總裁兼首席執行官傑夫·米勒在7月份發佈的第二季度業績中表示:“我們目前在北美和國際市場看到的積極活動勢頭,加上我們對未來客户需求的預期,使我們確信這將是一個持續多年的上升週期。”

貝克休斯公司董事長兼首席執行官洛倫佐•西蒙內利表示:“儘管我們認識到COVID-19變異毒株帶來的風險,但我們預計,隨着宏觀環境的改善,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。”

斯倫貝謝公司首席執行官Olivier Le Peuch在公司第二季度收益電話會議上表示:“由於油價處於高位,供應對這種需求復甦的反應正在廣泛地如預期發展。事實上,這一組合導致了短週期產量的增加,以及長週期項目的增加,這反映在第二季度新的最終投資決定數和鼓勵海上開發和近油田勘探活動的復甦上。”

赫爾默裏奇和佩恩材料公司首席執行官約翰·林賽在7月底表示:“假設油價保持穩定,接近當前水平,我們將不會在看到上市公司明年的預算將進一步增加鑽井活動而感到驚訝。”

赫爾默裏奇和佩恩材料公司表示,二疊紀盆地將繼續引領在用鑽機數的增加。

位於得克薩斯州米德蘭的為北美地區壓裂作業提供壓力泵的ProPetro控股公司在8月初表示,“壓力泵行業正面臨即將到來的再投資週期,這將需要創新的解決方案來滿足市場的需求。”

ProPetro控股公司董事長兼首席執行官菲利普·戈布表示:“在我們應對COVID-19和其他潛在變化的過程中,波動性仍將存在,但油價基本面似乎強勁,有望持續復甦。”

他補充説:“時機仍不確定,因為我們仍處於多年復甦的初期階段。”

油田服務公司的高管們説,美國以外的地區也在復甦,並將在未來幾個月加速復甦。

“在與客户的持續對話的支持下,我們相信我們正處於海上鑽井活動可持續復甦的開端。 假設油價保持樂觀,我們相信在2022年及以後,我們將看到海上鑽井市場進一步強勁復甦。”

李峻 編譯自 油價網

原文如下:

Frackers See Light At The End Of The Tunnel In Oil Markets

Recovering global oil demand and drilling activity has made oilfield services firms optimistic about the sector’s prospects not only in the immediate future but also in the medium term.

Oilfield service providers reported second-quarter earnings that beat analyst forecasts. But more importantly, companies specializing in different segments—from fracking to offshore drilling—expressed confidence that the oil services industry now faces a solid recovery in the coming quarters and even years, despite the recent Delta variant surge.

The market also seems to believe that recovering global oil demand will boost drilling activity. Shares of oilfield services firms have rallied over the past year, driven by rising oil prices and demand.

Schlumberger (NYSE: SLB) is up 46.5 percent in the past 12 months, Helmerich & Payne (NYSE: HP) is up 54 percent, Halliburton (NYSE: HAL) stock has gained 24 percent, Baker Hughes (NYSE: BKR) has seen shares rise by 42 percent over the past year, and Transocean (NYSE: RIG) has surged by 159 percent since August 2020.

The rising U.S. rig count and the increase in American crude oil production also support the view that a recovery is underway.

As of August 20, the total rig count in the U.S. was 503 active rigs, up by 249 from the same time last year—the highest rig count since April 2020, but still down sharply from the 790 active rigs in March 2020. The EIA’s estimate for U.S. crude oil production for the week ending August 13 rose by 100,000 bpd for the third week in a row to an average of 11.4 million bpd.

Moreover, the oilfield services sector has now seen a fifth consecutive month of job growth, adding an estimated 6,082 jobs in July, the Energy Workforce & Technology Council said earlier this month in an analysis based on preliminary data from the Bureau of Labor Statistics (BLS). The sector has restored around 38,300 positions from a peak of over 115,000 pandemic-related job losses, the council estimates.

Executives at oilfield services firms said in recent weeks that they expect a lasting, possibly a multi-year, recovery in activity and in their business.

The world’s three largest oilfield services providers expect the vaccine-driven recovery in global oil demand to continue through the coming quarters, which they expect will lead to the next upcycle in demand for oil drilling and completions.

“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,” Jeff Miller, Halliburton’s chairman, president, and CEO, said last month in the Q2 results release.

“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.

“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,” Schlumberger CEO Olivier Le Peuch said on the Q2 earnings call.

Helmerich & Payne CEO John Lindsay said at the end of July, “Assuming oil prices remain stable and near current levels, we would not be surprised to see 2022 budgets for public companies drive further incremental increases in rig activity next year.”

The Permian will continue to lead the way in active rig gains, Helmerich & Payne says.

Midland, Texas-based ProPetro Holding, which provides pressure pumping for fracking in North America, said in early August that “the pressure pumping industry is faced with an impending reinvestment cycle that will require innovative solutions to meet the needs of the market.”

“As we navigate the COVID-19 delta and potentially other variants, volatility will remain, but oil price fundamentals appear strong for a continued recovery,” ProPetro chairman CEO Phillip Gobe said.

“Timing remains uncertain as we’re still in the early innings of what we view as a multiyear recovery,” he added.

Outside the United States, recovery is also underway and will accelerate in the coming months, executives say.

“Supported by the ongoing conversations with our customers, we believe we are at the beginning of a sustainable recovery for offshore drilling. Assuming oil prices remain constructive, we believe we will witness a robust offshore market recovery in 2022 and beyond,” Transocean’s CEO Jeremy Thigpen said on the Q2 earnings call earlier this month.

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