據(jù)油價(jià)網(wǎng)2023年7月18日?qǐng)?bào)道，全球三大油田服務(wù)公司貝克休斯公司、哈里伯頓公司和斯倫貝謝公司將公布第二季度調(diào)整后利潤(rùn)總額為20.4億美元，而去年同期為12.7億美元，這得益于全球?qū)ζ浞?wù)的強(qiáng)勁需求以及海上石油和天然氣鉆探活動(dòng)的激增。

美國銀行分析師本月表示：“盡管近期歐佩克+減產(chǎn)，國際市場(chǎng)優(yōu)勢(shì)由中東和拉丁美洲地區(qū)業(yè)務(wù)主導(dǎo)，并受到多年來推動(dòng)石油和天然氣產(chǎn)能增長(zhǎng)影響。”

投資機(jī)構(gòu)TD Cowen分析師本月早些時(shí)候表示：“擁有國際/設(shè)備業(yè)務(wù)的油田服務(wù)公司對(duì)多年的銷量增長(zhǎng)和訂單有很強(qiáng)的預(yù)見性。” 

挪威能源研究機(jī)構(gòu)雷斯塔能源預(yù)測(cè)，在本十年內(nèi)，海上石油產(chǎn)量將激增35%。

雷斯塔能源稱，到2030年前，海上石油產(chǎn)量將從2021年的25億桶躍升至33億桶。巴西海上石油產(chǎn)量的激增大大提高了穿梭油輪的利用率，其運(yùn)輸量從2013年的6.95億桶增加到2021年的10.7億桶，增長(zhǎng)了55%。預(yù)計(jì)到2030年底將進(jìn)一步增長(zhǎng)72%，屆時(shí)巴西穿梭油輪的總吞吐量將達(dá)到18.4億桶。

雷斯塔能源表示，巴西有必要增加穿梭油輪的數(shù)量，以滿足石油產(chǎn)量日益增長(zhǎng)的需求，并取代一些即將停止服務(wù)的老化油輪。雷斯塔能源服務(wù)研究高級(jí)副總裁表示：“原油開采將持續(xù)許多年，鑒于海上工業(yè)的強(qiáng)勁經(jīng)濟(jì)和競(jìng)爭(zhēng)力，海上生產(chǎn)的新投資可能會(huì)繼續(xù)增加，確保了穿梭油輪行業(yè)擁有光明的未來。”

毫不奇怪，石油天然氣公司的股票價(jià)值正在飆升：油氣行業(yè)受歡迎的基準(zhǔn)VanEck石油服務(wù)基金ETF (OIH)今年迄今的回報(bào)率為14.3%，而能源行業(yè)的能源精選行業(yè)SPDR基金(XLE)的回報(bào)率為-3.7%。 

李峻 譯自 油價(jià)網(wǎng)

原文如下：

Oilfield Service Providers Enjoying Soaring Profits Amid Robust Demand

The Big 3 oilfield services (OFS) companies Baker Hughes (NASDAQ:BKR), Halliburton (NYSE:HAL) and Schlumberger (NYSE:SLB) are set to post a combined second-quarter adjusted profit of $2.04 billion, compared with $1.27 billion in the year-ago quarter, thanks to robust demand for their services as well as a surge in offshore oil and gas drilling.

"International strength is led by the Middle-East and Latin America and is powered by a multi-year push to grow oil and gas production capacity, near-term OPEC+ cuts notwithstanding," BofA analysts said this month.

"(OFS) Companies with International/equipment exposure have strong visibility to multi-year volume growth and orders," TD Cowen analysts said earlier this month.

Norwegian energy intelligence firm, Rystad Energy, has predicted that offshore oil production will surge 35% in the current decade.

According to Rystad, offshore production will jump to 3.3 billion barrels per year by the turn of the decade from 2.5 billion in 2021. Surging offshore production in Brazil has significantly improved the utilization of shuttle tankers, with activity soaring by 55% from 695 million barrels in 2013 to 1.07 billion in 2021. A further increase of 72% is forecast by the end of 2030, when total volumes handled by shuttle tankers in the country will hit 1.84 billion barrels. 

"There is a need for a new influx of shuttle tankers to meet the increasing demand and replace some of the aging capacity that will be taken out of service. Crude oil extraction will continue for many years to come and, given the robust economics and competitiveness of the offshore industry, new investments in offshore production are likely to continue building, ensuring a bright future lies ahead for the shuttle tanker industry," says Oddmund F?re, senior vice president of energy service research with Rystad Energy.

Hardly surprisingly, OFS stocks are soaring: the sector's popular benchmark, VanEck Oil Services ETF (OIH), has returned 14.3% in the year-to-date compared to -3.7% return by the energy sector's Energy Select Sector SPDR Fund (XLE).