油田設(shè)備和服務(wù)支出將下降至2005年低點(diǎn)

據(jù)OE網(wǎng)站4月1日?qǐng)?bào)道，根據(jù)咨詢公司Spears＆Associates周三發(fā)布的一份報(bào)告顯示，由于油氣生產(chǎn)商削減支出，今年全球油田設(shè)備和服務(wù)的支出較2019年將下降21％，至2110億美元，為2005年以來(lái)的最低水平。

支出下降的原因是，疫情抑制了石油和天然氣需求，以及沙特阿拉伯和俄羅斯竭盡全力爭(zhēng)奪頁(yè)巖油生產(chǎn)商的市場(chǎng)份額。美國(guó)3月原油期貨下跌54％，周二至每桶20.48美元，低于美國(guó)生產(chǎn)商的生產(chǎn)成本。

Spears對(duì)2020年支出的估計(jì)低于2016年最后一次價(jià)格暴跌最低點(diǎn)時(shí)的行業(yè)支出，不到2014年峰值4730億美元的一半。

該公司的一位高管表示，該公司對(duì)油田公司進(jìn)行調(diào)查，評(píng)估公司的報(bào)告并模擬銷售情況，該公司歷來(lái)沒(méi)有公開(kāi)發(fā)布其數(shù)據(jù)，但跌勢(shì)的嚴(yán)重性以及對(duì)該行業(yè)未來(lái)的爭(zhēng)論使其改變了方向。

Spears估計(jì)，在北美收入中占最大份額的油田部門將受到最大沖擊，其中水力壓裂支出將比去年下降44％，而土地合同鉆探將下降29％。

據(jù)Spears稱，美國(guó)最大的水力壓裂供應(yīng)商哈里伯頓的壓裂業(yè)務(wù)收入可能降至約41億美元，低于2016年的45億美元，而合同鉆井商N(yùn)abors則可能認(rèn)為該年度的合同土地鉆探從2016年的18億美元降至17億美元。

有助于推動(dòng)美國(guó)頁(yè)巖繁榮的定向鉆井的總支出，比去年可能下降30%，而連油管和人工升降機(jī)的銷售預(yù)計(jì)將分別下降29%和27%。

鉆機(jī)、油泵車和工具等主要設(shè)備的制造商，預(yù)計(jì)將比上年減少50％的支出。

國(guó)際市場(chǎng)的情況不會(huì)那么糟。 據(jù)Spears估計(jì)，海上鉆井銷售合同將下降7%，海上建造將比上一年下降10%。

郝芬 譯自 OE網(wǎng)站

原文如下：

Oilfield Equipment and Services Spending to Fall to 2005-Low

Global spending on oilfield equipment and services this year will fall 21% from 2019 to $211 billion, the lowest level since 2005, according to a report to be released on Wednesday by consultancy Spears & Associates, as oil and gas producers slash spending.

The decline comes as the coronavirus pandemic has crushed oil and gas demand, and Saudi Arabia and Russia pump full bore in a grab for market share that has shale producers reeling. U.S. oil futures fell 54% for the month of March, to $20.48 a barrel on Tuesday, below U.S. producers' cost of production.

Spears' estimate for 2020 spending is below industry outlays at the nadir of the last price crash in 2016, and less than half the 2014 peak of $473 billion.

The company, which surveys oilfield firms, evaluates company reports and models sales, historically has not publicly released its data, but the severity of the drop and debate over the industry's future made it change course, an executive said.

Oilfield segments with the greatest share of North American revenue will see the biggest hits, with hydraulic fracturing spending down 44% from last year and land contract drilling down 29%, Spears estimated.

Halliburton, the top U.S. hydraulic fracturing provider, could see its fracking revenue fall to around $4.1 billion, below $4.5 billion in 2016, and contract driller Nabors could see contract land drilling fall to $1.7 billion for the year, from $1.8 billion in 2016, according to Spears.

Overall spending on directional drilling, which helped launch the U.S. shale boom, could fall 30% over last year, and coiled tubing and artificial lift sales are expected to fall 29% and 27%, respectively.

Manufacturers of major equipment, such as rigs, pumping trucks, and tools, are expected to face a 50% decline in spending from the prior year.

International markets will not fare as badly. Offshore contract drilling sales will dip 7% and offshore construction will fall 10% from the prior year, Spears estimates.