世界最大油田服務(wù)提供商出售美國(guó)水力壓裂業(yè)務(wù)

據(jù)油價(jià)網(wǎng)2020年9月1日倫敦報(bào)道，在油價(jià)暴跌重創(chuàng)了美國(guó)頁(yè)巖盆地的水力壓裂業(yè)務(wù)以后，全球最大的油田服務(wù)提供商斯倫貝謝公司將把其北美水力壓裂業(yè)務(wù)出售給Liberty油田服務(wù)公司，以此獲得合并后新組建公司的少數(shù)股權(quán)。

兩家公司周二（1日）在一份聯(lián)合聲明中表示，斯倫貝謝公司已同意將其在美國(guó)和加拿大陸上的水力壓裂業(yè)務(wù)——包括其增壓泵送，泵送射孔和二疊紀(jì)盆地壓裂砂業(yè)務(wù)——出售給Liberty油田服務(wù)公司，以換取合并后的新公司37%的股權(quán)。

這宗預(yù)計(jì)將在2020年第4季度完成的交易還需要Liberty油田服務(wù)公司股東的批準(zhǔn)、監(jiān)管機(jī)構(gòu)的批準(zhǔn)以及其他慣常的交割條件。

在這個(gè)消息公布后，Liberty油田服務(wù)公司的股價(jià)在紐約證券交易所的盤(pán)前交易中飆升了10%。

Liberty油田服務(wù)公司董事長(zhǎng)兼首席執(zhí)行官克里斯·賴特說(shuō)：“過(guò)去幾個(gè)月對(duì)世界、行業(yè)和Liberty家族來(lái)說(shuō)都是極大的挑戰(zhàn)，但同時(shí)也帶來(lái)了機(jī)遇。這次交易將是我們公司發(fā)展道路上的變革性的一步?！?/span>

斯倫貝謝公司首席執(zhí)行官Olivier Le Peuch說(shuō)：“這次合作為我們的OneStim業(yè)務(wù)及其員工提供了一個(gè)理想的家，符合我們的資本管理戰(zhàn)略，同時(shí)通過(guò)我們的股權(quán)從未來(lái)市場(chǎng)的上漲中獲益?！?/span>

今年第二季度，斯倫貝謝公司錄得了連續(xù)第2個(gè)季度虧損，原因是美國(guó)頁(yè)巖業(yè)務(wù)收入大幅下滑以及資產(chǎn)減值支出。Le Peuch稱，“這可能是過(guò)去幾十年來(lái)最具挑戰(zhàn)性的一個(gè)季度”。

斯倫貝謝公司的這位高管在7月份對(duì)公司第二季度的財(cái)務(wù)報(bào)告發(fā)表評(píng)論時(shí)說(shuō)：“由于客戶大幅削減開(kāi)支，北美地區(qū)的收入下降了48%，土地收入下降了60%。第三季度北美地區(qū)的壓裂完井作業(yè)有條件小幅增加，但如果經(jīng)濟(jì)復(fù)蘇放緩，且第二波新冠肺炎疫情浪潮造成新的重大破壞，則可能對(duì)其預(yù)測(cè)構(gòu)成下行風(fēng)險(xiǎn)?！?/span>

李峻 編譯自 油價(jià)網(wǎng)

原文如下：

World’s Largest Oilfield Services Provider Sells U.S. Fracking Business

The world’s largest oilfield services provider, Schlumberger, is selling its North American fracking business to Liberty Oilfield Services for a minority stake in a new combined company after the oil price crash crushed the U.S. shale patch’s fracking activity.

Schlumberger has agreed to combine its onshore hydraulic fracturing business in the United States and Canada—including its pressure pumping, pumpdown perforating, and Permian frac sand businesses—into Liberty, in exchange for a 37-percent equity interest in the combined company, the two firms said in a joint statement on Tuesday.

The deal—which is subject to Liberty stockholder approval, regulatory approvals, and other customary closing conditions—is expected to close in Q4 2020.

Following the announcement, shares in Liberty Oilfield Services Inc (NYSE: LBRT) surged 10 percent in pre-market trade in New York.

“The last several months have been extremely challenging for the world, the industry and the Liberty family. These times also bring opportunity. This transaction will be a transformative step forward in our journey as a company,” said Liberty’s chairman and CEO Chris Wright.

Schlumberger’s CEO Olivier Le Peuch said:

“This partnership provides an ideal home for our OneStim business and its employees and is in line with our capital stewardship strategy while benefiting from future market upside through our equity stake.”

This year, Schlumberger booked for Q2 its second straight quarterly loss on the back of a dramatic revenue slump in U.S. shale and asset impairment charges in what “has probably been the most challenging quarter in past decades,” as Le Peuch said.

“North America revenue declined 48% sequentially with land revenue falling 60% as customers dramatically cut back spending,” the executive commented on the Q2 financials in July.

According to Schlumberger, there are conditions for a modest increase in frac completion activity in North America in the third quarter, but if the economic recovery is slower and a second wave forces new major disruptions, they would be downside risks to its forecasts.