據油價網2023年7月19日報道，全球三大油田服務提供商中的兩家——哈里伯頓公司和貝克休斯公司——7月19日公布了他們今年第二季度的利潤，超出了市場的共識，但這兩家油服巨頭均表明北美市場的頁巖鉆井需求疲軟。

統計數據顯示，兩家公司強勁的國際業務抵消了北美業績的疲軟。

哈里伯頓公司公布第二季度調整后凈利潤為6.91億美元，即每股攤薄收益0.77美元，高于《華爾街日報》分析師預期的每股收益0.75美元。與去年第二季度相比，收益也增加50%以上。

全球最大的水力壓裂服務提供商哈里伯頓公司第二季度的總收入同比增長14%，達到58億美元。然而與第一季度相比，北美業務的收入下降2%，降至27億美元。

哈里伯頓公司表示：“這一下降主要是由于美國陸上增產活動的減少，部分抵消了美國陸上機械采油活動的增加，以及墨西哥灣多條產品服務線的活動增加。”

根據貝克休斯公司發布的數據，上周美國在用鉆機總數降至675部，比去年同期減少81部。目前美國在用鉆機數量比疫情之前的在用鉆機數量減少400部。

財報公布后，哈里伯頓公司的股價在開盤時下跌2%。

另一家美國油田服務巨頭貝克休斯公司第二季度的收益也超過了分析師的預期，但它也標志著北美市場的鉆井需求疲軟。

貝克休斯董事長兼首席執行官洛倫佐·西蒙內利表示：“北美市場的疲軟預計將被國際和海上市場的強勁發展所抵消。”

世界最大的油田服務提供商斯倫貝謝公司將于當地7月21日星期五開市前公布其第二季度收益情況。

李峻 譯自 油價網

原文如下：

Oilfield Services Giants Signal Weaker U.S. Shale Drilling

Two of the world’s top three oilfield service providers, Halliburton and Baker Hughes, reported on Wednesday consensus-beating profits for the second quarter, but both signaled softer demand for drilling on the North American market.

Weaker North American performance was more than offset by stronger international businesses at both companies.

Halliburton (NYSE: HAL) reported adjusted net income for the second quarter of $691 million, or $0.77 per diluted share, higher than the analyst consensus in The Wall Street Journal, which had expected $0.75 per share earnings. The earnings were also more than 50% higher compared to the second quarter of 2022. 

Total revenues for Halliburton, the world’s top fracking services provider, rose by 14% year-over-year to $5.8 billion. However, revenues from North American operations dropped by 2% compared to the first quarter, to $2.7 billion.

“This decline was primarily driven by decreased stimulation activity in U.S. land, which was partially offset by increased artificial lift activity in U.S. land, and higher activity across multiple product service lines in the Gulf of Mexico,” Halliburton said.

The total rig count in the U.S. fell to 675 last week—81 rigs below this time last year, per Baker Hughes data published on Friday. The current count is 400 fewer rigs than the rig count at the beginning of 2019, prior to the pandemic.

Following the release of the results, Halliburton’s stock dropped by 2% at market open.

The other oilfield services giant, Baker Hughes (NASDAQ: BKR), also beat analyst expectations for the second-quarter earnings, but it also flagged a softer North American market.  

“Market softness in North America is expected to be more than offset by strength in international and offshore markets,” said Lorenzo Simonelli, Baker Hughes chairman and chief executive officer.

SLB, formerly Schlumberger, the world’s largest oilfield service provider, will report its second-quarter earnings before market open on Friday, July 21.