據天然氣新聞2021年4月23日休斯敦報道,美國油田服務巨頭斯倫貝謝公司的高管4月23日表示,今年全球范圍內的鉆井、井建設和油藏活動看來將加快,特別是第二季度季節性影響的消除,市場將在今年下半年加速,盡管步伐并不均衡。
斯倫貝謝公司首席執行官Olivier Le Peuch在第一季度業績電話會議上表示,從第二季度開始,北美地區的美國陸上和海上業務將持續增長,尤其是在加拿大春季業務拆分約一個月以后。
他說,“在今年下半年,北美的增長速度預計將因預算枯竭而放緩,但可能會給市場帶來驚喜。”“在國際上,基于最新的國際在用鉆機數增加趨勢、資本支出信號和客戶參與度,我們對下半年前景的信心一直在增強。”
此外,Le Peuch表示,這些領先指標的幅度,加上對全球經濟增長和需求復蘇的上行修正,預示著今年下半年可能出現比最初預期的“更強的拐點”。
Le Peuch表示,他認為“很明顯”,世界即將進入需求驅動型復蘇——這種現象已經開始,因為美國和歐洲的石油需求正在上升,盡管其他地方的需求不均衡。
李峻 編譯自 天然氣新聞
原文如下:
Schlumberger sees drilling, construction activity ramp worldwide in 2021
Drilling, well construction and reservoir activity around the globe look set to pick up this year, particularly as second-quarter seasonal impacts iron out, and markets will accelerate in second-half 2021 although at uneven paces, the top executive at oilfield services giant Schlumberger said April 23.
North America will see sustained activity growth in US land and offshore starting in second quarter, especially once spring breakup in Canada is finished in a month or so, Olivier Le Peuch, the company's CEO, said during a first-quarter conference call.
"In the second half of 2021, North America's pace of growth is expected to moderate on budget exhaustion ... but could surprise to the upside," he said. "Internationally, our confidence in the second-half outlook has been strengthening based on the latest international rig count trends, capex signals and customer engagement."
Moreover, the magnitude of those leading indicators, combined with upward revisions to global economic growth and demand recovery, present the potential for an "even stronger inflection" than initially anticipated for H2 2021, Le Peuch said.
Le Peuch said it believes it's "clear" that the world is on the verge of entering a demand-led recovery – a phenomenon already underway as oil demand is rising in the US and Europe although unevenly elsewhere.
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