据Oil & Gas Journal网站6月5日消息 据雷斯塔能源分析,尽管COVID-19爆发,美国页岩气运营商的季度业绩令人印象深刻,甚至导致股息增加,但油田服务(OFS)市场在第一季度盈利中遭受了巨大打击。
对204家服务公司的初步分析发现,与去年同期相比,收入下降了6%,而减值费用却猛增。
截至2020年3月底,1月份的利润率下降了近90%,排名前50的公共服务公司净亏损总额超过350亿美元,远远高于5年前行业危机期间的季度亏损。
美国页岩业务的油井服务商和陆上钻井商收入下降幅度最大,但离岸项目的延迟也给服务收入带来了损失。股价也下跌,自年初以来下跌了近50%,其中海上钻井受到的打击尤为严重。
雷斯塔能源服务分析师Aleksander Erstad表示:“尽管2020年第一季度收入同比下降6%,与上一次经济衰退期间30%或更大幅度的降幅相比,降幅似乎不大,但我们的分析表明,我们只是看到了一个开始。预计近期跌幅较大,这对一个尚未从上次危机中完全复苏的行业来说是个坏消息。”
王磊 摘译自 Oil & Gas Journal
原文如下:
Oilfield service market took massive first-quarter hit
The oilfield service (OFS) market took a massive hit in first-quarter earnings, while, despite the COVID-19 outbreak, US shale operators had an impressive quarter and even resulted in increased dividends, according to Rystad Energy analysis.
A preliminary analysis of 204 service companies finds revenues down 6% compared to the same period last year, while impairment charges have skyrocketed.
Profit margins for January through the end of March 2020 were down by almost 90%, and the top 50 public service companies recorded total net losses exceeding $35 billion – far greater than the quarterly losses incurred during the previous industry crisis 5 years ago.
Well servicers and land drillers in the US shale operations saw the greatest revenue decreases, but offshore project delays are taking a toll “Although the 6% year-on-year fall in 2020 first-quarter revenues appears modest compared to the massive decreases of 30% or more recorded during the last downturn, our analysis indicates that we are witnessing





