斯伦贝谢首席执行官奥利维尔·勒·佩赫（Olivier Le Peuch）评论道，今年伊始，我们对自己的战略方向和2021年的前景充满信心。令人鼓舞的第一季度业绩与日益建设性的宏观经济观点相结合，坚定了这一信念。随着复苏情绪的改善和我们以回报为重点的战略的执行进展良好，我为斯伦贝谢的员工们带来又一个稳健的季度感到非常自豪。
展望未来，我们将继续受到建设性宏观经济驱动力的鼓舞。尽管全球仍在与新冠疫情作斗争，但疫苗接种计划和财政刺激计划预计将在今年支撑经济活动的反弹和石油需求的复苏。据行业分析估计，由于需求复苏预计将在第二季度改善，到今年年底，石油需求将增加500 - 600万桶/天，仅比2019年水平少200万桶/天。
郝芬 译自 全球能源新闻网
IMPACTED BY DIVESTMENTS IN NORTH AMERICA SCHLUMBERGER REVENUE DECREASED BY 6 %
For the first quarter of 2021 Schlumberger reported a worldwide revenue of $5.2 billion, down 6% sequentially and 30% from the pre-pandemic level. International revenue was down 3% sequentially and North America down 17%
During the fourth quarter of 2020, Schlumberger divested of certain businesses in North America. These businesses generated revenue of $285 million during the fourth quarter of 2020 and $659 million during the first quarter of 2020.
Excluding the impact of these divestitures, worldwide first-quarter 2021 revenue was essentially flat sequentially and declined 23% year-on-year.
North America first-quarter 2021 revenue, excluding the impact of these divestitures, increased 10% sequentially and declined 36% year-on-year.
Schlumberger CEO Olivier Le Peuch commented, “We started the year with conviction in our strategic direction and our resulting outlook for 2021. The combination of the promising first-quarter results and an increasingly constructive macroeconomic view are strengthening this conviction. With recovery sentiment improving and the execution of our returns-focused strategy progressing well, I am extremely proud of the women and men of Schlumberger for delivering yet another solid quarter.
“First-quarter revenue declined 6% sequentially, reflecting the expected reduction in North America following divestitures during the fourth quarter of last year that were focused align="justify"> “In North America, excluding the effects of divestitures, revenue grew 10% sequentially driven by land revenue which increased 24% due to higher drilling activity, despite the Texas freeze. Offshore revenue declined 10% sequentially following the seasonal fourth-quarter year-end product sales.
However, the sequential revenue decline was less pronounced than in prior years due to strong growth in Latin America and in several key countries in the Middle East and Africa. The first-quarter revenue sequential decline was the shallowest since 2008, while international rig count experienced the strongest first-quarter sequential growth since 2011, affirming the international recovery.
“Looking ahead, we continue to be encouraged by constructive macroeconomic drivers. While the world is still grappling with COVID-19 infection rates, vaccination programs and fiscal stimulus packages are expected to support a rebound of economic activity and oil demand recovery through the year. Industry analysis estimates 5–6 million bbl/d of oil demand will be added by the end of the year as demand recovery is projected to improve in the second quarter, exiting the year just 2 million bbl/d short of 2019 levels.