油田设备和服务支出将下降至2005年低点

据OE网站4月1日报道，根据咨询公司Spears＆Associates周三发布的一份报告显示，由于油气生产商削减支出，今年全球油田设备和服务的支出较2019年将下降21％，至2110亿美元，为2005年以来的最低水平。

支出下降的原因是，疫情抑制了石油和天然气需求，以及沙特阿拉伯和俄罗斯竭尽全力争夺页岩油生产商的市场份额。美国3月原油期货下跌54％，周二至每桶20.48美元，低于美国生产商的生产成本。

Spears对2020年支出的估计低于2016年最后一次价格暴跌最低点时的行业支出，不到2014年峰值4730亿美元的一半。

该公司的一位高管表示，该公司对油田公司进行调查，评估公司的报告并模拟销售情况，该公司历来没有公开发布其数据，但跌势的严重性以及对该行业未来的争论使其改变了方向。

Spears估计，在北美收入中占最大份额的油田部门将受到最大冲击，其中水力压裂支出将比去年下降44％，而土地合同钻探将下降29％。

据Spears称，美国最大的水力压裂供应商哈里伯顿的压裂业务收入可能降至约41亿美元，低于2016年的45亿美元，而合同钻井商Nabors则可能认为该年度的合同土地钻探从2016年的18亿美元降至17亿美元。

有助于推动美国页岩繁荣的定向钻井的总支出，比去年可能下降30%，而连油管和人工升降机的销售预计将分别下降29%和27%。

钻机、油泵车和工具等主要设备的制造商，预计将比上年减少50％的支出。

国际市场的情况不会那么糟。 据Spears估计，海上钻井销售合同将下降7%，海上建造将比上一年下降10%。

郝芬 译自 OE网站

原文如下：

Oilfield Equipment and Services Spending to Fall to 2005-Low

Global spending on oilfield equipment and services this year will fall 21% from 2019 to $211 billion, the lowest level since 2005, according to a report to be released on Wednesday by consultancy Spears & Associates, as oil and gas producers slash spending.

The decline comes as the coronavirus pandemic has crushed oil and gas demand, and Saudi Arabia and Russia pump full bore in a grab for market share that has shale producers reeling. U.S. oil futures fell 54% for the month of March, to $20.48 a barrel on Tuesday, below U.S. producers' cost of production.

Spears' estimate for 2020 spending is below industry outlays at the nadir of the last price crash in 2016, and less than half the 2014 peak of $473 billion.

The company, which surveys oilfield firms, evaluates company reports and models sales, historically has not publicly released its data, but the severity of the drop and debate over the industry's future made it change course, an executive said.

Oilfield segments with the greatest share of North American revenue will see the biggest hits, with hydraulic fracturing spending down 44% from last year and land contract drilling down 29%, Spears estimated.

Halliburton, the top U.S. hydraulic fracturing provider, could see its fracking revenue fall to around $4.1 billion, below $4.5 billion in 2016, and contract driller Nabors could see contract land drilling fall to $1.7 billion for the year, from $1.8 billion in 2016, according to Spears.

Overall spending on directional drilling, which helped launch the U.S. shale boom, could fall 30% over last year, and coiled tubing and artificial lift sales are expected to fall 29% and 27%, respectively.

Manufacturers of major equipment, such as rigs, pumping trucks, and tools, are expected to face a 50% decline in spending from the prior year.

International markets will not fare as badly. Offshore contract drilling sales will dip 7% and offshore construction will fall 10% from the prior year, Spears estimates.