油田服务市场一季度遭受重创

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 on service revenues, as well. Share prices, too, have dropped, falling almost 50% since the beginning of the year, with offshore drillers hit especially hard.

“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 only the beginning. Larger declines are expected in the near term. This is bad news for an industry that still has not fully recovered from the previous crisis,” said Aleksander Erstad, energy service analyst at Rystad Energy.