世界最大油田服务提供商出售美国水力压裂业务

据油价网2020年9月1日伦敦报道，在油价暴跌重创了美国页岩盆地的水力压裂业务以后，全球最大的油田服务提供商斯伦贝谢公司将把其北美水力压裂业务出售给Liberty油田服务公司，以此获得合并后新组建公司的少数股权。

两家公司周二（1日）在一份联合声明中表示，斯伦贝谢公司已同意将其在美国和加拿大陆上的水力压裂业务——包括其增压泵送，泵送射孔和二叠纪盆地压裂砂业务——出售给Liberty油田服务公司，以换取合并后的新公司37%的股权。

这宗预计将在2020年第4季度完成的交易还需要Liberty油田服务公司股东的批准、监管机构的批准以及其他惯常的交割条件。

在这个消息公布后，Liberty油田服务公司的股价在纽约证券交易所的盘前交易中飙升了10%。

Liberty油田服务公司董事长兼首席执行官克里斯·赖特说：“过去几个月对世界、行业和Liberty家族来说都是极大的挑战，但同时也带来了机遇。这次交易将是我们公司发展道路上的变革性的一步。”

斯伦贝谢公司首席执行官Olivier Le Peuch说：“这次合作为我们的OneStim业务及其员工提供了一个理想的家，符合我们的资本管理战略，同时通过我们的股权从未来市场的上涨中获益。”

今年第二季度，斯伦贝谢公司录得了连续第2个季度亏损，原因是美国页岩业务收入大幅下滑以及资产减值支出。Le Peuch称，“这可能是过去几十年来最具挑战性的一个季度”。

斯伦贝谢公司的这位高管在7月份对公司第二季度的财务报告发表评论时说：“由于客户大幅削减开支，北美地区的收入下降了48%，土地收入下降了60%。第三季度北美地区的压裂完井作业有条件小幅增加，但如果经济复苏放缓，且第二波新冠肺炎疫情浪潮造成新的重大破坏，则可能对其预测构成下行风险。”

李峻 编译自 油价网

原文如下：

World’s Largest Oilfield Services Provider Sells U.S. Fracking Business

The world’s largest oilfield services provider, Schlumberger, is selling its North American fracking business to Liberty Oilfield Services for a minority stake in a new combined company after the oil price crash crushed the U.S. shale patch’s fracking activity.

Schlumberger has agreed to combine its onshore hydraulic fracturing business in the United States and Canada—including its pressure pumping, pumpdown perforating, and Permian frac sand businesses—into Liberty, in exchange for a 37-percent equity interest in the combined company, the two firms said in a joint statement on Tuesday.

The deal—which is subject to Liberty stockholder approval, regulatory approvals, and other customary closing conditions—is expected to close in Q4 2020.

Following the announcement, shares in Liberty Oilfield Services Inc (NYSE: LBRT) surged 10 percent in pre-market trade in New York.

“The last several months have been extremely challenging for the world, the industry and the Liberty family. These times also bring opportunity. This transaction will be a transformative step forward in our journey as a company,” said Liberty’s chairman and CEO Chris Wright.

Schlumberger’s CEO Olivier Le Peuch said:

“This partnership provides an ideal home for our OneStim business and its employees and is in line with our capital stewardship strategy while benefiting from future market upside through our equity stake.”

This year, Schlumberger booked for Q2 its second straight quarterly loss on the back of a dramatic revenue slump in U.S. shale and asset impairment charges in what “has probably been the most challenging quarter in past decades,” as Le Peuch said.

“North America revenue declined 48% sequentially with land revenue falling 60% as customers dramatically cut back spending,” the executive commented on the Q2 financials in July.

According to Schlumberger, there are conditions for a modest increase in frac completion activity in North America in the third quarter, but if the economic recovery is slower and a second wave forces new major disruptions, they would be downside risks to its forecasts.