據(jù)鉆機(jī)地帶10月21日?qǐng)?bào)道，斯倫貝謝(Schlumberger)公布了7年來最高的利潤，由于在全球供應(yīng)緊張的情況下，繼北美之后，海外鉆探公司重新啟用了油氣鉆機(jī)。

與競爭對(duì)手貝克休斯(Baker Hughes Co.)一樣，這家全球最大的石油服務(wù)提供商也預(yù)測(cè)，今年最后三個(gè)月的國際銷售將出現(xiàn)增長。斯倫貝謝第三季度調(diào)整后凈利潤增至9.07億美元，為2015年以來的最高水平。該公司股價(jià)在盤前交易中上漲2%。

該公司首席執(zhí)行官Olivier Le Peuch周五在一份宣布業(yè)績的聲明中表示，隨著我們國際業(yè)務(wù)的增長步伐顯著加快，補(bǔ)充了本已強(qiáng)勁的北美業(yè)務(wù)水平，我們實(shí)現(xiàn)了又一個(gè)兩位數(shù)的營收增長和利潤率增長。我們預(yù)計(jì)第四季度將實(shí)現(xiàn)連續(xù)的收入增長和利潤增長。

由于能源行業(yè)多年來的擴(kuò)建速度超過了全球油氣田可用的勞動(dòng)力和設(shè)備供應(yīng)，斯倫貝謝及其同行正在從中獲利。貝克休斯本周對(duì)投資者表示，由于服務(wù)價(jià)格上漲，預(yù)計(jì)明年全球鉆井公司的支出將增加兩位數(shù)。

Le Peuch表示，需要更多的全球石油和天然氣投資來重新平衡市場(chǎng)和重啟閑置產(chǎn)能。所有這些都因地緣政治和供應(yīng)中斷事件的增加而加劇。這些動(dòng)態(tài)和恢復(fù)平衡的緊迫性導(dǎo)致了一個(gè)由供應(yīng)主導(dǎo)的上升周期。

斯倫貝謝因其全球業(yè)務(wù)和廣泛的國際訂單而成為行業(yè)領(lǐng)頭羊。該公司此前預(yù)測(cè)，年度銷售額將出現(xiàn)十多年來的最大增幅。雖然國際鉆機(jī)數(shù)量比三年前減少了25%，但該公司的銷售額已經(jīng)超過了同期的收入。

Le Peuch表示，這一對(duì)比突顯了我們?cè)诩訌?qiáng)市場(chǎng)參與和持續(xù)增長潛力方面取得的顯著進(jìn)展，未來幾個(gè)季度我們將在全球范圍內(nèi)調(diào)動(dòng)鉆機(jī)。

貝克休斯股價(jià)周三大幅上漲，由于該公司證實(shí)了分析師的預(yù)期，即第四季度每股收益將較目前增長50%。世界上最大的水力壓裂服務(wù)提供商哈里伯頓將于10月25日公布財(cái)報(bào)。

郝芬 譯自 鉆機(jī)地帶

原文如下：

Schlumberger Beats Profit Estimates

Schlumberger posted its highest profit in seven years as overseas drillers put oil and gas rigs back to work, following North America’s lead amid tight global supplies. 

The world’s biggest oil-services provider joined smaller rival Baker Hughes Co. in predicting an international sales expansion over the final three months of the year. Schlumberger’s third-quarter adjusted net income rose to $907 million, the highest since 2015. The shares rose 2% in pre-market trading.

“We delivered another quarter of double-digit revenue growth and margin expansion, as the pace of growth in our international business stepped up significantly, complementing already robust levels of activity in North America,” Chief Executive Officer Olivier Le Peuch said Friday in a statement announcing the results. “We expect to deliver sequential revenue growth and margin expansion in the fourth quarter.”

Schlumberger and its peers are cashing in as the energy industry’s multiyear expansion outpaces available supplies of labor and equipment in the world’s oil and gas fields. As a result of the higher service prices, drillers are expected to boost spending by double digits globally next year, Baker Hughes told investors this week.

More global oil and natural gas investment is needed to rebalance markets and rebuild spare capacity, Le Peuch said.

“All of these are exacerbated by geopolitics and increasing instances of supply disruptions,” he said. “These dynamics and the urgency to restore balance are resulting in a supply-led upcycle.”

Schlumberger, which is an industry bellwether because of its unmatched global footprint and extensive international order book, previously forecast its biggest jump in annual sales in more than a decade. While the international rig count remains 25% lower than three years ago, the company’s sales have already topped revenue from that period.

“This comparison highlights the significant gains we have made in strengthening our market participation and our continued growth potential as rigs mobilize internationally in the quarters to come,” Le Peuch said.

Shares of Baker Hughes surged on Wednesday as the company affirmed analysts’ estimates that earnings per share will jump 50% in the fourth quarter from the current one. Halliburton, the world’s biggest frack-services provider, will round out earnings for the Big 3 oilfield contractors when it reports on Oct. 25.