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哈里伯顿:能源中断将带来多年需求增长Halliburton Sees Multi-Year Demand Growth From Energy Disruption

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哈里伯顿表示,预计营收将实现“中个位数”增长,营业利润率约为15%,提升约200个基点。摄影师:卢克·沙雷特/彭博社Halliburton said it expects “mid-single digit” revenue growth and operating margins of about 15%, an improvement of about 200 basis points. Photographer: Luke Sharrett/Bloomberg

该公司预计,随着中东国家重建在伊朗战争中受损的能源资产和基础设施,油田服务需求将多年增长。

Co. is predicting years of growing demand for oil field services as nations in the Middle East rebuild energy assets and infrastructure damaged in the Iran war.

首席执行官杰夫·米勒周二在公司季度财报声明中表示:“我们又经历了历史上最大规模的能源中断之一,至今已三个月。”“我预计,恢复生产、重建库存和加强能源安全的工作将推动油田服务需求多年增长。”鉴于哈里伯顿的业务遍及全球,且专注于销售压裂和钻井设备,该公司的观点对全球油气行业值得关注。在油田承包商正应对两场重大战争的影响、能源行业陷入混乱之际,这类洞见至关重要。

“We are another three months into one of the largest energy disruptions in history,” Chief Executive Officer Jeff Miller said Tuesday in the company’s quarterly earnings statement. “I expect the work to restore production, rebuild inventories and strengthen energy security will drive multi-year demand growth for oil field services.”Halliburton’s views are noteworthy for the global oil-and-gas industry given the company’s international scope and focus on selling equipment for fracking and well drilling. Such insights are key at a time when oil field contractors are grappling with the impacts of two major wars that have thrown the energy industry into disarray.

哈里伯顿表示,预计营收将实现“中个位数”增长,营业利润率约为15%,提升约200个基点。该公司称,这一展望假设北美市场持平,且不要求北美压裂活动出现任何复苏。

Halliburton said it expects “mid-single digit” revenue growth and operating margins of about 15%, an improvement of about 200 basis points. The outlook assumes a flat North America market and doesn’t require any recovery in North American fracking, it said.

第三季度,哈里伯顿营收增幅最大来自中东/亚洲地区,该地区营收为14亿美元,较第二季度增长8%。声明称,增长主要来自沙特阿拉伯和科威特的活动增加。

In the third quarter, Halliburton saw its biggest revenue boost from its Middle East/Asia region, where it earned $1.4 billion — an 8% jump from the second quarter. The gains were mainly from higher activity in Saudi Arabia and Kuwait, according to the statement.

中东冲突推动油价上涨,促使页岩油生产商扩大钻井和压裂活动,以提供波斯湾原油供应的替代来源。本季度,美国油井钻井平台数量平均为451座,较去年同期增长8.4%。

Rising oil prices fueled by conflict in the Middle East have motivated shale producers to expand drilling and fracking to provide alternatives to Persian Gulf crude supplies. The fleet of rigs drilling US oil wells averaged 451 during the quarter, 8.4% higher than the year-earlier period.

哈里伯顿公布第三季度调整后营业收入为7.31亿美元,超过分析师平均预期的7.299亿美元。该公司股价在纽约常规交易前一度上涨6.4%。

Halliburton reported adjusted operating income of $731 million in its third quarter, beating the average analyst estimate of $729.9 million. The company’s shares rose as much as 6.4% before regular trading in New York.

哈里伯顿是首家宣布季度业绩的主要石油承包商,SLB将于周五公布业绩,贝克休斯公司将于10月27日公布。

Halliburton is the first major oil contractor to announce quarterly results, to be followed by SLB on Friday and Baker Hughes Co. on Oct. 27.

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