據(jù)美國(guó)油價(jià)網(wǎng)2022年7月20日?qǐng)?bào)道，美國(guó)貝克休斯公司周三（7月20日）公布了其今年第二季度的一系列業(yè)績(jī)，稱其業(yè)績(jī)“好壞參半”，原因是供應(yīng)鏈通脹和產(chǎn)能大國(guó)當(dāng)?shù)貥I(yè)務(wù)暫停造成的收入損失。貝克休斯公司未能達(dá)到分析師對(duì)調(diào)整后收益的預(yù)期。 

貝克休斯公司董事長(zhǎng)兼首席執(zhí)行官洛倫佐·西莫內(nèi)利表示，展望未來(lái)，貝克休斯公司認(rèn)為，在今年剩余時(shí)間和明年，石油市場(chǎng)將面臨“一系列不同尋常的環(huán)境和挑戰(zhàn)”。  

西莫內(nèi)利說(shuō)：“一方面，由于高通脹和為對(duì)抗通脹而大幅加息，未來(lái)一年半時(shí)間里的石油需求前景將惡化。”

“另一方面，由于全球多年來(lái)投資不足，以及有可能需要取代產(chǎn)能大國(guó)的石油，更廣泛的供應(yīng)限制實(shí)際上可以使大宗商品價(jià)格維持在高位，即使需求受到適度破壞。” 西莫內(nèi)利補(bǔ)充道。  

“因此，我們認(rèn)為油價(jià)前景仍不穩(wěn)定，但它仍對(duì)強(qiáng)勁的經(jīng)濟(jì)活動(dòng)水平構(gòu)成支撐，因?yàn)樾枰黾又С霾拍苤匦掳才湃蚰茉锤窬郑⒖赡艿窒鄶?shù)衰退情景下的需求破壞。” 西莫內(nèi)利如是表示。 

這家全球知名油田服務(wù)提供商今天公布，其第二季度每股收益調(diào)整為0.11美元，低于今年第一季度的每股0.15美元收益，也遠(yuǎn)低于《華爾街日?qǐng)?bào)》匯編的分析師預(yù)期的每股0.21美元收益。

第二季度財(cái)報(bào)發(fā)布后，貝克休斯公司的股價(jià)在紐約證券交易所盤前交易中暴跌6%。 

貝克休斯公司第二季度的收入為50億美元，環(huán)比增長(zhǎng)4%，但同比下降2%。 

第二季度末，貝克休斯公司在產(chǎn)能大國(guó)的油田服務(wù)業(yè)務(wù)也出現(xiàn)4.26億美元的虧損。 

西蒙內(nèi)利表示：“我們第二季度的業(yè)績(jī)喜憂參半，因?yàn)槊考耶a(chǎn)品公司都面臨著一系列不同的挑戰(zhàn)，從零部件短缺、供應(yīng)鏈通脹到產(chǎn)能大國(guó)當(dāng)?shù)貥I(yè)務(wù)暫停。”

另一家知名油田服務(wù)巨頭哈利伯頓公司周二（7月19日）揭開了油氣行業(yè)財(cái)報(bào)季的帷幕，該公司報(bào)告稱，由于北美和國(guó)際市場(chǎng)鉆井活動(dòng)的增加，其第二季度調(diào)整后的凈利潤(rùn)激增41%，并表示未來(lái)國(guó)際鉆井市場(chǎng)預(yù)計(jì)將看到“多年的增長(zhǎng)”。

李峻 編譯自 美國(guó)油價(jià)網(wǎng)

原文如下：

Baker Hughes: Oil Market Faces“Unusual Set of Circumstances”

Baker Hughes missed analyst forecasts of adjusted earnings as it reported on Wednesday a set of what it said were “mixed results” for the second quarter of 2022 due to supply-chain inflation and revenue losses from the suspension of its operations in the larger producer.

Looking ahead, Baker Hughes sees the oil market facing “an unusual set of circumstances and challenges” for the rest of this year and into next year, Simonelli said.

On the one hand, we have a deteriorating demand outlook for oil over the next year and a half due to high inflation and aggressive interest rate hikes to fight that inflation, Baker Hughes says.

“On the other hand, due to years of underinvestment globally and the potential need to replace the larger producer's barrels, broader supply constraints can realistically keep commodity prices at elevated levels even in a scenario of moderate demand destruction,” Simonelli added.

“As a result, we believe the outlook for oil prices remains volatile, but still supportive of strong activity levels as higher spending is required to re-order the global energy map and likely offsets demand destruction in most recessionary scenarios,” the executive said.

The oilfield services provider reported today adjusted earnings per share of $0.11 for the second quarter, down from $0.15 EPS for the first quarter of 2022 and well below analyst estimates of $0.21 earnings per share compiled by The Wall Street Journal.  

Following the results release, shares in Baker Hughes crumbled by 6% in pre-market trade in New York.

Revenues at the company stood at $5.0 billion for the second quarter, up by 4% sequentially, but down by 2% year-over-year.

Baker Hughes also reported $426 million of losses related to its Oilfield Services business in the larger producer which was classified as “held for sale” at the end of the second quarter.  

“Our second quarter results were mixed as each product company navigated a different set of challenges ranging from component shortages and supply chain inflation to the suspension of our business in  larger producer ,” Lorenzo Simonelli, Baker Hughes chairman and chief executive officer, said.

Another oilfield services giant, Halliburton (NYSE: HAL), opened the oil and gas industry’s earnings season on Tuesday, reporting a 41-percent surge in its second-quarter adjusted net income amid growing drilling activity both in North America and in international markets, and saying it expects international markets to see “multiple years of growth.”