贝克休斯：石油市场将面临一系列不同寻常的环境和挑战

据美国油价网2022年7月20日报道，美国贝克休斯公司周三（7月20日）公布了其今年第二季度的一系列业绩，称其业绩“好坏参半”，原因是供应链通胀和产能大国当地业务暂停造成的收入损失。贝克休斯公司未能达到分析师对调整后收益的预期。 

贝克休斯公司董事长兼首席执行官洛伦佐·西莫内利表示，展望未来，贝克休斯公司认为，在今年剩余时间和明年，石油市场将面临“一系列不同寻常的环境和挑战”。  

西莫内利说：“一方面，由于高通胀和为对抗通胀而大幅加息，未来一年半时间里的石油需求前景将恶化。”

“另一方面，由于全球多年来投资不足，以及有可能需要取代产能大国的石油，更广泛的供应限制实际上可以使大宗商品价格维持在高位，即使需求受到适度破坏。” 西莫内利补充道。  

“因此，我们认为油价前景仍不稳定，但它仍对强劲的经济活动水平构成支撑，因为需要增加支出才能重新安排全球能源格局，并可能抵消多数衰退情景下的需求破坏。” 西莫内利如是表示。 

这家全球知名油田服务提供商今天公布，其第二季度每股收益调整为0.11美元，低于今年第一季度的每股0.15美元收益，也远低于《华尔街日报》汇编的分析师预期的每股0.21美元收益。

第二季度财报发布后，贝克休斯公司的股价在纽约证券交易所盘前交易中暴跌6%。 

贝克休斯公司第二季度的收入为50亿美元，环比增长4%，但同比下降2%。 

第二季度末，贝克休斯公司在产能大国的油田服务业务也出现4.26亿美元的亏损。 

西蒙内利表示：“我们第二季度的业绩喜忧参半，因为每家产品公司都面临着一系列不同的挑战，从零部件短缺、供应链通胀到产能大国当地业务暂停。”

另一家知名油田服务巨头哈利伯顿公司周二（7月19日）揭开了油气行业财报季的帷幕，该公司报告称，由于北美和国际市场钻井活动的增加，其第二季度调整后的净利润激增41%，并表示未来国际钻井市场预计将看到“多年的增长”。

李峻 编译自 美国油价网

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.”