油田服务巨头正在重金押注新能源技术

油田服务巨头正在加大在低碳能源领域的活动

专注于设备和技术的服务公司自然会在周期初始阶段在新业务中受益

目前，顶级油田服务公司的新能源业务收入已经达到数亿美元

据油价网2023年6月25日报道，全球最大的油田服务提供商正在寻求利用清洁能源投资的激增，从能源转型中获得更多收入，并为石油需求峰值的到来做好准备。

目前，全球顶级油田服务公司在新能源业务上的收入已高达数亿美元，各油田服务公司预计，到本十年结束前，他们的新能源业务收入将跃升至数十亿美元。

分析师们表示，油田服务巨头的地下、海上钻井和数字技术专业知识将有助于其在清洁能源业务中的项目执行。

由于对清洁能源的投资已经超过了对化石燃料的投资，拥有新能源项目专业知识的油田服务公司的收入也将增加。

全球三大油田服务公司——斯伦贝谢公司、哈里伯顿公司和贝克休斯公司——已经设立了新能源部门，致力于地热、氢、碳捕获和储存(CCS)以及直接空气捕获技术和项目。

能源咨询公司Veriten的合伙人杰夫·蒂勒里告诉《华尔街日报》记者，专注于设备和技术的油田服务公司自然会在周期的初始阶段从新能源业务中受益。

这些油田服务公司并没有放弃石油和天然气，在能源安全问题上，他们预计会延长勘探和增长周期，但他们表示，到2030年前，新能源业务可能会增长到占所有收入的5%到20%。

例如，贝克休斯公司首席执行官洛伦佐·西蒙内利在公司财报电话会议上表示，该公司在2023年第一季度获得了近3亿美元的新能源订单。预计在四年内，新能源将占贝克休斯公司天然气技术订单的10%左右。西蒙内利称，在本十年结束前，贝克休斯公司预计新能源订单将在60亿至70亿美元之间。到2030年，这将占所有收入的20%左右。

贝克休斯公司的这位高管表示，对新能源的投资将成为油田服务公司当前上升周期的驱动因素，同时财务状况良好的运营商也关注回报。西蒙内利指出，“当前的环境仍然是独特的，与之前的周期相比，支出周期更持久，对大宗商品价格波动的敏感性更低”。

对于斯伦贝谢公司来说，新能源业务是去年斯伦贝谢品牌重塑的背后原因，以反映其从油田服务提供商向帮助能源转型的全球技术公司的转型。

在宣布更名几周后，斯伦贝谢公司首席执行官奥利维尔·勒佩奇在投资者日新闻发布会上表示，这家全球最大的油田服务提供商计划迅速发展其新能源业务，到本十年结束前实现超过30亿美元的收入。勒佩奇补充说，斯伦贝谢公司正在投资多元化的新能源业务组合，旨在使该业务成为未来公司最大的部门。

斯伦贝谢公司在新的CCS活动方面取得了进展，使其在全球参与的CCS项目增加到大约30个。

这位高管在4月份召开的公司第一季度财报电话会议上表示，随着美国《通胀削减法案》和全球其他举措的推动，预计未来两年将有更多CCS项目进入最终投资决定阶段。

斯伦贝谢公司正在努力加速其专有的非水溶剂(NAS)技术的工业化和规模化，该技术提高了基于吸收的碳捕获的效率。去年10月，斯伦贝谢公司与林德公司就CCUS项目达成战略合作，以加速工业和能源领域的脱碳解决方案。

这家美国油田服务巨头还与阿曼合作，制定了一项开发这个中东国家地热资源潜力的国家战略。

作为全球最大压裂服务提供商的哈里伯顿公司也积极参与CCS领域安全高效的地下封存项目评估。

贝克休斯公司正在探索扩大绿氢、绿氨和地热项目新技术解决方案的潜在机会。贝克休斯公司今年还与eFuels公司HIF Global签署了一项协议，在直接空气捕获(DAC)方面进行合作。两家公司计划测试贝克休斯公司的Mosaic DAC技术试点装置，以加速DAC的商业规模部署。 

李峻 译自 油价网

原文如下：

Oilfield Service Giants Are Betting Big On ‘New Energy’ Tech

·     Oilfield services companies are ramping up activity in low-carbon energy.

·     Service companies focused on equipment and technology naturally benefit from new businesses earlier in the cycle.

·     Current revenues from new energy businesses for the top oilfield firms are already in the hundreds of millions of dollars.

The biggest oilfield services providers are looking to take advantage of the soaring investments in clean energy to generate revenues from the energy transition and prepare for whenever oil demand peaks.  

Current revenues from new energy businesses for the top oilfield firms are in the hundreds of millions of dollars. Companies expect those revenues to jump to single-digit billions by the end of the decade. 

The subsurface, offshore drilling, and digital technology expertise of the oilfield services industry will help it in project executions in the clean energy business, analysts say.  

As clean energy investment is already exceeding the money spent on fossil fuels, revenues for the early movers with expertise to deliver on new energy projects will also rise. 

The big three oilfield services firms – SLB, Baker Hughes, and Halliburton – already have New Energy divisions working on geothermal, hydrogen, carbon capture and storage (CCS), and direct air capture technologies and projects. 

Service companies focused on equipment and technology naturally benefit from new businesses earlier in the cycle, Jeff Tillery, a partner at energy-focused consulting firm Veriten, told The Wall Street Journal. 

The companies are not abandoning oil and gas, expecting increased exploration and a multi-year growth cycle amid energy security concerns, but they say the new energy business could grow to make up between 5% and 20% of all revenues by 2030. 

Baker Hughes, for example, booked almost $300 million of New Energy orders in the first quarter of 2023, CEO Lorenzo Simonelli said on the earnings call. New energy is expected to account for around 10% of Baker Hughes’s gas technology orders within four years. By the end of this decade, the firm expects new energy orders could be in the range of $6 billion to $7 billion, Simonelli said. This would be around 20% of all revenues in 2030.  

Investment in new energies will be a driving factor for the current upcycle for the oilfield services firms, alongside financially strong operators focused on returns, the executive said, noting that the “current environment remains unique with a spending cycle that is more durable and less sensitive to commodity price swings relative to prior cycles.” 

For SLB, the new energy business was behind last year’s rebranding from Schlumberger to reflect its transformation from an oilfield services provider to a global technology company helping the energy transition. 

Weeks after announcing the rebranding, SLB’s chief executive Olivier Le Peuch said at an investor day presentation that the world’s top oilfield services provider plans to rapidly grow its New Energy business to deliver more than $3 billion of revenue by the end of the decade. SLB is investing in a diverse portfolio of new energy businesses, aiming to make this business its biggest division in the future, Le Peuch added. 

SLB is making progress with new CCS activities that raised its involvement to around 30 projects globally. More CCS projects are expected to move forward to final investment decisions in the next 2 years, with the tailwinds from the U.S. Inflation Reduction Act and other initiatives around the world, the executive said on the Q1 earnings call in April. 

SLB is working to accelerate the industrialization and scale-up of its proprietary non-aqueous solvent (NAS) technology, which enhances the efficiency of absorption-based carbon capture. In October, the company and Linde entered into a strategic collaboration on CCUS projects to accelerate decarbonization solutions across industrial and energy sectors.  

The oilfield services giant is also collaborating with Oman in building a national strategy to develop the potential of geothermal resources in the Middle Eastern country. 

Halliburton, the top fracking services provider, is also active in the CCS sector in the evaluation of safe and efficient CCS subsurface storage projects. 

Baker Hughes is exploring potential opportunities for the scale-up and adoption of novel technology solutions for green hydrogen, green ammonia, and geothermal projects. It also signed this year an agreement with eFuels company HIF Global to collaborate in direct air capture (DAC). The companies plan to test Baker Hughes’ Mosaic DAC technology pilot units to accelerate DAC deployment at a commercial scale.