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哈里伯頓首席執(zhí)行官:公司發(fā)展前景面臨的風(fēng)險加劇

Jordan Blum
2025-04-26

特朗普的關(guān)稅政策,,全球經(jīng)濟隱憂以及歐佩克增產(chǎn)等因素,,都為能源行業(yè)帶來更多風(fēng)險和不確定性,。

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哈里伯頓(Halliburton)董事長兼首席執(zhí)行官杰夫·米勒表示,,特朗普的關(guān)稅政策,,全球經(jīng)濟隱憂以及歐佩克增產(chǎn)等因素,,都為能源行業(yè)帶來更多風(fēng)險和不確定性,短期內(nèi)將持續(xù)拖累公司股價,。

哈里伯頓是所謂三大油服巨頭之一,,另兩家為斯倫貝謝(SLB)與貝克休斯(Baker Hughes)。哈里伯頓率先公布一季度業(yè)績,,由于不及分析師預(yù)期,,4月22日其股價下跌約6%。

三大油服巨頭中,,哈里伯頓對北美市場的依賴度最高,。由于美國陸上油井周轉(zhuǎn)時間較短,如果油價像近幾周和幾個月一樣下跌,,北美業(yè)務(wù)放緩速度往往比其他市場更快,。

米勒表示,預(yù)計二季度鋼鐵和設(shè)備關(guān)稅會將公司股價拉低2-3美分,。盡管國際海上業(yè)務(wù)增長能為行業(yè)形成支撐,,2025年國際業(yè)務(wù)總收入預(yù)計將持平或下滑。

“與三個月前相比,,當(dāng)前發(fā)展前景面臨的風(fēng)險加劇,,”米勒在財報電話會議上坦言。

“過去三周市場劇烈波動,,貿(mào)易環(huán)境增加了不確定性,,引發(fā)大規(guī)模對經(jīng)濟的擔(dān)心情緒,再加上歐佩克增產(chǎn)速度超預(yù)期,,導(dǎo)致大宗商品價格承壓,。市場上種種因素對各方都造成了影響,,”米勒說,不過他仍然看好石油和天然氣需求對全球經(jīng)濟增長的推動作用,。

米勒發(fā)表這番言論的背景是,,石油和天然氣行業(yè)普遍不愿意公開批評特朗普。因為業(yè)界認為,,特朗普政府推動放松監(jiān)管和加快基礎(chǔ)設(shè)施項目審批等舉措,,最終能抵消貿(mào)易戰(zhàn)的負面影響。

行業(yè)前景

美國知名投行Piper Sandler高級研究分析師德里克·波德海澤表示,,在貿(mào)易戰(zhàn)背景下,,哈里伯頓和其他公司處境尷尬。美國基準油價一直在每桶60美元至65美元之間徘徊,,這一價格無法提振信心,,也沒低到觸發(fā)警報。結(jié)果就是“巨大的不確定性”,。

“北美市場眼下確實談不上什么前景,,”波德海澤說,“只能等待觀察,。消息面每時每刻都在變化;感覺特朗普政府每小時都有可能發(fā)布新政策扭轉(zhuǎn)油價走勢,。所以,,現(xiàn)階段股價只能跟隨油價波動。我們處于停滯期,?!?/p>

“資金雄厚的大企業(yè)尚能應(yīng)對,規(guī)模較小,、成本敏感且成本較高中小廠商可能要考慮放慢業(yè)務(wù)節(jié)奏,,”他補充道。

隨著油價走低及設(shè)備效率提升,,美國鉆機平臺和完井作業(yè)活動放緩已持續(xù)逾一年,,所以油氣產(chǎn)量雖然基本停滯,但仍維持在歷史高位附近,。

米勒說,,面對低迷的油價和利潤空間,哈里伯頓不會盲目爭奪市場份額,,而是借機淘汰使用率較低的設(shè)備以及水力壓裂設(shè)備,,或轉(zhuǎn)移至海外市場?!安还芮闆r如何,,我們有信心在北美油服市場保持領(lǐng)先,。”

哈里伯頓老舊的柴油壓裂設(shè)備風(fēng)險最高,,而新型電動壓裂設(shè)備幾乎全被預(yù)訂,。

例如,米勒特別提到與Coterra Energy公司合作,,成功完成了業(yè)內(nèi)首次全自動化壓裂作業(yè),,該作業(yè)使用了哈里伯頓的Octiv Auto Frac服務(wù)和Zeus IQ智能壓裂平臺。

哈里伯頓北美收入同比下降12%,,至22.4億美元,,較去年四季度的季度低谷環(huán)比微增1%。受中東及亞洲地區(qū)業(yè)務(wù),,包括主導(dǎo)歐佩克增產(chǎn)的沙特業(yè)務(wù)的支撐,,公司總收入同比下降了3.3%。

哈里伯頓季度凈利潤2.04億美元,,低于2024年同期的6.06億美元,。(財富中文網(wǎng))

譯者:馮豐

審校:夏林

哈里伯頓(Halliburton)董事長兼首席執(zhí)行官杰夫·米勒表示,特朗普的關(guān)稅政策,,全球經(jīng)濟隱憂以及歐佩克增產(chǎn)等因素,,都為能源行業(yè)帶來更多風(fēng)險和不確定性,短期內(nèi)將持續(xù)拖累公司股價,。

哈里伯頓是所謂三大油服巨頭之一,,另兩家為斯倫貝謝(SLB)與貝克休斯(Baker Hughes)。哈里伯頓率先公布一季度業(yè)績,,由于不及分析師預(yù)期,,4月22日其股價下跌約6%。

三大油服巨頭中,,哈里伯頓對北美市場的依賴度最高,。由于美國陸上油井周轉(zhuǎn)時間較短,如果油價像近幾周和幾個月一樣下跌,,北美業(yè)務(wù)放緩速度往往比其他市場更快,。

米勒表示,預(yù)計二季度鋼鐵和設(shè)備關(guān)稅會將公司股價拉低2-3美分,。盡管國際海上業(yè)務(wù)增長能為行業(yè)形成支撐,,2025年國際業(yè)務(wù)總收入預(yù)計將持平或下滑。

“與三個月前相比,,當(dāng)前發(fā)展前景面臨的風(fēng)險加劇,,”米勒在財報電話會議上坦言。

“過去三周市場劇烈波動,,貿(mào)易環(huán)境增加了不確定性,,引發(fā)大規(guī)模對經(jīng)濟的擔(dān)心情緒,,再加上歐佩克增產(chǎn)速度超預(yù)期,導(dǎo)致大宗商品價格承壓,。市場上種種因素對各方都造成了影響,,”米勒說,不過他仍然看好石油和天然氣需求對全球經(jīng)濟增長的推動作用,。

米勒發(fā)表這番言論的背景是,,石油和天然氣行業(yè)普遍不愿意公開批評特朗普。因為業(yè)界認為,,特朗普政府推動放松監(jiān)管和加快基礎(chǔ)設(shè)施項目審批等舉措,,最終能抵消貿(mào)易戰(zhàn)的負面影響。

行業(yè)前景

美國知名投行Piper Sandler高級研究分析師德里克·波德海澤表示,,在貿(mào)易戰(zhàn)背景下,,哈里伯頓和其他公司處境尷尬。美國基準油價一直在每桶60美元至65美元之間徘徊,,這一價格無法提振信心,,也沒低到觸發(fā)警報。結(jié)果就是“巨大的不確定性”,。

“北美市場眼下確實談不上什么前景,,”波德海澤說,“只能等待觀察,。消息面每時每刻都在變化,;感覺特朗普政府每小時都有可能發(fā)布新政策扭轉(zhuǎn)油價走勢。所以,,現(xiàn)階段股價只能跟隨油價波動。我們處于停滯期,?!?/p>

“資金雄厚的大企業(yè)尚能應(yīng)對,規(guī)模較小,、成本敏感且成本較高中小廠商可能要考慮放慢業(yè)務(wù)節(jié)奏,,”他補充道。

隨著油價走低及設(shè)備效率提升,,美國鉆機平臺和完井作業(yè)活動放緩已持續(xù)逾一年,,所以油氣產(chǎn)量雖然基本停滯,但仍維持在歷史高位附近,。

米勒說,,面對低迷的油價和利潤空間,哈里伯頓不會盲目爭奪市場份額,,而是借機淘汰使用率較低的設(shè)備以及水力壓裂設(shè)備,,或轉(zhuǎn)移至海外市場,。“不管情況如何,,我們有信心在北美油服市場保持領(lǐng)先,。”

哈里伯頓老舊的柴油壓裂設(shè)備風(fēng)險最高,,而新型電動壓裂設(shè)備幾乎全被預(yù)訂,。

例如,米勒特別提到與Coterra Energy公司合作,,成功完成了業(yè)內(nèi)首次全自動化壓裂作業(yè),,該作業(yè)使用了哈里伯頓的Octiv Auto Frac服務(wù)和Zeus IQ智能壓裂平臺。

哈里伯頓北美收入同比下降12%,,至22.4億美元,,較去年四季度的季度低谷環(huán)比微增1%。受中東及亞洲地區(qū)業(yè)務(wù),,包括主導(dǎo)歐佩克增產(chǎn)的沙特業(yè)務(wù)的支撐,,公司總收入同比下降了3.3%。

哈里伯頓季度凈利潤2.04億美元,,低于2024年同期的6.06億美元,。(財富中文網(wǎng))

譯者:馮豐

審校:夏林

President Trump’s tariffs, global economic concerns, and OPEC oil production hikes have added much more risk and uncertainty to the industry and will continue to deflate the company’s stock price in the near term, Halliburton chairman and CEO Jeff Miller said.

Halliburton was the first of the so-called Big Three oilfield services firms—along with SLB and Baker Hughes—to report its first-quarter earnings, which fell short of analyst expectations as the stock price plunged by about 6% on April 22.

Of the Big Three, Halliburton is the most exposed to North America which, because of the quicker turnaround times for oil wells in the onshore U.S., tends to slow down faster than the rest of the world when oil prices decline as they have in recent weeks and months.

Miller said tariff impacts on steel and equipment are expected to decrease Halliburton’s stock price per share by 2-3 cents in the second quarter. While the industry is buoyed by international offshore work that’s on the upswing, overall international revenue is expected to be flat to down in 2025.

“There is more risk embedded in our outlook today than three months ago,” Miller said in the earnings call.

“The last three weeks have been highly dynamic as the trade environment injected uncertainty in the markets, raised broad economic concerns and, along with the faster-than-expected return of OPEC production, weighed on commodity prices. These market forces impact us all,” Miller said, arguing that he remains bullish on oil and gas demand fueling global economic growth longer term.

Miller’s comments come within the context of an oil and gas industry that is loath to publicly criticize Trump, especially since the contention is the administration’s push to lift regulations and fast-track infrastructure projects will eventually outweigh trade war woes.

Industry outlook

Derek Podhaizer, senior research analyst for Piper Sandler, said Halliburton and the rest of the industry are in a no man’s land amid trade wars and the U.S. benchmark for oil prices stuck in a range between $60 and $65 per barrel—too low to be content but just high enough to avoid ringing alarm bells. The result is a “massive wave of uncertainty.”

“In North America, there really is no outlook right now,” Podhaizer said. “You just have to wait and see. News flow changes every single day; it almost feels like every single hour we might get a new announcement from the [Trump] administration that might reverse course for the oil price. So, at this point, I think the stocks will just follow the oil price. We’re in this stall mode.”

“Some of the bigger, best-capitalized guys will be fine, but I imagine some of the smaller, price-sensitive, higher-cost players might be thinking about tapping the brakes on activity,” he added.

U. S. drilling rig and well completions activity has slowed down for more than a year now as prices have dipped, but also because rigs and fleets are operating more efficiently than ever, which is why oil and gas production volumes are largely stagnant but remain at or near all-time highs.

Rather than fight for market share amid weaker crude oil prices and margins, Halliburton will either retire underutilized equipment and pressure pumping—fracking—fleets or reallocate them oversees, Miller said. “Nevertheless, I expect Halliburton to outperform the North America services market.”

Halliburton’s older diesel-powered fleets are most at risk, while the modern electric-fracturing fleets are almost fully booked.

For instance, Miller touted the successful launch of the first-ever, fully autonomous fracking job conducted with Coterra Energy for its Octiv Auto Frac service and Zeus IQ intelligent fracturing platform.

Halliburton’s North American revenues fell 12% year-over-year down to $2.24 billion, but up 1% sequentially from the seasonal lows in the fourth quarter. Total revenues fell 3.3% year-over-year, boosted by gains in the Middle East and Asia, including Saudi Arabia, which is leading production increases within OPEC.

Halliburton’s quarterly net income of $204 million dipped from $606 million in the first quarter of 2024.

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