據Oil & Gas Journal網站6月5日消息 據雷斯塔能源分析，盡管COVID-19爆發，美國頁巖氣運營商的季度業績令人印象深刻，甚至導致股息增加，但油田服務（OFS）市場在第一季度盈利中遭受了巨大打擊。

對204家服務公司的初步分析發現，與去年同期相比，收入下降了6%，而減值費用卻猛增。

截至2020年3月底，1月份的利潤率下降了近90%，排名前50的公共服務公司凈虧損總額超過350億美元，遠遠高于5年前行業危機期間的季度虧損。

美國頁巖業務的油井服務商和陸上鉆井商收入下降幅度最大，但離岸項目的延遲也給服務收入帶來了損失。股價也下跌，自年初以來下跌了近50%，其中海上鉆井受到的打擊尤為嚴重。

雷斯塔能源服務分析師Aleksander Erstad表示：“盡管2020年第一季度收入同比下降6%，與上一次經濟衰退期間30%或更大幅度的降幅相比，降幅似乎不大，但我們的分析表明，我們只是看到了一個開始。預計近期跌幅較大，這對一個尚未從上次危機中完全復蘇的行業來說是個壞消息。”

王磊 摘譯自 Oil & Gas Journal

原文如下：

Oilfield service market took massive first-quarter hit

The oilfield service (OFS) market took a massive hit in first-quarter earnings, while, despite the COVID-19 outbreak, US shale operators had an impressive quarter and even resulted in increased dividends, according to Rystad Energy analysis.

A preliminary analysis of 204 service companies finds revenues down 6% compared to the same period last year, while impairment charges have skyrocketed.

Profit margins for January through the end of March 2020 were down by almost 90%, and the top 50 public service companies recorded total net losses exceeding $35 billion – far greater than the quarterly losses incurred during the previous industry crisis 5 years ago.

Well servicers and land drillers in the US shale operations saw the greatest revenue decreases, but offshore project delays are taking a toll on service revenues, as well. Share prices, too, have dropped, falling almost 50% since the beginning of the year, with offshore drillers hit especially hard.

“Although the 6% year-on-year fall in 2020 first-quarter revenues appears modest compared to the massive decreases of 30% or more recorded during the last downturn, our analysis indicates that we are witnessing only the beginning. Larger declines are expected in the near term. This is bad news for an industry that still has not fully recovered from the previous crisis,” said Aleksander Erstad, energy service analyst at Rystad Energy.