-- 領先的油田服務公司哈里伯頓(Halliburton,股票代碼:HAL)表示,北美頁岩油氣活動已出現“早期復甦跡象”,水力壓裂市場產能趨緊表明需求狀況正在改善。 在周二舉行的2026年第一季財報電話會議上,總裁兼執行長杰弗裡·艾倫·米勒指出,由於整個行業需求飆升,今年前幾個月還「空檔期」的壓裂作業日程表現在已經排滿了。 米勒表示,年初時公司曾擔心完井作業量下降和延誤,但現在「不再需要擔心了」。 該公司也指出,來自小型業者的零星作業需求增加,這是需求上升的早期跡象。 哈里伯頓首席營運官香農·斯洛克姆表示,雖然目前可能還處於“早期階段”,但她認為“北美的情況是積極的”。 該公司還補充說,高端設備市場供應已經趨緊,業界僅剩「少數幾支車隊」的庫存即將售罄。 然而,管理層指出,公司仍專注於實現收益最大化,而不是爭奪市場份額,並將定價和現有車隊的利用率放在首位。
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